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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies300
  • 7D-8.1%
  • 3M28.7%
  • 1Y72.6%
  • YTD17.2%

Over the last 7 days, the Semiconductors industry has dropped 2.0%, driven by Taiwan Semiconductor Manufacturing declining 7.4%. Meanwhile, LandMark Optoelectronics actually outperformed within the industry, gaining 9.9% in the last week. This takes the industry's 12 month performance to a gain of 83%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the Taiwanese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026NT$63.3tNT$7.6tNT$2.1t33.5x30.3x8.3x
Sat, 31 Jan 2026NT$61.5tNT$7.5tNT$2.1t34x29.6x8.2x
Mon, 29 Dec 2025NT$51.5tNT$7.3tNT$1.9t29.4x26.8x7x
Wed, 26 Nov 2025NT$47.6tNT$7.3tNT$1.9t27.9x24.8x6.5x
Fri, 24 Oct 2025NT$48.4tNT$7.3tNT$1.9t32.8x25.4x6.6x
Sun, 21 Sep 2025NT$43.5tNT$7.1tNT$1.8t31.1x24.4x6.2x
Tue, 19 Aug 2025NT$40.3tNT$7.1tNT$1.8t29.6x22.6x5.7x
Thu, 17 Jul 2025NT$38.8tNT$6.8tNT$1.7t24.2x23.1x5.8x
Sat, 14 Jun 2025NT$35.8tNT$6.8tNT$1.7t24.6x21.3x5.3x
Mon, 12 May 2025NT$33.3tNT$6.7tNT$1.7t24x19.8x5x
Wed, 09 Apr 2025NT$29.0tNT$6.4tNT$1.5t20.5x18.7x4.5x
Fri, 07 Mar 2025NT$36.1tNT$6.4tNT$1.5t29.6x23.4x5.6x
Sun, 02 Feb 2025NT$39.4tNT$6.4tNT$1.5t29.1x25.5x6.2x
Tue, 31 Dec 2024NT$38.2tNT$6.1tNT$1.4t29.9x27.1x6.2x
Thu, 28 Nov 2024NT$35.3tNT$6.1tNT$1.4t30.2x25.1x5.8x
Sat, 26 Oct 2024NT$37.5tNT$6.0tNT$1.4t31.6x26.8x6.2x
Mon, 23 Sep 2024NT$34.5tNT$5.8tNT$1.3t30.3x26.9x6x
Wed, 21 Aug 2024NT$35.1tNT$5.8tNT$1.3t29.7x27.3x6x
Fri, 19 Jul 2024NT$36.4tNT$5.5tNT$1.2t31.3x30.1x6.6x
Sun, 16 Jun 2024NT$34.4tNT$5.5tNT$1.2t31.4x28.5x6.2x
Tue, 14 May 2024NT$30.4tNT$5.5tNT$1.2t30.4x25.4x5.5x
Thu, 11 Apr 2024NT$30.9tNT$5.4tNT$1.2t31.5x26.5x5.8x
Sat, 09 Mar 2024NT$30.1tNT$5.4tNT$1.2t28.7x25.8x5.6x
Mon, 05 Feb 2024NT$25.4tNT$5.3tNT$1.2t27.2x21.8x4.8x
Wed, 03 Jan 2024NT$24.4tNT$5.4tNT$1.2t27.2x19.7x4.6x
Fri, 01 Dec 2023NT$23.6tNT$5.4tNT$1.2t26.4x19x4.4x
Sun, 29 Oct 2023NT$21.3tNT$5.4tNT$1.3t21.9x16.7x3.9x
Tue, 26 Sep 2023NT$21.1tNT$5.6tNT$1.4t22.7x15.3x3.8x
Thu, 24 Aug 2023NT$21.3tNT$5.6tNT$1.4t21.5x15.4x3.8x
Sat, 22 Jul 2023NT$22.0tNT$5.8tNT$1.5t19.3x15.1x3.8x
Mon, 19 Jun 2023NT$23.1tNT$5.9tNT$1.5t20x15.2x3.9x
Wed, 17 May 2023NT$20.0tNT$5.9tNT$1.6t16.7x12.9x3.4x
Fri, 14 Apr 2023NT$20.6tNT$6.1tNT$1.6t16.8x12.9x3.4x
Sun, 12 Mar 2023NT$20.5tNT$6.1tNT$1.6t14x12.7x3.4x
Price to Earnings Ratio

12.7x


Total Market Cap: NT$20.5tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23.2x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.6x which is higher than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 5.5x is lower than the industry's current PS ratio of 8.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 8.9% per year over the last three years.
  • Revenues for these companies have grown 7.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Tech industry?

TW Market-7.21%
Tech-8.14%
Semiconductors-8.06%
Semiconductors-8.03%
Semiconductor Equipment-8.71%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 38.8%, which is higher than its past year's earnings growth of 15.6% per year.
  • Investors are most pessimistic about the Semiconductors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 23.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings growth rate of 16% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 20% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
3081 LandMark OptoelectronicsNT$1.39k9.9%
+NT$11.6b		282.4%PE300.2x
6789 VisEra TechnologiesNT$347.0011.6%
+NT$11.5b		24.2%PE86.7x
6526 Airoha TechnologyNT$535.0013.8%
+NT$10.9b		-17.7%PE30.9x
3563 MachvisionNT$640.0023.3%
+NT$7.7b		37.8%PE40.5x
3576 United Renewable EnergyNT$24.0519.7%
+NT$6.4b		139.3%PS9.7x

Latest News

7769
NT$3,980.00
Hon. Precision
7D
-17.3%
1Y
340.3%
3711
NT$327.50
ASE Technology Holding
7D
-15.8%
1Y
97.3%
2454
NT$1,720.00
MediaTek
7D
-8.0%
1Y
14.3%
2330
NT$1,865.00
Taiwan Semiconductor Manufacturing
7D
-7.4%
1Y
82.8%

2330: Surging AI Orders Will Eventually Clash With Capacity And Execution Limits

Our analyst fair value estimate for Taiwan Semiconductor Manufacturing has moved from NT$1,462.64 to NT$1,771.17, reflecting analysts' updated views on revenue growth, profitability, and a higher future P/E assumption following several recent bullish research initiations and price target increases. Analyst Commentary Street research has recently skewed bullish on Taiwan Semiconductor Manufacturing, with several firms publishing higher price targets and supportive views that feed into our higher fair value estimate and P/E assumption.
2455
NT$226.50
Visual Photonics Epitaxy
7D
14.4%
1Y
60.1%
2408
NT$234.50
Nanya Technology
7D
-18.6%
1Y
512.3%

2408: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Potential

Analysts have kept their fair value estimate for Nanya Technology steady at NT$400.00. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to support the unchanged price target.
2303
NT$60.00
United Microelectronics
7D
-8.4%
1Y
36.4%
6770
NT$61.40
Powerchip Semiconductor Manufacturing
7D
-20.1%
1Y
230.1%
6526
NT$535.00
Airoha Technology
7D
13.8%
1Y
-17.7%
3563
NT$640.00
Machvision
7D
23.3%
1Y
37.8%
2344
NT$104.00
Winbond Electronics
7D
-11.9%
1Y
453.2%
6789
NT$347.00
VisEra Technologies
7D
11.6%
1Y
24.2%
6830
NT$329.00
Msscorps
7D
26.8%
1Y
132.5%
3081
NT$1,390.00
LandMark Optoelectronics
7D
9.9%
1Y
282.4%
6849
NT$168.00
Chyi Ding Technologies
7D
121.3%
1Y
136.6%
3576
NT$24.05
United Renewable Energy
7D
19.7%
1Y
139.3%