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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedSep 21, 2026
DataAggregated Company Financials
Companies345
  • 7D2.7%
  • 3M-13.8%
  • 1Y99.0%
  • YTD79.9%

The Electronic Equipment and Components industry is up 2.7% in the last week, with Delta Electronics up 16%. Meanwhile, Elite Material actually underperformed within the industry, shrinking 8.6% in the last week. In the last 12 months, the industry was up 99%. 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, 21 Sep 2026NT$23.4tNT$18.2tNT$683.9b27.7x34.3x1.3x
Wed, 19 Aug 2026NT$23.8tNT$18.2tNT$667.5b27.3x35.7x1.3x
Fri, 17 Jul 2026NT$23.5tNT$16.5tNT$551.1b36.8x42.7x1.4x
Sun, 14 Jun 2026NT$25.0tNT$16.5tNT$551.1b40.7x45.3x1.5x
Tue, 12 May 2026NT$23.1tNT$15.8tNT$538.0b30.8x43x1.5x
Thu, 09 Apr 2026NT$17.6tNT$15.4tNT$513.0b25.6x34.3x1.1x
Sat, 07 Mar 2026NT$15.4tNT$14.8tNT$508.5b24x30.2x1x
Mon, 02 Feb 2026NT$14.2tNT$14.7tNT$494.0b23.8x28.8x1x
Wed, 31 Dec 2025NT$12.7tNT$14.7tNT$493.9b22.3x25.6x0.9x
Fri, 28 Nov 2025NT$12.4tNT$14.7tNT$494.0b21.2x25x0.8x
Sun, 26 Oct 2025NT$12.3tNT$14.4tNT$461.0b23x26.7x0.9x
Tue, 23 Sep 2025NT$11.7tNT$14.4tNT$460.5b23.4x25.5x0.8x
Thu, 21 Aug 2025NT$10.2tNT$14.4tNT$460.5b22.3x22.2x0.7x
Sat, 19 Jul 2025NT$9.0tNT$14.0tNT$473.0b19.7x19.1x0.6x
Mon, 16 Jun 2025NT$8.2tNT$14.0tNT$473.0b18.8x17.4x0.6x
Wed, 14 May 2025NT$8.0tNT$13.5tNT$445.5b19.2x18x0.6x
Fri, 11 Apr 2025NT$6.6tNT$13.4tNT$427.9b16.5x15.5x0.5x
Sun, 09 Mar 2025NT$8.8tNT$13.0tNT$411.6b23.4x21.3x0.7x
Tue, 04 Feb 2025NT$8.6tNT$12.9tNT$404.8b22.4x21.3x0.7x
Thu, 02 Jan 2025NT$9.2tNT$12.9tNT$404.8b23.4x22.6x0.7x
Sat, 30 Nov 2024NT$9.0tNT$12.9tNT$404.2b23.1x22.3x0.7x
Mon, 28 Oct 2024NT$9.6tNT$12.3tNT$395.0b24x24.2x0.8x
Wed, 25 Sep 2024NT$9.0tNT$12.3tNT$394.1b23x22.9x0.7x
Fri, 23 Aug 2024NT$9.0tNT$12.3tNT$394.9b22.8x22.9x0.7x
Sun, 21 Jul 2024NT$9.6tNT$11.7tNT$365.5b24.9x26.2x0.8x
Tue, 18 Jun 2024NT$9.3tNT$11.7tNT$365.2b25.3x25.5x0.8x
Thu, 16 May 2024NT$8.5tNT$11.9tNT$348.9b23.9x24.2x0.7x
Sat, 13 Apr 2024NT$8.2tNT$11.7tNT$329.2b25x25.1x0.7x
Mon, 11 Mar 2024NT$7.4tNT$11.8tNT$317.6b22.3x23.2x0.6x
Wed, 07 Feb 2024NT$7.0tNT$11.8tNT$306.7b21.5x22.9x0.6x
Fri, 05 Jan 2024NT$6.9tNT$11.8tNT$306.5b21x22.6x0.6x
Sun, 03 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.6x22.6x0.6x
Tue, 31 Oct 2023NT$6.4tNT$12.1tNT$330.2b18x19.3x0.5x
Thu, 28 Sep 2023NT$6.7tNT$12.1tNT$325.6b18.3x20.7x0.6x
Price to Earnings Ratio

