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

Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies300
  • 7D-1.7%
  • 3M18.7%
  • 1Y88.7%
  • YTD14.3%

Over the last 7 days, the Semiconductors industry has dropped 1.7%, driven by a pullback from Taiwan Semiconductor Manufacturing of 1.7%. On the other hand ASE Technology Holding is actually up 7.3%. This takes the industry's 12 month performance to a gain of 89%. 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
Tue, 31 Mar 2026NT$61.8tNT$7.6tNT$2.1t37.4x29.3x8.1x
Thu, 26 Feb 2026NT$68.9tNT$7.6tNT$2.1t36.1x32.9x9.1x
Sat, 24 Jan 2026NT$60.8tNT$7.5tNT$2.1t33.5x29.3x8.1x
Mon, 22 Dec 2025NT$49.0tNT$7.3tNT$1.9t29.1x25.5x6.7x
Wed, 19 Nov 2025NT$47.3tNT$7.3tNT$1.9t28.7x24.6x6.5x
Fri, 17 Oct 2025NT$49.3tNT$7.1tNT$1.8t33x27.7x7x
Sun, 14 Sep 2025NT$43.0tNT$7.1tNT$1.8t31.4x24.2x6.1x
Tue, 12 Aug 2025NT$40.1tNT$7.1tNT$1.8t25.7x22.3x5.7x
Thu, 10 Jul 2025NT$37.6tNT$6.8tNT$1.7t25.1x22.4x5.6x
Sat, 07 Jun 2025NT$34.8tNT$6.7tNT$1.7t24.4x20.7x5.2x
Mon, 05 May 2025NT$33.3tNT$6.7tNT$1.7t23.6x19.8x5x
Wed, 02 Apr 2025NT$33.8tNT$6.4tNT$1.5t25.1x21.8x5.3x
Fri, 28 Feb 2025NT$37.1tNT$6.4tNT$1.5t29.8x24.1x5.8x
Sun, 26 Jan 2025NT$39.4tNT$6.4tNT$1.5t29.1x25.5x6.2x
Tue, 24 Dec 2024NT$37.9tNT$6.1tNT$1.4t29.3x26.9x6.2x
Thu, 21 Nov 2024NT$36.1tNT$6.1tNT$1.4t30.5x25.6x5.9x
Sat, 19 Oct 2024NT$37.8tNT$6.0tNT$1.4t30.4x27.1x6.3x
Mon, 16 Sep 2024NT$33.9tNT$5.8tNT$1.3t30x26.4x5.8x
Wed, 14 Aug 2024NT$33.6tNT$5.8tNT$1.3t28.3x26.3x5.8x
Fri, 12 Jul 2024NT$38.9tNT$5.5tNT$1.2t32.3x32.3x7x
Sun, 09 Jun 2024NT$32.8tNT$5.5tNT$1.2t31.4x27.2x5.9x
Tue, 07 May 2024NT$29.6tNT$5.5tNT$1.2t30.8x25.1x5.4x
Thu, 04 Apr 2024NT$29.9tNT$5.4tNT$1.2t31.2x25.7x5.6x
Sat, 02 Mar 2024NT$27.4tNT$5.4tNT$1.2t29.3x23.5x5.1x
Mon, 29 Jan 2024NT$25.5tNT$5.4tNT$1.2t26.7x21.6x4.8x
Wed, 27 Dec 2023NT$23.9tNT$5.4tNT$1.2t27x19.3x4.5x
Fri, 24 Nov 2023NT$23.4tNT$5.4tNT$1.2t25.8x18.9x4.4x
Sun, 22 Oct 2023NT$22.2tNT$5.6tNT$1.4t22.2x16.2x4x
Tue, 19 Sep 2023NT$21.7tNT$5.6tNT$1.4t23.2x15.8x3.9x
Thu, 17 Aug 2023NT$21.0tNT$5.6tNT$1.4t22x15.2x3.7x
Sat, 15 Jul 2023NT$22.9tNT$5.9tNT$1.5t19.5x15.1x3.9x
Mon, 12 Jun 2023NT$22.3tNT$5.9tNT$1.5t19x14.7x3.8x
Wed, 10 May 2023NT$20.2tNT$6.0tNT$1.6t16x12.8x3.4x
Fri, 07 Apr 2023NT$21.1tNT$6.1tNT$1.6t15.5x13.1x3.5x
Price to Earnings Ratio

