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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies343
  • 7D9.6%
  • 3M48.7%
  • 1Y194.3%
  • YTD57.9%

In the last week, the Electronic Equipment and Components industry is up 9.6%, with Delta Electronics up 13%. Meanwhile, Largan Precision actually underperformed within the industry, shrinking 8.3% in the last week. This means that the industry has gained 194% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026NT$20.4tNT$15.4tNT$514.9b30.4x39.6x1.3x
Fri, 20 Mar 2026NT$16.6tNT$15.5tNT$509.5b24.9x32.5x1.1x
Sun, 15 Feb 2026NT$14.7tNT$14.7tNT$493.7b22.8x29.8x1x
Tue, 13 Jan 2026NT$13.2tNT$14.7tNT$494.0b24.1x26.8x0.9x
Thu, 11 Dec 2025NT$12.7tNT$14.7tNT$493.9b21.7x25.7x0.9x
Sat, 08 Nov 2025NT$12.3tNT$14.5tNT$477.8b21x25.8x0.9x
Mon, 06 Oct 2025NT$11.9tNT$14.4tNT$460.4b22.2x25.9x0.8x
Wed, 03 Sep 2025NT$10.5tNT$14.4tNT$459.9b22.5x22.9x0.7x
Fri, 01 Aug 2025NT$9.5tNT$14.0tNT$474.8b19.2x19.9x0.7x
Sun, 29 Jun 2025NT$8.5tNT$14.0tNT$473.0b19.1x18x0.6x
Tue, 27 May 2025NT$8.0tNT$14.0tNT$473.1b19x16.9x0.6x
Thu, 24 Apr 2025NT$7.2tNT$13.4tNT$427.9b17.5x16.8x0.5x
Sat, 22 Mar 2025NT$8.7tNT$13.4tNT$427.9b21.1x20.3x0.6x
Mon, 17 Feb 2025NT$9.0tNT$12.9tNT$408.4b23.1x22x0.7x
Wed, 15 Jan 2025NT$8.7tNT$12.9tNT$404.7b22x21.6x0.7x
Fri, 13 Dec 2024NT$9.1tNT$12.9tNT$405.3b22.9x22.5x0.7x
Sun, 10 Nov 2024NT$9.5tNT$12.5tNT$402.1b23.4x23.7x0.8x
Tue, 08 Oct 2024NT$9.2tNT$12.3tNT$394.2b22.9x23.3x0.7x
Thu, 05 Sep 2024NT$8.8tNT$12.3tNT$394.3b21.9x22.3x0.7x
Sat, 03 Aug 2024NT$9.0tNT$11.8tNT$380.2b23.5x23.7x0.8x
Mon, 01 Jul 2024NT$9.7tNT$11.7tNT$365.4b25.1x26.5x0.8x
Wed, 29 May 2024NT$9.0tNT$11.7tNT$364.8b23.9x24.6x0.8x
Fri, 26 Apr 2024NT$8.0tNT$11.7tNT$331.9b24x24x0.7x
Sun, 24 Mar 2024NT$8.2tNT$11.7tNT$328.3b23.3x25x0.7x
Tue, 20 Feb 2024NT$7.3tNT$11.8tNT$308.4b22.1x23.6x0.6x
Thu, 18 Jan 2024NT$6.7tNT$11.8tNT$306.5b20.7x22x0.6x
Sat, 16 Dec 2023NT$7.0tNT$11.8tNT$306.5b21.9x22.9x0.6x
Mon, 13 Nov 2023NT$6.6tNT$12.1tNT$312.8b18.6x21x0.5x
Wed, 11 Oct 2023NT$6.8tNT$12.1tNT$325.6b18.5x21x0.6x
Fri, 08 Sep 2023NT$6.8tNT$12.1tNT$324.8b18.7x20.9x0.6x
Sun, 06 Aug 2023NT$6.8tNT$12.4tNT$336.4b17.8x20.3x0.6x
Tue, 04 Jul 2023NT$6.9tNT$12.5tNT$355.5b16.8x19.4x0.6x
Thu, 01 Jun 2023NT$6.5tNT$12.4tNT$378.6b16x17.3x0.5x
Sat, 29 Apr 2023NT$6.2tNT$12.6tNT$420.0b14.3x14.7x0.5x
Price to Earnings Ratio

14.7x


Total Market Cap: NT$6.2tTotal Earnings: NT$420.0bTotal Revenue: NT$12.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 23x202420252026
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 39.6x which is higher than its 3-year average PE of 23.0x.
  • The 3-year average PS ratio of 0.71x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 7.0% per year over the last three years.
  • Revenues for these companies have grown 6.8% 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 Market4.23%
Tech4.94%
Electronic Equipment and Components9.63%
Electronic Components11.97%
Electronic Equipment and Instruments10.34%
Electronic Manufacturing Services1.78%
Technology Distributors1.65%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 33.3x.
    • Analysts are expecting annual earnings growth of 25.5%, which is higher than its past year's earnings decline of 9.6% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 23.7x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 2.9% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 12% 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$2.02k12.9%
+NT$597.4b		511.5%PE87.1x
2317 Hon Hai Precision IndustryNT$221.006.5%
+NT$188.5b		59.0%PE16.3x
3037 Unimicron TechnologyNT$716.0015.9%
+NT$149.8b		706.3%PE164x
8046 Nan Ya Printed Circuit BoardNT$803.0022.4%
+NT$95.0b		763.4%PE266.5x
2383 Elite MaterialNT$4.07k6.7%
+NT$91.4b		678.7%PE99.4x

Latest News

2308
NT$2,015.00
Delta Electronics
7D
12.9%
1Y
511.5%
3008
NT$2,585.00
Largan Precision
7D
-8.3%
1Y
18.6%
2327
NT$315.50
Yageo
7D
-2.0%
1Y
177.7%

2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns

Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.
3533
NT$2,650.00
Lotes
7D
11.6%
1Y
130.4%
4958
NT$315.00
Zhen Ding Technology Holding
7D
25.2%
1Y
232.3%
2383
NT$4,065.00
Elite Material
7D
6.7%
1Y
678.7%
3481
NT$25.60
Innolux
7D
-7.2%
1Y
77.8%

3481: Higher Discount Rate And Lower Future P/E Will Limit Share Upside

Analysts have trimmed their price target on Innolux to NT$16.56 from NT$17.25 as small shifts in discount rate assumptions, revenue growth outlook and profit margin forecasts feed through to a slightly lower expected P/E multiple. Valuation Changes Fair Value: NT$12.4 is unchanged, with no adjustment to the underlying fair value estimate.
8046
NT$803.00
Nan Ya Printed Circuit Board
7D
22.4%
1Y
763.4%
2368
NT$1,250.00
Gold Circuit Electronics
7D
7.3%
1Y
546.0%
2409
NT$18.55
AUO
7D
-7.5%
1Y
49.6%
2317
NT$221.00
Hon Hai Precision Industry
7D
6.5%
1Y
59.0%
2313
NT$247.00
Compeq Manufacturing
7D
-6.1%
1Y
358.3%
3167
NT$680.00
Ta Liang Technology
7D
-3.0%
1Y
918.0%
2367
NT$67.80
Unitech Printed Circuit Board
7D
-6.0%
1Y
191.0%
3036
NT$213.50
WT Microelectronics
7D
-7.0%
1Y
108.3%
3037
NT$716.00
Unimicron Technology
7D
15.9%
1Y
706.3%