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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies300
  • 7D5.5%
  • 3M17.5%
  • 1Y142.0%
  • YTD24.3%

In the last week, the Semiconductors industry is up 5.4%, with Taiwan Semiconductor Manufacturing up 5.1%. In the same time, E&R Engineering was down 10%. This means that the industry has gained 119% 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
Thu, 09 Apr 2026NT$67.2tNT$7.6tNT$2.1t39.9x31.9x8.8x
Sat, 07 Mar 2026NT$64.6tNT$7.6tNT$2.1t33.8x30.9x8.5x
Mon, 02 Feb 2026NT$61.5tNT$7.5tNT$2.1t34x29.6x8.2x
Wed, 31 Dec 2025NT$52.0tNT$7.3tNT$1.9t29.2x27.1x7.1x
Fri, 28 Nov 2025NT$48.7tNT$7.3tNT$1.9t28.6x25.3x6.6x
Sun, 26 Oct 2025NT$48.4tNT$7.3tNT$1.9t32.8x25.4x6.6x
Tue, 23 Sep 2025NT$44.3tNT$7.1tNT$1.8t31.1x24.9x6.3x
Thu, 21 Aug 2025NT$38.8tNT$7.1tNT$1.8t27.9x21.8x5.5x
Sat, 19 Jul 2025NT$39.6tNT$6.8tNT$1.7t25x23.6x5.9x
Mon, 16 Jun 2025NT$35.8tNT$6.8tNT$1.7t24.6x21.3x5.3x
Wed, 14 May 2025NT$34.1tNT$6.7tNT$1.7t24.3x20.3x5.1x
Fri, 11 Apr 2025NT$30.4tNT$6.4tNT$1.5t21.1x19.6x4.7x
Sun, 09 Mar 2025NT$35.9tNT$6.4tNT$1.5t28.8x23.3x5.6x
Tue, 04 Feb 2025NT$37.4tNT$6.4tNT$1.5t28.4x24.3x5.9x
Thu, 02 Jan 2025NT$37.8tNT$6.1tNT$1.4t29.9x26.8x6.2x
Sat, 30 Nov 2024NT$35.2tNT$6.1tNT$1.4t30.6x25x5.7x
Mon, 28 Oct 2024NT$37.5tNT$6.0tNT$1.4t31.6x26.8x6.2x
Wed, 25 Sep 2024NT$35.0tNT$5.8tNT$1.3t30.4x27.3x6x
Fri, 23 Aug 2024NT$34.4tNT$5.8tNT$1.3t29.7x26.8x5.9x
Sun, 21 Jul 2024NT$35.2tNT$5.7tNT$1.3t30.4x27.7x6.2x
Tue, 18 Jun 2024NT$34.4tNT$5.5tNT$1.2t31x28.5x6.2x
Thu, 16 May 2024NT$31.1tNT$5.5tNT$1.2t30.7x25.9x5.6x
Sat, 13 Apr 2024NT$31.0tNT$5.4tNT$1.2t31.7x26.6x5.8x
Mon, 11 Mar 2024NT$30.1tNT$5.4tNT$1.2t28.7x25.8x5.6x
Wed, 07 Feb 2024NT$25.6tNT$5.3tNT$1.2t27.5x21.9x4.8x
Fri, 05 Jan 2024NT$23.7tNT$5.4tNT$1.2t26.5x19.1x4.4x
Sun, 03 Dec 2023NT$23.7tNT$5.4tNT$1.2t26.2x19.1x4.4x
Tue, 31 Oct 2023NT$21.5tNT$5.4tNT$1.3t21.8x17x4x
Thu, 28 Sep 2023NT$20.9tNT$5.6tNT$1.4t22.3x15.2x3.8x
Sat, 26 Aug 2023NT$21.3tNT$5.6tNT$1.4t21.9x15.4x3.8x
Mon, 24 Jul 2023NT$22.0tNT$5.8tNT$1.5t19.3x15.1x3.8x
Wed, 21 Jun 2023NT$22.8tNT$5.9tNT$1.5t20.2x15x3.9x
Fri, 19 May 2023NT$20.8tNT$5.9tNT$1.5t17.1x13.5x3.5x
Sun, 16 Apr 2023NT$20.8tNT$6.1tNT$1.6t16.8x13x3.4x
Price to Earnings Ratio

