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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies300
  • 7D-0.9%
  • 3M26.8%
  • 1Y84.9%
  • YTD18.6%

The Semiconductors is pretty flat in the last 7 days, but MPI has stood out, gaining 20%. As for the the longer term, the industry is up 85% over the past 12 months. 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
Sat, 14 Mar 2026NT$64.1tNT$7.6tNT$2.1t37x30.5x8.4x
Mon, 09 Feb 2026NT$60.9tNT$7.6tNT$2.1t32.7x29.2x8x
Wed, 07 Jan 2026NT$57.5tNT$7.3tNT$1.9t29.9x30x7.9x
Fri, 05 Dec 2025NT$49.2tNT$7.3tNT$1.9t30.1x25.6x6.7x
Sun, 02 Nov 2025NT$50.3tNT$7.3tNT$1.9t32.7x26.3x6.9x
Tue, 30 Sep 2025NT$43.9tNT$7.1tNT$1.8t30.9x24.7x6.2x
Thu, 28 Aug 2025NT$40.7tNT$7.1tNT$1.8t31.2x22.9x5.8x
Sat, 26 Jul 2025NT$39.3tNT$7.0tNT$1.8t25.1x21.5x5.6x
Mon, 23 Jun 2025NT$36.4tNT$6.8tNT$1.7t25.2x21.7x5.4x
Wed, 21 May 2025NT$34.4tNT$6.7tNT$1.7t25.4x20.5x5.1x
Fri, 18 Apr 2025NT$30.4tNT$6.4tNT$1.5t21.9x19.6x4.7x
Sun, 16 Mar 2025NT$34.5tNT$6.4tNT$1.5t27.6x22.4x5.4x
Tue, 11 Feb 2025NT$38.5tNT$6.4tNT$1.5t29.2x25x6x
Thu, 09 Jan 2025NT$38.7tNT$6.1tNT$1.4t29.7x27.5x6.3x
Sat, 07 Dec 2024NT$37.4tNT$6.1tNT$1.4t30.7x26.5x6.1x
Mon, 04 Nov 2024NT$36.3tNT$6.1tNT$1.4t31x25.7x6x
Wed, 02 Oct 2024NT$34.7tNT$5.8tNT$1.3t30.1x27x6x
Fri, 30 Aug 2024NT$34.3tNT$5.8tNT$1.3t31.8x26.8x5.9x
Sun, 28 Jul 2024NT$33.7tNT$5.7tNT$1.3t29.6x26.5x5.9x
Tue, 25 Jun 2024NT$34.9tNT$5.5tNT$1.2t31.5x28.9x6.3x
Thu, 23 May 2024NT$32.0tNT$5.5tNT$1.2t30.9x26.6x5.8x
Sat, 20 Apr 2024NT$30.2tNT$5.4tNT$1.2t32.2x25.5x5.5x
Mon, 18 Mar 2024NT$29.0tNT$5.4tNT$1.2t29.6x24.8x5.4x
Wed, 14 Feb 2024NT$25.6tNT$5.3tNT$1.2t27.5x21.9x4.8x
Fri, 12 Jan 2024NT$23.9tNT$5.4tNT$1.2t26.8x19.2x4.5x
Sun, 10 Dec 2023NT$23.5tNT$5.4tNT$1.2t26.6x18.9x4.4x
Tue, 07 Nov 2023NT$22.2tNT$5.4tNT$1.3t22x17.6x4.1x
Thu, 05 Oct 2023NT$21.3tNT$5.6tNT$1.4t22.7x15.5x3.8x
Sat, 02 Sep 2023NT$21.6tNT$5.6tNT$1.4t22.9x15.6x3.8x
Mon, 31 Jul 2023NT$22.2tNT$5.7tNT$1.4t20.1x15.6x3.9x
Wed, 28 Jun 2023NT$22.2tNT$5.9tNT$1.5t19.3x14.6x3.8x
Fri, 26 May 2023NT$20.8tNT$5.9tNT$1.5t17.7x13.5x3.5x
Sun, 23 Apr 2023NT$20.3tNT$6.1tNT$1.6t16.5x12.6x3.3x
Tue, 21 Mar 2023NT$20.6tNT$6.1tNT$1.6t14.7x12.8x3.4x
Price to Earnings Ratio

