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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies291
  • 7D1.0%
  • 3M11.0%
  • 1Y3.0%
  • YTD0.2%

The Semiconductors industry is up 1.0% in the last week, with Taiwan Semiconductor Manufacturing up 1.4%. During this same period, the ASE Technology Holding underperformed, falling 5.6%. This means that the industry has gained 3.0% over the past year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 04 Jul 2025NT$37.5tNT$6.8tNT$1.7t24.9x22.3x5.5x
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
Fri, 23 Dec 2022NT$18.3tNT$6.0tNT$1.6t11.3x11.7x3.1x
Sun, 20 Nov 2022NT$19.1tNT$6.0tNT$1.6t11.9x12.3x3.2x
Tue, 18 Oct 2022NT$16.1tNT$6.0tNT$1.6t10.4x10.3x2.7x
Thu, 15 Sep 2022NT$18.6tNT$5.8tNT$1.4t12.5x12.9x3.2x
Sat, 13 Aug 2022NT$19.7tNT$5.8tNT$1.4t12.4x13.6x3.4x
Mon, 11 Jul 2022NT$18.1tNT$5.5tNT$1.3t12.5x13.9x3.3x
Price to Earnings Ratio

13.9x


Total Market Cap: NT$18.1tTotal Earnings: NT$1.3tTotal Revenue: NT$5.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 20.2x202320242025
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 22.3x which is higher than its 3-year average PE of 20.2x.
  • The 3-year average PS ratio of 4.6x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 8.8% 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 Market0.63%
Tech0.72%
Semiconductors1.01%
Semiconductors1.04%
Semiconductor Equipment0.058%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 19.3x.
    • Analysts are expecting annual earnings growth of 21.4%, which is higher than its past year's earnings growth of 18.7% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 20.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 15% 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$1.09k1.4%
+NT$389.0b		8.5%PE21.6x
3661 Alchip TechnologiesNT$3.18k10.2%
+NT$23.9b		21.4%PE38.4x
2303 United MicroelectronicsNT$44.402.7%
+NT$14.4b		-17.8%PE12.5x
5274 ASPEED TechnologyNT$5.01k6.0%
+NT$10.8b		14.1%PE61.8x
6223 MPINT$1.02k12.0%
+NT$10.3b		90.7%PE36.5x

Latest News

6223
NT$1,020.00
MPI
7D
12.0%
1Y
90.7%
6415
NT$355.50
Silergy
7D
-3.1%
1Y
-17.1%
3711
NT$144.00
ASE Technology Holding
7D
-5.6%
1Y
-13.3%
5274
NT$5,010.00
ASPEED Technology
7D
6.0%
1Y
14.1%
8299
NT$494.00
Phison Electronics
7D
-4.1%
1Y
-21.3%
5347
NT$103.50
Vanguard International Semiconductor
7D
5.4%
1Y
-14.1%
3034
NT$547.00
Novatek Microelectronics
7D
3.0%
1Y
-11.8%
2303
NT$44.40
United Microelectronics
7D
2.7%
1Y
-17.8%
2454
NT$1,270.00
MediaTek
7D
-1.6%
1Y
-7.6%
3529
NT$2,500.00
eMemory Technology
7D
5.7%
1Y
-4.6%
2408
NT$50.60
Nanya Technology
7D
-6.1%
1Y
-31.7%
5269
NT$1,860.00
ASMedia Technology
7D
-4.4%
1Y
-7.0%
2344
NT$19.75
Winbond Electronics
7D
-5.3%
1Y
-24.9%
3661
NT$3,175.00
Alchip Technologies
7D
10.2%
1Y
21.4%
2330
NT$1,090.00
Taiwan Semiconductor Manufacturing
7D
1.4%
1Y
8.5%
6488
NT$307.00
GlobalWafers
7D
-3.5%
1Y
-47.2%