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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies216
  • 7D5.0%
  • 3M51.2%
  • 1Y125.0%
  • YTDn/a

In the last week, the Electronic Components industry is up 5.0%, with Delta Electronics up 6.5%. During this same period, the Innolux underperformed, falling 12%. In the last 12 months, the industry was up 125%. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Mar 2026NT$11.3tNT$3.3tNT$243.6b25.5x46.4x3.4x
Tue, 17 Feb 2026NT$9.8tNT$3.2tNT$234.6b23.5x41.6x3x
Thu, 15 Jan 2026NT$8.5tNT$3.2tNT$234.7b26x36.1x2.6x
Sat, 13 Dec 2025NT$7.7tNT$3.2tNT$234.7b23.8x32.6x2.4x
Mon, 10 Nov 2025NT$7.4tNT$3.2tNT$229.0b21.7x32.1x2.3x
Wed, 08 Oct 2025NT$7.4tNT$3.2tNT$215.9b23.3x34.2x2.3x
Fri, 05 Sep 2025NT$6.3tNT$3.2tNT$215.5b23.9x29.1x2x
Sun, 03 Aug 2025NT$5.6tNT$3.1tNT$231.4b19.8x24.4x1.8x
Tue, 01 Jul 2025NT$4.8tNT$3.1tNT$229.6b18.7x20.8x1.5x
Thu, 29 May 2025NT$4.5tNT$3.1tNT$229.6b18.2x19.6x1.5x
Sat, 26 Apr 2025NT$4.1tNT$3.0tNT$205.8b17.4x20.1x1.4x
Mon, 24 Mar 2025NT$5.0tNT$3.0tNT$207.9b21.1x23.9x1.7x
Wed, 19 Feb 2025NT$5.1tNT$2.9tNT$185.1b23.7x27.6x1.7x
Fri, 17 Jan 2025NT$4.9tNT$2.9tNT$181.5b21.7x27x1.7x
Sun, 15 Dec 2024NT$5.0tNT$2.9tNT$181.5b22.5x27.8x1.7x
Tue, 12 Nov 2024NT$5.0tNT$2.9tNT$183.6b23.2x27x1.7x
Thu, 10 Oct 2024NT$4.9tNT$2.9tNT$178.2b22.8x27.5x1.7x
Sat, 07 Sep 2024NT$4.9tNT$2.9tNT$178.3b21.2x27.3x1.7x
Mon, 05 Aug 2024NT$5.0tNT$2.8tNT$169.8b23.5x29.5x1.8x
Wed, 03 Jul 2024NT$5.2tNT$2.8tNT$153.9b25.4x33.5x1.8x
Fri, 31 May 2024NT$4.8tNT$2.8tNT$153.8b24.4x31.3x1.7x
Sun, 28 Apr 2024NT$4.6tNT$2.8tNT$133.8b25.4x34.2x1.6x
Tue, 26 Mar 2024NT$4.8tNT$2.8tNT$129.7b23.7x37.3x1.7x
Thu, 22 Feb 2024NT$4.6tNT$2.8tNT$131.8b22.4x34.8x1.6x
Sat, 20 Jan 2024NT$4.3tNT$2.8tNT$121.5b20.9x35.4x1.5x
Mon, 18 Dec 2023NT$4.5tNT$2.8tNT$121.6b22.3x37.2x1.6x
Wed, 15 Nov 2023NT$4.1tNT$2.8tNT$122.0b18.9x34x1.5x
Fri, 13 Oct 2023NT$4.3tNT$2.9tNT$132.4b19.1x32.5x1.5x
Sun, 10 Sep 2023NT$4.3tNT$2.9tNT$131.6b19.3x32.5x1.5x
Tue, 08 Aug 2023NT$4.3tNT$2.9tNT$141.8b19x30.5x1.5x
Thu, 06 Jul 2023NT$4.3tNT$2.9tNT$157.4b17.6x27.2x1.5x
Sat, 03 Jun 2023NT$4.1tNT$2.9tNT$159.2b16.6x25.6x1.4x
Mon, 01 May 2023NT$3.8tNT$3.0tNT$195.2b14.4x19.3x1.3x
Wed, 29 Mar 2023NT$3.8tNT$3.0tNT$212.2b13.8x17.8x1.2x
Price to Earnings Ratio

17.8x


Total Market Cap: NT$3.8tTotal Earnings: NT$212.2bTotal Revenue: NT$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 30x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Electronic Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 46.4x which is higher than its 3-year average PE of 30.0x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 4.7% per year over the last three years.
  • Revenues for these companies have grown 3.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Taiwanese Electronic Components compare with similar industries?

TW Market0.85%
Tech1.02%
Electronic Equipment and Components3.05%
Electronic Components4.96%
Technology Distributors8.73%
Electronic Equipment and Instruments2.93%
Electronic Manufacturing Services-5.02%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2308 Delta ElectronicsNT$1.48k6.5%
+NT$233.8b		272.5%PE63.7x
3037 Unimicron TechnologyNT$554.009.1%
+NT$70.3b		403.6%PE126.9x
2368 Gold Circuit ElectronicsNT$988.005.7%
+NT$38.9b		344.0%PE51.4x
2383 Elite MaterialNT$2.81k3.9%
+NT$37.6b		372.3%PE68.7x
3533 LotesNT$2.07k18.0%
+NT$35.3b		33.2%PE29.4x

Latest News

3533
NT$2,065.00
Lotes
7D
18.0%
1Y
33.2%
3481
NT$26.25
Innolux
7D
-11.6%
1Y
62.5%

3481: Lower Future P/E Assumptions Will Likely Restrain Share Upside

Analysts have reduced their price target for Innolux to NT$12.40 from NT$115.22, pointing to updated assumptions for discount rate, revenue growth, profit margin, and a much lower future P/E that together suggest a more cautious view on the stock’s upside potential. Valuation Changes Fair Value: NT$12.40 is unchanged, indicating no shift in the central value estimate used in the analysis.
8069
NT$150.50
E Ink Holdings
7D
-1.3%
1Y
-49.9%

8069: Ecosystem Partnerships And Green Signage Will Support Higher Margins And Low-Carbon Expansion

Analysts have reduced their price target for E Ink Holdings from NT$350.57 to NT$295.00, citing updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a lower expected future P/E. Valuation Changes Fair Value: NT$350.57 adjusted down to NT$295.00, indicating a lower central value estimate for E Ink Holdings.
2308
NT$1,475.00
Delta Electronics
7D
6.5%
1Y
272.5%

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

Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
4958
NT$209.50
Zhen Ding Technology Holding
7D
11.1%
1Y
87.1%
5475
NT$206.50
Glotech Industrial
7D
-7.8%
1Y
1,424.0%
2327
NT$271.00
Yageo
7D
5.0%
1Y
103.4%
1815
NT$102.00
Fulltech Fiber Glass
7D
-5.1%
1Y
210.5%
2409
NT$15.60
AUO
7D
-5.7%
1Y
3.7%
2368
NT$988.00
Gold Circuit Electronics
7D
5.7%
1Y
344.0%
2383
NT$2,810.00
Elite Material
7D
3.9%
1Y
372.3%
3044
NT$363.00
Tripod Technology
7D
-4.5%
1Y
72.9%
8039
NT$117.50
Taiflex Scientific
7D
-8.2%
1Y
139.1%
3037
NT$554.00
Unimicron Technology
7D
9.1%
1Y
403.6%
8046
NT$541.00
Nan Ya Printed Circuit Board
7D
5.0%
1Y
314.6%
6510
NT$3,600.00
Chunghwa Precision Test Tech
7D
-6.6%
1Y
409.2%