12.8x


Total Market Cap: NT$20.6tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23.4x202420252026
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 30.5x which is higher than its 3-year average PE of 23.4x.
  • The 3-year average PS ratio of 5.5x is lower than the industry's current PS ratio of 8.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 9.1% per year over the last three years.
  • Revenues for these companies have grown 7.9% 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-0.38%
Tech0.15%
Semiconductors-0.85%
Semiconductor Equipment2.34%
Semiconductors-1.00%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.7x.
    • Analysts are expecting annual earnings growth of 40.7%, which is higher than its past year's earnings growth of 14.3% 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 23.8x.
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 14% 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
6223 MPINT$3.55k19.7%
+NT$55.5b		407.1%PE106x
6515 WinWay TechnologyNT$6.29k19.7%
+NT$37.3b		394.9%PE135.4x
5274 ASPEED TechnologyNT$10.50k8.1%
+NT$29.9b		196.1%PE101x
3260 ADATA TechnologyNT$359.5025.0%
+NT$22.9b		283.3%PE33x
6531 AP Memory TechnologyNT$531.0022.2%
+NT$15.7b		82.5%PE68.7x

Latest News

6515
NT$6,285.00
WinWay Technology
7D
19.7%
1Y
394.9%
3260
NT$359.50
ADATA Technology
7D
25.0%
1Y
283.3%
6531
NT$531.00
AP Memory Technology
7D
22.2%
1Y
82.5%
3653
NT$3,245.00
Jentech Precision Industrial
7D
-5.0%
1Y
173.8%
6239
NT$201.00
Powertech Technology
7D
-10.7%
1Y
64.1%
2454
NT$1,720.00
MediaTek
7D
-2.5%
1Y
22.9%

2454: Edge AI And Automotive Chips Will Support Future Upside Potential

Analysts have kept their fair value estimate for MediaTek steady at around NT$2,076, while slightly adjusting inputs such as the discount rate and assumed future P/E to reflect updated views on risk and long term earnings potential. What's in the News MediaTek, MiTwell and RGo Robotics introduced a visual real time localization solution for warehouses, logistics and industrial sites, using the Genio 720 edge AI platform to turn forklifts, robots, drones and other machines into perception enabled agents that share data across facilities (Key Developments).
6223
NT$3,550.00
MPI
7D
19.7%
1Y
407.1%
2330
NT$1,865.00
Taiwan Semiconductor Manufacturing
7D
-1.3%
1Y
94.5%

Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry

Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry Taiwan Semiconductor Manufacturing Company (TSMC) occupies a central role in the global semiconductor supply chain. As the world’s leading pure-play semiconductor foundry, the company manufactures advanced chips designed by many of the most innovative technology firms.
7769
NT$3,950.00
Hon. Precision
7D
-6.3%
1Y
319.3%
6488
NT$432.50
GlobalWafers
7D
-7.4%
1Y
11.2%
2303
NT$59.50
United Microelectronics
7D
-4.0%
1Y
32.5%

2303: Auto Partnerships And New Leadership Will Support Steady Long Term Returns

Analysts have raised their price target for United Microelectronics to NT$61.32 from NT$60.50, reflecting updated assumptions around revenue growth, profit margins, discount rates and future P/E. What's in the News The Board of Directors approved the appointment of Co President Jason Wang as the new Chief Executive Officer, signaling a leadership change at the top level of the company (Key Developments).
2449
NT$295.50
King Yuan Electronics
7D
3.9%
1Y
196.4%
3443
NT$2,285.00
Global Unichip
7D
-4.2%
1Y
89.6%
5274
NT$10,495.00
ASPEED Technology
7D
8.1%
1Y
196.1%
2408
NT$238.00
Nanya Technology
7D
2.1%
1Y
453.5%
3189
NT$317.50
Kinsus Interconnect Technology
7D
8.9%
1Y
228.3%