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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies344
  • 7D2.1%
  • 3M56.8%
  • 1Y180.9%
  • YTD79.4%

In the last week, the Electronic Equipment and Components industry is up 2.1%, with Yageo up 24%. During this same period, the Delta Electronics underperformed, falling 5.0%. In the last 12 months, the industry was up 181%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 May 2026NT$23.2tNT$15.9tNT$541.6b32.2x42.8x1.5x
Sat, 11 Apr 2026NT$18.2tNT$15.4tNT$513.0b26.9x35.4x1.2x
Mon, 09 Mar 2026NT$15.4tNT$14.8tNT$508.5b23.9x30.2x1x
Wed, 04 Feb 2026NT$14.2tNT$14.7tNT$494.0b23.2x28.8x1x
Fri, 02 Jan 2026NT$12.7tNT$14.7tNT$493.9b22.2x25.8x0.9x
Sun, 30 Nov 2025NT$12.3tNT$14.7tNT$494.0b21.2x24.9x0.8x
Tue, 28 Oct 2025NT$12.7tNT$14.4tNT$460.8b22.5x27.6x0.9x
Thu, 25 Sep 2025NT$11.8tNT$14.4tNT$460.5b24.1x25.6x0.8x
Sat, 23 Aug 2025NT$10.5tNT$14.4tNT$460.5b22.6x22.7x0.7x
Mon, 21 Jul 2025NT$9.0tNT$14.0tNT$473.0b19.7x19.1x0.6x
Wed, 18 Jun 2025NT$8.2tNT$14.0tNT$473.0b18.9x17.4x0.6x
Fri, 16 May 2025NT$8.1tNT$13.6tNT$446.0b19.7x18.2x0.6x
Sun, 13 Apr 2025NT$6.9tNT$13.4tNT$427.9b17x16.2x0.5x
Tue, 11 Mar 2025NT$8.7tNT$13.0tNT$413.1b23.2x21.1x0.7x
Thu, 06 Feb 2025NT$8.8tNT$12.9tNT$404.9b22.6x21.7x0.7x
Sat, 04 Jan 2025NT$9.0tNT$12.9tNT$404.8b23.3x22.3x0.7x
Mon, 02 Dec 2024NT$9.0tNT$12.9tNT$404.4b23x22.3x0.7x
Wed, 30 Oct 2024NT$9.4tNT$12.3tNT$395.1b23.3x23.7x0.8x
Fri, 27 Sep 2024NT$9.2tNT$12.3tNT$394.1b22.9x23.2x0.7x
Sun, 25 Aug 2024NT$9.1tNT$12.3tNT$394.9b23x23x0.7x
Tue, 23 Jul 2024NT$9.2tNT$11.7tNT$365.5b24.3x25.1x0.8x
Thu, 20 Jun 2024NT$9.4tNT$11.7tNT$365.3b24.7x25.7x0.8x
Sat, 18 May 2024NT$8.5tNT$11.7tNT$358.9b24.1x23.7x0.7x
Mon, 15 Apr 2024NT$8.2tNT$11.7tNT$329.3b25x25x0.7x
Wed, 13 Mar 2024NT$7.6tNT$11.8tNT$317.8b22.8x24.1x0.6x
Fri, 09 Feb 2024NT$7.0tNT$11.8tNT$306.7b21.5x22.9x0.6x
Sun, 07 Jan 2024NT$6.9tNT$11.8tNT$306.5b21.1x22.6x0.6x
Tue, 05 Dec 2023NT$7.0tNT$11.8tNT$306.5b21.7x22.7x0.6x
Thu, 02 Nov 2023NT$6.3tNT$12.1tNT$328.6b17.8x19.3x0.5x
Sat, 30 Sep 2023NT$6.8tNT$12.1tNT$325.6b18.3x20.8x0.6x
Mon, 28 Aug 2023NT$6.6tNT$12.1tNT$321.5b18x20.7x0.6x
Wed, 26 Jul 2023NT$6.9tNT$12.5tNT$352.6b18.3x19.6x0.6x
Fri, 23 Jun 2023NT$6.9tNT$12.5tNT$355.9b16.8x19.3x0.6x
Sun, 21 May 2023NT$6.3tNT$12.5tNT$408.0b15.2x15.5x0.5x
Price to Earnings Ratio

15.5x


Total Market Cap: NT$6.3tTotal Earnings: NT$408.0bTotal Revenue: NT$12.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 23.6x202420252026
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 42.8x which is higher than its 3-year average PE of 23.6x.
  • The 3-year average PS ratio of 0.73x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 9.9% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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 Market0.71%
Tech0.93%
Electronic Equipment and Components2.15%
Technology Distributors11.05%
Electronic Equipment and Instruments2.32%
Electronic Components2.20%
Electronic Manufacturing Services-0.62%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 31.8x.
    • Analysts are expecting annual earnings growth of 38.3%, which is higher than its past year's earnings growth of 1.0% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 23.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 1.0% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 13% 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
2327 YageoNT$462.0024.4%
+NT$186.1b		277.9%PE36.4x
8069 E Ink HoldingsNT$226.0047.7%
+NT$84.0b		-2.0%PE23.4x
3008 Largan PrecisionNT$3.14k21.7%
+NT$74.3b		37.8%PE19.8x
3036 WT MicroelectronicsNT$271.5024.0%
+NT$66.4b		124.4%PE19.5x
3481 InnoluxNT$35.4019.0%
+NT$45.1b		152.9%PE308x

Latest News

8069
NT$226.00
E Ink Holdings
7D
47.7%
1Y
-2.0%
6510
NT$4,150.00
Chunghwa Precision Test Tech
7D
11.3%
1Y
415.5%
3008
NT$3,135.00
Largan Precision
7D
21.7%
1Y
37.8%
8046
NT$847.00
Nan Ya Printed Circuit Board
7D
-10.6%
1Y
702.8%
7861
NT$1,195.00
Bellwether Electronic
7D
32.9%
1Y
n/a
2492
NT$220.00
Walsin Technology
7D
37.5%
1Y
161.9%
3481
NT$35.40
Innolux
7D
19.0%
1Y
152.9%
6213
NT$268.00
ITEQ
7D
-10.5%
1Y
252.6%
3036
NT$271.50
WT Microelectronics
7D
24.0%
1Y
124.4%
3533
NT$2,450.00
Lotes
7D
-14.0%
1Y
84.9%
2327
NT$462.00
Yageo
7D
24.4%
1Y
277.9%
2317
NT$244.50
Hon Hai Precision Industry
7D
-3.6%
1Y
53.3%
2360
NT$2,260.00
Chroma ATE
7D
-2.8%
1Y
583.8%
3037
NT$881.00
Unimicron Technology
7D
-1.7%
1Y
772.3%
2308
NT$2,155.00
Delta Electronics
7D
-5.5%
1Y
481.6%
Narrative Update • May 01

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

Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.
2383
NT$4,920.00
Elite Material
7D
-0.8%
1Y
618.2%