20.7x


Total Market Cap: NT$6.7tTotal Earnings: NT$325.6bTotal Revenue: NT$12.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 26.1x202420252026
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 34.3x which is higher than its 3-year average PE of 26.1x.
  • The 3-year average PS ratio of 0.83x 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 28% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Market2.64%
Tech2.51%
Electronic Equipment and Components2.65%
Technology Distributors5.85%
Electronic Components2.96%
Electronic Equipment and Instruments1.29%
Electronic Manufacturing Services0.95%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 35.7x.
    • Analysts are expecting annual earnings growth of 37.9%, which is higher than its past year's earnings growth of 28.8% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 17.6x.
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 growth rate of 29% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 18% 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$1.88k15.7%
+NT$662.4b		106.7%PE59.7x
2360 Chroma ATENT$2.38k11.0%
+NT$99.5b		299.2%PE60.6x
3037 Unimicron TechnologyNT$1.02k5.2%
+NT$82.0b		543.5%PE70x
3008 Largan PrecisionNT$6.40k6.8%
+NT$53.0b		171.2%PE34x
2409 AUONT$33.3516.2%
+NT$35.1b		147.0%PE139.7x

Latest News

2308
NT$1,875.00
Delta Electronics
7D
15.7%
1Y
106.7%
6739
NT$1,100.00
Grade Upon Technology
7D
-3.9%
1Y
40.8%
3481
NT$50.40
Innolux
7D
5.8%
1Y
258.7%
Narrative Update • Sep 17

3481: Future Re Rating Will Rely On Higher P E Assumptions

Analysts have raised their price target for Innolux to NT$55.86 from NT$48.26, citing updated model assumptions around fair value and future P/E levels, while keeping revenue growth and profit margin forecasts broadly unchanged. What’s in the News for Innolux Analysts have updated their fair value models for Innolux and lifted the price target to NT$55.86, with assumptions that focus on future P/E levels.
2327
NT$557.00
Yageo
7D
2.2%
1Y
212.0%
Narrative Update • Sep 16

2327: Future Pricing Will Rely On Stable Margins And Lower P E Assumption

Analysts now cite a lower fair value estimate and softer assumptions on revenue growth and profit margins as reasons for trimming their Yageo price target from about NT$1,082.50 to roughly NT$1,052.86, along with a slightly higher discount rate and marginally higher future P/E expectations. What’s in the News for Yageo No recent company specific news items for Yageo were identified in the provided primary sources as of 15 Sep 2026.
2360
NT$2,375.00
Chroma ATE
7D
11.0%
1Y
299.2%
Narrative Update • Sep 12

2360: Higher Future P/E Will Likely Restrain Long-Term Return Potential

Analysts now place Chroma ATE's fair value at NT$1,910.00, up from NT$1,209.18, citing adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E that together support a higher price target. What's in the News for Chroma ATE Chroma ATE has scheduled a Special or Extraordinary Shareholders Meeting for October 20, 2026, at 09:00 Taipei Standard Time.
8069
NT$144.50
E Ink Holdings
7D
-0.7%
1Y
-39.0%
Narrative Update • Sep 07

8069: Automotive Digital Surfaces Will Drive Future Margin Expansion

Analysts have lowered their price target for E Ink Holdings from NT$318.89 to NT$263.00, citing updated assumptions on long term profit margins and a lower future P/E multiple, even though they have modelled higher revenue growth. What’s in the News for E Ink Holdings E Ink announced that the latest concept vehicle with BMW, the BMW iX3 Flow Concept, is on public display at BMW Welt in Munich through September 2026, extending a multi year collaboration on color changing automotive surfaces.
2409
NT$33.35
AUO
7D
16.2%
1Y
147.0%
Narrative Update • Sep 07

2409: Micro LED Packaging Push Will Likely Keep Shares Overstretched

Analysts now set their fair value estimate for AUO at about NT$15.80, compared with the prior NT$15.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News for AUO AUO showcased its latest optical communications and advanced semiconductor packaging technologies at SEMICON Taiwan 2026, held from September 2 to 4, 2026.
3008
NT$6,400.00
Largan Precision
7D
6.8%
1Y
171.2%
3037
NT$1,020.00
Unimicron Technology
7D
5.2%
1Y
543.5%
4958
NT$470.00
Zhen Ding Technology Holding
7D
-4.0%
1Y
168.6%
8358
NT$491.50
Co-Tech Development
7D
-5.1%
1Y
97.8%
2383
NT$4,895.00
Elite Material
7D
-8.4%
1Y
276.5%
2317
NT$250.00
Hon Hai Precision Industry
7D
0.6%
1Y
15.7%
7928
NT$339.00
AuthenX
7D
-9.8%
1Y
n/a
6121
NT$373.50
Simplo Technology
7D
-1.5%
1Y
0.9%
8039
NT$265.00
Taiflex Scientific
7D
-3.3%
1Y
315.4%