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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies344
  • 7D6.6%
  • 3M61.0%
  • 1Y196.6%
  • YTD75.6%

In the last week, the Electronic Equipment and Components industry is up 6.6%, with Hon Hai Precision Industry up 16%. Meanwhile, Nan Ya Printed Circuit Board actually underperformed within the industry, shrinking 5.6% in the last week. This takes the industry's 12 month performance to a gain of 197%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026NT$22.7tNT$15.5tNT$529.9b29.3x42.9x1.5x
Sat, 04 Apr 2026NT$15.9tNT$15.4tNT$512.6b24.2x31.1x1x
Mon, 02 Mar 2026NT$16.4tNT$14.8tNT$507.6b24.8x32.3x1.1x
Wed, 28 Jan 2026NT$14.5tNT$14.7tNT$494.0b24.5x29.4x1x
Fri, 26 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.9x25.3x0.9x
Sun, 23 Nov 2025NT$11.7tNT$14.7tNT$494.0b20.1x23.8x0.8x
Tue, 21 Oct 2025NT$11.9tNT$14.4tNT$461.0b22.3x25.8x0.8x
Thu, 18 Sep 2025NT$11.3tNT$14.4tNT$460.5b22.6x24.4x0.8x
Sat, 16 Aug 2025NT$10.6tNT$14.3tNT$465.7b22.1x22.8x0.7x
Mon, 14 Jul 2025NT$8.7tNT$14.0tNT$473.0b19.3x18.4x0.6x
Wed, 11 Jun 2025NT$8.3tNT$14.0tNT$472.9b18.6x17.5x0.6x
Fri, 09 May 2025NT$7.7tNT$13.4tNT$443.2b18.8x17.4x0.6x
Sun, 06 Apr 2025NT$8.1tNT$13.4tNT$427.7b19.2x18.9x0.6x
Tue, 04 Mar 2025NT$8.8tNT$13.0tNT$412.2b23.7x21.3x0.7x
Thu, 30 Jan 2025NT$9.1tNT$12.9tNT$404.8b22.7x22.4x0.7x
Sat, 28 Dec 2024NT$9.2tNT$12.9tNT$404.8b23.5x22.8x0.7x
Mon, 25 Nov 2024NT$9.2tNT$12.9tNT$404.8b22.5x22.8x0.7x
Wed, 23 Oct 2024NT$9.6tNT$12.3tNT$394.2b23.6x24.3x0.8x
Fri, 20 Sep 2024NT$8.9tNT$12.3tNT$394.1b23x22.5x0.7x
Sun, 18 Aug 2024NT$9.1tNT$12.3tNT$394.6b22.8x23x0.7x
Tue, 16 Jul 2024NT$10.0tNT$11.7tNT$365.5b25.9x27.3x0.9x
Thu, 13 Jun 2024NT$8.8tNT$11.7tNT$364.9b24x24.1x0.7x
Sat, 11 May 2024NT$8.4tNT$11.8tNT$331.4b24.3x25.3x0.7x
Mon, 08 Apr 2024NT$8.4tNT$11.7tNT$329.1b25x25.5x0.7x
Wed, 06 Mar 2024NT$7.4tNT$11.9tNT$317.8b22.6x23.4x0.6x
Fri, 02 Feb 2024NT$7.0tNT$11.8tNT$306.5b21.6x22.9x0.6x
Sun, 31 Dec 2023NT$7.1tNT$11.8tNT$306.5b21.6x23.2x0.6x
Tue, 28 Nov 2023NT$6.8tNT$11.8tNT$306.6b20.7x22.1x0.6x
Thu, 26 Oct 2023NT$6.5tNT$12.1tNT$319.6b18.5x20.4x0.5x
Sat, 23 Sep 2023NT$6.8tNT$12.1tNT$325.6b18.4x20.8x0.6x
Mon, 21 Aug 2023NT$6.6tNT$12.1tNT$321.4b17.9x20.5x0.5x
Wed, 19 Jul 2023NT$7.0tNT$12.5tNT$352.7b17.8x19.7x0.6x
Fri, 16 Jun 2023NT$6.9tNT$12.5tNT$355.9b16.7x19.3x0.6x
Sun, 14 May 2023NT$6.2tNT$12.6tNT$415.2b14.3x14.8x0.5x
Price to Earnings Ratio

14.8x


Total Market Cap: NT$6.2tTotal Earnings: NT$415.2bTotal Revenue: NT$12.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 23.4x202420252026
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 42.9x which is higher than its 3-year average PE of 23.4x.
  • The 3-year average PS ratio of 0.72x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 8.5% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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 Market4.79%
Tech5.99%
Electronic Equipment and Components6.64%
Electronic Manufacturing Services12.01%
Electronic Equipment and Instruments10.61%
Electronic Components5.28%
Technology Distributors3.82%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 33.9x.
    • Analysts are expecting annual earnings growth of 31.2%, 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 23.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 1.9% 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
2317 Hon Hai Precision IndustryNT$254.0015.7%
+NT$481.7b		74.0%PE18.7x
2308 Delta ElectronicsNT$2.31k6.5%
+NT$363.7b		519.6%PE85x
2383 Elite MaterialNT$4.92k8.1%
+NT$132.6b		642.4%PE106.6x
2327 YageoNT$371.5017.2%
+NT$112.1b		220.3%PE29.3x
6274 Taiwan Union TechnologyNT$1.32k34.9%
+NT$98.2b		822.8%PE111.4x

Latest News

2327
NT$371.50
Yageo
7D
17.2%
1Y
220.3%
2317
NT$254.00
Hon Hai Precision Industry
7D
15.7%
1Y
74.0%
2368
NT$1,450.00
Gold Circuit Electronics
7D
4.3%
1Y
547.3%
2360
NT$2,320.00
Chroma ATE
7D
9.4%
1Y
636.5%
3481
NT$29.65
Innolux
7D
23.8%
1Y
111.0%
Narrative Update • May 02

3481: Future Returns Will Rely On Margins And Stable P E Multiple

Analysts have kept their NT$ price target for Innolux unchanged, pointing to only minor tweaks in discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. Valuation Changes Fair Value: NT$27.0 is unchanged, so the headline valuation level remains the same.
2308
NT$2,305.00
Delta Electronics
7D
6.5%
1Y
519.6%
Narrative Update • May 01

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

Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.
2383
NT$4,915.00
Elite Material
7D
8.1%
1Y
642.4%
8046
NT$949.00
Nan Ya Printed Circuit Board
7D
-5.6%
1Y
844.3%
6456
NT$70.90
General Interface Solution (GIS) Holding
7D
-7.0%
1Y
49.7%
7689
NT$225.00
Climax Technology
7D
-11.2%
1Y
n/a
6274
NT$1,315.00
Taiwan Union Technology
7D
34.9%
1Y
822.8%
6820
NT$277.50
Acon Optics Communications
7D
-14.5%
1Y
259.0%
3167
NT$757.00
Ta Liang Technology
7D
-12.1%
1Y
904.0%
4577
NT$160.00
Ofuna Technology
7D
-11.6%
1Y
722.6%
6805
NT$1,915.00
Fositek
7D
-7.5%
1Y
311.8%