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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies216
  • 7D3.2%
  • 3M41.7%
  • 1Y147.0%
  • YTDn/a

The Electronic Components is pretty flat in the last 7 days, but Delta Electronics has stood out, gaining 6.0%. As for the the longer term, the industry is up 139% over the past 12 months. 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
Tue, 31 Mar 2026NT$11.2tNT$3.3tNT$243.8b25.5x45.8x3.4x
Thu, 26 Feb 2026NT$10.9tNT$3.2tNT$238.9b25.5x45.6x3.4x
Sat, 24 Jan 2026NT$9.5tNT$3.2tNT$234.7b26.5x40.4x2.9x
Mon, 22 Dec 2025NT$7.5tNT$3.2tNT$234.7b22.8x31.8x2.3x
Wed, 19 Nov 2025NT$7.1tNT$3.2tNT$234.2b21.7x30.1x2.2x
Fri, 17 Oct 2025NT$7.3tNT$3.2tNT$215.9b22.9x33.9x2.3x
Sun, 14 Sep 2025NT$6.8tNT$3.2tNT$215.9b23.8x31.7x2.2x
Tue, 12 Aug 2025NT$6.0tNT$3.1tNT$226.2b21.1x26.5x1.9x
Thu, 10 Jul 2025NT$5.0tNT$3.1tNT$229.6b18.8x21.6x1.6x
Sat, 07 Jun 2025NT$4.6tNT$3.1tNT$229.6b18.4x20.2x1.5x
Mon, 05 May 2025NT$4.3tNT$3.0tNT$213.3b17.4x20.2x1.4x
Wed, 02 Apr 2025NT$4.6tNT$3.0tNT$207.1b18.9x22.1x1.5x
Fri, 28 Feb 2025NT$5.1tNT$2.9tNT$182.3b24.1x27.8x1.7x
Sun, 26 Jan 2025NT$5.1tNT$2.9tNT$181.5b22.5x28.2x1.7x
Tue, 24 Dec 2024NT$5.1tNT$2.9tNT$181.5b22.9x28x1.7x
Thu, 21 Nov 2024NT$4.8tNT$2.9tNT$180.6b22.2x26.6x1.6x
Sat, 19 Oct 2024NT$5.0tNT$2.9tNT$178.2b23x28x1.7x
Mon, 16 Sep 2024NT$4.9tNT$2.9tNT$178.2b22.4x27.7x1.7x
Wed, 14 Aug 2024NT$5.0tNT$2.9tNT$172.8b24x28.8x1.7x
Fri, 12 Jul 2024NT$5.5tNT$2.8tNT$153.9b26.5x36x2x
Sun, 09 Jun 2024NT$4.9tNT$2.8tNT$153.5b24.3x31.7x1.7x
Tue, 07 May 2024NT$4.7tNT$2.8tNT$134.0b25.8x34.9x1.7x
Thu, 04 Apr 2024NT$4.8tNT$2.8tNT$131.3b25.3x36.7x1.7x
Sat, 02 Mar 2024NT$4.6tNT$2.8tNT$130.0b22.6x35.5x1.6x
Mon, 29 Jan 2024NT$4.4tNT$2.8tNT$121.5b21.4x36.1x1.5x
Wed, 27 Dec 2023NT$4.5tNT$2.8tNT$121.6b21.8x36.7x1.6x
Fri, 24 Nov 2023NT$4.3tNT$2.8tNT$121.9b21.1x35.3x1.5x
Sun, 22 Oct 2023NT$4.1tNT$2.9tNT$132.4b18.5x30.7x1.4x
Tue, 19 Sep 2023NT$4.3tNT$2.9tNT$132.4b19.1x32.6x1.5x
Thu, 17 Aug 2023NT$4.1tNT$2.8tNT$132.8b18.3x31.1x1.5x
Sat, 15 Jul 2023NT$4.3tNT$2.9tNT$157.4b17.9x27.5x1.5x
Mon, 12 Jun 2023NT$4.1tNT$2.9tNT$158.5b17.1x25.8x1.4x
Wed, 10 May 2023NT$3.8tNT$3.0tNT$194.2b14.4x19.8x1.3x
Fri, 07 Apr 2023NT$3.8tNT$3.0tNT$210.8b14.4x17.9x1.2x
Price to Earnings Ratio

17.9x


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 30.3x202420252026
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 46.7x which is higher than its 3-year average PE of 30.2x.
  • 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 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 Market-0.51%
Tech-0.85%
Electronic Equipment and Components2.27%
Electronic Components3.19%
Electronic Equipment and Instruments5.77%
Electronic Manufacturing Services-1.00%
Technology Distributors-2.58%
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$1.49k5.3%
+NT$194.8b		312.5%PE64.2x
2313 Compeq ManufacturingNT$263.0021.8%
+NT$56.0b		364.7%PE47.7x
8046 Nan Ya Printed Circuit BoardNT$580.008.6%
+NT$29.7b		474.3%PE192.5x
4958 Zhen Ding Technology HoldingNT$226.5012.7%
+NT$27.3b		118.8%PE35.7x
3533 LotesNT$2.22k11.8%
+NT$26.3b		61.5%PE31.6x

Latest News

2313
NT$263.00
Compeq Manufacturing
7D
21.8%
1Y
364.7%
6274
NT$602.00
Taiwan Union Technology
7D
11.9%
1Y
288.4%
3533
NT$2,220.00
Lotes
7D
11.8%
1Y
61.5%
2409
NT$14.30
AUO
7D
-3.7%
1Y
6.3%

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).
8046
NT$580.00
Nan Ya Printed Circuit Board
7D
8.6%
1Y
474.3%
3023
NT$255.50
SINBON Electronics
7D
-6.8%
1Y
0.4%
2327
NT$258.00
Yageo
7D
2.0%
1Y
114.6%

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).
8069
NT$140.50
E Ink Holdings
7D
-2.1%
1Y
-47.0%

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$1,485.00
Delta Electronics
7D
5.3%
1Y
312.5%

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$226.50
Zhen Ding Technology Holding
7D
12.7%
1Y
118.8%
3491
NT$1,580.00
Universal Microwave Technology
7D
19.7%
1Y
307.2%
3008
NT$2,180.00
Largan Precision
7D
-2.5%
1Y
-7.4%
2368
NT$898.00
Gold Circuit Electronics
7D
-6.7%
1Y
346.8%
2383
NT$2,785.00
Elite Material
7D
-0.4%
1Y
411.0%
3044
NT$348.00
Tripod Technology
7D
-2.0%
1Y
77.6%
3037
NT$493.50
Unimicron Technology
7D
-1.1%
1Y
433.5%