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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies298
  • 7D0.3%
  • 3M26.1%
  • 1Y62.2%
  • YTD14.7%

Over the last 7 days, the Semiconductors industry has remained flat, although notably United Microelectronics declined by 20%. As for the the longer term, the industry is up 62% over the past 12 months. Looking forward, 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
Wed, 04 Feb 2026NT$62.0tNT$7.5tNT$2.1t33x29.8x8.2x
Fri, 02 Jan 2026NT$52.8tNT$7.3tNT$1.9t29.8x27.5x7.2x
Sun, 30 Nov 2025NT$49.1tNT$7.3tNT$1.9t30.3x25.6x6.7x
Tue, 28 Oct 2025NT$49.4tNT$7.3tNT$1.9t32.5x25.9x6.8x
Thu, 25 Sep 2025NT$45.2tNT$7.1tNT$1.8t31.7x25.4x6.4x
Sat, 23 Aug 2025NT$38.9tNT$7.1tNT$1.8t27.8x21.9x5.5x
Mon, 21 Jul 2025NT$39.6tNT$7.0tNT$1.8t25x21.7x5.6x
Wed, 18 Jun 2025NT$36.3tNT$6.8tNT$1.7t25.1x21.6x5.4x
Fri, 16 May 2025NT$34.9tNT$6.7tNT$1.7t24.8x20.8x5.2x
Sun, 13 Apr 2025NT$31.4tNT$6.4tNT$1.5t20.9x20.3x4.9x
Tue, 11 Mar 2025NT$35.6tNT$6.4tNT$1.5t28.5x23.1x5.6x
Thu, 06 Feb 2025NT$38.6tNT$6.4tNT$1.5t28.4x25x6.1x
Sat, 04 Jan 2025NT$37.5tNT$6.1tNT$1.4t29.4x26.7x6.1x
Mon, 02 Dec 2024NT$35.2tNT$6.1tNT$1.4t30.6x25x5.7x
Wed, 30 Oct 2024NT$36.6tNT$6.0tNT$1.4t31.2x26.1x6.1x
Fri, 27 Sep 2024NT$36.0tNT$5.8tNT$1.3t31.3x28.1x6.2x
Sun, 25 Aug 2024NT$34.4tNT$5.8tNT$1.3t30.2x26.8x5.9x
Tue, 23 Jul 2024NT$34.1tNT$5.7tNT$1.3t30.3x26.8x6x
Thu, 20 Jun 2024NT$36.2tNT$5.5tNT$1.2t30.9x30.1x6.6x
Sat, 18 May 2024NT$31.2tNT$5.5tNT$1.2t31.6x25.9x5.6x
Mon, 15 Apr 2024NT$31.0tNT$5.4tNT$1.2t31.9x26.6x5.8x
Wed, 13 Mar 2024NT$29.8tNT$5.4tNT$1.2t29x25.5x5.6x
Fri, 09 Feb 2024NT$25.6tNT$5.3tNT$1.2t27.5x22x4.8x
Sun, 07 Jan 2024NT$23.6tNT$5.4tNT$1.2t26.5x19x4.4x
Tue, 05 Dec 2023NT$23.5tNT$5.4tNT$1.2t26.2x19x4.4x
Thu, 02 Nov 2023NT$21.4tNT$5.4tNT$1.3t21.3x16.8x4x
Sat, 30 Sep 2023NT$20.9tNT$5.6tNT$1.4t22.5x15.2x3.8x
Mon, 28 Aug 2023NT$21.3tNT$5.6tNT$1.4t21.9x15.4x3.8x
Wed, 26 Jul 2023NT$22.2tNT$5.8tNT$1.5t19.5x15.2x3.8x
Fri, 23 Jun 2023NT$22.7tNT$5.9tNT$1.5t20.2x14.9x3.9x
Sun, 21 May 2023NT$20.9tNT$5.9tNT$1.5t17x13.6x3.5x
Tue, 18 Apr 2023NT$20.9tNT$6.1tNT$1.6t17x13x3.5x
Thu, 16 Mar 2023NT$20.4tNT$6.1tNT$1.6t14.2x12.6x3.4x
Sat, 11 Feb 2023NT$21.1tNT$6.2tNT$1.7t12.7x12.7x3.4x
Price to Earnings Ratio

