Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies216
  • 7D0.2%
  • 3M45.4%
  • 1Y126.3%
  • YTDn/a

The Electronic Components is pretty flat in the last 7 days, but Delta Electronics has stood out, gaining 5.8%. The past year has been better, since the industry has gained 126% in that time. 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
Fri, 27 Mar 2026NT$11.3tNT$3.3tNT$243.6b26.4x46.5x3.4x
Sun, 22 Feb 2026NT$9.8tNT$3.2tNT$234.8b23.8x41.6x3x
Tue, 20 Jan 2026NT$8.8tNT$3.2tNT$234.7b26x37.7x2.7x
Thu, 18 Dec 2025NT$7.4tNT$3.2tNT$234.7b22.3x31.3x2.3x
Sat, 15 Nov 2025NT$7.3tNT$3.2tNT$230.7b21.3x31.6x2.3x
Mon, 13 Oct 2025NT$7.4tNT$3.2tNT$215.9b23.1x34.4x2.3x
Wed, 10 Sep 2025NT$6.6tNT$3.2tNT$215.5b24.2x30.8x2.1x
Fri, 08 Aug 2025NT$5.8tNT$3.1tNT$228.4b20.3x25.4x1.9x
Sun, 06 Jul 2025NT$4.9tNT$3.1tNT$229.6b18.8x21.4x1.6x
Tue, 03 Jun 2025NT$4.4tNT$3.1tNT$229.6b17.9x19.3x1.4x
Thu, 01 May 2025NT$4.2tNT$3.0tNT$206.8b16.7x20.1x1.4x
Sat, 29 Mar 2025NT$4.7tNT$3.0tNT$206.6b19.3x22.8x1.6x
Mon, 24 Feb 2025NT$5.2tNT$2.9tNT$185.1b24.2x27.9x1.8x
Wed, 22 Jan 2025NT$5.0tNT$2.9tNT$181.5b22.1x27.7x1.7x
Fri, 20 Dec 2024NT$5.0tNT$2.9tNT$181.5b22.6x27.8x1.7x
Sun, 17 Nov 2024NT$4.8tNT$2.9tNT$181.9b24x26.6x1.6x
Tue, 15 Oct 2024NT$4.9tNT$2.9tNT$178.2b22.8x27.5x1.7x
Thu, 12 Sep 2024NT$4.8tNT$2.9tNT$178.2b21.8x26.7x1.7x
Sat, 10 Aug 2024NT$4.9tNT$2.9tNT$170.4b23.4x28.6x1.7x
Mon, 08 Jul 2024NT$5.3tNT$2.8tNT$153.9b25.8x34.7x1.9x
Wed, 05 Jun 2024NT$4.8tNT$2.8tNT$153.8b24x31.5x1.7x
Fri, 03 May 2024NT$4.6tNT$2.8tNT$134.1b25.4x34.2x1.6x
Sun, 31 Mar 2024NT$4.8tNT$2.8tNT$130.4b24.4x36.6x1.7x
Tue, 27 Feb 2024NT$4.6tNT$2.8tNT$140.7b22.5x32.8x1.6x
Thu, 25 Jan 2024NT$4.4tNT$2.8tNT$121.5b21.7x36x1.5x
Sat, 23 Dec 2023NT$4.4tNT$2.8tNT$121.6b22x36.5x1.6x
Mon, 20 Nov 2023NT$4.2tNT$2.8tNT$124.0b19.9x34.1x1.5x
Wed, 18 Oct 2023NT$4.3tNT$2.9tNT$132.4b19.1x32.3x1.5x
Fri, 15 Sep 2023NT$4.3tNT$2.9tNT$131.6b19.2x32.9x1.5x
Sun, 13 Aug 2023NT$4.2tNT$2.8tNT$137.3b18.3x30.3x1.5x
Tue, 11 Jul 2023NT$4.2tNT$2.9tNT$157.3b17.4x26.6x1.4x
Thu, 08 Jun 2023NT$4.1tNT$2.9tNT$158.7b17x26x1.4x
Sat, 06 May 2023NT$3.8tNT$3.0tNT$194.4b14.5x19.7x1.3x
Mon, 03 Apr 2023NT$3.8tNT$3.0tNT$210.8b14.6x18.2x1.3x
Price to Earnings Ratio

18.2x


Total Market Cap: NT$3.8tTotal Earnings: NT$210.8bTotal Revenue: NT$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 30.2x202420252026
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 46.5x which is higher than its 3-year average PE of 30.1x.
  • 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 4.9% 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 Market-2.43%
Tech-2.70%
Electronic Equipment and Components-0.68%
Electronic Components0.19%
Electronic Equipment and Instruments3.48%
Technology Distributors-3.07%
Electronic Manufacturing Services-4.74%
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$1.52k4.1%
+NT$155.9b		286.5%PE65.5x
3533 LotesNT$2.27k11.8%
+NT$26.9b		46.5%PE32.3x
2313 Compeq ManufacturingNT$245.509.8%
+NT$26.2b		281.2%PE44.6x
2383 Elite MaterialNT$2.95k1.9%
+NT$19.7b		395.0%PE72x
3491 Universal Microwave TechnologyNT$1.55k10.7%
+NT$10.1b		248.3%PE201.8x

Latest News

3211
NT$362.00
Dynapack International Technology
7D
19.3%
1Y
89.5%
2409
NT$14.80
AUO
7D
-6.0%
1Y
-0.7%

2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects

Analysts have lifted their price target on AUO from NT$14.56 to NT$15.00, citing adjusted assumptions around discount rate, revenue growth, profit margin and future P/E to reflect their latest outlook on the business. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which plans to present its smart mobility portfolio at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era." The focus will be on Visual, Computing, and Connectivity for next generation vehicle platforms (Key Developments).
7861
NT$832.00
Bellwether Electronic
7D
15.2%
1Y
n/a
2327
NT$262.00
Yageo
7D
-4.7%
1Y
98.1%

2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership

Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).
3533
NT$2,270.00
Lotes
7D
11.8%
1Y
46.5%
3481
NT$25.00
Innolux
7D
-8.4%
1Y
56.7%

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.
2308
NT$1,515.00
Delta Electronics
7D
4.1%
1Y
286.5%

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$218.50
Zhen Ding Technology Holding
7D
4.3%
1Y
94.2%
3491
NT$1,550.00
Universal Microwave Technology
7D
10.7%
1Y
248.3%
2313
NT$245.50
Compeq Manufacturing
7D
9.8%
1Y
281.2%
3008
NT$2,210.00
Largan Precision
7D
-4.7%
1Y
-10.5%
2368
NT$918.00
Gold Circuit Electronics
7D
-8.7%
1Y
321.1%
2383
NT$2,945.00
Elite Material
7D
1.9%
1Y
395.0%
3044
NT$356.00
Tripod Technology
7D
-2.7%
1Y
68.7%
3037
NT$502.00
Unimicron Technology
7D
-13.6%
1Y
380.4%
6510
NT$3,075.00
Chunghwa Precision Test Tech
7D
-13.4%
1Y
349.6%