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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies299
  • 7D-1.0%
  • 3M24.1%
  • 1Y54.8%
  • YTD12.8%

Over the last 7 days, the Semiconductors industry has dropped 2.9%, driven by a pullback from Taiwan Semiconductor Manufacturing of 2.2%. In contrast, WinWay Technology has gained 13%. This takes the industry's 12 month performance to a gain of 56%. 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
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
Tue, 14 Feb 2023NT$20.9tNT$6.1tNT$1.7t12.7x12.7x3.4x
Price to Earnings Ratio

12.7x


Total Market Cap: NT$20.9tTotal Earnings: NT$1.7tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 22.8x202420252026
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 29.2x which is higher than its 3-year average PE of 22.8x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 8.0% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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-1.02%
Tech-1.09%
Semiconductors-1.01%
Semiconductor Equipment0.44%
Semiconductors-1.08%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 24.3x.
    • Analysts are expecting annual earnings growth of 39.9%, which is higher than its past year's earnings growth of 8.1% 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 23.2x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 8.1% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 21% 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$1.78k0.3%
+NT$129.7b		58.2%PE26.9x
3711 ASE Technology HoldingNT$304.502.5%
+NT$32.7b		85.1%PE32.7x
6515 WinWay TechnologyNT$4.51k15.5%
+NT$21.8b		269.7%PE105.1x
3653 Jentech Precision IndustrialNT$2.97k4.6%
+NT$18.6b		129.3%PE85.9x
7822 V5 TechnologiesNT$1.34k38.3%
+NT$15.4b		n/aPE116x

Latest News

2408
NT$264.00
Nanya Technology
7D
-19.1%
1Y
816.7%
8299
NT$1,895.00
Phison Electronics
7D
-20.4%
1Y
287.9%
3711
NT$304.50
ASE Technology Holding
7D
2.5%
1Y
85.1%
3443
NT$2,375.00
Global Unichip
7D
-9.4%
1Y
72.1%
2454
NT$1,710.00
MediaTek
7D
-2.8%
1Y
12.1%
6223
NT$2,670.00
MPI
7D
6.2%
1Y
214.5%
5347
NT$120.00
Vanguard International Semiconductor
7D
-16.4%
1Y
36.1%
3653
NT$2,970.00
Jentech Precision Industrial
7D
4.6%
1Y
129.3%
2330
NT$1,780.00
Taiwan Semiconductor Manufacturing
7D
0.3%
1Y
58.2%

2330: Rising AI Demand Will Eventually Expose Execution And Capacity Constraints

Analysts have lifted their fair value estimate for Taiwan Semiconductor Manufacturing to US$1,462.64 from US$1,411.36, citing updated assumptions about revenue growth, profit margins, and future P/E multiples following a series of recent price target increases from major firms. Analyst Commentary Recent research on Taiwan Semiconductor Manufacturing highlights that, while many firms have updated their price targets, some commentary still flags risks around execution, valuation, and long term growth assumptions, especially as global foundry competition remains intense.
2337
NT$80.80
Macronix International
7D
-12.9%
1Y
313.3%
6770
NT$63.50
Powerchip Semiconductor Manufacturing
7D
-8.6%
1Y
260.8%
6515
NT$4,510.00
WinWay Technology
7D
15.5%
1Y
269.7%
2344
NT$97.80
Winbond Electronics
7D
-23.9%
1Y
581.5%
7822
NT$1,340.00
V5 Technologies
7D
38.3%
1Y
n/a
7856
NT$2,035.00
Hermes Testing Solutions
7D
26.4%
1Y
n/a
3576
NT$15.90
United Renewable Energy
7D
42.0%
1Y
60.4%