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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedMar 24, 2026
DataAggregated Company Financials
Companies345
  • 7D-0.9%
  • 3M27.0%
  • 1Y82.9%
  • YTD22.7%

The Electronic Equipment and Components is pretty flat in the last 7 days, but All Ring Tech has stood out, gaining 28%. As for the the longer term, the industry is up 83% over the past 12 months. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Mar 2026NT$15.8tNT$15.5tNT$509.4b24.4x31.1x1x
Thu, 19 Feb 2026NT$14.7tNT$14.7tNT$493.9b22.9x29.8x1x
Sat, 17 Jan 2026NT$13.8tNT$14.7tNT$494.0b24.1x27.9x0.9x
Mon, 15 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.9x25.3x0.8x
Wed, 12 Nov 2025NT$12.4tNT$14.5tNT$479.7b21.4x25.8x0.9x
Fri, 10 Oct 2025NT$12.1tNT$14.4tNT$460.4b22.7x26.2x0.8x
Sun, 07 Sep 2025NT$10.8tNT$14.4tNT$459.9b22.8x23.5x0.8x
Tue, 05 Aug 2025NT$9.6tNT$14.0tNT$474.9b19.8x20.3x0.7x
Thu, 03 Jul 2025NT$8.5tNT$14.0tNT$473.0b19.1x18x0.6x
Sat, 31 May 2025NT$8.1tNT$14.0tNT$472.8b18.7x17.1x0.6x
Mon, 28 Apr 2025NT$7.3tNT$13.4tNT$427.5b18.1x17.2x0.5x
Wed, 26 Mar 2025NT$8.6tNT$13.4tNT$428.0b21.1x20.1x0.6x
Fri, 21 Feb 2025NT$9.1tNT$12.9tNT$408.4b24.2x22.4x0.7x
Sun, 19 Jan 2025NT$8.8tNT$12.9tNT$404.8b22.1x21.8x0.7x
Tue, 17 Dec 2024NT$8.9tNT$3.1tNT$67.9b22.9x131.7x2.9x
Thu, 14 Nov 2024NT$9.4tNT$12.5tNT$403.4b22.5x23.3x0.8x
Sat, 12 Oct 2024NT$9.1tNT$12.3tNT$394.2b23.2x23.2x0.7x
Mon, 09 Sep 2024NT$8.7tNT$12.3tNT$394.3b22.1x22.1x0.7x
Wed, 07 Aug 2024NT$8.2tNT$11.8tNT$382.7b21.5x21.4x0.7x
Fri, 05 Jul 2024NT$9.8tNT$11.7tNT$365.4b25.3x26.7x0.8x
Sun, 02 Jun 2024NT$8.6tNT$11.7tNT$365.2b24.3x23.7x0.7x
Tue, 30 Apr 2024NT$8.2tNT$11.7tNT$331.7b24.5x24.8x0.7x
Thu, 28 Mar 2024NT$8.2tNT$11.7tNT$328.3b23.5x24.9x0.7x
Sat, 24 Feb 2024NT$7.3tNT$11.9tNT$317.0b22.1x23.2x0.6x
Mon, 22 Jan 2024NT$6.8tNT$11.8tNT$306.5b20.6x22.3x0.6x
Wed, 20 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.3x22.5x0.6x
Fri, 17 Nov 2023NT$6.7tNT$11.9tNT$312.8b19x21.3x0.6x
Sun, 15 Oct 2023NT$6.8tNT$12.1tNT$325.6b18.5x21x0.6x
Tue, 12 Sep 2023NT$6.7tNT$12.1tNT$324.8b18.4x20.6x0.6x
Thu, 10 Aug 2023NT$6.9tNT$12.4tNT$334.0b17.4x20.6x0.6x
Sat, 08 Jul 2023NT$6.7tNT$12.5tNT$354.2b16.9x18.9x0.5x
Mon, 05 Jun 2023NT$6.6tNT$12.4tNT$373.2b16.5x17.7x0.5x
Wed, 03 May 2023NT$6.2tNT$12.6tNT$419.3b14.4x14.7x0.5x
Fri, 31 Mar 2023NT$6.2tNT$12.7tNT$436.0b13.6x14.2x0.5x
Price to Earnings Ratio