12.7x


Total Market Cap: NT$21.1tTotal Earnings: NT$1.7tTotal Revenue: NT$6.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 22.7x202420252026
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 29.8x which is higher than its 3-year average PE of 22.7x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 8.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 7.9% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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-0.51%
Tech-0.084%
Semiconductors0.31%
Semiconductor Equipment1.46%
Semiconductors0.26%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 24.2x.
    • Analysts are expecting annual earnings growth of 39.0%, 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 23.2x.
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 8.1% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 21% 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$1.80k1.1%
+NT$518.7b		64.4%PE27.2x
3653 Jentech Precision IndustrialNT$3.14k12.3%
+NT$49.3b		179.1%PE90.8x
5274 ASPEED TechnologyNT$9.79k11.8%
+NT$38.9b		196.7%PE100.8x
2454 MediaTekNT$1.80k1.1%
+NT$31.9b		20.5%PE27x
3081 LandMark OptoelectronicsNT$1.10k33.7%
+NT$25.5b		143.6%PE236.5x

Latest News

5347
NT$135.50
Vanguard International Semiconductor
7D
-15.0%
1Y
54.2%
3653
NT$3,140.00
Jentech Precision Industrial
7D
12.3%
1Y
179.1%
6488
NT$475.00
GlobalWafers
7D
-7.0%
1Y
46.8%

6488: Higher Future P/E Assumptions Will Support A More Optimistic Outlook

Analysts have raised their price target on GlobalWafers from NT$488.00 to about NT$667.31. The change is largely tied to updated fair value analysis that reflects a higher assumed future P/E multiple, while projected revenue growth and profit margin inputs have been slightly adjusted.
2330
NT$1,800.00
Taiwan Semiconductor Manufacturing
7D
1.1%
1Y
64.4%

2330: Rising AI Demand Will Eventually Expose Execution And Capacity Constraints

Analysts have lifted their fair value estimate for Taiwan Semiconductor Manufacturing to US$1,462.64 from US$1,411.36, citing updated assumptions about revenue growth, profit margins, and future P/E multiples following a series of recent price target increases from major firms. Analyst Commentary Recent research on Taiwan Semiconductor Manufacturing highlights that, while many firms have updated their price targets, some commentary still flags risks around execution, valuation, and long term growth assumptions, especially as global foundry competition remains intense.
3260
NT$312.50
ADATA Technology
7D
-12.2%
1Y
309.0%
3443
NT$2,705.00
Global Unichip
7D
4.6%
1Y
105.7%
2303
NT$60.80
United Microelectronics
7D
-20.2%
1Y
51.6%
3081
NT$1,095.00
LandMark Optoelectronics
7D
33.7%
1Y
143.6%
2454
NT$1,795.00
MediaTek
7D
1.1%
1Y
20.5%
2337
NT$84.50
Macronix International
7D
10.9%
1Y
356.8%
8299
NT$1,990.00
Phison Electronics
7D
-6.1%
1Y
318.9%
3711
NT$302.00
ASE Technology Holding
7D
-1.5%
1Y
91.7%

3711: Modest Multiple Assumptions Will Sustain Overvaluation Despite Steady Margins

Analysts have nudged their price target for ASE Technology Holding higher, with fair value moving from US$266.76 to US$269.54. This reflects updated views on its discount rate, revenue growth, profit margin and expected future P/E.
2379
NT$487.00
Realtek Semiconductor
7D
-8.1%
1Y
-14.4%

2379: Edge AI Remote Collaboration Will Support Higher Future Earnings Multiples

Analysts have trimmed their fair value estimate for Realtek Semiconductor from NT$599.31 to NT$597.00, reflecting slightly higher discount rate assumptions and more measured views on revenue growth and profit margins, while maintaining a similar future P/E outlook. What's in the News Realtek Semiconductor and AONDevices announced a collaboration to develop a next generation Voice Smart Remote using the AON1100 M3 processor, AONx360 Base, AONx360 Pro, and Realtek's BLE chipset and cloud streaming software stack, targeting super low power Edge AI use cases.
5274
NT$9,790.00
ASPEED Technology
7D
11.8%
1Y
196.7%
2344
NT$105.50
Winbond Electronics
7D
-8.7%
1Y
650.9%
7856
NT$1,785.00
Hermes Testing Solutions
7D
55.9%
1Y
n/a