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

Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedJul 20, 2026
DataAggregated Company Financials
Companies346
  • 7D-10.0%
  • 3M8.7%
  • 1Y137.1%
  • YTD67.0%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 10%, driven by declines in Delta Electronics and Yageo of 9.0% and 23%, respectively. In contrast, Taiflex Scientific has gained 17%. This takes the industry's 12 month performance to a gain of 137%. Looking forward, earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jul 2026NT$21.7tNT$16.5tNT$551.1b34.6x39.4x1.3x
Wed, 17 Jun 2026NT$26.1tNT$16.5tNT$551.2b40.2x47.3x1.6x
Fri, 15 May 2026NT$23.1tNT$15.9tNT$542.7b33.2x42.6x1.5x
Sun, 12 Apr 2026NT$18.2tNT$15.4tNT$513.0b26.9x35.4x1.2x
Tue, 10 Mar 2026NT$14.3tNT$14.9tNT$510.5b22.7x28.1x1x
Thu, 05 Feb 2026NT$14.5tNT$14.7tNT$494.0b23.7x29.4x1x
Sat, 03 Jan 2026NT$12.9tNT$14.7tNT$493.9b22.4x26x0.9x
Mon, 01 Dec 2025NT$12.3tNT$14.7tNT$494.0b21.2x24.9x0.8x
Wed, 29 Oct 2025NT$12.8tNT$14.4tNT$460.8b22.5x27.7x0.9x
Fri, 26 Sep 2025NT$11.8tNT$14.4tNT$460.5b23.5x25.6x0.8x
Sun, 24 Aug 2025NT$10.5tNT$14.4tNT$460.5b22.6x22.7x0.7x
Tue, 22 Jul 2025NT$9.1tNT$14.0tNT$473.0b19.5x19.1x0.6x
Thu, 19 Jun 2025NT$8.3tNT$14.0tNT$473.0b18.9x17.5x0.6x
Sat, 17 May 2025NT$8.1tNT$14.0tNT$472.7b19.3x17.1x0.6x
Mon, 14 Apr 2025NT$6.9tNT$13.4tNT$427.9b17x16.2x0.5x
Wed, 12 Mar 2025NT$8.6tNT$13.0tNT$413.6b23x20.7x0.7x
Fri, 07 Feb 2025NT$8.9tNT$12.9tNT$404.9b23.2x22x0.7x
Sun, 05 Jan 2025NT$9.0tNT$12.9tNT$404.8b23.3x22.3x0.7x
Tue, 03 Dec 2024NT$9.1tNT$12.9tNT$404.4b23x22.6x0.7x
Thu, 31 Oct 2024NT$9.4tNT$12.3tNT$395.0b23.6x23.7x0.8x
Sat, 28 Sep 2024NT$9.2tNT$12.3tNT$394.1b22.9x23.3x0.7x
Mon, 26 Aug 2024NT$9.1tNT$12.3tNT$394.9b23x23x0.7x
Wed, 24 Jul 2024NT$9.4tNT$11.7tNT$365.5b24.8x25.8x0.8x
Fri, 21 Jun 2024NT$9.7tNT$11.7tNT$365.3b25.2x26.4x0.8x
Sun, 19 May 2024NT$8.5tNT$11.7tNT$362.5b23.5x23.5x0.7x
Tue, 16 Apr 2024NT$8.0tNT$11.7tNT$329.3b24.5x24.4x0.7x
Thu, 14 Mar 2024NT$7.6tNT$11.9tNT$316.6b22.5x24x0.6x
Sat, 10 Feb 2024NT$7.1tNT$11.8tNT$308.4b21.5x23x0.6x
Mon, 08 Jan 2024NT$6.9tNT$11.8tNT$306.5b21.1x22.6x0.6x
Wed, 06 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.7x22.5x0.6x
Fri, 03 Nov 2023NT$6.5tNT$12.1tNT$328.4b18x19.7x0.5x
Sun, 01 Oct 2023NT$6.8tNT$12.1tNT$325.6b18.3x20.8x0.6x
Tue, 29 Aug 2023NT$6.6tNT$12.1tNT$321.5b17.9x20.6x0.5x
Thu, 27 Jul 2023NT$6.9tNT$12.5tNT$352.6b17.7x19.4x0.6x
Price to Earnings Ratio

