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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies308
  • 7D-1.5%
  • 3M19.1%
  • 1Y125.8%
  • YTD62.2%

Over the last 7 days, the Semiconductors industry has dropped 7.1%, driven by Taiwan Semiconductor Manufacturing declining 0.4%. In contrast, Jentech Precision Industrial has gained 15%. Over the past 12 months, the industry was up 112%. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Jul 2026NT$88.1tNT$8.5tNT$2.8t41.9x31.7x10.3x
Fri, 19 Jun 2026NT$91.8tNT$8.1tNT$2.4t48.1x38.1x11.3x
Sun, 17 May 2026NT$83.1tNT$8.1tNT$2.4t42.6x34.5x10.3x
Tue, 14 Apr 2026NT$68.8tNT$7.6tNT$2.1t41.3x32.6x9x
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
Price to Earnings Ratio

15.4x


Total Market Cap: NT$22.2tTotal Earnings: NT$1.4tTotal Revenue: NT$5.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 25.8x202420252026
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 30.4x which is higher than its 3-year average PE of 25.8x.
  • The 3-year average PS ratio of 6.3x is lower than the industry's current PS ratio of 9.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 14% 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-1.51%
Tech-1.96%
Semiconductors-1.52%
Semiconductors-1.15%
Semiconductor Equipment-7.37%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 33.1x.
    • Analysts are expecting annual earnings growth of 44.6%, which is higher than its past year's earnings growth of 6.6% 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 26.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings growth rate of 6.6% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 24% 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
3653 Jentech Precision IndustrialNT$3.52k14.7%
+NT$66.0b		157.9%PE97.4x
5274 ASPEED TechnologyNT$14.10k8.6%
+NT$46.4b		238.6%PE131.6x
7769 Hon. PrecisionNT$6.50k1.6%
+NT$18.9b		311.4%PE81.1x
2454 MediaTekNT$3.67k0.3%
+NT$16.0b		156.6%PE58.5x
3443 Global UnichipNT$4.12k2.4%
+NT$12.7b		251.7%PE123.8x

Latest News

6488
NT$1,205.00
GlobalWafers
7D
-20.5%
1Y
261.3%
8299
NT$1,855.00
Phison Electronics
7D
-9.5%
1Y
272.5%
2303
NT$134.50
United Microelectronics
7D
-10.9%
1Y
212.8%
2408
NT$405.00
Nanya Technology
7D
-9.6%
1Y
898.8%
Narrative Update • Jul 20

2408: Higher Future P/E Will Offset Moderating Margin Assumptions

Analysts have revised their fair value estimate for Nanya Technology from about NT$425.73 to about NT$548.17, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News No recent company-specific news items for Nanya Technology were identified in the provided sources.
2454
NT$3,670.00
MediaTek
7D
0.3%
1Y
156.6%
2330
NT$2,410.00
Taiwan Semiconductor Manufacturing
7D
-0.4%
1Y
113.3%
3711
NT$633.00
ASE Technology Holding
7D
-1.2%
1Y
319.2%
3034
NT$476.00
Novatek Microelectronics
7D
1.7%
1Y
-3.0%
3443
NT$4,115.00
Global Unichip
7D
2.4%
1Y
251.7%
7769
NT$6,500.00
Hon. Precision
7D
1.6%
1Y
311.4%
2344
NT$155.50
Winbond Electronics
7D
-5.5%
1Y
806.7%
3653
NT$3,520.00
Jentech Precision Industrial
7D
14.7%
1Y
157.9%
3374
NT$380.00
Xintec
7D
4.0%
1Y
168.6%
7734
NT$3,115.00
AblePrint Technology
7D
12.5%
1Y
196.5%
5274
NT$14,100.00
ASPEED Technology
7D
8.6%
1Y
238.6%
6223
NT$5,875.00
MPI
7D
-7.3%
1Y
462.2%