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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies299
  • 7D1.7%
  • 3M39.3%
  • 1Y67.6%
  • YTD21.1%

The Semiconductors industry is up 4.7% in the last week, with Taiwan Semiconductor Manufacturing up 1.9%. During this same period, the GlobalWafers underperformed, falling 9.4%. This means that the industry has gained 69% over the past year. 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
Wed, 18 Feb 2026NT$65.4tNT$7.6tNT$2.1t34.1x31.3x8.6x
Fri, 16 Jan 2026NT$57.7tNT$7.3tNT$1.9t32.3x30.1x7.9x
Sun, 14 Dec 2025NT$50.5tNT$7.3tNT$1.9t29.6x26.3x6.9x
Tue, 11 Nov 2025NT$49.5tNT$7.3tNT$1.9t31.7x25.9x6.7x
Thu, 09 Oct 2025NT$47.4tNT$7.1tNT$1.8t33x26.7x6.7x
Sat, 06 Sep 2025NT$40.8tNT$7.1tNT$1.8t31.7x22.9x5.8x
Mon, 04 Aug 2025NT$39.0tNT$7.1tNT$1.8t24.7x21.4x5.5x
Wed, 02 Jul 2025NT$36.7tNT$6.8tNT$1.7t25.5x21.9x5.4x
Fri, 30 May 2025NT$34.0tNT$6.7tNT$1.7t24.8x20.2x5x
Sun, 27 Apr 2025NT$31.7tNT$6.7tNT$1.7t22.8x18.8x4.7x
Tue, 25 Mar 2025NT$35.0tNT$6.4tNT$1.5t27.1x22.6x5.5x
Thu, 20 Feb 2025NT$38.4tNT$6.4tNT$1.5t30.7x25x6x
Sat, 18 Jan 2025NT$38.7tNT$6.4tNT$1.5t28.4x25.1x6.1x
Mon, 16 Dec 2024NT$37.4tNT$6.1tNT$1.4t30.4x26.6x6.1x
Wed, 13 Nov 2024NT$36.8tNT$6.1tNT$1.4t30.7x26.2x6x
Fri, 11 Oct 2024NT$36.0tNT$5.8tNT$1.3t29.4x28.1x6.2x
Sun, 08 Sep 2024NT$33.0tNT$5.8tNT$1.3t30x25.7x5.7x
Tue, 06 Aug 2024NT$29.5tNT$5.8tNT$1.3t26.5x23.1x5.1x
Thu, 04 Jul 2024NT$35.9tNT$5.5tNT$1.2t31.6x29.8x6.5x
Sat, 01 Jun 2024NT$31.1tNT$5.5tNT$1.2t31.6x25.8x5.6x
Mon, 29 Apr 2024NT$29.4tNT$5.5tNT$1.2t30.7x24.9x5.4x
Wed, 27 Mar 2024NT$29.8tNT$5.4tNT$1.2t29.8x25.5x5.6x
Fri, 23 Feb 2024NT$27.3tNT$5.4tNT$1.2t29.6x23.2x5.1x
Sun, 21 Jan 2024NT$24.9tNT$5.4tNT$1.2t25.8x20.1x4.7x
Tue, 19 Dec 2023NT$24.0tNT$5.4tNT$1.2t26.2x19.4x4.5x
Thu, 16 Nov 2023NT$23.3tNT$5.4tNT$1.2t23.4x18.7x4.3x
Sat, 14 Oct 2023NT$22.2tNT$5.6tNT$1.4t22.8x16.1x4x
Mon, 11 Sep 2023NT$21.4tNT$5.6tNT$1.4t23x15.5x3.9x
Wed, 09 Aug 2023NT$21.5tNT$5.7tNT$1.4t20.2x15.3x3.8x
Fri, 07 Jul 2023NT$22.1tNT$5.9tNT$1.5t19.9x14.6x3.8x
Sun, 04 Jun 2023NT$22.1tNT$5.9tNT$1.5t18.7x14.5x3.8x
Tue, 02 May 2023NT$20.0tNT$6.0tNT$1.6t16x12.7x3.3x
Thu, 30 Mar 2023NT$21.1tNT$6.1tNT$1.6t14.7x13.1x3.5x
Sat, 25 Feb 2023NT$20.3tNT$6.1tNT$1.6t13.3x12.4x3.3x
Price to Earnings Ratio

12.4x


Total Market Cap: NT$20.3tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23x202420252026
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 31.3x which is higher than its 3-year average PE of 23.0x.
  • The 3-year average PS ratio of 5.4x is lower than the industry's current PS ratio of 8.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 8.4% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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 Market1.52%
Tech1.76%
Semiconductors1.70%
Semiconductor Equipment1.79%
Semiconductors1.70%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 24.8x.
    • Analysts are expecting annual earnings growth of 38.4%, which is higher than its past year's earnings growth of 9.4% 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 23.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 9.4% 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
8096 CoAsia ElectronicsNT$64.701.1%
+NT$104.5m		-16.7%PE72.9x
3188 Golden Long Teng DevelopmentNT$30.401.3%
+NT$74.5m		-1.1%PE9.7x
5236 Sunplus Innovation TechnologyNT$123.000.8%
+NT$60.0m		-20.6%PE14.6x

Latest News

8096
NT$64.70
CoAsia Electronics
7D
1.1%
1Y
-16.7%
6104
NT$94.50
Genesys Logic
7D
-1.2%
1Y
-48.2%
3188
NT$30.40
Golden Long Teng Development
7D
1.3%
1Y
-1.1%
5236
NT$123.00
Sunplus Innovation Technology
7D
0.8%
1Y
-20.6%
6287
NT$8.89
Advanced Microelectronic ProductsInc
7D
-0.1%
1Y
-30.3%