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

Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies345
  • 7D3.9%
  • 3M8.9%
  • 1Y42.1%
  • YTD2.8%

In the last week, the Electronic Equipment and Components industry is up 3.9%, with Delta Electronics up 7.0%. In the last 12 months, the industry was up 42%. As for the next few years, earnings are expected to grow by 20% 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, 08 Jan 2026NT$13.2tNT$14.7tNT$493.9b23.2x26.8x0.9x
Sat, 06 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.3x25.3x0.9x
Mon, 03 Nov 2025NT$12.8tNT$14.4tNT$473.5b22.3x26.9x0.9x
Wed, 01 Oct 2025NT$11.5tNT$14.4tNT$460.5b23.1x24.9x0.8x
Fri, 29 Aug 2025NT$11.0tNT$14.4tNT$459.9b23x23.9x0.8x
Sun, 27 Jul 2025NT$9.2tNT$14.0tNT$471.9b18.8x19.4x0.7x
Tue, 24 Jun 2025NT$8.1tNT$14.0tNT$473.0b18.5x17.2x0.6x
Thu, 22 May 2025NT$8.1tNT$14.0tNT$473.1b19.1x17.1x0.6x
Sat, 19 Apr 2025NT$7.1tNT$13.4tNT$427.9b17.5x16.6x0.5x
Mon, 17 Mar 2025NT$8.6tNT$13.1tNT$430.3b22x20.1x0.7x
Wed, 12 Feb 2025NT$9.0tNT$12.9tNT$404.9b22.9x22.1x0.7x
Fri, 10 Jan 2025NT$9.0tNT$12.9tNT$404.8b22.4x22.2x0.7x
Sun, 08 Dec 2024NT$9.3tNT$12.9tNT$405.1b23.5x22.9x0.7x
Tue, 05 Nov 2024NT$9.4tNT$12.3tNT$399.4b22.8x23.5x0.8x
Thu, 03 Oct 2024NT$9.0tNT$12.3tNT$394.2b22.9x22.9x0.7x
Sat, 31 Aug 2024NT$9.3tNT$12.3tNT$394.4b23.3x23.5x0.8x
Mon, 29 Jul 2024NT$9.2tNT$11.7tNT$365.5b24.2x25.1x0.8x
Wed, 26 Jun 2024NT$9.6tNT$11.7tNT$365.3b25.4x26.2x0.8x
Fri, 24 May 2024NT$8.6tNT$11.7tNT$364.9b23.7x23.6x0.7x
Sun, 21 Apr 2024NT$7.7tNT$11.7tNT$333.4b23.5x23.2x0.7x
Tue, 19 Mar 2024NT$7.9tNT$11.7tNT$330.0b22.7x23.8x0.7x
Thu, 15 Feb 2024NT$7.1tNT$11.8tNT$308.4b21.5x23x0.6x
Sat, 13 Jan 2024NT$6.8tNT$11.8tNT$306.5b20.8x22.2x0.6x
Mon, 11 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.6x22.6x0.6x
Wed, 08 Nov 2023NT$6.6tNT$12.1tNT$319.3b18.7x20.6x0.5x
Fri, 06 Oct 2023NT$6.9tNT$12.1tNT$325.6b18.6x21.1x0.6x
Sun, 03 Sep 2023NT$6.7tNT$12.1tNT$321.8b18.4x21x0.6x
Tue, 01 Aug 2023NT$6.9tNT$12.4tNT$343.2b18.3x20.1x0.6x
Thu, 29 Jun 2023NT$6.7tNT$12.5tNT$355.5b16.4x18.9x0.5x
Sat, 27 May 2023NT$6.4tNT$12.5tNT$397.7b15.5x16.2x0.5x
Mon, 24 Apr 2023NT$6.2tNT$12.7tNT$431.6b14x14.3x0.5x
Wed, 22 Mar 2023NT$6.1tNT$12.7tNT$442.6b13.2x13.8x0.5x
Fri, 17 Feb 2023NT$6.1tNT$12.7tNT$474.4b12.1x12.9x0.5x
Sun, 15 Jan 2023NT$5.7tNT$12.7tNT$495.3b11.1x11.6x0.5x
Price to Earnings Ratio

11.6x


Total Market Cap: NT$5.7tTotal Earnings: NT$495.3bTotal Revenue: NT$12.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 21.4x202420252026
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 26.8x which is higher than its 3-year average PE of 21.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

TW Market4.80%
Tech6.42%
Electronic Equipment and Components3.90%
Electronic Equipment and Instruments7.58%
Technology Distributors5.91%
Electronic Components3.64%
Electronic Manufacturing Services3.28%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 29.7x.
    • Analysts expect its future annual earnings growth (8.7%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.9x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 6.6% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 8.7% 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$1.01k4.9%
+NT$122.1b		141.9%PE52.5x
2360 Chroma ATENT$924.0019.2%
+NT$63.1b		137.2%PE36.9x
3481 InnoluxNT$20.7521.7%
+NT$29.5b		46.6%PE17.8x
2409 AUONT$15.6527.8%
+NT$25.7b		11.0%PE21.2x
2313 Compeq ManufacturingNT$104.5012.2%
+NT$13.6b		54.4%PE20.9x

Latest News

6805
NT$1,365.00
Fositek
7D
-16.0%
1Y
83.0%
2308
NT$1,010.00
Delta Electronics
7D
4.9%
1Y
141.9%

2308: Future AI Data Center Contracts Will Not Justify Current Optimism

Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.
6274
NT$467.50
Taiwan Union Technology
7D
-5.4%
1Y
178.3%
2360
NT$924.00
Chroma ATE
7D
19.2%
1Y
137.2%
2313
NT$104.50
Compeq Manufacturing
7D
12.2%
1Y
54.4%
8069
NT$174.00
E Ink Holdings
7D
-12.1%
1Y
-35.8%

8069: Green ePaper Partnerships Will Drive Long-Term Energy-Efficient Display Demand

Analysts have adjusted their price target on E Ink Holdings slightly higher to reflect updated assumptions around discount rates, revenue growth of about 16.20% and a profit margin near 30.06%, while keeping their fair value estimate broadly unchanged. What's in the News C3, an ecosystem partner of E Ink, is setting up Pixel Paper Labs in Sri Lanka as the country’s first dedicated ePaper product design and development facility, focused on low power digital signage, retail, logistics, education, and smart city uses (Key Developments).
2409
NT$15.65
AUO
7D
27.8%
1Y
11.0%
3481
NT$20.75
Innolux
7D
21.7%
1Y
46.6%
2327
NT$236.50
Yageo
7D
2.4%
1Y
74.5%
2368
NT$633.00
Gold Circuit Electronics
7D
-7.9%
1Y
173.4%
3211
NT$302.00
Dynapack International Technology
7D
-10.4%
1Y
48.8%
2383
NT$1,540.00
Elite Material
7D
-6.4%
1Y
163.2%
8358
NT$254.50
Co-Tech Development
7D
-8.1%
1Y
367.0%
6116
NT$11.65
HannStar Display
7D
49.4%
1Y
50.3%
3533
NT$1,415.00
Lotes
7D
9.3%
1Y
-21.8%
2317
NT$229.50
Hon Hai Precision Industry
7D
-0.4%
1Y
25.4%