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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies346
  • 7D3.8%
  • 3M11.4%
  • 1Y56.8%
  • YTD11.3%

Over the last 7 days, the Electronic Equipment and Components industry has risen 4.1%, driven by gains from Delta Electronics of 9.8%. This means that the industry has gained 57% over the past year. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 Jan 2026NT$14.3tNT$14.7tNT$494.0b24.4x29x1x
Thu, 25 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.9x25.3x0.9x
Sat, 22 Nov 2025NT$11.7tNT$14.7tNT$494.0b20.1x23.8x0.8x
Mon, 20 Oct 2025NT$11.9tNT$14.4tNT$461.0b21.5x25.8x0.8x
Wed, 17 Sep 2025NT$11.3tNT$14.4tNT$460.5b22.8x24.6x0.8x
Fri, 15 Aug 2025NT$10.4tNT$14.1tNT$464.7b21.7x22.4x0.7x
Sun, 13 Jul 2025NT$8.7tNT$14.0tNT$473.0b19.3x18.4x0.6x
Tue, 10 Jun 2025NT$8.2tNT$14.0tNT$472.9b18.7x17.3x0.6x
Thu, 08 May 2025NT$7.6tNT$13.4tNT$442.1b18.3x17.2x0.6x
Sat, 05 Apr 2025NT$8.1tNT$13.4tNT$427.7b19.2x18.9x0.6x
Mon, 03 Mar 2025NT$9.0tNT$13.0tNT$412.1b24.1x21.7x0.7x
Wed, 29 Jan 2025NT$9.1tNT$12.9tNT$404.8b22.7x22.4x0.7x
Fri, 27 Dec 2024NT$9.2tNT$12.9tNT$405.3b23.2x22.6x0.7x
Sun, 24 Nov 2024NT$9.2tNT$12.9tNT$404.8b22.5x22.8x0.7x
Tue, 22 Oct 2024NT$9.5tNT$12.3tNT$394.2b23.7x24x0.8x
Thu, 19 Sep 2024NT$8.7tNT$12.3tNT$394.2b22.7x22.1x0.7x
Sat, 17 Aug 2024NT$9.1tNT$12.3tNT$391.9b23.4x23.1x0.7x
Mon, 15 Jul 2024NT$10.0tNT$11.7tNT$365.5b25.7x27.3x0.9x
Wed, 12 Jun 2024NT$8.8tNT$11.7tNT$365.0b24.3x24x0.7x
Fri, 10 May 2024NT$8.4tNT$11.8tNT$331.1b24.5x25.4x0.7x
Sun, 07 Apr 2024NT$8.4tNT$11.7tNT$329.1b25x25.6x0.7x
Tue, 05 Mar 2024NT$7.4tNT$11.9tNT$317.6b22.7x23.4x0.6x
Thu, 01 Feb 2024NT$7.0tNT$11.8tNT$306.5b21.4x22.8x0.6x
Sat, 30 Dec 2023NT$7.1tNT$11.8tNT$306.5b21.6x23.2x0.6x
Mon, 27 Nov 2023NT$6.8tNT$11.8tNT$306.6b21.3x22.3x0.6x
Wed, 25 Oct 2023NT$6.5tNT$12.1tNT$319.6b18.1x20.3x0.5x
Fri, 22 Sep 2023NT$6.7tNT$12.1tNT$325.6b18x20.6x0.6x
Sun, 20 Aug 2023NT$6.6tNT$12.1tNT$321.4b17.9x20.5x0.5x
Tue, 18 Jul 2023NT$6.9tNT$12.5tNT$352.6b17.8x19.7x0.6x
Thu, 15 Jun 2023NT$6.8tNT$12.5tNT$355.9b16.6x19.2x0.5x
Sat, 13 May 2023NT$6.2tNT$12.6tNT$415.2b14.3x14.8x0.5x
Mon, 10 Apr 2023NT$6.2tNT$12.7tNT$436.1b13.9x14.2x0.5x
Wed, 08 Mar 2023NT$6.2tNT$12.7tNT$451.9b12.9x13.8x0.5x
Fri, 03 Feb 2023NT$6.0tNT$12.7tNT$495.3b11.9x12.1x0.5x
Price to Earnings Ratio

12.1x


Total Market Cap: NT$6.0tTotal 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 21.6x202420252026
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 29.1x which is higher than its 3-year average PE of 21.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
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 Market1.44%
Tech1.79%
Electronic Equipment and Components3.75%
Electronic Components6.33%
Electronic Equipment and Instruments4.44%
Technology Distributors-0.30%
Electronic Manufacturing Services-2.33%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 30.3x.
    • Analysts are expecting annual earnings growth of 9.6%, which is higher than its past year's earnings growth of 6.1% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 28% 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 9.6% 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$1.23k9.8%
+NT$285.7b		181.1%PE63.9x
2383 Elite MaterialNT$1.74k10.1%
+NT$57.2b		183.4%PE45.9x
3037 Unimicron TechnologyNT$333.0010.6%
+NT$48.9b		139.6%PE159.3x
2313 Compeq ManufacturingNT$177.0023.3%
+NT$39.9b		157.3%PE35.4x
8046 Nan Ya Printed Circuit BoardNT$370.0016.4%
+NT$33.6b		172.1%PE258.9x

Latest News

2313
NT$177.00
Compeq Manufacturing
7D
23.3%
1Y
157.3%
3044
NT$369.50
Tripod Technology
7D
18.4%
1Y
88.0%
2409
NT$15.25
AUO
7D
-11.6%
1Y
7.8%

2409: Future Mobility Displays Will Drive A More Optimistic Outlook

Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.
2308
NT$1,230.00
Delta Electronics
7D
9.8%
1Y
181.1%
2327
NT$287.00
Yageo
7D
-2.9%
1Y
113.8%

2327: Rich Pricing Will Hinge On Margins And New Finance Leadership

Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.
3481
NT$24.55
Innolux
7D
-14.8%
1Y
74.7%

3481: Higher Margin Assumptions And Rich P/E Will Likely Cap Future Returns

Analysts have lifted their fair value estimate for Innolux from $11.30 to $12.40, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E that together point to a different balance of risk and reward in their models. Valuation Changes The Fair Value Estimate has risen slightly from NT$11.30 to NT$12.40, reflecting updated model inputs.
8046
NT$370.00
Nan Ya Printed Circuit Board
7D
16.4%
1Y
172.1%
2360
NT$1,015.00
Chroma ATE
7D
6.8%
1Y
167.5%

2360: Stable Fair Value And Margins Will Support Strong Future Upside Potential

Analysts have kept their price target for Chroma ATE steady at $1,180.00, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E that offset each other and leave their overall valuation view unchanged. Valuation Changes Fair Value: Kept unchanged at NT$1,180.00, indicating no shift in the overall valuation outcome.
3037
NT$333.00
Unimicron Technology
7D
10.6%
1Y
139.6%
4958
NT$164.50
Zhen Ding Technology Holding
7D
-3.5%
1Y
37.7%
2383
NT$1,740.00
Elite Material
7D
10.1%
1Y
183.4%
6116
NT$9.16
HannStar Display
7D
-15.2%
1Y
14.5%
6510
NT$3,220.00
Chunghwa Precision Test Tech
7D
30.4%
1Y
298.5%
8112
NT$78.40
Supreme Electronics
7D
-4.5%
1Y
29.2%
1815
NT$95.80
Fulltech Fiber Glass
7D
-11.7%
1Y
227.0%
2317
NT$224.00
Hon Hai Precision Industry
7D
-2.4%
1Y
24.4%