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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies342
  • 7D7.6%
  • 3M24.1%
  • 1Y145.9%
  • YTD27.5%

Over the last 7 days, the Electronic Equipment and Components industry has risen 2.5%, driven by gains from Delta Electronics of 9.8%. Meanwhile, Cheng Mei Materials Technology actually underperformed within the industry, shrinking 19% in the last week. This takes the industry's 12 month performance to a gain of 127%. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026NT$16.4tNT$15.4tNT$513.1b24.3x32x1.1x
Fri, 06 Mar 2026NT$15.4tNT$14.8tNT$508.1b23.8x30.3x1x
Sun, 01 Feb 2026NT$14.2tNT$14.7tNT$494.0b23.8x28.8x1x
Tue, 30 Dec 2025NT$12.7tNT$14.7tNT$493.9b22x25.7x0.9x
Thu, 27 Nov 2025NT$12.2tNT$14.7tNT$494.0b21.1x24.7x0.8x
Sat, 25 Oct 2025NT$12.3tNT$14.4tNT$461.0b23x26.7x0.9x
Mon, 22 Sep 2025NT$11.6tNT$14.4tNT$460.5b23.6x25.1x0.8x
Wed, 20 Aug 2025NT$10.6tNT$14.4tNT$460.5b22.8x23x0.7x
Fri, 18 Jul 2025NT$8.9tNT$14.0tNT$473.0b19.5x18.9x0.6x
Sun, 15 Jun 2025NT$8.2tNT$14.0tNT$473.0b18.8x17.4x0.6x
Tue, 13 May 2025NT$7.9tNT$13.5tNT$445.5b19x17.8x0.6x
Thu, 10 Apr 2025NT$6.0tNT$13.4tNT$427.9b14.9x14.1x0.5x
Sat, 08 Mar 2025NT$8.8tNT$13.0tNT$413.3b23.4x21.2x0.7x
Mon, 03 Feb 2025NT$9.1tNT$12.9tNT$404.8b22.7x22.4x0.7x
Wed, 01 Jan 2025NT$9.2tNT$12.9tNT$404.8b23.4x22.6x0.7x
Fri, 29 Nov 2024NT$9.0tNT$12.9tNT$404.2b22x22.2x0.7x
Sun, 27 Oct 2024NT$9.6tNT$12.3tNT$395.0b24x24.2x0.8x
Tue, 24 Sep 2024NT$8.9tNT$12.3tNT$394.1b23.2x22.6x0.7x
Thu, 22 Aug 2024NT$9.0tNT$12.3tNT$394.9b22.6x22.9x0.7x
Sat, 20 Jul 2024NT$9.5tNT$11.7tNT$365.5b24.9x26.1x0.8x
Mon, 17 Jun 2024NT$9.2tNT$11.7tNT$365.1b24.9x25.3x0.8x
Wed, 15 May 2024NT$8.5tNT$11.9tNT$344.7b24.1x24.5x0.7x
Fri, 12 Apr 2024NT$8.2tNT$11.7tNT$329.1b24.7x24.9x0.7x
Sun, 10 Mar 2024NT$7.4tNT$11.8tNT$317.6b22.3x23.2x0.6x
Tue, 06 Feb 2024NT$7.0tNT$11.8tNT$306.4b21.5x22.9x0.6x
Thu, 04 Jan 2024NT$7.0tNT$11.8tNT$306.5b21.2x22.7x0.6x
Sat, 02 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.6x22.6x0.6x
Mon, 30 Oct 2023NT$6.4tNT$12.1tNT$330.2b17.9x19.4x0.5x
Wed, 27 Sep 2023NT$6.7tNT$12.1tNT$325.6b18.4x20.7x0.6x
Fri, 25 Aug 2023NT$6.7tNT$12.1tNT$321.4b18x21x0.6x
Sun, 23 Jul 2023NT$6.8tNT$12.5tNT$352.7b17.6x19.3x0.5x
Tue, 20 Jun 2023NT$6.9tNT$12.5tNT$355.9b16.6x19.4x0.6x
Thu, 18 May 2023NT$6.3tNT$12.6tNT$415.0b14.5x15.1x0.5x
Sat, 15 Apr 2023NT$6.3tNT$12.7tNT$434.1b14.4x14.6x0.5x
Price to Earnings Ratio

14.6x


Total Market Cap: NT$6.3tTotal Earnings: NT$434.1bTotal Revenue: NT$12.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 22.8x202420252026
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 31.0x which is higher than its 3-year average PE of 22.8x.
  • The 3-year average PS ratio of 0.70x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 5.7% per year over the last three years.
  • Revenues for these companies have grown 6.7% 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 Market4.81%
Tech5.64%
Electronic Equipment and Components7.60%
Electronic Components9.33%
Electronic Equipment and Instruments7.56%
Technology Distributors3.71%
Electronic Manufacturing Services2.25%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 32.8x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings decline of 9.6% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 23.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 2.9% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 12% 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$1.67k12.9%
+NT$493.5b		493.6%PE72x
3037 Unimicron TechnologyNT$620.0026.9%
+NT$201.0b		780.7%PE142x
2383 Elite MaterialNT$3.17k10.8%
+NT$111.1b		678.9%PE77.5x
2317 Hon Hai Precision IndustryNT$201.502.3%
+NT$62.8b		79.1%PE14.9x
2360 Chroma ATENT$1.73k7.1%
+NT$48.7b		668.4%PE62.5x

Latest News

2327
NT$271.50
Yageo
7D
8.0%
1Y
181.0%

2327: Future Pricing Will Reflect Steady Assumptions And Undervalued Earnings Quality

Analysts have kept their fair value view for Yageo steady at around NT$331.42 per share, with only minor tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E inputs behind the unchanged price target. Valuation Changes Fair Value: NT$331.42 per share remains unchanged, indicating a steady overall valuation view.
4958
NT$247.50
Zhen Ding Technology Holding
7D
12.8%
1Y
188.5%
2360
NT$1,725.00
Chroma ATE
7D
7.1%
1Y
668.4%

2360: Richer Fair Value And Higher Future P/E Will Likely Hurt Returns

Analysts have revised their price target on Chroma ATE from around NT$475 to about NT$621, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: increased from NT$474.82 to NT$620.99, indicating a higher assessed equity value per share in the updated model.
2317
NT$201.50
Hon Hai Precision Industry
7D
2.3%
1Y
79.1%
2308
NT$1,665.00
Delta Electronics
7D
12.9%
1Y
493.6%

2308: AI Factory Power And Cooling Solutions Will Support Future Upside

Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.
3712
NT$18.30
FIT Holding
7D
-16.2%
1Y
-52.5%
6820
NT$207.50
Acon Optics Communications
7D
-10.8%
1Y
240.2%
8046
NT$636.00
Nan Ya Printed Circuit Board
7D
10.8%
1Y
730.3%
3406
NT$446.50
Genius Electronic OpticalLtd
7D
-1.1%
1Y
48.1%
6805
NT$1,885.00
Fositek
7D
-2.1%
1Y
342.0%
4960
NT$20.50
Cheng Mei Materials Technology
7D
-6.4%
1Y
91.6%
2354
NT$51.30
Foxconn Technology
7D
-2.3%
1Y
7.3%
2383
NT$3,170.00
Elite Material
7D
10.8%
1Y
678.9%
2367
NT$73.40
Unitech Printed Circuit Board
7D
-1.5%
1Y
270.7%
3508
NT$29.25
Ways Technical
7D
-27.0%
1Y
64.3%
3037
NT$620.00
Unimicron Technology
7D
26.9%
1Y
780.7%