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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedMar 08, 2026
DataAggregated Company Financials
Companies216
  • 7D-7.0%
  • 3M32.8%
  • 1Y103.8%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 7.0%, driven by Delta Electronics declining 7.7%. On the other hand Fositek is actually up 7.9%. In the past year, the industry has gained 104%. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026NT$10.2tNT$3.3tNT$247.8b25x41.1x3.1x
Wed, 04 Feb 2026NT$9.4tNT$3.2tNT$234.7b24.5x40.3x2.9x
Fri, 02 Jan 2026NT$7.9tNT$3.2tNT$234.7b24x33.6x2.4x
Sun, 30 Nov 2025NT$7.5tNT$3.2tNT$234.8b22.8x32.1x2.3x
Tue, 28 Oct 2025NT$7.7tNT$3.2tNT$215.7b23x35.6x2.4x
Thu, 25 Sep 2025NT$7.1tNT$3.2tNT$215.9b24.6x33x2.2x
Sat, 23 Aug 2025NT$6.2tNT$3.2tNT$215.7b22.8x28.6x1.9x
Mon, 21 Jul 2025NT$5.3tNT$3.1tNT$229.6b19x23x1.7x
Wed, 18 Jun 2025NT$4.7tNT$3.1tNT$229.6b18.7x20.3x1.5x
Fri, 16 May 2025NT$4.5tNT$3.1tNT$222.9b19x20.3x1.5x
Sun, 13 Apr 2025NT$3.9tNT$3.0tNT$207.2b16.3x18.8x1.3x
Tue, 11 Mar 2025NT$4.9tNT$3.0tNT$188.0b22.6x26x1.6x
Thu, 06 Feb 2025NT$5.0tNT$2.9tNT$181.7b22.6x27.5x1.7x
Sat, 04 Jan 2025NT$5.1tNT$2.9tNT$181.5b23.2x27.9x1.7x
Mon, 02 Dec 2024NT$4.8tNT$2.9tNT$180.7b22.2x26.7x1.6x
Wed, 30 Oct 2024NT$5.0tNT$2.9tNT$178.8b23x27.8x1.7x
Fri, 27 Sep 2024NT$5.1tNT$2.9tNT$178.2b22.9x28.4x1.8x
Sun, 25 Aug 2024NT$5.2tNT$2.9tNT$178.6b22.2x28.8x1.8x
Tue, 23 Jul 2024NT$5.1tNT$2.8tNT$154.0b24.2x32.8x1.8x
Thu, 20 Jun 2024NT$5.1tNT$2.8tNT$153.8b24.3x33x1.8x
Sat, 18 May 2024NT$4.7tNT$2.8tNT$148.2b24.8x31.9x1.7x
Mon, 15 Apr 2024NT$4.8tNT$2.8tNT$131.3b25.4x36.2x1.7x
Wed, 13 Mar 2024NT$4.7tNT$2.8tNT$131.0b23.2x35.6x1.7x
Fri, 09 Feb 2024NT$4.4tNT$2.8tNT$121.3b22.2x36.5x1.6x
Sun, 07 Jan 2024NT$4.4tNT$2.8tNT$121.6b21.4x36x1.5x
Tue, 05 Dec 2023NT$4.5tNT$2.8tNT$121.6b23x36.7x1.6x
Thu, 02 Nov 2023NT$4.0tNT$2.9tNT$135.5b18.6x29.2x1.4x
Sat, 30 Sep 2023NT$4.3tNT$2.9tNT$132.4b18.9x32.2x1.5x
Mon, 28 Aug 2023NT$4.1tNT$2.8tNT$132.2b18.7x31.2x1.5x
Wed, 26 Jul 2023NT$4.3tNT$2.9tNT$156.0b19.2x27.6x1.5x
Fri, 23 Jun 2023NT$4.3tNT$2.9tNT$158.5b17.5x26.9x1.5x
Sun, 21 May 2023NT$3.9tNT$3.0tNT$189.4b15.8x20.7x1.3x
Tue, 18 Apr 2023NT$3.9tNT$3.0tNT$209.8b15.3x18.7x1.3x
Thu, 16 Mar 2023NT$3.7tNT$3.0tNT$218.3b13.3x16.8x1.2x
Price to Earnings Ratio

