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Taiwanese (TAIEX) Electronic Components Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies216
  • 7D8.4%
  • 3M37.6%
  • 1Y112.1%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 5.1%, driven by a pullback from Universal Microwave Technology of 17%. Meanwhile, Delta Electronics actually outperformed within the industry, gaining 12% in the last week. Over the past 12 months, the industry was up 103%. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026NT$10.5tNT$3.3tNT$238.7b25.4x44.2x3.2x
Sat, 07 Feb 2026NT$9.2tNT$3.2tNT$234.7b24.1x39.1x2.8x
Mon, 05 Jan 2026NT$8.0tNT$3.2tNT$234.7b24.8x34x2.5x
Wed, 03 Dec 2025NT$7.6tNT$3.2tNT$234.8b22.3x32.3x2.3x
Fri, 31 Oct 2025NT$7.5tNT$3.2tNT$217.1b22.7x34.6x2.4x
Sun, 28 Sep 2025NT$6.8tNT$3.2tNT$215.9b22.8x31.5x2.1x
Tue, 26 Aug 2025NT$6.3tNT$3.2tNT$215.7b23.2x29.3x2x
Thu, 24 Jul 2025NT$5.3tNT$3.1tNT$229.5b18.5x23.1x1.7x
Sat, 21 Jun 2025NT$4.6tNT$3.1tNT$229.6b18.3x20x1.5x
Mon, 19 May 2025NT$4.5tNT$3.1tNT$229.2b18.3x19.8x1.5x
Wed, 16 Apr 2025NT$4.1tNT$3.0tNT$207.2b17.5x19.9x1.4x
Fri, 14 Mar 2025NT$4.9tNT$3.0tNT$189.2b22x25.7x1.6x
Sun, 09 Feb 2025NT$5.1tNT$2.9tNT$181.7b23.8x28.1x1.7x
Tue, 07 Jan 2025NT$5.1tNT$2.9tNT$181.5b23.3x28.3x1.7x
Thu, 05 Dec 2024NT$5.0tNT$2.9tNT$181.5b23.7x27.8x1.7x
Sat, 02 Nov 2024NT$4.9tNT$2.9tNT$182.4b22.9x26.8x1.7x
Mon, 30 Sep 2024NT$5.1tNT$2.9tNT$178.2b22.8x28.4x1.8x
Wed, 28 Aug 2024NT$5.2tNT$2.9tNT$178.5b22.7x28.9x1.8x
Fri, 26 Jul 2024NT$5.2tNT$2.8tNT$154.0b24.9x33.6x1.8x
Sun, 23 Jun 2024NT$5.2tNT$2.8tNT$153.8b25x33.8x1.8x
Tue, 21 May 2024NT$4.7tNT$2.8tNT$153.5b24.1x30.7x1.7x
Thu, 18 Apr 2024NT$4.5tNT$2.8tNT$131.3b24.7x34x1.6x
Sat, 16 Mar 2024NT$4.6tNT$2.8tNT$129.5b22.8x35.3x1.6x
Mon, 12 Feb 2024NT$4.4tNT$2.8tNT$123.0b21.9x36x1.6x
Wed, 10 Jan 2024NT$4.3tNT$2.8tNT$121.6b20.8x35.5x1.5x
Fri, 08 Dec 2023NT$4.4tNT$2.8tNT$121.6b22.7x36.1x1.5x
Sun, 05 Nov 2023NT$4.1tNT$2.9tNT$128.6b19x31.8x1.4x
Tue, 03 Oct 2023NT$4.3tNT$2.9tNT$132.4b19.2x32.8x1.5x
Thu, 31 Aug 2023NT$4.2tNT$2.8tNT$132.3b18.8x31.7x1.5x
Sat, 29 Jul 2023NT$4.4tNT$2.9tNT$147.2b18.9x29.7x1.5x
Mon, 26 Jun 2023NT$4.3tNT$2.9tNT$158.4b17.6x26.9x1.5x
Wed, 24 May 2023NT$3.9tNT$3.0tNT$189.4b15.9x20.7x1.3x
Fri, 21 Apr 2023NT$3.8tNT$3.0tNT$209.8b14.5x18.1x1.3x
Sun, 19 Mar 2023NT$3.7tNT$3.0tNT$217.0b13.3x16.9x1.2x
Price to Earnings Ratio

16.9x


Total Market Cap: NT$3.7tTotal Earnings: NT$217.0bTotal Revenue: NT$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Components Industry Price to Earnings3Y Average 29.8x202420252026
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 40.0x which is higher than its 3-year average PE of 29.8x.
  • The 3-year average PS ratio of 1.8x 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 grown 4.5% 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 Market4.06%
Tech5.25%
Electronic Equipment and Components6.89%
Electronic Components8.36%
Technology Distributors10.15%
Electronic Equipment and Instruments9.07%
Electronic Manufacturing Services0.85%
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$1.38k3.0%
+NT$103.9b		253.9%PE59.4x
2383 Elite MaterialNT$2.63k11.2%
+NT$94.7b		353.4%PE69.3x
2368 Gold Circuit ElectronicsNT$913.0024.0%
+NT$86.1b		320.7%PE55.8x
3481 InnoluxNT$32.9526.7%
+NT$55.5b		124.1%PE1052.4x
3037 Unimicron TechnologyNT$479.506.6%
+NT$45.1b		346.0%PE109.8x

Latest News

2383
NT$2,630.00
Elite Material
7D
11.2%
1Y
353.4%
3533
NT$1,805.00
Lotes
7D
13.9%
1Y
15.7%
6274
NT$453.00
Taiwan Union Technology
7D
-10.5%
1Y
174.5%
8358
NT$229.50
Co-Tech Development
7D
-9.5%
1Y
317.3%
8069
NT$158.00
E Ink Holdings
7D
-4.8%
1Y
-44.4%
3481
NT$32.95
Innolux
7D
26.7%
1Y
124.1%
2368
NT$913.00
Gold Circuit Electronics
7D
24.0%
1Y
320.7%
3044
NT$358.50
Tripod Technology
7D
-2.4%
1Y
72.4%
2409
NT$17.25
AUO
7D
12.7%
1Y
15.8%

2409: Smart Mobility And AR Bets Will Likely Keep Shares Overstretched

Analysts have maintained their AUO fair value estimate at NT$13.0, with only small tweaks to inputs such as the discount rate, revenue growth outlook, profit margin and future P/E assumptions driving the latest price target update. What's in the News AUO formed a new subsidiary, AUO Mobility Solutions, which plans to showcase its Visual, Computing, and Connectivity platform for smart mobility at CES 2026 in Las Vegas, including concepts for a human centric smart cockpit and software defined vehicles (Key Developments).
2308
NT$1,375.00
Delta Electronics
7D
3.0%
1Y
253.9%
2313
NT$200.00
Compeq Manufacturing
7D
-2.4%
1Y
207.7%
2327
NT$252.00
Yageo
7D
-5.8%
1Y
93.5%

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.
3491
NT$1,320.00
Universal Microwave Technology
7D
-4.3%
1Y
198.6%
3037
NT$479.50
Unimicron Technology
7D
6.6%
1Y
346.0%
4958
NT$171.00
Zhen Ding Technology Holding
7D
-3.7%
1Y
55.5%
6510
NT$4,030.00
Chunghwa Precision Test Tech
7D
11.8%
1Y
484.1%