14.2x


Total Market Cap: NT$6.2tTotal Earnings: NT$436.0bTotal Revenue: NT$12.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 22.5x202420252026
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 31.1x which is higher than its 3-year average PE of 22.5x.
  • The 3-year average PS ratio of 0.69x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 5.3% 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 Market-1.62%
Tech-1.33%
Electronic Equipment and Components-0.93%
Electronic Equipment and Instruments2.22%
Technology Distributors1.97%
Electronic Components0.93%
Electronic Manufacturing Services-9.20%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 32.2x.
    • Analysts are expecting annual earnings growth of 22.8%, which is higher than its past year's earnings decline of 1.8% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 23.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 1.9% 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
6187 All Ring TechNT$869.0027.6%
+NT$18.1b		182.6%PE56.3x
3533 LotesNT$1.96k7.4%
+NT$15.1b		25.3%PE27.8x
6274 Taiwan Union TechnologyNT$541.007.1%
+NT$10.2b		212.7%PE44.9x
6805 FositekNT$1.84k5.2%
+NT$6.2b		165.2%PE59.2x
7861 Bellwether ElectronicNT$809.0011.7%
+NT$5.5b		n/aPE101.1x

Latest News

6187
NT$869.00
All Ring Tech
7D
27.6%
1Y
182.6%
8046
NT$490.50
Nan Ya Printed Circuit Board
7D
-9.8%
1Y
289.3%
7861
NT$792.00
Bellwether Electronic
7D
9.4%
1Y
n/a
2327
NT$250.50
Yageo
7D
-12.4%
1Y
92.0%

2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership

Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).
2360
NT$1,480.00
Chroma ATE
7D
0.7%
1Y
371.3%

2360: Higher Assumed Margins Will Likely Sustain An Overstretched Share Price

Analysts have raised their price target for Chroma ATE from about NT$828 to around NT$1,387, based on updated assumptions that include higher projected revenue growth, stronger profit margins, a slightly lower discount rate and a similar forward P/E multiple. Valuation Changes Fair Value: NT$827.69 has been revised to NT$1,386.86, representing a large step up in the modelled estimate.
3533
NT$1,960.00
Lotes
7D
7.7%
1Y
25.6%
3481
NT$24.65
Innolux
7D
-11.0%
1Y
55.0%

3481: Lower Future P/E Assumptions Will Likely Restrain Share Upside

Analysts have reduced their price target for Innolux to NT$12.40 from NT$115.22, pointing to updated assumptions for discount rate, revenue growth, profit margin, and a much lower future P/E that together suggest a more cautious view on the stock’s upside potential. Valuation Changes Fair Value: NT$12.40 is unchanged, indicating no shift in the central value estimate used in the analysis.
2308
NT$1,420.00
Delta Electronics
7D
-1.4%
1Y
262.2%

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
3673
NT$45.20
TPK Holding
7D
15.7%
1Y
20.5%
2317
NT$196.00
Hon Hai Precision Industry
7D
-7.5%
1Y
18.8%
2313
NT$210.00
Compeq Manufacturing
7D
-11.2%
1Y
226.1%
3583
NT$453.50
Scientech
7D
11.2%
1Y
44.2%
6274
NT$543.00
Taiwan Union Technology
7D
7.5%
1Y
213.9%
6805
NT$1,835.00
Fositek
7D
5.2%
1Y
165.2%
3036
NT$232.50
WT Microelectronics
7D
-6.8%
1Y
124.6%
3037
NT$459.00
Unimicron Technology
7D
-15.5%
1Y
333.0%