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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedApr 23, 2026
DataAggregated Company Financials
Companies217
  • 7D9.6%
  • 3M58.0%
  • 1Y261.9%
  • YTDn/a

The Electronic Components industry is up 12% in the last week, with Delta Electronics up 13%. During this same period, the Largan Precision underperformed, falling 8.3%. In the last 12 months, the industry was up 279%. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Apr 2026NT$14.8tNT$3.3tNT$245.0b30.7x60.3x4.4x
Sat, 21 Mar 2026NT$11.3tNT$3.3tNT$243.7b25.4x46.4x3.4x
Mon, 16 Feb 2026NT$9.8tNT$3.2tNT$234.6b23.5x41.6x3x
Wed, 14 Jan 2026NT$8.3tNT$3.2tNT$234.7b25.4x35.3x2.6x
Fri, 12 Dec 2025NT$7.7tNT$3.2tNT$234.7b23.7x32.6x2.4x
Sun, 09 Nov 2025NT$7.4tNT$3.2tNT$225.8b21.7x32.6x2.3x
Tue, 07 Oct 2025NT$7.2tNT$3.2tNT$215.9b22.9x33.5x2.3x
Thu, 04 Sep 2025NT$6.3tNT$3.2tNT$215.5b24.6x29.2x2x
Sat, 02 Aug 2025NT$5.6tNT$3.1tNT$231.5b19.8x24.3x1.8x
Mon, 30 Jun 2025NT$4.8tNT$3.1tNT$229.6b19x21x1.6x
Wed, 28 May 2025NT$4.5tNT$3.1tNT$229.6b18.4x19.6x1.4x
Fri, 25 Apr 2025NT$4.0tNT$3.0tNT$205.8b17.3x19.6x1.3x
Sun, 23 Mar 2025NT$5.0tNT$3.0tNT$207.6b21.1x23.9x1.7x
Tue, 18 Feb 2025NT$5.1tNT$2.9tNT$185.1b23.2x27.4x1.7x
Thu, 16 Jan 2025NT$4.9tNT$2.9tNT$181.5b21.6x26.9x1.7x
Sat, 14 Dec 2024NT$5.0tNT$2.9tNT$181.5b22.5x27.8x1.7x
Mon, 11 Nov 2024NT$5.0tNT$2.9tNT$183.6b23.4x27x1.7x
Wed, 09 Oct 2024NT$4.9tNT$2.9tNT$178.2b22.9x27.6x1.7x
Fri, 06 Sep 2024NT$4.9tNT$2.9tNT$178.3b21x27.3x1.7x
Sun, 04 Aug 2024NT$5.0tNT$2.8tNT$169.8b23.5x29.5x1.8x
Tue, 02 Jul 2024NT$5.2tNT$2.8tNT$153.9b24.7x33.6x1.8x
Thu, 30 May 2024NT$4.9tNT$2.8tNT$153.8b24.6x31.9x1.7x
Sat, 27 Apr 2024NT$4.6tNT$2.8tNT$133.8b25.4x34.2x1.6x
Mon, 25 Mar 2024NT$4.9tNT$2.8tNT$129.7b23.5x37.4x1.7x
Wed, 21 Feb 2024NT$4.6tNT$2.8tNT$131.7b22.4x34.8x1.6x
Fri, 19 Jan 2024NT$4.2tNT$2.8tNT$121.5b20.8x34.7x1.5x
Sun, 17 Dec 2023NT$4.5tNT$2.8tNT$121.6b22.3x37.2x1.6x
Tue, 14 Nov 2023NT$4.1tNT$2.8tNT$121.9b19.2x33.8x1.5x
Thu, 12 Oct 2023NT$4.3tNT$2.9tNT$132.4b18.8x32.2x1.5x
Sat, 09 Sep 2023NT$4.3tNT$2.9tNT$131.6b19.3x32.5x1.5x
Mon, 07 Aug 2023NT$4.3tNT$2.9tNT$141.7b18.7x30.1x1.5x
Wed, 05 Jul 2023NT$4.3tNT$2.9tNT$158.0b17.5x27.1x1.5x
Fri, 02 Jun 2023NT$4.0tNT$2.9tNT$162.1b16.4x25x1.4x
Sun, 30 Apr 2023NT$3.8tNT$3.0tNT$195.8b14.4x19.3x1.3x
Price to Earnings Ratio

19.3x


Total Market Cap: NT$3.8tTotal Earnings: NT$195.8bTotal Revenue: NT$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 31x202420252026
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 60.0x which is higher than its 3-year average PE of 31.0x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 7.8% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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 Market3.77%
Tech4.38%
Electronic Equipment and Components8.26%
Electronic Components9.57%
Electronic Manufacturing Services6.43%
Electronic Equipment and Instruments4.90%
Technology Distributors1.24%
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$1.99k7.6%
+NT$363.7b		508.0%PE85.8x
3037 Unimicron TechnologyNT$730.0013.2%
+NT$129.9b		743.9%PE167.2x
2383 Elite MaterialNT$4.14k7.8%
+NT$107.5b		702.9%PE101.1x
4958 Zhen Ding Technology HoldingNT$323.5026.1%
+NT$71.7b		241.2%PE51x
2368 Gold Circuit ElectronicsNT$1.27k9.0%
+NT$52.5b		570.2%PE66.1x

Latest News

2308
NT$1,985.00
Delta Electronics
7D
7.6%
1Y
508.0%
3008
NT$2,490.00
Largan Precision
7D
-11.7%
1Y
16.4%
3044
NT$465.00
Tripod Technology
7D
13.3%
1Y
161.2%
2327
NT$295.00
Yageo
7D
-9.2%
1Y
164.9%

2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns

Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.
3533
NT$2,450.00
Lotes
7D
-2.4%
1Y
110.3%
4958
NT$323.50
Zhen Ding Technology Holding
7D
26.1%
1Y
241.2%
2383
NT$4,135.00
Elite Material
7D
7.8%
1Y
702.9%
3481
NT$24.20
Innolux
7D
-11.2%
1Y
70.4%

3481: Higher Discount Rate And Lower Future P/E Will Limit Share Upside

Analysts have trimmed their price target on Innolux to NT$16.56 from NT$17.25 as small shifts in discount rate assumptions, revenue growth outlook and profit margin forecasts feed through to a slightly lower expected P/E multiple. Valuation Changes Fair Value: NT$12.4 is unchanged, with no adjustment to the underlying fair value estimate.
8046
NT$796.00
Nan Ya Printed Circuit Board
7D
10.4%
1Y
727.4%
2368
NT$1,270.00
Gold Circuit Electronics
7D
9.0%
1Y
570.2%
2492
NT$129.50
Walsin Technology
7D
-12.8%
1Y
69.9%
2409
NT$17.80
AUO
7D
-14.0%
1Y
47.7%
2313
NT$222.50
Compeq Manufacturing
7D
-14.4%
1Y
318.2%
3491
NT$1,550.00
Universal Microwave Technology
7D
-11.4%
1Y
303.6%
8021
NT$484.00
Topoint Technology
7D
36.3%
1Y
1,761.5%
3037
NT$730.00
Unimicron Technology
7D
13.2%
1Y
743.9%