16.8x


Total Market Cap: NT$3.7tTotal Earnings: NT$218.3bTotal Revenue: NT$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 29.7x202420252026
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 41.1x which is higher than its 3-year average PE of 29.7x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 4.2% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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-4.98%
Tech-5.45%
Electronic Equipment and Components-6.31%
Electronic Components-6.98%
Technology Distributors2.81%
Electronic Equipment and Instruments-0.11%
Electronic Manufacturing Services-8.16%
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
6805 FositekNT$1.85k7.9%
+NT$9.3b		147.0%PE70.8x
3481 InnoluxNT$27.502.6%
+NT$5.6b		83.9%PE23.6x
6456 General Interface Solution (GIS) HoldingNT$62.7031.3%
+NT$5.0b		18.1%PE200.1x
3049 HannsTouch HoldingsNT$14.7041.3%
+NT$3.4b		71.9%PS7.9x
2367 Unitech Printed Circuit BoardNT$69.007.0%
+NT$3.2b		137.5%PE53.8x

Latest News

2327
NT$265.00
Yageo
7D
-11.1%
1Y
98.1%

2327: Future Pricing Will Reflect Higher Fair Value And Finance Leadership Continuity

Analysts now set their Yageo price target at NT$326.42, up from NT$283.12. This reflects updated assumptions that combine higher projected revenue growth with a slightly lower discount rate and a modestly higher future P/E, partly offset by a more conservative profit margin outlook.
6805
NT$1,845.00
Fositek
7D
7.9%
1Y
147.0%
4960
NT$17.80
Cheng Mei Materials Technology
7D
26.2%
1Y
26.7%
3481
NT$27.50
Innolux
7D
2.6%
1Y
83.9%

3481: Steady Fair Value Will Rely On Higher P/E And Margins

Narrative Update on Innolux Price Target The analyst price target for Innolux has been left unchanged at NT$25.8. Analysts point to a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a revised future P/E of about 195x as key inputs supporting their current valuation stance. Valuation Changes Fair Value: NT$25.8 remains unchanged, indicating no revision to the central valuation estimate.
8069
NT$165.00
E Ink Holdings
7D
-11.8%
1Y
-47.1%

8069: Higher Discount Rate Will Still Support Robust Future Profitability

Analysts now see fair value for E Ink Holdings at NT$205, down from NT$223, reflecting updated assumptions for a higher discount rate, more moderate revenue growth, slightly lower profit margins, and a marginally higher future P/E multiple. Valuation Changes Fair Value: NT$205, previously NT$223, indicating a moderate cut to the estimated equity value.
2308
NT$1,320.00
Delta Electronics
7D
-7.7%
1Y
252.0%

2308: Tonglu Data Center Contracts Will Support Future AI Power Upside

Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.
3533
NT$1,565.00
Lotes
7D
-11.8%
1Y
-1.6%
3049
NT$14.70
HannsTouch Holdings
7D
41.3%
1Y
71.9%
1582
NT$90.50
Syncmold Enterprise
7D
24.5%
1Y
-12.1%
6456
NT$62.70
General Interface Solution (GIS) Holding
7D
31.3%
1Y
18.1%
3037
NT$432.00
Unimicron Technology
7D
-10.3%
1Y
285.7%
8046
NT$469.50
Nan Ya Printed Circuit Board
7D
-15.4%
1Y
251.7%
6230
NT$182.50
Nidec Chaun-Choung Technology
7D
16.2%
1Y
-3.2%
4958
NT$175.00
Zhen Ding Technology Holding
7D
-16.3%
1Y
53.5%
2367
NT$69.00
Unitech Printed Circuit Board
7D
7.0%
1Y
137.5%
2383
NT$2,360.00
Elite Material
7D
-3.3%
1Y
306.9%