Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies305
  • 7D-1.0%
  • 3M36.8%
  • 1Y153.8%
  • YTD63.5%

The Semiconductors industry has been flat over the last week, but Hon. Precision has lost 12%. As for the the longer term, the industry is up 154% over the past 12 months. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026NT$88.7tNT$8.1tNT$2.4t44.4x36.8x10.9x
Mon, 04 May 2026NT$76.4tNT$8.0tNT$2.4t43.9x32.4x9.5x
Wed, 01 Apr 2026NT$60.5tNT$7.6tNT$2.1t35.3x28.7x7.9x
Fri, 27 Feb 2026NT$68.6tNT$7.6tNT$2.1t37.4x32.8x9x
Sun, 25 Jan 2026NT$60.8tNT$7.5tNT$2.1t33.5x29.3x8.1x
Tue, 23 Dec 2025NT$50.1tNT$7.3tNT$1.9t29.6x26.1x6.8x
Thu, 20 Nov 2025NT$46.9tNT$7.3tNT$1.9t28x24.4x6.4x
Sat, 18 Oct 2025NT$48.3tNT$7.3tNT$1.9t32.2x25.3x6.6x
Mon, 15 Sep 2025NT$43.0tNT$7.1tNT$1.8t31.4x24.2x6.1x
Wed, 13 Aug 2025NT$40.1tNT$7.1tNT$1.8t25.9x22.4x5.7x
Fri, 11 Jul 2025NT$38.0tNT$6.8tNT$1.7t24.6x22.6x5.6x
Sun, 08 Jun 2025NT$34.8tNT$6.8tNT$1.7t24.3x20.7x5.1x
Tue, 06 May 2025NT$32.8tNT$6.7tNT$1.7t22.9x19.5x4.9x
Thu, 03 Apr 2025NT$33.7tNT$6.4tNT$1.5t25.3x21.8x5.3x
Sat, 01 Mar 2025NT$37.1tNT$6.4tNT$1.5t29.8x24.1x5.8x
Mon, 27 Jan 2025NT$39.4tNT$6.4tNT$1.5t29.1x25.5x6.2x
Wed, 25 Dec 2024NT$37.9tNT$6.1tNT$1.4t29.6x26.9x6.2x
Fri, 22 Nov 2024NT$35.7tNT$6.1tNT$1.4t30.8x25.4x5.8x
Sun, 20 Oct 2024NT$37.8tNT$6.0tNT$1.4t30.4x27.1x6.3x
Tue, 17 Sep 2024NT$33.9tNT$5.8tNT$1.3t30x26.4x5.8x
Thu, 15 Aug 2024NT$34.0tNT$5.8tNT$1.3t28.2x26.6x5.9x
Sat, 13 Jul 2024NT$37.6tNT$5.5tNT$1.2t31.8x31.2x6.8x
Mon, 10 Jun 2024NT$32.8tNT$5.5tNT$1.2t31.4x27.2x5.9x
Wed, 08 May 2024NT$30.0tNT$5.5tNT$1.2t31.4x25.1x5.5x
Fri, 05 Apr 2024NT$29.9tNT$5.4tNT$1.2t31.2x25.7x5.6x
Sun, 03 Mar 2024NT$27.4tNT$5.4tNT$1.2t29.3x23.5x5.1x
Tue, 30 Jan 2024NT$25.7tNT$5.4tNT$1.2t27.3x21.7x4.8x
Thu, 28 Dec 2023NT$24.4tNT$5.4tNT$1.2t26.4x19.7x4.6x
Sat, 25 Nov 2023NT$23.4tNT$5.4tNT$1.2t25.6x18.9x4.4x
Mon, 23 Oct 2023NT$22.2tNT$5.6tNT$1.4t22.2x16.2x4x
Wed, 20 Sep 2023NT$21.6tNT$5.6tNT$1.4t22.7x15.7x3.9x
Fri, 18 Aug 2023NT$21.1tNT$5.6tNT$1.4t22.3x15.3x3.8x
Sun, 16 Jul 2023NT$22.9tNT$5.9tNT$1.5t19.5x15.1x3.9x
Tue, 13 Jun 2023NT$22.6tNT$5.9tNT$1.5t19x14.8x3.8x
Price to Earnings Ratio

