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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies345
  • 7D0.9%
  • 3M6.9%
  • 1Y43.2%
  • YTD0.9%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Chroma ATE has stood out, gaining 16%. As for the the longer term, the industry is up 43% over the past 12 months. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026NT$13.0tNT$14.7tNT$493.9b23.1x26.3x0.9x
Tue, 09 Dec 2025NT$12.6tNT$14.7tNT$493.9b21.6x25.4x0.9x
Thu, 06 Nov 2025NT$12.4tNT$14.4tNT$473.7b21.8x26.3x0.9x
Sat, 04 Oct 2025NT$11.9tNT$14.4tNT$460.4b22.2x25.9x0.8x
Mon, 01 Sep 2025NT$11.0tNT$14.4tNT$459.9b24x23.9x0.8x
Wed, 30 Jul 2025NT$9.2tNT$14.0tNT$471.9b18.8x19.5x0.7x
Fri, 27 Jun 2025NT$8.5tNT$14.0tNT$473.0b19x17.9x0.6x
Sun, 25 May 2025NT$8.0tNT$14.0tNT$473.1b19x17x0.6x
Tue, 22 Apr 2025NT$7.0tNT$13.4tNT$427.9b16.7x16.3x0.5x
Thu, 20 Mar 2025NT$8.6tNT$13.4tNT$426.2b21.7x20.2x0.6x
Sat, 15 Feb 2025NT$9.0tNT$12.9tNT$405.2b23.1x22.1x0.7x
Mon, 13 Jan 2025NT$9.0tNT$12.9tNT$404.7b22.1x22.2x0.7x
Wed, 11 Dec 2024NT$9.1tNT$12.9tNT$405.2b22.9x22.5x0.7x
Fri, 08 Nov 2024NT$9.6tNT$12.4tNT$400.2b23.9x23.9x0.8x
Sun, 06 Oct 2024NT$9.0tNT$12.3tNT$394.2b22.5x22.8x0.7x
Tue, 03 Sep 2024NT$9.2tNT$12.3tNT$394.3b23.3x23.3x0.7x
Thu, 01 Aug 2024NT$9.3tNT$11.7tNT$367.1b23.8x25.4x0.8x
Sat, 29 Jun 2024NT$9.7tNT$11.7tNT$365.4b25.1x26.5x0.8x
Mon, 27 May 2024NT$8.7tNT$11.7tNT$364.9b23.4x23.8x0.7x
Wed, 24 Apr 2024NT$7.7tNT$11.7tNT$333.5b23.5x23.2x0.7x
Fri, 22 Mar 2024NT$8.1tNT$11.7tNT$328.2b23.3x24.7x0.7x
Sun, 18 Feb 2024NT$7.2tNT$11.8tNT$308.4b21.8x23.5x0.6x
Tue, 16 Jan 2024NT$6.8tNT$11.8tNT$306.5b21x22.4x0.6x
Thu, 14 Dec 2023NT$7.0tNT$11.8tNT$306.5b21.8x22.7x0.6x
Sat, 11 Nov 2023NT$6.6tNT$12.1tNT$318.0b18.6x20.6x0.5x
Mon, 09 Oct 2023NT$6.8tNT$12.1tNT$325.6b18.5x21x0.6x
Wed, 06 Sep 2023NT$6.9tNT$12.1tNT$324.8b18.5x21.1x0.6x
Fri, 04 Aug 2023NT$6.8tNT$12.4tNT$341.3b17.7x19.9x0.5x
Sun, 02 Jul 2023NT$6.8tNT$12.5tNT$355.5b16.6x19x0.5x
Tue, 30 May 2023NT$6.5tNT$12.4tNT$380.8b15.9x17.1x0.5x
Thu, 27 Apr 2023NT$6.1tNT$12.7tNT$421.8b13.9x14.5x0.5x
Sat, 25 Mar 2023NT$6.2tNT$12.7tNT$441.3b13.5x14.2x0.5x
Mon, 20 Feb 2023NT$6.1tNT$12.7tNT$474.1b12.1x12.8x0.5x
Wed, 18 Jan 2023NT$5.8tNT$12.7tNT$495.3b11.1x11.7x0.5x
Price to Earnings Ratio

11.7x


Total Market Cap: NT$5.8tTotal 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 26.3x 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 0.66x.
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 Market2.97%
Tech3.81%
Electronic Equipment and Components0.90%
Electronic Equipment and Instruments5.97%
Technology Distributors3.92%
Electronic Components0.81%
Electronic Manufacturing Services-0.70%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 29.8x.
    • Analysts expect its future annual earnings growth (8.6%) 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 8.6% 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
2360 Chroma ATENT$923.0016.0%
+NT$53.8b		130.5%PE36.8x
2308 Delta ElectronicsNT$1.02k2.0%
+NT$52.0b		141.7%PE52.8x
2313 Compeq ManufacturingNT$115.5022.1%
+NT$24.9b		67.4%PE23.1x
3481 InnoluxNT$20.0010.5%
+NT$15.2b		43.9%PE17.2x
2409 AUONT$14.5015.1%
+NT$14.3b		5.1%PE19.6x

Latest News

2383
NT$1,565.00
Elite Material
7D
-1.6%
1Y
165.3%
8069
NT$170.50
E Ink Holdings
7D
-15.2%
1Y
-37.5%
3037
NT$225.50
Unimicron Technology
7D
3.0%
1Y
55.5%
2409
NT$14.50
AUO
7D
15.1%
1Y
5.1%
6805
NT$1,365.00
Fositek
7D
-11.1%
1Y
93.1%
2360
NT$923.00
Chroma ATE
7D
16.0%
1Y
130.5%

2360: Higher Expected P/E Multiple Will Drive Significant Future Upside Potential

Analysts now see fair value for Chroma ATE at $1,180, up from $1,050. They point to slightly adjusted assumptions around revenue growth, profit margins and future P/E expectations as the drivers of this change.
3481
NT$20.00
Innolux
7D
10.5%
1Y
43.9%

3481: Future Profit Margin Assumptions Will Likely Prove Overly Optimistic

Analysts have raised their fair value estimate for Innolux from $13.79 to approximately $16.37, citing updated assumptions for revenue growth, profit margins and future P/E levels as key factors behind the higher price target. Valuation Changes Fair Value Estimate increased from NT$13.79 to about NT$16.37.
2308
NT$1,015.00
Delta Electronics
7D
2.0%
1Y
141.7%

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.
2313
NT$115.50
Compeq Manufacturing
7D
22.1%
1Y
67.4%
3008
NT$2,530.00
LARGAN PrecisionLtd
7D
-2.1%
1Y
-8.0%
3030
NT$173.00
Test Research
7D
-10.1%
1Y
39.5%
3211
NT$299.50
Dynapack International Technology
7D
-9.0%
1Y
56.0%
8358
NT$258.50
Co-Tech Development
7D
-10.9%
1Y
373.4%
3533
NT$1,410.00
Lotes
7D
8.9%
1Y
-22.1%
2317
NT$230.50
Hon Hai Precision Industry
7D
-0.6%
1Y
27.0%
2347
NT$63.90
Synnex Technology International
7D
10.0%
1Y
-10.6%