Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedAug 14, 2026
DataAggregated Company Financials
Companies348
  • 7D5.8%
  • 3M6.2%
  • 1Y126.5%
  • YTD84.0%

The Electronic Equipment and Components industry is up 5.8% in the last week, with Delta Electronics up 15%. During this same period, the E Ink Holdings underperformed, falling 16%. This means that the industry has gained 126% over the past year. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 14 Aug 2026NT$24.0tNT$17.2tNT$619.1b32.2x38.8x1.4x
Sun, 12 Jul 2026NT$24.1tNT$16.5tNT$551.1b39.3x43.7x1.5x
Tue, 09 Jun 2026NT$24.9tNT$16.5tNT$550.9b39.6x45.3x1.5x
Thu, 07 May 2026NT$22.7tNT$15.5tNT$529.9b29.3x42.9x1.5x
Sat, 04 Apr 2026NT$15.9tNT$15.4tNT$512.6b24.2x31.1x1x
Mon, 02 Mar 2026NT$16.4tNT$14.8tNT$507.6b24.8x32.3x1.1x
Wed, 28 Jan 2026NT$14.5tNT$14.7tNT$494.0b24.5x29.4x1x
Fri, 26 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.9x25.3x0.9x
Sun, 23 Nov 2025NT$11.7tNT$14.7tNT$494.0b20.1x23.8x0.8x
Tue, 21 Oct 2025NT$11.9tNT$14.4tNT$461.0b22.3x25.8x0.8x
Thu, 18 Sep 2025NT$11.3tNT$14.4tNT$460.5b22.6x24.4x0.8x
Sat, 16 Aug 2025NT$10.6tNT$14.3tNT$465.7b22.1x22.8x0.7x
Mon, 14 Jul 2025NT$8.7tNT$14.0tNT$473.0b19.3x18.4x0.6x
Wed, 11 Jun 2025NT$8.3tNT$14.0tNT$472.9b18.6x17.5x0.6x
Fri, 09 May 2025NT$7.7tNT$13.4tNT$443.2b18.8x17.4x0.6x
Sun, 06 Apr 2025NT$8.1tNT$13.4tNT$427.7b19.2x18.9x0.6x
Tue, 04 Mar 2025NT$8.8tNT$13.0tNT$412.2b23.7x21.3x0.7x
Thu, 30 Jan 2025NT$9.1tNT$12.9tNT$404.8b22.7x22.4x0.7x
Sat, 28 Dec 2024NT$9.2tNT$12.9tNT$404.8b23.5x22.8x0.7x
Mon, 25 Nov 2024NT$9.2tNT$12.9tNT$404.8b22.5x22.8x0.7x
Wed, 23 Oct 2024NT$9.6tNT$12.3tNT$394.2b23.6x24.3x0.8x
Fri, 20 Sep 2024NT$8.9tNT$12.3tNT$394.1b23x22.5x0.7x
Sun, 18 Aug 2024NT$9.1tNT$12.3tNT$394.6b22.8x23x0.7x
Tue, 16 Jul 2024NT$10.0tNT$11.7tNT$365.5b25.9x27.3x0.9x
Thu, 13 Jun 2024NT$8.8tNT$11.7tNT$364.9b24x24.1x0.7x
Sat, 11 May 2024NT$8.4tNT$11.8tNT$331.4b24.3x25.3x0.7x
Mon, 08 Apr 2024NT$8.4tNT$11.7tNT$329.1b25x25.5x0.7x
Wed, 06 Mar 2024NT$7.4tNT$11.9tNT$317.8b22.6x23.4x0.6x
Fri, 02 Feb 2024NT$7.0tNT$11.8tNT$306.5b21.6x22.9x0.6x
Sun, 31 Dec 2023NT$7.1tNT$11.8tNT$306.5b21.6x23.2x0.6x
Tue, 28 Nov 2023NT$6.8tNT$11.8tNT$306.6b20.7x22.1x0.6x
Thu, 26 Oct 2023NT$6.5tNT$12.1tNT$319.6b18.5x20.4x0.5x
Sat, 23 Sep 2023NT$6.8tNT$12.1tNT$325.6b18.4x20.8x0.6x
Mon, 21 Aug 2023NT$6.6tNT$12.1tNT$321.4b17.9x20.5x0.5x
Price to Earnings Ratio

