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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedJan 18, 2026
DataAggregated Company Financials
Companies296
  • 7D4.3%
  • 3M22.5%
  • 1Y52.6%
  • YTD9.9%

Over the last 7 days, the Semiconductors industry has risen 4.3%, driven by gains from Taiwan Semiconductor Manufacturing of 3.6%. During this same period, the Jentech Precision Industrial underperformed, falling 6.0%. This takes the industry's 12 month performance to a gain of 53%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 18 Jan 2026NT$59.3tNT$7.5tNT$2.1t33.1x28.7x7.9x
Tue, 16 Dec 2025NT$49.6tNT$7.3tNT$1.9t29.2x25.8x6.8x
Thu, 13 Nov 2025NT$49.5tNT$7.3tNT$1.9t31.6x25.8x6.8x
Sat, 11 Oct 2025NT$48.1tNT$7.1tNT$1.8t32.6x27.1x6.8x
Mon, 08 Sep 2025NT$40.8tNT$7.1tNT$1.8t31.7x22.9x5.8x
Wed, 06 Aug 2025NT$39.2tNT$7.1tNT$1.8t24.8x21.6x5.6x
Fri, 04 Jul 2025NT$37.6tNT$6.8tNT$1.7t25.3x22.4x5.6x
Sun, 01 Jun 2025NT$34.0tNT$6.7tNT$1.7t24.8x20.2x5x
Tue, 29 Apr 2025NT$31.9tNT$6.7tNT$1.7t23x19x4.8x
Thu, 27 Mar 2025NT$35.5tNT$6.4tNT$1.5t27.9x22.9x5.5x
Sat, 22 Feb 2025NT$38.8tNT$6.4tNT$1.5t30.3x25.2x6.1x
Mon, 20 Jan 2025NT$38.7tNT$6.4tNT$1.5t28.4x25.1x6.1x
Wed, 18 Dec 2024NT$37.8tNT$1.3tNT$111.4b31.7x339x28.4x
Fri, 15 Nov 2024NT$36.4tNT$6.1tNT$1.4t30.8x25.9x6x
Sun, 13 Oct 2024NT$36.8tNT$5.8tNT$1.3t29.9x28.7x6.3x
Tue, 10 Sep 2024NT$32.4tNT$5.8tNT$1.3t30.2x25.3x5.6x
Thu, 08 Aug 2024NT$32.8tNT$5.8tNT$1.3t27.3x25.7x5.7x
Sat, 06 Jul 2024NT$36.7tNT$5.5tNT$1.2t32.3x30.4x6.6x
Mon, 03 Jun 2024NT$31.1tNT$5.5tNT$1.2t31.6x25.8x5.6x
Wed, 01 May 2024NT$29.7tNT$5.5tNT$1.2t31.3x25.1x5.4x
Fri, 29 Mar 2024NT$29.5tNT$5.4tNT$1.2t30.2x25.3x5.5x
Sun, 25 Feb 2024NT$27.5tNT$5.4tNT$1.2t29.4x23.6x5.1x
Tue, 23 Jan 2024NT$25.1tNT$5.4tNT$1.2t26.2x21.2x4.7x
Thu, 21 Dec 2023NT$24.0tNT$5.4tNT$1.2t26.5x19.3x4.5x
Sat, 18 Nov 2023NT$23.4tNT$5.4tNT$1.2t24x18.8x4.4x
Mon, 16 Oct 2023NT$22.2tNT$5.6tNT$1.4t22.8x16.1x4x
Wed, 13 Sep 2023NT$21.5tNT$5.6tNT$1.4t22.8x15.6x3.9x
Fri, 11 Aug 2023NT$21.3tNT$5.6tNT$1.4t20x15.3x3.8x
Sun, 09 Jul 2023NT$22.0tNT$5.9tNT$1.5t19.8x14.5x3.8x
Tue, 06 Jun 2023NT$21.9tNT$5.9tNT$1.5t18.8x14.4x3.7x
Thu, 04 May 2023NT$19.9tNT$6.0tNT$1.6t16.7x12.6x3.3x
Sat, 01 Apr 2023NT$21.3tNT$6.1tNT$1.6t15.2x13.2x3.5x
Mon, 27 Feb 2023NT$20.3tNT$6.1tNT$1.6t13.7x12.5x3.3x
Wed, 25 Jan 2023NT$19.5tNT$6.2tNT$1.7t11.9x11.6x3.2x
Price to Earnings Ratio