13x


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 23.8x202420252026
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 30.3x which is higher than its 3-year average PE of 23.8x.
  • The 3-year average PS ratio of 5.6x 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 9.5% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market4.86%
Tech5.95%
Semiconductors5.55%
Semiconductor Equipment9.90%
Semiconductors5.32%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 26.7x.
    • Analysts are expecting annual earnings growth of 41.8%, which is higher than its past year's earnings growth of 2.7% 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 24.2x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings growth rate of 2.7% 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$1.94k7.2%
+NT$3.4t		124.8%PE29.3x
2454 MediaTekNT$1.58k7.8%
+NT$183.6b		21.5%PE23.9x
3711 ASE Technology HoldingNT$389.007.8%
+NT$122.5b		207.5%PE41.9x
2303 United MicroelectronicsNT$59.9011.8%
+NT$79.2b		36.6%PE18.1x
3653 Jentech Precision IndustrialNT$4.24k14.2%
+NT$76.1b		409.6%PE116.3x

Latest News

2303
NT$59.90
United Microelectronics
7D
11.8%
1Y
36.6%

2303: AI Data Center And Automotive Platforms Will Support Higher Profitability

Analysts have adjusted their price target for United Microelectronics to NT$95 from NT$94, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News HyperLight, United Microelectronics, Wavetek Microelectronics, and Jabil announced a collaboration to support thin film lithium niobate photonics for hyperscale AI data center interconnects, combining foundry and high volume manufacturing capabilities for next generation optical modules at data center scale (Key Developments).
2344
NT$90.70
Winbond Electronics
7D
-1.2%
1Y
502.7%
7769
NT$4,220.00
Hon. Precision
7D
10.0%
1Y
474.1%
2330
NT$1,940.00
Taiwan Semiconductor Manufacturing
7D
7.2%
1Y
124.8%

2330: Tight AI Capacity And Customer Shifts Will Support Multi Year Upside

Analyst price targets for Taiwan Semiconductor Manufacturing have been raised by NT$164 to NT$2,316, with analysts pointing to updated assumptions around revenue growth, profitability, and future P/E following a wave of recent target hikes from major firms. Analyst Commentary Recent research highlights a cluster of upward price target revisions for Taiwan Semiconductor Manufacturing, with several firms lifting both NT$ and US$ based targets.
3711
NT$389.00
ASE Technology Holding
7D
7.8%
1Y
207.5%
2454
NT$1,580.00
MediaTek
7D
7.8%
1Y
21.5%

2454: Edge AI And Data Center Chips Will Support Future Upside Potential

Analysts have modestly adjusted their fair value estimate for MediaTek to NT$2,099 from NT$2,077, reflecting updated assumptions on revenue growth, profit margins, and future P/E levels. What's in the News MediaTek, Microsoft Research, and partners revealed a next generation Active MicroLED Cable design that targets lower power use, longer reach, and copper like reliability for data center interconnects, using hundreds of low speed MicroLED channels instead of traditional laser links (Key Developments).
5274
NT$12,615.00
ASPEED Technology
7D
11.5%
1Y
441.4%
4919
NT$88.90
Nuvoton Technology
7D
-3.8%
1Y
35.7%
3653
NT$4,235.00
Jentech Precision Industrial
7D
14.2%
1Y
409.6%
6683
NT$1,450.00
Keystone Microtech
7D
-3.7%
1Y
476.5%
3576
NT$20.25
United Renewable Energy
7D
-1.5%
1Y
172.5%
8027
NT$136.50
E&R Engineering
7D
-10.2%
1Y
149.1%
5222
NT$117.00
Transcom
7D
-4.5%
1Y
28.7%
6515
NT$7,960.00
WinWay Technology
7D
20.5%
1Y
928.4%
3264
NT$164.50
Ardentec
7D
-0.9%
1Y
194.8%
6443
NT$37.00
TSEC
7D
-4.6%
1Y
158.7%