20.5x


Total Market Cap: NT$6.6tTotal Earnings: NT$321.4bTotal Revenue: NT$12.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 25.6x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 38.8x which is higher than its 3-year average PE of 25.6x.
  • The 3-year average PS ratio of 0.80x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Tech industry?

TW Market3.60%
Tech4.29%
Electronic Equipment and Components5.79%
Electronic Equipment and Instruments9.74%
Electronic Components7.49%
Electronic Manufacturing Services-0.86%
Technology Distributors-1.34%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 38.5x.
    • Analysts are expecting annual earnings growth of 34.0%, which is higher than its past year's earnings decline of 11.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2308 Delta ElectronicsNT$1.89k14.2%
+NT$610.4b		174.8%PE60x
2383 Elite MaterialNT$6.17k17.7%
+NT$331.4b		381.6%PE96.4x
2327 YageoNT$622.0015.2%
+NT$168.6b		355.7%PE49x
8046 Nan Ya Printed Circuit BoardNT$1.32k21.8%
+NT$151.8b		675.8%PE154.6x
2360 Chroma ATENT$2.31k13.8%
+NT$118.6b		343.4%PE58.9x

Latest News

3533
NT$1,720.00
Lotes
7D
-9.9%
1Y
31.8%
6274
NT$1,670.00
Taiwan Union Technology
7D
16.0%
1Y
426.8%
8069
NT$165.50
E Ink Holdings
7D
-15.6%
1Y
-34.7%
3702
NT$115.00
WPG Holdings
7D
-6.1%
1Y
73.2%
2327
NT$622.00
Yageo
7D
15.2%
1Y
355.7%
Narrative Update • Aug 13

2327: Future Pricing Will Rely On Stable Margins And Lower P E Assumption

Analysts have trimmed their fair value estimate for Yageo from NT$1,110.38 to NT$1,082.50, as they now apply a slightly higher discount rate and a modestly lower future P/E, while keeping revenue growth and profit margin expectations broadly similar. What's in the News for Yageo No recent Yageo specific news items were identified in the provided sources up to 13 Aug 2026.
3036
NT$210.00
WT Microelectronics
7D
-0.7%
1Y
67.3%
3044
NT$488.00
Tripod Technology
7D
23.9%
1Y
51.6%
2308
NT$1,885.00
Delta Electronics
7D
14.2%
1Y
174.8%
Narrative Update • Aug 12

2308: AI Data Center And Microgrid Solutions Will Drive Future Upside

Analysts have trimmed their price target for Delta Electronics to NT$3,456.90 from NT$3,893.75 as they factor in slightly lower revenue growth, a modestly softer profit margin, a higher discount rate, and a reduced future P/E assumption. What's in the News for Delta Electronics Delta Electronics plans a board meeting on 29 July 2026 to review and approve the company’s financial results for the second quarter of 2026.
8046
NT$1,315.00
Nan Ya Printed Circuit Board
7D
21.8%
1Y
675.8%
2360
NT$2,310.00
Chroma ATE
7D
13.8%
1Y
343.4%
2347
NT$90.60
Synnex Technology International
7D
-3.0%
1Y
54.3%
3023
NT$311.00
SINBON Electronics
7D
-2.2%
1Y
26.2%
2317
NT$259.00
Hon Hai Precision Industry
7D
-0.4%
1Y
25.1%
3037
NT$1,020.00
Unimicron Technology
7D
6.8%
1Y
652.8%
2383
NT$6,165.00
Elite Material
7D
17.7%
1Y
381.6%
7861
NT$1,050.00
Bellwether Electronic
7D
-5.8%
1Y
n/a