11.6x


Total Market Cap: NT$19.5tTotal Earnings: NT$1.7tTotal Revenue: NT$6.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 22.5x202420252026
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 28.7x which is higher than its 3-year average PE of 22.5x.
  • The 3-year average PS ratio of 5.2x is lower than the industry's current PS ratio of 7.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 7.0% per year over the last three years.
  • Revenues for these companies have grown 6.8% 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 Market3.76%
Tech4.23%
Semiconductors4.35%
Semiconductor Equipment6.74%
Semiconductors4.25%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 23.6x.
    • Analysts are expecting annual earnings growth of 34.9%, which is higher than its past year's earnings growth of 8.1% 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 22.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 8.1% 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
2330 Taiwan Semiconductor ManufacturingNT$1.74k3.6%
+NT$1.6t		55.4%PE26.3x
3711 ASE Technology HoldingNT$303.5011.6%
+NT$137.5b		82.8%PE37.6x
2454 MediaTekNT$1.51k6.0%
+NT$135.7b		5.2%PE22.6x
2408 Nanya TechnologyNT$250.0014.9%
+NT$100.7b		746.0%PS18x
5347 Vanguard International SemiconductorNT$139.5028.6%
+NT$57.9b		48.9%PE32.5x

Latest News

2330
NT$1,740.00
Taiwan Semiconductor Manufacturing
7D
3.6%
1Y
55.4%
2303
NT$58.50
United Microelectronics
7D
6.2%
1Y
42.0%
5269
NT$1,300.00
ASMedia Technology
7D
-7.1%
1Y
-36.4%
3711
NT$303.50
ASE Technology Holding
7D
11.6%
1Y
82.8%

3711: Penang Manufacturing Deal Will Support Steady Margins With Measured Outlook

Analysts now see higher upside for ASE Technology Holding, lifting their price target by about US$14 per share, as small adjustments to fair value estimates, discount rates, revenue growth, profit margin and future P/E assumptions feed into a modestly richer outlook for the stock. What's in the News ASE Technology Holding and Analog Devices Inc.
2454
NT$1,505.00
MediaTek
7D
6.0%
1Y
5.2%

2454: Automotive And AI Partnerships Will Drive Future Upside Potential

Analysts have nudged their price target on MediaTek higher to reflect modestly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E, which together suggest a slightly different balance of risk and return than before. What's in the News MediaTek is working with DENSO on a custom automotive SoC for Advanced Driver Assistance Systems and cockpit systems, targeting ISO 26262 ASIL-B/D functional safety, AEC-Q100 qualification, and support for multi sensor fusion across camera, radar, and lidar (Key Developments).
3661
NT$3,340.00
Alchip Technologies
7D
-6.4%
1Y
15.0%

3661: AI Accelerator Partnership And Arm Ecosystem Will Drive Future Upside

Analysts have maintained their fair value estimate for Alchip Technologies at NT$5,380, while making adjustments to assumptions on the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News d-Matrix and Alchip are co-developing what they describe as the world's first 3D DRAM based datacenter inference accelerator.
4966
NT$575.00
Parade Technologies
7D
-9.2%
1Y
-16.7%

4966: Future Auto Display Advances Will Face A More Cautious Outlook

Analysts now see fair value for Parade Technologies at $500, down from $580, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth and profit margin outlooks, and a lower future P/E multiple. What's in the News Parade Technologies introduced the TC1316V device, described as the world's first fully integrated AEC-Q100 qualified embedded DisplayPort touch with Tcon embedded driver, aimed at next generation automotive cockpit LCDs that use high resolution and high refresh rates (Key Developments).
8299
NT$1,890.00
Phison Electronics
7D
16.0%
1Y
306.0%
5347
NT$139.50
Vanguard International Semiconductor
7D
28.6%
1Y
48.9%
6415
NT$217.00
Silergy
7D
-8.2%
1Y
-45.0%
6239
NT$263.00
Powertech Technology
7D
31.5%
1Y
126.7%
2408
NT$250.00
Nanya Technology
7D
14.9%
1Y
746.0%

2408: Future Margin Upswing Likely To Expose Current Earnings Multiple Vulnerability

Analysts have raised their price target on Nanya Technology to approximately $170 from about $145. This reflects increased confidence in stronger revenue growth, significantly higher profit margins, and a more attractive future earnings multiple.
3653
NT$2,410.00
Jentech Precision Industrial
7D
-6.0%
1Y
79.2%
6789
NT$272.00
VisEra Technologies
7D
-1.8%
1Y
-14.3%
4991
NT$201.50
GCS Holdings
7D
-6.9%
1Y
59.9%
4749
NT$892.00
Advanced Echem Materials
7D
-2.9%
1Y
29.7%