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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies216
  • 7D9.3%
  • 3M39.9%
  • 1Y199.1%
  • YTDn/a

In the last week, the Electronic Components industry is up 9.3%, with Delta Electronics up 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 199%. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026NT$11.5tNT$3.3tNT$243.1b24.5x47.2x3.5x
Fri, 06 Mar 2026NT$10.2tNT$3.3tNT$247.4b24.6x41.2x3.1x
Sun, 01 Feb 2026NT$9.4tNT$3.2tNT$234.7b25.3x39.9x2.9x
Tue, 30 Dec 2025NT$7.9tNT$3.2tNT$234.7b23.4x33.5x2.4x
Thu, 27 Nov 2025NT$7.4tNT$3.2tNT$234.8b22.5x31.6x2.3x
Sat, 25 Oct 2025NT$7.4tNT$3.2tNT$215.9b23.4x34.3x2.3x
Mon, 22 Sep 2025NT$7.1tNT$3.2tNT$215.9b24.3x32.7x2.2x
Wed, 20 Aug 2025NT$6.2tNT$3.2tNT$215.7b23.2x28.8x2x
Fri, 18 Jul 2025NT$5.2tNT$3.1tNT$229.6b19x22.7x1.7x
Sun, 15 Jun 2025NT$4.7tNT$3.1tNT$229.6b18.6x20.3x1.5x
Tue, 13 May 2025NT$4.4tNT$3.1tNT$222.6b18.3x19.9x1.4x
Thu, 10 Apr 2025NT$3.4tNT$3.0tNT$207.2b14.7x16.6x1.1x
Sat, 08 Mar 2025NT$5.0tNT$3.0tNT$188.5b23.1x26.3x1.7x
Mon, 03 Feb 2025NT$5.1tNT$2.9tNT$181.5b22.5x28.2x1.7x
Wed, 01 Jan 2025NT$5.1tNT$2.9tNT$181.5b23.4x28.3x1.8x
Fri, 29 Nov 2024NT$4.8tNT$2.9tNT$180.7b21.6x26.5x1.6x
Sun, 27 Oct 2024NT$5.1tNT$2.9tNT$178.7b24x28.3x1.8x
Tue, 24 Sep 2024NT$5.0tNT$2.9tNT$178.2b22.9x28x1.7x
Thu, 22 Aug 2024NT$5.1tNT$2.9tNT$178.6b21.5x28.3x1.8x
Sat, 20 Jul 2024NT$5.2tNT$2.8tNT$154.0b25x34x1.9x
Mon, 17 Jun 2024NT$5.0tNT$2.8tNT$153.6b24.7x32.7x1.8x
Wed, 15 May 2024NT$4.7tNT$2.8tNT$143.3b24.7x32.5x1.7x
Fri, 12 Apr 2024NT$4.7tNT$2.8tNT$131.3b25x36.1x1.7x
Sun, 10 Mar 2024NT$4.6tNT$2.8tNT$130.9b22.6x34.9x1.6x
Tue, 06 Feb 2024NT$4.4tNT$2.8tNT$121.3b22.2x36.5x1.6x
Thu, 04 Jan 2024NT$4.4tNT$2.8tNT$121.6b21.7x36.4x1.6x
Sat, 02 Dec 2023NT$4.4tNT$2.8tNT$121.6b23x36.6x1.6x
Mon, 30 Oct 2023NT$4.0tNT$2.9tNT$137.0b18.6x29x1.4x
Wed, 27 Sep 2023NT$4.2tNT$2.9tNT$132.4b18.9x32x1.5x
Fri, 25 Aug 2023NT$4.2tNT$2.8tNT$132.1b18.7x31.8x1.5x
Sun, 23 Jul 2023NT$4.3tNT$2.9tNT$156.1b18.7x27.4x1.5x
Tue, 20 Jun 2023NT$4.3tNT$2.9tNT$158.4b17.1x27.1x1.5x
Thu, 18 May 2023NT$3.9tNT$3.0tNT$192.0b14.6x20.1x1.3x
Sat, 15 Apr 2023NT$3.9tNT$3.0tNT$209.8b15x18.7x1.3x
Price to Earnings Ratio

18.7x


Total Market Cap: NT$3.9tTotal Earnings: NT$209.8bTotal Revenue: NT$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 30.5x202420252026
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 47.2x which is higher than its 3-year average PE of 30.5x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 5.0% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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 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 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$1.67k12.9%
+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
2327 YageoNT$271.508.0%
+NT$41.1b		181.0%PE23.6x
8046 Nan Ya Printed Circuit BoardNT$636.0010.8%
+NT$40.1b		730.3%PE211.1x

Latest News

6274
NT$722.00
Taiwan Union Technology
7D
15.9%
1Y
517.1%
6127
NT$39.70
LEATEC Fine Ceramics
7D
-8.7%
1Y
153.7%
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%
2392
NT$34.65
Cheng Uei Precision Industry
7D
-2.9%
1Y
-17.3%
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.
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%
3149
NT$43.30
G-TECH Optoelectronics
7D
-4.1%
1Y
75.7%
3406
NT$446.50
Genius Electronic OpticalLtd
7D
-1.1%
1Y
48.1%
2368
NT$998.00
Gold Circuit Electronics
7D
5.5%
1Y
600.4%
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%
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%
3037
NT$620.00
Unimicron Technology
7D
26.9%
1Y
780.7%