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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies344
  • 7D-1.8%
  • 3M19.8%
  • 1Y88.9%
  • YTD18.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.8%, driven by Delta Electronics declining 5.2%. Meanwhile, Compeq Manufacturing actually outperformed within the industry, gaining 16% in the last week. This takes the industry's 12 month performance to a gain of 89%. As for the next few years, earnings are expected to grow by 27% 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, 01 Apr 2026NT$15.3tNT$15.4tNT$509.7b23.8x30x1x
Fri, 27 Feb 2026NT$16.4tNT$14.8tNT$509.3b24.8x32.2x1.1x
Sun, 25 Jan 2026NT$14.4tNT$14.7tNT$494.0b24.2x29.1x1x
Tue, 23 Dec 2025NT$12.5tNT$14.7tNT$493.9b22.1x25.2x0.8x
Thu, 20 Nov 2025NT$11.7tNT$14.7tNT$494.0b20x23.8x0.8x
Sat, 18 Oct 2025NT$11.9tNT$14.4tNT$461.0b21.5x25.8x0.8x
Mon, 15 Sep 2025NT$11.4tNT$14.4tNT$460.5b23.2x24.7x0.8x
Wed, 13 Aug 2025NT$10.3tNT$14.0tNT$468.1b21.2x21.9x0.7x
Fri, 11 Jul 2025NT$8.7tNT$14.0tNT$473.0b19.1x18.4x0.6x
Sun, 08 Jun 2025NT$8.1tNT$14.0tNT$472.9b18.7x17.2x0.6x
Tue, 06 May 2025NT$7.5tNT$13.4tNT$435.4b18.2x17.3x0.6x
Thu, 03 Apr 2025NT$8.1tNT$13.4tNT$427.6b19.2x18.9x0.6x
Sat, 01 Mar 2025NT$9.0tNT$12.9tNT$410.2b24.4x21.8x0.7x
Mon, 27 Jan 2025NT$9.1tNT$12.9tNT$404.8b22.7x22.4x0.7x
Wed, 25 Dec 2024NT$9.1tNT$12.9tNT$405.3b22.7x22.4x0.7x
Fri, 22 Nov 2024NT$9.1tNT$12.9tNT$404.1b22.5x22.6x0.7x
Sun, 20 Oct 2024NT$9.4tNT$12.3tNT$394.2b23.2x23.8x0.8x
Tue, 17 Sep 2024NT$8.9tNT$12.3tNT$394.1b22.7x22.6x0.7x
Thu, 15 Aug 2024NT$9.0tNT$12.0tNT$387.1b24.2x23.3x0.7x
Sat, 13 Jul 2024NT$10.0tNT$11.7tNT$365.5b25.7x27.3x0.9x
Mon, 10 Jun 2024NT$8.8tNT$11.7tNT$364.9b24.3x24.1x0.7x
Wed, 08 May 2024NT$8.5tNT$11.7tNT$329.4b24.8x25.7x0.7x
Fri, 05 Apr 2024NT$8.4tNT$11.7tNT$329.1b24.9x25.5x0.7x
Sun, 03 Mar 2024NT$7.3tNT$11.8tNT$314.3b22.4x23.4x0.6x
Tue, 30 Jan 2024NT$7.0tNT$11.8tNT$306.5b21.2x22.9x0.6x
Thu, 28 Dec 2023NT$7.1tNT$11.8tNT$306.5b21.7x23.1x0.6x
Sat, 25 Nov 2023NT$6.8tNT$11.8tNT$306.9b21.3x22.3x0.6x
Mon, 23 Oct 2023NT$6.5tNT$12.1tNT$325.6b18x20.1x0.5x
Wed, 20 Sep 2023NT$6.8tNT$12.1tNT$325.6b18.6x21x0.6x
Fri, 18 Aug 2023NT$6.7tNT$12.1tNT$322.3b17.9x20.7x0.6x
Sun, 16 Jul 2023NT$6.9tNT$12.5tNT$354.0b17.4x19.5x0.6x
Tue, 13 Jun 2023NT$6.7tNT$12.5tNT$356.0b16.4x18.8x0.5x
Thu, 11 May 2023NT$6.3tNT$12.6tNT$417.4b14.2x15x0.5x
Sat, 08 Apr 2023NT$6.2tNT$12.7tNT$437.0b13.8x14.1x0.5x
Price to Earnings Ratio

14.1x


Total Market Cap: NT$6.2tTotal Earnings: NT$437.0bTotal Revenue: NT$12.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 22.6x202420252026
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 30.0x which is higher than its 3-year average PE of 22.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
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-2.67%
Tech-3.11%
Electronic Equipment and Components-1.83%
Electronic Equipment and Instruments-0.86%
Electronic Components-1.16%
Electronic Manufacturing Services-3.78%
Technology Distributors-4.61%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 32.5x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings decline of 10.4% 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
2313 Compeq ManufacturingNT$266.0015.7%
+NT$42.9b		339.7%PE48.3x
8046 Nan Ya Printed Circuit BoardNT$574.006.3%
+NT$22.0b		446.7%PE190.5x
4958 Zhen Ding Technology HoldingNT$219.505.8%
+NT$12.8b		103.2%PE34.6x
2368 Gold Circuit ElectronicsNT$946.002.6%
+NT$12.0b		385.1%PE49.2x
6274 Taiwan Union TechnologyNT$621.007.1%
+NT$11.8b		290.6%PE52.6x

Latest News

6213
NT$163.00
ITEQ
7D
12.0%
1Y
147.0%
3702
NT$89.90
WPG Holdings
7D
-6.2%
1Y
40.5%
2317
NT$197.00
Hon Hai Precision Industry
7D
-1.5%
1Y
28.3%
2409
NT$15.95
AUO
7D
6.3%
1Y
11.9%
2313
NT$266.00
Compeq Manufacturing
7D
15.7%
1Y
339.7%
6187
NT$891.00
All Ring Tech
7D
-6.7%
1Y
224.0%
6274
NT$623.00
Taiwan Union Technology
7D
7.4%
1Y
291.8%
2360
NT$1,610.00
Chroma ATE
7D
-0.9%
1Y
450.4%
8046
NT$574.00
Nan Ya Printed Circuit Board
7D
6.3%
1Y
446.7%
2327
NT$251.50
Yageo
7D
-3.3%
1Y
92.4%

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).
2308
NT$1,475.00
Delta Electronics
7D
-4.8%
1Y
299.2%

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).
4958
NT$219.50
Zhen Ding Technology Holding
7D
5.8%
1Y
103.2%
3491
NT$1,495.00
Universal Microwave Technology
7D
6.0%
1Y
260.2%
2368
NT$946.00
Gold Circuit Electronics
7D
2.6%
1Y
385.1%
3036
NT$225.00
WT Microelectronics
7D
-5.3%
1Y
125.2%
3037
NT$488.50
Unimicron Technology
7D
-3.5%
1Y
406.7%