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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedApr 20, 2026
DataAggregated Company Financials
Companies343
  • 7D7.4%
  • 3M40.9%
  • 1Y172.9%
  • YTD51.2%

In the last week, the Electronic Equipment and Components industry is up 7.4%, with Delta Electronics up 11%. During this same period, the Compeq Manufacturing underperformed, falling 9.5%. This takes the industry's 12 month performance to a gain of 173%. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026NT$19.9tNT$15.4tNT$515.5b30.8x38.5x1.3x
Thu, 19 Mar 2026NT$16.6tNT$15.5tNT$509.4b25.5x32.6x1.1x
Sat, 14 Feb 2026NT$14.7tNT$14.7tNT$493.7b22.8x29.8x1x
Mon, 12 Jan 2026NT$13.0tNT$14.7tNT$494.0b23.1x26.3x0.9x
Wed, 10 Dec 2025NT$12.6tNT$14.7tNT$493.9b21.8x25.6x0.9x
Fri, 07 Nov 2025NT$12.6tNT$14.5tNT$476.1b21.5x26.4x0.9x
Sun, 05 Oct 2025NT$11.9tNT$14.4tNT$460.4b22.2x25.9x0.8x
Tue, 02 Sep 2025NT$10.6tNT$14.4tNT$459.9b23x23.1x0.7x
Thu, 31 Jul 2025NT$10.0tNT$14.0tNT$470.5b19.2x21.3x0.7x
Sat, 28 Jun 2025NT$8.5tNT$14.0tNT$473.0b19.1x18x0.6x
Mon, 26 May 2025NT$8.0tNT$14.0tNT$473.1b19x17x0.6x
Wed, 23 Apr 2025NT$6.9tNT$13.4tNT$427.9b16.5x16x0.5x
Fri, 21 Mar 2025NT$8.7tNT$13.4tNT$427.4b21.6x20.3x0.7x
Sun, 16 Feb 2025NT$9.0tNT$12.9tNT$408.4b23.1x22x0.7x
Tue, 14 Jan 2025NT$8.6tNT$12.9tNT$404.7b21.6x21.2x0.7x
Thu, 12 Dec 2024NT$9.2tNT$12.9tNT$405.2b23.1x22.6x0.7x
Sat, 09 Nov 2024NT$9.5tNT$12.4tNT$400.7b23.5x23.8x0.8x
Mon, 07 Oct 2024NT$9.0tNT$12.3tNT$394.2b22.5x22.8x0.7x
Wed, 04 Sep 2024NT$9.2tNT$12.3tNT$394.3b23.1x23.3x0.7x
Fri, 02 Aug 2024NT$9.5tNT$11.8tNT$372.9b25x25.5x0.8x
Sun, 30 Jun 2024NT$9.7tNT$11.7tNT$365.4b25.1x26.5x0.8x
Tue, 28 May 2024NT$8.9tNT$11.7tNT$364.9b23.8x24.4x0.8x
Thu, 25 Apr 2024NT$8.1tNT$11.7tNT$333.4b24.2x24.2x0.7x
Sat, 23 Mar 2024NT$8.2tNT$11.7tNT$328.3b23.3x25x0.7x
Mon, 19 Feb 2024NT$7.2tNT$11.8tNT$308.4b21.8x23.5x0.6x
Wed, 17 Jan 2024NT$6.8tNT$11.8tNT$306.5b20.9x22.3x0.6x
Fri, 15 Dec 2023NT$7.0tNT$11.8tNT$306.5b22x22.7x0.6x
Sun, 12 Nov 2023NT$6.6tNT$12.1tNT$315.2b18.6x20.8x0.5x
Tue, 10 Oct 2023NT$6.8tNT$12.1tNT$325.6b18.5x21x0.6x
Thu, 07 Sep 2023NT$6.9tNT$12.1tNT$324.8b18.7x21.1x0.6x
Sat, 05 Aug 2023NT$6.8tNT$12.4tNT$341.3b18x20x0.5x
Mon, 03 Jul 2023NT$6.8tNT$12.5tNT$355.5b16.6x19x0.5x
Wed, 31 May 2023NT$6.5tNT$12.4tNT$379.2b15.7x17.2x0.5x
Fri, 28 Apr 2023NT$6.1tNT$12.7tNT$420.3b13.9x14.5x0.5x
Price to Earnings Ratio

14.5x


Total Market Cap: NT$6.1tTotal Earnings: NT$420.3bTotal Revenue: NT$12.7tTotal 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 37.8x 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 6.9% 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 Market4.20%
Tech4.54%
Electronic Equipment and Components7.39%
Electronic Equipment and Instruments18.96%
Electronic Components7.38%
Technology Distributors5.14%
Electronic Manufacturing Services2.78%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 33.2x.
    • Analysts are expecting annual earnings growth of 25.4%, 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 32% 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$1.90k9.2%
+NT$415.6b		509.0%PE82.1x
2383 Elite MaterialNT$3.85k15.8%
+NT$188.1b		646.1%PE94.2x
2317 Hon Hai Precision IndustryNT$207.503.8%
+NT$104.7b		52.0%PE15.3x
8046 Nan Ya Printed Circuit BoardNT$796.0021.5%
+NT$91.1b		833.2%PE264.2x
3037 Unimicron TechnologyNT$678.008.3%
+NT$79.5b		735.0%PE155.3x

Latest News

2360
NT$2,050.00
Chroma ATE
7D
9.0%
1Y
682.4%

2360: Richer Fair Value And Higher Future P/E Will Likely Hurt Returns

Analysts have raised their fair value estimate for Chroma ATE to NT$626.81 from NT$620.99, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$626.81, modestly above the prior NT$620.99 estimate.
4958
NT$310.00
Zhen Ding Technology Holding
7D
20.4%
1Y
235.1%
2383
NT$3,850.00
Elite Material
7D
15.8%
1Y
646.1%
3481
NT$26.15
Innolux
7D
-0.6%
1Y
81.0%

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.
2308
NT$1,900.00
Delta Electronics
7D
9.2%
1Y
509.0%

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

Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. 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 at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).
8046
NT$796.00
Nan Ya Printed Circuit Board
7D
21.5%
1Y
833.2%
2368
NT$1,210.00
Gold Circuit Electronics
7D
14.7%
1Y
554.1%
3526
NT$273.50
Alltop Technology
7D
-6.2%
1Y
25.2%
2317
NT$207.50
Hon Hai Precision Industry
7D
3.8%
1Y
52.0%
2313
NT$250.50
Compeq Manufacturing
7D
-10.2%
1Y
385.5%
2355
NT$51.00
Chin-Poon Industrial
7D
-3.0%
1Y
71.7%
3010
NT$133.00
Wah Lee Industrial
7D
-2.2%
1Y
48.1%
3491
NT$1,695.00
Universal Microwave Technology
7D
-5.0%
1Y
353.2%
2367
NT$65.60
Unitech Printed Circuit Board
7D
-11.4%
1Y
194.2%
3036
NT$217.00
WT Microelectronics
7D
-4.8%
1Y
115.9%
3037
NT$678.00
Unimicron Technology
7D
8.3%
1Y
735.0%