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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies346
  • 7D6.3%
  • 3M12.6%
  • 1Y55.3%
  • YTD7.2%

Over the last 7 days, the Electronic Equipment and Components industry has risen 6.3%, driven by gains from Delta Electronics of 11%. This takes the industry's 12 month performance to a gain of 55%. 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
Mon, 19 Jan 2026NT$13.8tNT$14.7tNT$494.0b24.1x27.9x0.9x
Wed, 17 Dec 2025NT$12.0tNT$14.7tNT$493.9b21.9x24.3x0.8x
Fri, 14 Nov 2025NT$12.7tNT$14.5tNT$483.4b21.3x26.2x0.9x
Sun, 12 Oct 2025NT$12.1tNT$14.4tNT$460.9b22.4x26.2x0.8x
Tue, 09 Sep 2025NT$10.8tNT$14.4tNT$459.9b22.8x23.5x0.8x
Thu, 07 Aug 2025NT$9.8tNT$14.0tNT$471.0b20.2x20.8x0.7x
Sat, 05 Jul 2025NT$8.6tNT$14.0tNT$473.0b18.9x18.1x0.6x
Mon, 02 Jun 2025NT$8.1tNT$14.0tNT$472.8b18.7x17.1x0.6x
Wed, 30 Apr 2025NT$7.5tNT$13.4tNT$427.5b18.6x17.6x0.6x
Fri, 28 Mar 2025NT$8.7tNT$13.4tNT$427.2b20.7x20.3x0.6x
Sun, 23 Feb 2025NT$9.2tNT$12.9tNT$408.4b24.5x22.5x0.7x
Tue, 21 Jan 2025NT$9.0tNT$12.9tNT$404.8b22.5x22.1x0.7x
Thu, 19 Dec 2024NT$9.1tNT$3.3tNT$81.8b23.4x111.2x2.8x
Sat, 16 Nov 2024NT$9.2tNT$12.5tNT$401.9b22.6x22.9x0.7x
Mon, 14 Oct 2024NT$9.1tNT$12.3tNT$394.2b23.2x23.2x0.7x
Wed, 11 Sep 2024NT$8.5tNT$12.3tNT$394.1b21.9x21.5x0.7x
Fri, 09 Aug 2024NT$8.4tNT$11.9tNT$382.8b22.7x21.8x0.7x
Sun, 07 Jul 2024NT$9.8tNT$11.7tNT$365.4b25.9x27x0.8x
Tue, 04 Jun 2024NT$8.8tNT$11.7tNT$365.2b24.1x24.1x0.7x
Thu, 02 May 2024NT$8.2tNT$11.7tNT$331.5b24.4x24.7x0.7x
Sat, 30 Mar 2024NT$8.2tNT$11.7tNT$328.7b23.3x25x0.7x
Mon, 26 Feb 2024NT$7.3tNT$11.9tNT$326.2b22.1x22.5x0.6x
Wed, 24 Jan 2024NT$7.0tNT$11.8tNT$306.5b21x22.8x0.6x
Fri, 22 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.2x22.7x0.6x
Sun, 19 Nov 2023NT$6.7tNT$11.9tNT$309.4b19.5x21.7x0.6x
Tue, 17 Oct 2023NT$6.8tNT$12.1tNT$325.6b18.5x21x0.6x
Thu, 14 Sep 2023NT$6.7tNT$12.1tNT$324.8b18.6x20.8x0.6x
Sat, 12 Aug 2023NT$6.7tNT$12.4tNT$328.7b17.5x20.3x0.5x
Mon, 10 Jul 2023NT$6.7tNT$12.5tNT$354.2b16.9x18.9x0.5x
Wed, 07 Jun 2023NT$6.6tNT$12.5tNT$356.5b16.5x18.5x0.5x
Fri, 05 May 2023NT$6.2tNT$12.6tNT$418.4b14.2x14.9x0.5x
Sun, 02 Apr 2023NT$6.2tNT$12.7tNT$435.6b13.8x14.3x0.5x
Tue, 28 Feb 2023NT$6.0tNT$12.7tNT$458.5b12.5x13.1x0.5x
Thu, 26 Jan 2023NT$5.7tNT$12.7tNT$495.3b11.1x11.5x0.4x
Price to Earnings Ratio

11.5x


Total Market Cap: NT$5.7tTotal 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 21.5x202420252026
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 27.9x which is higher than its 3-year average PE of 21.5x.
  • 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 Market3.76%
Tech4.23%
Electronic Equipment and Components6.28%
Electronic Components8.72%
Electronic Equipment and Instruments5.15%
Electronic Manufacturing Services1.77%
Technology Distributors1.38%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 30.1x.
    • Analysts are expecting annual earnings growth of 9.7%, 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 16.0x.
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 9.7% 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$1.12k5.7%
+NT$155.9b		161.1%PE58x
2327 YageoNT$297.0020.0%
+NT$101.8b		125.4%PE29.7x
3037 Unimicron TechnologyNT$301.0023.6%
+NT$87.9b		113.5%PE144x
3481 InnoluxNT$28.8030.9%
+NT$54.3b		107.9%PE24.7x
8046 Nan Ya Printed Circuit BoardNT$318.0025.0%
+NT$41.0b		140.9%PE222.5x

Latest News

3481
NT$28.80
Innolux
7D
30.9%
1Y
107.9%
2327
NT$297.00
Yageo
7D
20.0%
1Y
125.4%
2383
NT$1,570.00
Elite Material
7D
-2.5%
1Y
160.4%
3715
NT$131.50
Dynamic Holding
7D
-9.0%
1Y
133.6%
3037
NT$301.00
Unimicron Technology
7D
23.6%
1Y
113.5%
2409
NT$17.25
AUO
7D
12.7%
1Y
24.5%

2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects

Analysts have raised their price target range for AUO, citing an updated fair value estimate of about $14.51 compared with the previous $13.26. This change reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E.
6805
NT$1,285.00
Fositek
7D
-3.4%
1Y
83.0%
2308
NT$1,115.00
Delta Electronics
7D
5.7%
1Y
161.1%

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$142.50
Compeq Manufacturing
7D
12.2%
1Y
108.0%
2368
NT$623.00
Gold Circuit Electronics
7D
-6.5%
1Y
183.2%
3008
NT$2,440.00
LARGAN PrecisionLtd
7D
-2.0%
1Y
-11.4%
3211
NT$277.00
Dynapack International Technology
7D
-7.0%
1Y
46.9%
7861
NT$505.00
Bellwether Electronic
7D
-9.8%
1Y
n/a
5439
NT$292.50
First Hi-tec Enterprise
7D
-8.6%
1Y
172.1%
2317
NT$230.00
Hon Hai Precision Industry
7D
0.7%
1Y
29.2%
8046
NT$318.00
Nan Ya Printed Circuit Board
7D
25.0%
1Y
140.9%