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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies300
  • 7D4.7%
  • 3M32.2%
  • 1Y86.9%
  • YTD22.7%

In the last week, the Semiconductors industry is up 4.7%, with MPI up 26%. This takes the industry's 12 month performance to a gain of 87%. 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
Thu, 12 Mar 2026NT$66.3tNT$7.6tNT$2.1t33.9x31.6x8.7x
Sat, 07 Feb 2026NT$60.9tNT$7.6tNT$2.1t32.7x29.2x8x
Mon, 05 Jan 2026NT$54.0tNT$7.3tNT$1.9t30.1x28.1x7.4x
Wed, 03 Dec 2025NT$48.8tNT$7.3tNT$1.9t29.9x25.4x6.7x
Fri, 31 Oct 2025NT$50.2tNT$7.3tNT$1.9t32.3x26.3x6.9x
Sun, 28 Sep 2025NT$43.9tNT$7.1tNT$1.8t30.9x24.7x6.2x
Tue, 26 Aug 2025NT$40.0tNT$7.1tNT$1.8t28.7x22.5x5.7x
Thu, 24 Jul 2025NT$39.3tNT$7.0tNT$1.8t25.2x21.5x5.6x
Sat, 21 Jun 2025NT$36.4tNT$6.8tNT$1.7t25.2x21.7x5.4x
Mon, 19 May 2025NT$35.1tNT$6.7tNT$1.7t25.4x20.9x5.2x
Wed, 16 Apr 2025NT$31.4tNT$6.4tNT$1.5t22x20.3x4.9x
Fri, 14 Mar 2025NT$34.6tNT$6.4tNT$1.5t27.6x22.5x5.4x
Sun, 09 Feb 2025NT$39.2tNT$6.4tNT$1.5t29.2x25.4x6.1x
Tue, 07 Jan 2025NT$39.1tNT$6.1tNT$1.4t30x27.8x6.4x
Thu, 05 Dec 2024NT$37.5tNT$6.1tNT$1.4t31.2x26.6x6.1x
Sat, 02 Nov 2024NT$36.3tNT$6.1tNT$1.4t31x25.7x6x
Mon, 30 Sep 2024NT$35.6tNT$5.8tNT$1.3t30.7x27.8x6.1x
Wed, 28 Aug 2024NT$34.2tNT$5.8tNT$1.3t29.9x26.6x5.9x
Fri, 26 Jul 2024NT$35.3tNT$5.7tNT$1.3t29.7x27.8x6.2x
Sun, 23 Jun 2024NT$36.0tNT$5.5tNT$1.2t31.5x29.8x6.5x
Tue, 21 May 2024NT$31.2tNT$5.5tNT$1.2t30x25.9x5.6x
Thu, 18 Apr 2024NT$29.7tNT$5.4tNT$1.2t31.9x25.5x5.5x
Sat, 16 Mar 2024NT$29.0tNT$5.4tNT$1.2t27.8x24.8x5.4x
Mon, 12 Feb 2024NT$25.6tNT$5.3tNT$1.2t27.5x21.9x4.8x
Wed, 10 Jan 2024NT$23.9tNT$5.4tNT$1.2t26.5x19.2x4.5x
Fri, 08 Dec 2023NT$23.2tNT$5.4tNT$1.2t26.2x18.7x4.3x
Sun, 05 Nov 2023NT$22.1tNT$5.4tNT$1.3t21.6x17.5x4.1x
Tue, 03 Oct 2023NT$21.3tNT$5.6tNT$1.4t22.9x15.5x3.8x
Thu, 31 Aug 2023NT$21.7tNT$5.6tNT$1.4t22.8x15.7x3.9x
Sat, 29 Jul 2023NT$22.2tNT$5.8tNT$1.4t20.1x15.4x3.9x
Mon, 26 Jun 2023NT$22.7tNT$5.9tNT$1.5t20.2x14.9x3.9x
Wed, 24 May 2023NT$20.9tNT$5.9tNT$1.5t17.6x13.6x3.5x
Fri, 21 Apr 2023NT$20.5tNT$6.1tNT$1.6t16.6x12.8x3.4x
Sun, 19 Mar 2023NT$20.8tNT$6.1tNT$1.6t14.4x12.9x3.4x
Price to Earnings Ratio

12.9x


Total Market Cap: NT$20.8tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23.3x202420252026
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 31.6x which is higher than its 3-year average PE of 23.3x.
  • The 3-year average PS ratio of 5.5x is lower than the industry's current PS ratio of 8.7x.
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 Market4.06%
Tech5.25%
Semiconductors4.73%
Semiconductor Equipment10.95%
Semiconductors4.46%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.6x.
    • Analysts are expecting annual earnings growth of 39.1%, which is higher than its past year's earnings growth of 15.1% 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 23.8x.
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 15% 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$3.61k26.9%
+NT$72.6b		404.2%PE107.8x
6515 WinWay TechnologyNT$6.33k32.6%
+NT$56.0b		392.6%PE136.4x
3653 Jentech Precision IndustrialNT$3.44k9.6%
+NT$42.9b		183.1%PE93.2x
5274 ASPEED TechnologyNT$10.50k10.2%
+NT$36.9b		194.4%PE101x
3260 ADATA TechnologyNT$348.5022.3%
+NT$20.2b		284.7%PE32x

Latest News

3653
NT$3,440.00
Jentech Precision Industrial
7D
9.6%
1Y
183.1%
6239
NT$204.50
Powertech Technology
7D
-8.9%
1Y
66.3%
6223
NT$3,610.00
MPI
7D
26.9%
1Y
404.2%
7769
NT$4,325.00
Hon. Precision
7D
1.9%
1Y
362.1%
3711
NT$335.00
ASE Technology Holding
7D
-5.2%
1Y
112.7%

3711: Future Returns Will Rely On Stable Margins Supporting Elevated P/E

Analysts have modestly adjusted their view on ASE Technology Holding, with the average price target moving from about NT$342 to about NT$344. This reflects updated assumptions around discount rate, fair value and expected future P/E levels.
6515
NT$6,330.00
WinWay Technology
7D
32.6%
1Y
392.6%
6488
NT$429.00
GlobalWafers
7D
-8.8%
1Y
8.6%
2454
NT$1,785.00
MediaTek
7D
0.6%
1Y
28.4%
2303
NT$60.60
United Microelectronics
7D
-2.4%
1Y
38.7%

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).
3260
NT$348.50
ADATA Technology
7D
22.3%
1Y
284.7%
2337
NT$99.00
Macronix International
7D
-7.9%
1Y
369.2%
5347
NT$107.50
Vanguard International Semiconductor
7D
-10.0%
1Y
9.4%
7856
NT$2,285.00
Hermes Testing Solutions
7D
24.2%
1Y
n/a
5274
NT$10,495.00
ASPEED Technology
7D
10.2%
1Y
194.4%
2408
NT$239.50
Nanya Technology
7D
-7.0%
1Y
475.7%
2330
NT$1,885.00
Taiwan Semiconductor Manufacturing
7D
-0.8%
1Y
95.3%

Taiwan Semiconductor Manufacturing Co. (TSM): The Silicon Sovereign – Anchoring the Global AI Economy in 2026.

Taiwan Semiconductor Manufacturing Co. (TSMC), listed on the Taiwan Stock Exchange as 2330, is the fundamental heartbeat of the global digital economy, trading at NT$1,115.00 as of the March 4, 2026, market open. The stock saw a slight NT$15.00 decline today, following a broader cooling in the high-growth tech sector after hitting a record high of NT$1,230.00 in late February.