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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedAug 24, 2025
DataAggregated Company Financials
Companies293
  • 7D-3.3%
  • 3M12.4%
  • 1Y11.5%
  • YTD4.0%

Over the last 7 days, the Semiconductors industry has dropped 3.3%, driven by Taiwan Semiconductor Manufacturing declining 3.8%. Meanwhile, Jentech Precision Industrial actually outperformed within the industry, gaining 11% in the last week. Over the past 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 Aug 2025NT$38.9tNT$7.1tNT$1.8t27.8x21.9x5.5x
Wed, 23 Jul 2025NT$38.8tNT$7.0tNT$1.8t24.8x21.2x5.5x
Fri, 20 Jun 2025NT$36.0tNT$6.8tNT$1.7t24.9x21.4x5.3x
Sun, 18 May 2025NT$35.1tNT$6.7tNT$1.7t24.8x20.9x5.2x
Tue, 15 Apr 2025NT$30.9tNT$6.4tNT$1.5t21.1x20x4.8x
Thu, 13 Mar 2025NT$35.3tNT$6.4tNT$1.5t28.2x22.9x5.5x
Sat, 08 Feb 2025NT$39.2tNT$6.4tNT$1.5t29.2x25.4x6.1x
Mon, 06 Jan 2025NT$37.5tNT$6.1tNT$1.4t29.5x26.7x6.1x
Wed, 04 Dec 2024NT$37.0tNT$6.1tNT$1.4t30.8x26.3x6x
Fri, 01 Nov 2024NT$36.4tNT$6.1tNT$1.4t31.3x25.8x6x
Sun, 29 Sep 2024NT$35.6tNT$5.8tNT$1.3t30.7x27.8x6.1x
Tue, 27 Aug 2024NT$34.3tNT$5.8tNT$1.3t29.8x26.8x5.9x
Thu, 25 Jul 2024NT$35.3tNT$5.7tNT$1.3t29.7x27.8x6.2x
Sat, 22 Jun 2024NT$36.0tNT$5.5tNT$1.2t31.5x29.8x6.5x
Mon, 20 May 2024NT$31.1tNT$5.5tNT$1.2t29.5x25.9x5.6x
Wed, 17 Apr 2024NT$30.4tNT$5.4tNT$1.2t31.1x26.1x5.7x
Fri, 15 Mar 2024NT$29.9tNT$5.4tNT$1.2t28.1x25.5x5.6x
Sun, 11 Feb 2024NT$25.6tNT$5.3tNT$1.2t27.5x21.9x4.8x
Tue, 09 Jan 2024NT$23.8tNT$5.4tNT$1.2t26.3x19.2x4.4x
Thu, 07 Dec 2023NT$23.4tNT$5.4tNT$1.2t26.3x18.9x4.4x
Sat, 04 Nov 2023NT$22.1tNT$5.4tNT$1.3t21.7x17.5x4.1x
Mon, 02 Oct 2023NT$20.9tNT$5.6tNT$1.4t22.5x15.2x3.8x
Wed, 30 Aug 2023NT$21.6tNT$5.6tNT$1.4t21.9x15.6x3.8x
Fri, 28 Jul 2023NT$22.2tNT$5.8tNT$1.4t19.8x15.3x3.8x
Sun, 25 Jun 2023NT$22.7tNT$5.9tNT$1.5t20.2x14.9x3.9x
Tue, 23 May 2023NT$20.9tNT$5.9tNT$1.5t17.3x13.6x3.5x
Thu, 20 Apr 2023NT$20.5tNT$6.1tNT$1.6t17.3x12.8x3.4x
Sat, 18 Mar 2023NT$20.8tNT$6.1tNT$1.6t14.2x12.9x3.4x
Mon, 13 Feb 2023NT$21.1tNT$6.1tNT$1.7t12.7x12.8x3.4x
Wed, 11 Jan 2023NT$19.1tNT$6.0tNT$1.6t11.8x12.3x3.2x
Fri, 09 Dec 2022NT$18.7tNT$6.0tNT$1.6t12x12x3.1x
Sun, 06 Nov 2022NT$15.5tNT$6.0tNT$1.6t10.8x9.9x2.6x
Tue, 04 Oct 2022NT$16.2tNT$5.8tNT$1.4t10.8x11.2x2.8x
Thu, 01 Sep 2022NT$19.5tNT$5.8tNT$1.4t13.4x13.5x3.4x
Price to Earnings Ratio