13.1x


Total Market Cap: NT$21.1tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23.7x202420252026
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 29.3x which is higher than its 3-year average PE of 23.7x.
  • The 3-year average PS ratio of 5.6x is lower than the industry's current PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 9.3% 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-0.51%
Tech-0.85%
Semiconductors-1.69%
Semiconductor Equipment0.56%
Semiconductors-1.81%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 26.4x.
    • Analysts are expecting annual earnings growth of 40.9%, which is higher than its past year's earnings growth of 2.7% 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 24.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings growth rate of 2.7% 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$1.58k12.5%
+NT$16.2b		448.8%PE340.1x
3105 WIN SemiconductorsNT$351.5012.1%
+NT$16.1b		252.6%PE88x
7734 AblePrint TechnologyNT$2.15k29.5%
+NT$13.6b		150.1%PE65x
6257 Sigurd MicroelectronicsNT$149.5018.2%
+NT$11.0b		93.7%PE24.2x
3131 Grand Process TechnologyNT$2.75k13.6%
+NT$9.6b		185.0%PE60.5x

Latest News

3131
NT$2,750.00
Grand Process Technology
7D
13.6%
1Y
185.0%
6257
NT$149.50
Sigurd Microelectronics
7D
18.2%
1Y
93.7%
3661
NT$2,485.00
Alchip Technologies
7D
-20.1%
1Y
-6.8%
7734
NT$2,150.00
AblePrint Technology
7D
29.5%
1Y
150.1%
2454
NT$1,500.00
MediaTek
7D
-7.4%
1Y
2.7%

2454: Edge AI And Data Center Chips Will Support Future Upside Potential

Analysts have modestly adjusted their fair value estimate for MediaTek to NT$2,099 from NT$2,077, reflecting updated assumptions on revenue growth, profit margins, and future P/E levels. What's in the News MediaTek, Microsoft Research, and partners revealed a next generation Active MicroLED Cable design that targets lower power use, longer reach, and copper like reliability for data center interconnects, using hundreds of low speed MicroLED channels instead of traditional laser links (Key Developments).
8299
NT$1,500.00
Phison Electronics
7D
-11.0%
1Y
182.0%
2408
NT$198.50
Nanya Technology
7D
-8.3%
1Y
418.3%
3529
NT$2,630.00
eMemory Technology
7D
3.7%
1Y
12.2%

3529: Lower Growth And Margin Outlook Will Pressure Rich Future P/E

Analysts have revised their price target on eMemory Technology from NT$2,500 to NT$2,435, citing updated assumptions for revenue growth, profit margins, and a higher discount rate, partly offset by a higher future P/E multiple. Valuation Changes Fair Value: updated from NT$2,500.0 to NT$2,435.0, indicating a modest downward revision in the target valuation.
3105
NT$351.50
WIN Semiconductors
7D
12.1%
1Y
252.6%
2344
NT$90.20
Winbond Electronics
7D
-9.3%
1Y
398.3%
2330
NT$1,765.00
Taiwan Semiconductor Manufacturing
7D
-2.5%
1Y
87.0%

When the World Fractures, TSMC Matters More

Recent geopolitical developments (most notably escalating tensions in the Middle East, including the US' "brilliant" strikes on Iran 2026 by its "dear leader", alongside rising energy prices) introduce a more complex macro backdrop for TSMC. At first glance, higher oil prices and global uncertainty appear negative, implying demand risk and multiple compression.
3081
NT$1,575.00
LandMark Optoelectronics
7D
12.5%
1Y
448.8%
6683
NT$1,370.00
Keystone Microtech
7D
24.5%
1Y
291.4%
6640
NT$1,340.00
Gallant Micro. Machining
7D
24.7%
1Y
214.6%
3443
NT$2,165.00
Global Unichip
7D
-13.6%
1Y
99.5%
6770
NT$53.10
Powerchip Semiconductor Manufacturing
7D
-15.3%
1Y
238.2%