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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies216
  • 7D9.7%
  • 3M28.0%
  • 1Y87.7%
  • YTDn/a

In the last week, the Electronic Components industry is up 9.7%, with Elite Material leading the way, up 7.5%. In the same time, Yageo was down 6.1%. In the last 12 months, the industry was up 88%. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026NT$9.7tNT$3.2tNT$234.7b25.9x41.3x3x
Sun, 28 Dec 2025NT$7.8tNT$3.2tNT$234.7b23.8x33.3x2.4x
Tue, 25 Nov 2025NT$7.1tNT$3.2tNT$234.3b21.3x30.2x2.2x
Thu, 23 Oct 2025NT$7.4tNT$3.2tNT$215.9b23.5x34.3x2.3x
Sat, 20 Sep 2025NT$7.1tNT$3.2tNT$215.9b24.3x32.7x2.2x
Mon, 18 Aug 2025NT$6.2tNT$3.2tNT$216.2b22.4x28.9x2x
Wed, 16 Jul 2025NT$5.1tNT$3.1tNT$229.6b18.9x22.3x1.7x
Fri, 13 Jun 2025NT$4.7tNT$3.1tNT$229.6b19x20.6x1.5x
Sun, 11 May 2025NT$4.4tNT$3.1tNT$222.2b17.9x19.7x1.4x
Tue, 08 Apr 2025NT$4.2tNT$3.0tNT$207.0b16.8x20.1x1.4x
Thu, 06 Mar 2025NT$5.0tNT$3.0tNT$187.3b23.9x26.7x1.7x
Sat, 01 Feb 2025NT$5.1tNT$2.9tNT$181.5b22.5x28.2x1.7x
Mon, 30 Dec 2024NT$5.2tNT$2.9tNT$181.5b23.5x28.4x1.8x
Wed, 27 Nov 2024NT$4.9tNT$2.9tNT$180.7b23.2x27.3x1.7x
Fri, 25 Oct 2024NT$5.0tNT$2.9tNT$178.2b23.3x28.1x1.7x
Sun, 22 Sep 2024NT$5.0tNT$2.9tNT$178.2b22.9x28x1.7x
Tue, 20 Aug 2024NT$5.1tNT$2.9tNT$178.6b21.7x28.5x1.8x
Thu, 18 Jul 2024NT$5.5tNT$2.8tNT$154.0b26.6x35.8x2x
Sat, 15 Jun 2024NT$5.0tNT$2.8tNT$153.5b24.7x32.8x1.8x
Mon, 13 May 2024NT$4.6tNT$2.8tNT$143.2b24.6x32.4x1.6x
Wed, 10 Apr 2024NT$4.8tNT$2.8tNT$131.3b25.9x36.9x1.7x
Fri, 08 Mar 2024NT$4.6tNT$2.8tNT$130.7b23.1x35.3x1.6x
Sun, 04 Feb 2024NT$4.4tNT$2.8tNT$121.5b22.1x36.5x1.6x
Tue, 02 Jan 2024NT$4.5tNT$2.8tNT$121.6b21.9x37.4x1.6x
Thu, 30 Nov 2023NT$4.4tNT$2.8tNT$121.6b22.6x36.3x1.6x
Sat, 28 Oct 2023NT$4.0tNT$2.9tNT$126.2b18.5x31.5x1.4x
Mon, 25 Sep 2023NT$4.3tNT$2.9tNT$132.4b18.6x32.1x1.5x
Wed, 23 Aug 2023NT$4.1tNT$2.8tNT$132.1b18.4x31.1x1.5x
Fri, 21 Jul 2023NT$4.3tNT$2.9tNT$156.1b18.9x27.5x1.5x
Sun, 18 Jun 2023NT$4.3tNT$2.9tNT$158.5b17.1x27x1.5x
Tue, 16 May 2023NT$3.8tNT$3.0tNT$192.9b14.2x19.6x1.3x
Thu, 13 Apr 2023NT$3.9tNT$3.0tNT$211.3b15.1x18.5x1.3x
Sat, 11 Mar 2023NT$3.7tNT$3.1tNT$219.0b13.1x17x1.2x
Mon, 06 Feb 2023NT$3.7tNT$3.1tNT$257.7b12.5x14.3x1.2x
Price to Earnings Ratio

14.3x


Total Market Cap: NT$3.7tTotal Earnings: NT$257.7bTotal Revenue: NT$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 28.8x202420252026
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 41.3x which is higher than its 3-year average PE of 28.8x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 3.0x.
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 Market5.00%
Tech6.13%
Electronic Equipment and Components7.33%
Electronic Components9.68%
Technology Distributors4.53%
Electronic Manufacturing Services2.83%
Electronic Equipment and Instruments2.56%
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
2383 Elite MaterialNT$1.79k7.8%
+NT$46.5b		191.5%PE47.2x
2368 Gold Circuit ElectronicsNT$692.0010.5%
+NT$32.1b		210.3%PE42.3x
2313 Compeq ManufacturingNT$178.0014.5%
+NT$26.8b		158.7%PE35.6x
3037 Unimicron TechnologyNT$344.505.4%
+NT$26.8b		147.8%PE164.8x
2308 Delta ElectronicsNT$1.26k0.8%
+NT$26.0b		186.9%PE65.2x

Latest News

2383
NT$1,790.00
Elite Material
7D
7.8%
1Y
191.5%
2368
NT$692.00
Gold Circuit Electronics
7D
10.5%
1Y
210.3%
3023
NT$224.50
SINBON Electronics
7D
18.8%
1Y
-15.9%
2313
NT$178.00
Compeq Manufacturing
7D
14.5%
1Y
158.7%
3044
NT$387.00
Tripod Technology
7D
11.7%
1Y
96.9%
2409
NT$13.80
AUO
7D
-10.1%
1Y
-2.5%

2409: Future Mobility Displays Will Drive A More Optimistic Outlook

Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.
2308
NT$1,255.00
Delta Electronics
7D
0.8%
1Y
186.9%
2327
NT$277.00
Yageo
7D
-6.4%
1Y
106.3%

2327: Rich Pricing Will Hinge On Margins And New Finance Leadership

Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.
3481
NT$21.30
Innolux
7D
-16.1%
1Y
51.6%

3481: Higher Margin Assumptions And Rich P/E Will Likely Cap Future Returns

Analysts have lifted their fair value estimate for Innolux from $11.30 to $12.40, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E that together point to a different balance of risk and reward in their models. Valuation Changes The Fair Value Estimate has risen slightly from NT$11.30 to NT$12.40, reflecting updated model inputs.
8069
NT$176.50
E Ink Holdings
7D
-2.2%
1Y
-37.1%

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

Analysts have raised their price target on E Ink Holdings to US$354.99 from US$350.88, citing small upward adjustments to fair value assumptions, discount rate, revenue growth and profit margin expectations, along with a steady future P/E framework. What's in the News C3, an E Ink ecosystem partner, is setting up Pixel Paper Labs in Sri Lanka as the country's first dedicated ePaper product design and development facility for both local and international markets (Key Developments).
3037
NT$344.50
Unimicron Technology
7D
5.4%
1Y
147.8%
2492
NT$140.50
Walsin Technology
7D
-10.8%
1Y
51.2%
4958
NT$178.00
Zhen Ding Technology Holding
7D
8.2%
1Y
49.0%
8358
NT$263.50
Co-Tech Development
7D
-10.5%
1Y
383.5%
1815
NT$91.60
Fulltech Fiber Glass
7D
-7.5%
1Y
212.6%
6213
NT$110.50
ITEQ
7D
-9.4%
1Y
50.1%