13.5x


Total Market Cap: NT$19.5tTotal Earnings: NT$1.4tTotal Revenue: NT$5.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 20.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the Taiwanese Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.6x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 7.2% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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-2.14%
Tech-2.99%
Semiconductors-3.28%
Semiconductor Equipment1.02%
Semiconductors-3.44%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 30.0%, which is higher than its past year's earnings growth of 11.0% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 21.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 14% 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
3653 Jentech Precision IndustrialNT$1.63k10.5%
+NT$22.2b		18.1%PE53.5x
7769 Hon. PrecisionNT$1.71k7.5%
+NT$19.4b		n/aPE33.8x
6826 Taiwan PuriticNT$670.0025.9%
+NT$9.1b		233.3%PE23.8x
2401 Sunplus TechnologyNT$25.5026.9%
+NT$3.2b		-21.4%PS2.3x
5483 Sino-American Silicon ProductsNT$105.505.0%
+NT$3.1b		-47.3%PE19.9x

Latest News

5483
NT$105.50
Sino-American Silicon Products
7D
5.0%
1Y
-47.3%
6826
NT$670.00
Taiwan Puritic
7D
25.9%
1Y
233.3%
2481
NT$60.20
PANJIT International
7D
9.7%
1Y
12.7%
2493
NT$152.50
Ampoc Far-East
7D
13.4%
1Y
72.1%
3714
NT$37.30
ENNOSTAR
7D
6.6%
1Y
-5.8%

Advanced Display And LED Developments Will Define Future Markets

Key Takeaways Strategic focus on advanced display and sensing technologies positions ENNOSTAR to capitalize on industry shifts and higher-margin product opportunities. Expansion in automotive and premium display segments is expected to drive long-term revenue growth and support stronger operational performance.
3653
NT$1,630.00
Jentech Precision Industrial
7D
10.5%
1Y
18.1%
3661
NT$3,690.00
Alchip Technologies
7D
-14.3%
1Y
39.0%

North America HPC And AI Developments Will Broaden Horizons

Analysts have raised their price target for Alchip Technologies, primarily driven by significantly higher revenue growth forecasts, resulting in an upward revision of fair value from NT$3,788 to NT$4,352. What's in the News Alchip Technologies received first wafers from its 2nm Design Platform, enabling advanced 2.5D/3D ASIC development and supporting integration with 3nm/5nm IO chiplets; its 2nm test chip achieved first-pass silicon success, showcasing leadership in high-performance ASICs and readiness for future TSMC process nodes.
2379
NT$523.00
Realtek Semiconductor
7D
-3.1%
1Y
-3.1%
2330
NT$1,135.00
Taiwan Semiconductor Manufacturing
7D
-3.8%
1Y
19.6%
2449
NT$131.50
King Yuan Electronics
7D
-5.1%
1Y
6.9%
2401
NT$25.50
Sunplus Technology
7D
26.9%
1Y
-21.4%
7769
NT$1,710.00
Hon. Precision
7D
7.5%
1Y
n/a
5274
NT$5,025.00
ASPEED Technology
7D
-3.9%
1Y
-5.7%
3711
NT$143.50
ASE Technology Holding
7D
-3.0%
1Y
-4.7%
2454
NT$1,365.00
MediaTek
7D
-0.4%
1Y
11.4%
2408
NT$45.35
Nanya Technology
7D
-5.5%
1Y
-16.2%