14.8x


Total Market Cap: NT$22.6tTotal Earnings: NT$1.5tTotal Revenue: NT$5.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 24.9x202420252026
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 36.8x which is higher than its 3-year average PE of 24.9x.
  • The 3-year average PS ratio of 6.0x is lower than the industry's current PS ratio of 10.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.45%
Tech-0.77%
Semiconductors-0.96%
Semiconductors-0.56%
Semiconductor Equipment-7.16%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 30.1x.
    • Analysts are expecting annual earnings growth of 44.1%, which is higher than its past year's earnings growth of 10.0% 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 25.3x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings growth rate of 10.0% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 25% 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$2.37k0.4%
+NT$259.3b		137.7%PE32.1x
2408 Nanya TechnologyNT$360.003.7%
+NT$40.3b		592.3%PE32.2x
2379 Realtek SemiconductorNT$643.0010.9%
+NT$32.5b		18.4%PE23.1x
6548 Chang Wah TechnologyNT$89.7031.5%
+NT$19.8b		176.0%PE53.2x
2344 Winbond ElectronicsNT$162.002.5%
+NT$18.0b		782.8%PE48.1x

Latest News

3653
NT$3,620.00
Jentech Precision Industrial
7D
2.1%
1Y
166.2%
2408
NT$360.00
Nanya Technology
7D
3.7%
1Y
592.3%
Narrative Update • Jun 05

2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins

Analysts now set a lower 12 month price target for Nanya Technology at about NT$150, down from around NT$160, reflecting updated views on fair value, revenue growth assumptions, profit margins, and a slightly lower future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of about TWD 15,673,000,000.
2344
NT$162.00
Winbond Electronics
7D
2.5%
1Y
782.8%
2330
NT$2,365.00
Taiwan Semiconductor Manufacturing
7D
0.4%
1Y
137.7%
6488
NT$811.00
GlobalWafers
7D
-20.1%
1Y
169.0%
Narrative Update • Jun 04

6488: Higher Margins And Lower P/E Assumptions Will Shape Fair Value

Analysts now see GlobalWafers' fair value at NT$901.00, up from NT$672.75, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News No recent company specific news items, periodical coverage, or key developments were provided in the available sources for GlobalWafers.
2303
NT$131.50
United Microelectronics
7D
-9.0%
1Y
192.2%
Narrative Update • Jun 03

2303: Higher P E Assumptions Will Likely Limit Future Share Returns

Analysts have raised their price target on United Microelectronics to NT$38.30 from NT$31.50, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan on April 29, 2026, indicating an approved framework for repurchasing stock.
2379
NT$643.00
Realtek Semiconductor
7D
10.9%
1Y
18.4%
Narrative Update • Jun 02

2379: Higher Revenue Assumptions And Rich P/E Will Pressure Future Returns

Analysts have lifted their fair value estimate for Realtek Semiconductor by NT$15.0 to NT$589.5, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News No recent news items, periodical coverage, or key developments were provided for Realtek Semiconductor, so there are currently no specific events to highlight or attribute to external sources.
5274
NT$17,505.00
ASPEED Technology
7D
-7.6%
1Y
324.4%
3034
NT$492.00
Novatek Microelectronics
7D
3.1%
1Y
-1.2%
Narrative Update • Jun 01

3034: Higher Discount Rate And Rich P/E Will Restrain Future Upside

Analysts have kept their NT$300.00 price target for Novatek Microelectronics unchanged, citing updated assumptions that now point to positive revenue growth, a slightly higher profit margin of 17.05% and a lower future P/E of 13.10, partly offset by a higher discount rate. What's in the News Company issues earnings guidance for the second quarter of 2026, projecting revenue between TWD 27.5b and TWD 28.5b at an exchange rate of TWD 1 to TWD 31.3, with gross margin guidance in the 38% to 41% range and operating margin around 16% to 19%.
7769
NT$7,275.00
Hon. Precision
7D
-11.9%
1Y
616.7%
6548
NT$89.70
Chang Wah Technology
7D
31.5%
1Y
176.0%
3711
NT$577.00
ASE Technology Holding
7D
-5.6%
1Y
315.1%
6770
NT$74.60
Powerchip Semiconductor Manufacturing
7D
-15.9%
1Y
379.7%
3443
NT$4,410.00
Global Unichip
7D
-5.6%
1Y
288.5%
6451
NT$666.00
ShunSin Technology Holdings
7D
16.8%
1Y
428.6%
2337
NT$150.00
Macronix International
7D
-9.9%
1Y
586.5%