19.4x


Total Market Cap: NT$6.9tTotal Earnings: NT$352.6bTotal Revenue: NT$12.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 25.2x202420252026
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 39.4x which is higher than its 3-year average PE of 25.2x.
  • The 3-year average PS ratio of 0.79x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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-6.28%
Tech-7.72%
Electronic Equipment and Components-10.00%
Electronic Manufacturing Services-1.67%
Electronic Equipment and Instruments-2.99%
Technology Distributors-7.81%
Electronic Components-12.30%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 37.5x.
    • Analysts are expecting annual earnings growth of 36.1%, which is higher than its past year's earnings decline of 6.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 17.5x.
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 decline of 3.3% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 15% 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
8039 Taiflex ScientificNT$193.0014.2%
+NT$6.3b		291.9%PE81.3x
6739 Grade Upon TechnologyNT$1.16k10.5%
+NT$2.6b		140.7%PE60.6x
2347 Synnex Technology InternationalNT$84.001.8%
+NT$2.5b		23.5%PE14.6x
4939 Asia Electronic MaterialNT$66.2015.7%
+NT$883.8m		237.8%PS4.7x
3577 ICP DasNT$143.007.9%
+NT$692.6m		35.5%PE48x

Latest News

4958
NT$485.00
Zhen Ding Technology Holding
7D
-24.9%
1Y
323.6%
2360
NT$1,855.00
Chroma ATE
7D
0.3%
1Y
331.9%
6739
NT$1,165.00
Grade Upon Technology
7D
11.0%
1Y
141.7%
8046
NT$1,120.00
Nan Ya Printed Circuit Board
7D
-11.8%
1Y
566.7%
2308
NT$1,720.00
Delta Electronics
7D
-9.0%
1Y
234.0%
Narrative Update • Jul 15

2308: AI Data Center Solutions Will Drive Future Upside Potential

Analysts have modestly reduced their price target for Delta Electronics to around NT$3,894 from about NT$4,008, citing slightly lower fair value and profit margin assumptions, along with updated views on discount rates, revenue growth and future P/E multiples. What's in the News for Delta Electronics Delta Electronics participated in COMPUTEX 2026 under the theme "Superior Efficiency, Shaping Sustainable AI", showcasing technologies for high-performance, MW-scale, high-density data centers, including HVDC power architectures and edge AI applications in smart manufacturing and smart buildings.
3481
NT$50.40
Innolux
7D
-17.4%
1Y
350.0%
Narrative Update • Jul 15

3481: Higher Multiple Assumptions Will Likely Sustain An Overstretched P/E

Innolux’s updated analyst price target has moved from roughly NT$19.76 to about NT$47.13, with analysts pointing to refined assumptions on discount rates, revenue growth, profit margins and future P/E expectations to support the change. What’s in the News for Innolux No recent company specific news items for Innolux were identified in the provided sources.
8039
NT$197.00
Taiflex Scientific
7D
16.6%
1Y
300.0%
2327
NT$630.00
Yageo
7D
-22.8%
1Y
391.2%
3037
NT$757.00
Unimicron Technology
7D
-16.2%
1Y
467.0%
3577
NT$143.00
ICP Das
7D
7.9%
1Y
35.5%
2383
NT$4,455.00
Elite Material
7D
-13.1%
1Y
338.9%
2347
NT$84.60
Synnex Technology International
7D
2.5%
1Y
24.4%
3029
NT$103.50
Zero One Technology
7D
1.5%
1Y
-11.2%
4939
NT$66.20
Asia Electronic Material
7D
15.7%
1Y
237.8%
3625
NT$18.35
C-Tech United
7D
8.9%
1Y
18.8%
6274
NT$1,135.00
Taiwan Union Technology
7D
-26.8%
1Y
331.6%