Narrative Update • Sep 12
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.9%, driven by a pullback from Delta Electronics of 11%. In contrast, Unimicron Technology has gained 8.3%. In the past year, the industry has gained 97%. Earnings are forecast to grow by 34% annually.
Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 13 Sep 2026 | NT$22.8t | NT$18.2t | NT$683.4b | 26.4x | 33.4x | 1.3x |
| Tue, 11 Aug 2026 | NT$23.1t | NT$17.0t | NT$609.0b | 31.6x | 37.9x | 1.4x |
| Thu, 09 Jul 2026 | NT$24.0t | NT$16.5t | NT$551.1b | 39.5x | 43.6x | 1.5x |
| Sat, 06 Jun 2026 | NT$25.8t | NT$16.5t | NT$550.8b | 41.4x | 46.9x | 1.6x |
| Mon, 04 May 2026 | NT$21.5t | NT$15.5t | NT$532.8b | 27.8x | 40.4x | 1.4x |
| Wed, 01 Apr 2026 | NT$15.3t | NT$15.4t | NT$509.7b | 23.8x | 30x | 1x |
| Fri, 27 Feb 2026 | NT$16.4t | NT$14.8t | NT$509.3b | 24.8x | 32.2x | 1.1x |
| Sun, 25 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 24.2x | 29.1x | 1x |
| Tue, 23 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 22.1x | 25.2x | 0.8x |
| Thu, 20 Nov 2025 | NT$11.7t | NT$14.7t | NT$494.0b | 20x | 23.8x | 0.8x |
| Sat, 18 Oct 2025 | NT$11.9t | NT$14.4t | NT$461.0b | 21.5x | 25.8x | 0.8x |
| Mon, 15 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 23.2x | 24.7x | 0.8x |
| Wed, 13 Aug 2025 | NT$10.3t | NT$14.0t | NT$468.1b | 21.2x | 21.9x | 0.7x |
| Fri, 11 Jul 2025 | NT$8.7t | NT$14.0t | NT$473.0b | 19.1x | 18.4x | 0.6x |
| Sun, 08 Jun 2025 | NT$8.1t | NT$14.0t | NT$472.9b | 18.7x | 17.2x | 0.6x |
| Tue, 06 May 2025 | NT$7.5t | NT$13.4t | NT$435.4b | 18.2x | 17.3x | 0.6x |
| Thu, 03 Apr 2025 | NT$8.1t | NT$13.4t | NT$427.6b | 19.2x | 18.9x | 0.6x |
| Sat, 01 Mar 2025 | NT$9.0t | NT$12.9t | NT$410.2b | 24.4x | 21.8x | 0.7x |
| Mon, 27 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Wed, 25 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.3b | 22.7x | 22.4x | 0.7x |
| Fri, 22 Nov 2024 | NT$9.1t | NT$12.9t | NT$404.1b | 22.5x | 22.6x | 0.7x |
| Sun, 20 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.2x | 23.8x | 0.8x |
| Tue, 17 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 22.7x | 22.6x | 0.7x |
| Thu, 15 Aug 2024 | NT$9.0t | NT$12.0t | NT$387.1b | 24.2x | 23.3x | 0.7x |
| Sat, 13 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 25.7x | 27.3x | 0.9x |
| Mon, 10 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24.3x | 24.1x | 0.7x |
| Wed, 08 May 2024 | NT$8.5t | NT$11.7t | NT$329.4b | 24.8x | 25.7x | 0.7x |
| Fri, 05 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 24.9x | 25.5x | 0.7x |
| Sun, 03 Mar 2024 | NT$7.3t | NT$11.8t | NT$314.3b | 22.4x | 23.4x | 0.6x |
| Tue, 30 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.9x | 0.6x |
| Thu, 28 Dec 2023 | NT$7.1t | NT$11.8t | NT$306.5b | 21.7x | 23.1x | 0.6x |
| Sat, 25 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.9b | 21.3x | 22.3x | 0.6x |
| Mon, 23 Oct 2023 | NT$6.5t | NT$12.1t | NT$325.6b | 18x | 20.1x | 0.5x |
| Wed, 20 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.6x | 21x | 0.6x |
21x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -0.83% | |
| Tech | -0.94% | |
| Electronic Equipment and Components | -2.86% | |
| Electronic Equipment and Instruments | 2.51% | |
| Technology Distributors | -1.07% | |
| Electronic Manufacturing Services | -2.96% | |
| Electronic Components | -3.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3037 Unimicron Technology | NT$977.00 | 8.3% +NT$123.0b | 576.1% | PE67.1x | |
| 2360 Chroma ATE | NT$2.16k | 6.4% +NT$55.1b | 278.3% | PE55.1x | |
| 4958 Zhen Ding Technology Holding | NT$495.00 | 6.9% +NT$35.5b | 192.9% | PE58.6x | |
| 2409 AUO | NT$30.20 | 12.7% +NT$25.7b | 140.6% | PE126.5x | |
| 8046 Nan Ya Printed Circuit Board | NT$1.08k | 2.4% +NT$16.2b | 487.0% | PE126.9x |