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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies215
  • 7D0.8%
  • 3M7.5%
  • 1Y58.4%
  • YTDn/a

The Electronic Components industry is up 1.3% in the last week, with Delta Electronics up 1.5%. Meanwhile, E Ink Holdings actually underperformed within the industry, shrinking 15% in the last week. In the last 12 months, the industry was up 58%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026NT$8.0tNT$3.2tNT$234.7b24.1x34.3x2.5x
Mon, 08 Dec 2025NT$7.7tNT$3.2tNT$234.7b23.1x32.6x2.4x
Wed, 05 Nov 2025NT$7.5tNT$3.2tNT$225.2b22.5x33.3x2.3x
Fri, 03 Oct 2025NT$7.0tNT$3.2tNT$215.9b22.5x32.6x2.2x
Sun, 31 Aug 2025NT$6.6tNT$3.2tNT$215.4b24.3x30.7x2.1x
Tue, 29 Jul 2025NT$5.4tNT$3.1tNT$228.5b18.7x23.5x1.7x
Thu, 26 Jun 2025NT$4.8tNT$3.1tNT$229.6b19x20.8x1.5x
Sat, 24 May 2025NT$4.5tNT$3.1tNT$229.5b18.4x19.7x1.5x
Mon, 21 Apr 2025NT$4.0tNT$3.0tNT$207.3b17.4x19.2x1.3x
Wed, 19 Mar 2025NT$5.0tNT$3.0tNT$204.0b21.9x24.5x1.7x
Fri, 14 Feb 2025NT$5.1tNT$2.9tNT$182.0b23.3x27.9x1.7x
Sun, 12 Jan 2025NT$5.0tNT$2.9tNT$181.5b22.1x27.7x1.7x
Tue, 10 Dec 2024NT$5.0tNT$2.9tNT$181.5b23.5x27.5x1.7x
Thu, 07 Nov 2024NT$4.9tNT$2.9tNT$181.8b23.3x27.2x1.7x
Sat, 05 Oct 2024NT$4.9tNT$2.9tNT$178.2b22.4x27.3x1.7x
Mon, 02 Sep 2024NT$5.2tNT$2.9tNT$178.3b22.5x29.3x1.8x
Wed, 31 Jul 2024NT$5.1tNT$2.8tNT$154.0b24.1x33.3x1.8x
Fri, 28 Jun 2024NT$5.2tNT$2.8tNT$153.8b24.3x33.6x1.8x
Sun, 26 May 2024NT$4.8tNT$2.8tNT$153.5b24x31.4x1.7x
Tue, 23 Apr 2024NT$4.4tNT$2.8tNT$135.4b24.3x32.6x1.6x
Thu, 21 Mar 2024NT$4.7tNT$2.8tNT$129.7b23.4x36.1x1.7x
Sat, 17 Feb 2024NT$4.6tNT$2.8tNT$123.0b22.4x37x1.6x
Mon, 15 Jan 2024NT$4.3tNT$2.8tNT$121.5b20.8x35.5x1.5x
Wed, 13 Dec 2023NT$4.4tNT$2.8tNT$121.6b22.4x36.2x1.5x
Fri, 10 Nov 2023NT$4.1tNT$2.9tNT$127.3b18.9x32.4x1.4x
Sun, 08 Oct 2023NT$4.3tNT$2.9tNT$132.4b19x32.3x1.5x
Tue, 05 Sep 2023NT$4.2tNT$2.8tNT$132.5b19.2x32x1.5x
Thu, 03 Aug 2023NT$4.3tNT$2.9tNT$146.5b18.6x29.1x1.5x
Sat, 01 Jul 2023NT$4.2tNT$2.9tNT$158.0b17x26.4x1.4x
Mon, 29 May 2023NT$4.0tNT$3.0tNT$180.9b16x22.3x1.4x
Wed, 26 Apr 2023NT$3.7tNT$3.0tNT$207.4b14.2x17.8x1.2x
Fri, 24 Mar 2023NT$3.8tNT$3.0tNT$215.8b13.6x17.5x1.2x
Sun, 19 Feb 2023NT$3.7tNT$3.1tNT$236.7b12.3x15.7x1.2x
Tue, 17 Jan 2023NT$3.5tNT$3.1tNT$257.7b11.5x13.4x1.1x
Price to Earnings Ratio

13.4x


Total Market Cap: NT$3.5tTotal Earnings: NT$257.7bTotal Revenue: NT$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 28.4x202420252026
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 34.1x which is higher than its 3-year average PE of 28.4x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have declined 3.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Taiwanese Electronic Components compare with similar industries?

TW Market2.97%
Tech3.81%
Electronic Equipment and Components0.90%
Electronic Components0.81%
Electronic Equipment and Instruments5.97%
Technology Distributors3.92%
Electronic Manufacturing Services-0.70%
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$1.02k2.0%
+NT$52.0b		141.7%PE52.8x
2313 Compeq ManufacturingNT$115.5022.1%
+NT$24.9b		67.4%PE23.1x
3481 InnoluxNT$20.0010.5%
+NT$15.2b		43.9%PE17.2x
2409 AUONT$14.5015.1%
+NT$14.3b		5.1%PE19.6x
3533 LotesNT$1.41k8.9%
+NT$12.9b		-22.1%PE19.1x

Latest News

2383
NT$1,565.00
Elite Material
7D
-1.6%
1Y
165.3%
8069
NT$170.50
E Ink Holdings
7D
-15.2%
1Y
-37.5%
3037
NT$225.50
Unimicron Technology
7D
3.0%
1Y
55.5%
6116
NT$10.50
HannStar Display
7D
31.4%
1Y
36.0%
2409
NT$14.50
AUO
7D
15.1%
1Y
5.1%
6805
NT$1,365.00
Fositek
7D
-11.1%
1Y
93.1%
3481
NT$20.00
Innolux
7D
10.5%
1Y
43.9%

3481: Future Profit Margin Assumptions Will Likely Prove Overly Optimistic

Analysts have raised their fair value estimate for Innolux from $13.79 to approximately $16.37, citing updated assumptions for revenue growth, profit margins and future P/E levels as key factors behind the higher price target. Valuation Changes Fair Value Estimate increased from NT$13.79 to about NT$16.37.
2308
NT$1,015.00
Delta Electronics
7D
2.0%
1Y
141.7%

2308: Future AI Data Center Contracts Will Not Justify Current Optimism

Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.
6274
NT$466.00
Taiwan Union Technology
7D
-3.2%
1Y
171.7%
2313
NT$115.50
Compeq Manufacturing
7D
22.1%
1Y
67.4%
6510
NT$2,185.00
Chunghwa Precision Test Tech
7D
-4.8%
1Y
168.1%
3008
NT$2,530.00
LARGAN PrecisionLtd
7D
-2.1%
1Y
-8.0%
3491
NT$780.00
Universal Microwave Technology
7D
11.3%
1Y
109.1%
3211
NT$299.50
Dynapack International Technology
7D
-9.0%
1Y
56.0%
8358
NT$258.50
Co-Tech Development
7D
-10.9%
1Y
373.4%
3533
NT$1,410.00
Lotes
7D
8.9%
1Y
-22.1%