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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies300
  • 7D-0.9%
  • 3M29.0%
  • 1Y84.9%
  • YTD18.6%

Last week, the Semiconductors industry hasn't moved much but MPI is up 20% in that time. The past year has been better, since the industry has gained 85% in that time. Looking forward, 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
Mon, 16 Mar 2026NT$64.1tNT$7.6tNT$2.1t36.6x30.4x8.4x
Wed, 11 Feb 2026NT$64.3tNT$7.6tNT$2.1t33x30.8x8.5x
Fri, 09 Jan 2026NT$57.1tNT$7.3tNT$1.9t29.9x29.7x7.8x
Sun, 07 Dec 2025NT$49.7tNT$7.3tNT$1.9t30.3x25.9x6.8x
Tue, 04 Nov 2025NT$50.6tNT$7.3tNT$1.9t31.4x26.5x6.9x
Thu, 02 Oct 2025NT$44.6tNT$7.1tNT$1.8t31.3x25.1x6.3x
Sat, 30 Aug 2025NT$39.9tNT$7.1tNT$1.8t31.4x22.5x5.7x
Mon, 28 Jul 2025NT$39.3tNT$7.0tNT$1.8t25.1x21.5x5.6x
Wed, 25 Jun 2025NT$36.4tNT$6.8tNT$1.7t25.7x21.7x5.4x
Fri, 23 May 2025NT$34.6tNT$6.7tNT$1.7t25.1x20.6x5.1x
Sun, 20 Apr 2025NT$30.5tNT$6.7tNT$1.7t22.2x18.1x4.6x
Tue, 18 Mar 2025NT$34.8tNT$6.4tNT$1.5t27.6x22.6x5.4x
Thu, 13 Feb 2025NT$38.4tNT$6.4tNT$1.5t29.7x24.9x6x
Sat, 11 Jan 2025NT$38.3tNT$6.1tNT$1.4t28.1x27.2x6.2x
Mon, 09 Dec 2024NT$37.4tNT$6.1tNT$1.4t30.7x26.5x6.1x
Wed, 06 Nov 2024NT$36.9tNT$6.1tNT$1.4t30.7x26.2x6.1x
Fri, 04 Oct 2024NT$34.7tNT$5.8tNT$1.3t30.1x27x6x
Sun, 01 Sep 2024NT$34.4tNT$5.8tNT$1.3t32x26.8x5.9x
Tue, 30 Jul 2024NT$34.0tNT$5.7tNT$1.3t28.8x26.7x5.9x
Thu, 27 Jun 2024NT$35.3tNT$5.5tNT$1.2t31.1x29.3x6.4x
Sat, 25 May 2024NT$32.2tNT$5.5tNT$1.2t30.5x26.7x5.8x
Mon, 22 Apr 2024NT$28.4tNT$5.4tNT$1.2t30.9x24x5.2x
Wed, 20 Mar 2024NT$29.4tNT$5.4tNT$1.2t30.4x25.2x5.5x
Fri, 16 Feb 2024NT$27.2tNT$5.3tNT$1.2t28x23.3x5.1x
Sun, 14 Jan 2024NT$23.9tNT$5.4tNT$1.2t26.4x19.3x4.5x
Tue, 12 Dec 2023NT$23.6tNT$5.4tNT$1.2t25.8x19x4.4x
Thu, 09 Nov 2023NT$22.4tNT$5.4tNT$1.3t22.3x17.8x4.2x
Sat, 07 Oct 2023NT$21.4tNT$5.6tNT$1.4t22.9x15.5x3.8x
Mon, 04 Sep 2023NT$21.6tNT$5.6tNT$1.4t22.9x15.6x3.8x
Wed, 02 Aug 2023NT$22.1tNT$5.7tNT$1.4t20.2x15.6x3.9x
Fri, 30 Jun 2023NT$22.3tNT$5.9tNT$1.5t19.3x14.7x3.8x
Sun, 28 May 2023NT$22.0tNT$5.9tNT$1.5t18.2x14.4x3.7x
Tue, 25 Apr 2023NT$20.2tNT$6.1tNT$1.6t16.7x12.6x3.3x
Thu, 23 Mar 2023NT$21.3tNT$6.1tNT$1.6t15x13.2x3.5x
Price to Earnings Ratio

13.2x


Total Market Cap: NT$21.3tTotal 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 30.4x 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 9.3% 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-0.36%
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 25.8x.
    • Analysts are expecting annual earnings growth of 39.3%, 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
2330 Taiwan Semiconductor ManufacturingNT$1.86k2.5%
+NT$1.2t		91.2%PE28x
2408 Nanya TechnologyNT$261.5024.5%
+NT$159.6b		516.0%PE122.5x
6223 MPINT$3.60k32.2%
+NT$83.1b		410.7%PE107.3x
2454 MediaTekNT$1.72k3.0%
+NT$79.8b		20.4%PE26x
8299 Phison ElectronicsNT$1.98k23.4%
+NT$78.0b		233.3%PE47.1x

Latest News

6261
NT$67.50
Youngtek Electronics
7D
-3.7%
1Y
4.3%
8299
NT$1,980.00
Phison Electronics
7D
23.4%
1Y
233.3%
2454
NT$1,715.00
MediaTek
7D
3.0%
1Y
20.4%

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$3,595.00
MPI
7D
32.2%
1Y
410.7%
2379
NT$479.00
Realtek Semiconductor
7D
-1.0%
1Y
-10.5%

2379: Edge AI Voice Remote Tie-Up Will Support Future Earnings Multiples

The latest analyst update trims Realtek Semiconductor's fair value estimate from NT$576.69 to NT$572.63. Analysts point to revised assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers of this small reset in the price target.
2330
NT$1,855.00
Taiwan Semiconductor Manufacturing
7D
2.5%
1Y
91.2%

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.
6830
NT$355.00
Msscorps
7D
-8.2%
1Y
159.1%
2344
NT$117.00
Winbond Electronics
7D
15.8%
1Y
472.1%
3711
NT$337.00
ASE Technology Holding
7D
5.3%
1Y
114.0%

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.
3587
NT$188.50
Materials Analysis Technology
7D
-2.6%
1Y
-2.6%
2337
NT$119.00
Macronix International
7D
28.9%
1Y
438.5%
5269
NT$1,215.00
ASMedia Technology
7D
-0.4%
1Y
-38.6%
2408
NT$261.50
Nanya Technology
7D
24.5%
1Y
516.0%
6176
NT$96.50
Radiant Opto-Electronics
7D
-2.7%
1Y
-46.8%
2466
NT$43.05
Cosmo Electronics
7D
-5.9%
1Y
-50.2%
8084
NT$46.35
Chip Hope
7D
-9.1%
1Y
-11.5%