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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies284
  • 7D-0.9%
  • 3M4.1%
  • 1Y51.7%
  • YTD46.6%

Over the last 7 days, the Semiconductors industry has remained flat. The past year has been better, since the industry has gained 53% in that time. 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
Thu, 21 Nov 2024NT$36.1tNT$6.1tNT$1.4t30.5x25.6x5.9x
Sat, 19 Oct 2024NT$37.8tNT$6.0tNT$1.4t30.4x27.1x6.3x
Mon, 16 Sep 2024NT$33.9tNT$5.8tNT$1.3t30x26.4x5.8x
Wed, 14 Aug 2024NT$33.6tNT$5.8tNT$1.3t28.3x26.3x5.8x
Fri, 12 Jul 2024NT$38.9tNT$5.5tNT$1.2t32.3x32.3x7x
Sun, 09 Jun 2024NT$32.8tNT$5.5tNT$1.2t31.4x27.2x5.9x
Tue, 07 May 2024NT$29.6tNT$5.5tNT$1.2t30.8x25.1x5.4x
Thu, 04 Apr 2024NT$29.9tNT$5.4tNT$1.2t31.2x25.7x5.6x
Sat, 02 Mar 2024NT$27.4tNT$5.4tNT$1.2t29.3x23.5x5.1x
Mon, 29 Jan 2024NT$25.5tNT$5.4tNT$1.2t26.7x21.6x4.8x
Wed, 27 Dec 2023NT$23.9tNT$5.4tNT$1.2t27x19.3x4.5x
Fri, 24 Nov 2023NT$23.4tNT$5.4tNT$1.2t25.8x18.9x4.4x
Sun, 22 Oct 2023NT$22.2tNT$5.6tNT$1.4t22.2x16.2x4x
Tue, 19 Sep 2023NT$21.7tNT$5.6tNT$1.4t23.2x15.8x3.9x
Thu, 17 Aug 2023NT$21.0tNT$5.6tNT$1.4t22x15.2x3.7x
Sat, 15 Jul 2023NT$22.9tNT$5.9tNT$1.5t19.5x15.1x3.9x
Mon, 12 Jun 2023NT$22.3tNT$5.9tNT$1.5t19x14.7x3.8x
Wed, 10 May 2023NT$20.2tNT$6.0tNT$1.6t16x12.8x3.4x
Fri, 07 Apr 2023NT$21.1tNT$6.1tNT$1.6t15.5x13.1x3.5x
Sun, 05 Mar 2023NT$20.6tNT$6.1tNT$1.6t13.8x12.7x3.4x
Tue, 31 Jan 2023NT$20.9tNT$6.2tNT$1.7t12.2x12.4x3.4x
Thu, 29 Dec 2022NT$17.6tNT$6.0tNT$1.6t11.1x11.3x2.9x
Sat, 26 Nov 2022NT$19.3tNT$6.0tNT$1.6t12x12.4x3.2x
Mon, 24 Oct 2022NT$15.4tNT$6.0tNT$1.6t10.1x9.9x2.6x
Wed, 21 Sep 2022NT$18.3tNT$5.8tNT$1.4t12.4x12.7x3.2x
Fri, 19 Aug 2022NT$20.0tNT$5.8tNT$1.4t13.2x13.9x3.5x
Sun, 17 Jul 2022NT$18.7tNT$5.6tNT$1.4t11.9x13.3x3.3x
Tue, 14 Jun 2022NT$21.0tNT$5.5tNT$1.3t14.5x16.1x3.8x
Thu, 12 May 2022NT$20.9tNT$5.4tNT$1.3t14.7x16.2x3.8x
Sat, 09 Apr 2022NT$22.7tNT$5.2tNT$1.2t17.9x19.2x4.4x
Mon, 07 Mar 2022NT$24.3tNT$5.1tNT$1.2t19.6x21.1x4.8x
Wed, 02 Feb 2022NT$25.4tNT$5.0tNT$1.1t19.6x22.9x5x
Fri, 31 Dec 2021NT$26.0tNT$4.9tNT$1.1t22x24.5x5.3x
Sun, 28 Nov 2021NT$24.6tNT$4.9tNT$1.1t20.4x23.2x5x
Price to Earnings Ratio

23.2x


Total Market Cap: NT$24.6tTotal Earnings: NT$1.1tTotal Revenue: NT$4.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 18.7x202220232024
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 26.0x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 4.4x is lower than the industry's current PS ratio of 6.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 9.9% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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-0.79%
Tech-1.42%
Semiconductors-0.94%
Semiconductor Equipment0.22%
Semiconductors-0.99%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 32.9%, which is higher than its past year's earnings growth of 0.6% 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 18.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings growth rate of 0.6% 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
2454 MediaTekNT$1.27k2.4%
+NT$47.8b
36.0%PE18.6x
7769 Hon. PrecisionNT$1.35k21.7%
+NT$38.8b
n/aPE67.6x
5347 Vanguard International SemiconductorNT$89.90-2.7%
NT$13.9b
10.9%PE21.8x
2379 Realtek SemiconductorNT$500.002.7%
+NT$6.7b
15.3%PE18.2x
8299 Phison ElectronicsNT$446.507.5%
+NT$6.4b
-5.0%PE12x
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Latest News

5347

NT$89.90

Vanguard International Semiconductor

7D

-2.7%

1Y

10.9%

2379

NT$500.00

Realtek Semiconductor

7D

2.7%

1Y

15.3%

7734

NT$1,765.00

AblePrint Technology

7D

9.6%

1Y

n/a

3374

NT$192.50

Xintec

7D

-9.0%

1Y

44.2%

6223

NT$745.00

MPI

7D

-8.5%

1Y

229.6%

3653

NT$1,415.00

Jentech Precision Industrial

7D

-8.7%

1Y

134.7%

6488

NT$424.00

GlobalWafers

7D

-3.6%

1Y

-19.2%

8299

NT$446.50

Phison Electronics

7D

7.5%

1Y

-5.0%

3034

NT$483.50

Novatek Microelectronics

7D

1.0%

1Y

-2.5%

3227

NT$203.00

PixArt Imaging

7D

-10.2%

1Y

24.9%