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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies300
  • 7D5.6%
  • 3M40.7%
  • 1Y87.4%
  • YTD27.1%

The Semiconductors industry is up 5.6% in the last week, with Taiwan Semiconductor Manufacturing up 4.5%. This means that the industry has gained 87% 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
Mon, 02 Mar 2026NT$68.6tNT$7.6tNT$2.1t36.4x32.8x9x
Wed, 28 Jan 2026NT$61.8tNT$7.5tNT$2.1t35.4x29.7x8.2x
Fri, 26 Dec 2025NT$50.9tNT$7.3tNT$1.9t29x26.5x7x
Sun, 23 Nov 2025NT$46.4tNT$7.3tNT$1.9t27.4x24.2x6.3x
Tue, 21 Oct 2025NT$48.3tNT$7.3tNT$1.9t32.7x25.3x6.6x
Thu, 18 Sep 2025NT$43.4tNT$7.1tNT$1.8t31.7x24.4x6.1x
Sat, 16 Aug 2025NT$40.2tNT$7.1tNT$1.8t28.6x22.5x5.7x
Mon, 14 Jul 2025NT$38.0tNT$6.8tNT$1.7t24.3x22.6x5.6x
Wed, 11 Jun 2025NT$36.3tNT$6.8tNT$1.7t25x21.6x5.4x
Fri, 09 May 2025NT$32.4tNT$6.7tNT$1.7t23.5x19.3x4.8x
Sun, 06 Apr 2025NT$33.7tNT$6.4tNT$1.5t25.3x21.8x5.3x
Tue, 04 Mar 2025NT$36.4tNT$6.4tNT$1.5t29x23.6x5.7x
Thu, 30 Jan 2025NT$39.4tNT$6.4tNT$1.5t29.1x25.5x6.2x
Sat, 28 Dec 2024NT$38.3tNT$6.1tNT$1.4t29.1x27.2x6.2x
Mon, 25 Nov 2024NT$36.6tNT$6.1tNT$1.4t31.2x26x6x
Wed, 23 Oct 2024NT$37.8tNT$6.0tNT$1.4t32.1x27x6.3x
Fri, 20 Sep 2024NT$34.2tNT$5.8tNT$1.3t30.2x26.6x5.9x
Sun, 18 Aug 2024NT$34.8tNT$5.8tNT$1.3t29.4x27.1x6x
Tue, 16 Jul 2024NT$37.6tNT$5.5tNT$1.2t31.8x31.2x6.8x
Thu, 13 Jun 2024NT$32.9tNT$5.5tNT$1.2t30.9x27.3x5.9x
Sat, 11 May 2024NT$30.0tNT$5.5tNT$1.2t30.5x25.1x5.5x
Mon, 08 Apr 2024NT$29.9tNT$5.4tNT$1.2t31.2x25.7x5.6x
Wed, 06 Mar 2024NT$28.6tNT$5.3tNT$1.2t29.6x24.6x5.4x
Fri, 02 Feb 2024NT$25.1tNT$5.3tNT$1.2t27.3x21.4x4.7x
Sun, 31 Dec 2023NT$24.4tNT$5.4tNT$1.2t26.8x19.7x4.6x
Tue, 28 Nov 2023NT$23.1tNT$5.4tNT$1.2t25.7x18.6x4.3x
Thu, 26 Oct 2023NT$21.8tNT$5.5tNT$1.3t22.6x16.8x4x
Sat, 23 Sep 2023NT$21.0tNT$5.6tNT$1.4t22.4x15.3x3.8x
Mon, 21 Aug 2023NT$20.9tNT$5.6tNT$1.4t21.7x15.2x3.7x
Wed, 19 Jul 2023NT$22.6tNT$5.9tNT$1.5t19.4x14.9x3.9x
Fri, 16 Jun 2023NT$23.2tNT$5.9tNT$1.5t19.8x15.2x3.9x
Sun, 14 May 2023NT$19.8tNT$5.9tNT$1.6t16.7x12.7x3.3x
Tue, 11 Apr 2023NT$21.2tNT$6.1tNT$1.6t16.2x13.1x3.5x
Thu, 09 Mar 2023NT$20.9tNT$6.1tNT$1.6t14.5x12.9x3.4x
Price to Earnings Ratio

12.9x


Total Market Cap: NT$20.9tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23.2x202420252026
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 32.8x which is higher than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 5.4x is lower than the industry's current PS ratio of 9.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 8.9% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market5.21%
Tech6.19%
Semiconductors5.62%
Semiconductor Equipment8.66%
Semiconductors5.49%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 38.3%, which is higher than its past year's earnings growth of 15.3% 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 23.6x.
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 15% 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$1.99k4.5%
+NT$2.2t		94.6%PE30x
2454 MediaTekNT$1.91k6.1%
+NT$175.5b		29.6%PE28.9x
3711 ASE Technology HoldingNT$371.006.3%
+NT$96.0b		124.2%PE39.8x
2344 Winbond ElectronicsNT$124.508.3%
+NT$42.8b		565.8%PE141.4x
3443 Global UnichipNT$2.65k11.8%
+NT$37.5b		100.8%PE94.2x

Latest News

2454
NT$1,905.00
MediaTek
7D
6.1%
1Y
29.6%
6176
NT$110.00
Radiant Opto-Electronics
7D
-17.6%
1Y
-43.7%
2330
NT$1,985.00
Taiwan Semiconductor Manufacturing
7D
4.5%
1Y
94.6%
6770
NT$74.90
Powerchip Semiconductor Manufacturing
7D
11.8%
1Y
325.6%
5274
NT$9,530.00
ASPEED Technology
7D
-2.3%
1Y
173.9%
7822
NT$1,315.00
V5 Technologies
7D
-16.5%
1Y
n/a
3711
NT$371.00
ASE Technology Holding
7D
6.3%
1Y
124.2%

3711: Future Returns Will Depend On Sustained Margins Supporting Elevated P/E

Analysts have nudged their price target for ASE Technology Holding higher to NT$341.97, reflecting slightly lower assumed discount rates and steady expectations for revenue growth, profit margins, and future P/E. Valuation Changes Fair Value: NT$341.97 remains unchanged, indicating no adjustment to the central value estimate.
2344
NT$124.50
Winbond Electronics
7D
8.3%
1Y
565.8%
3529
NT$2,575.00
eMemory Technology
7D
18.1%
1Y
-10.7%

3529: Higher Margin Outlook Will Support Long-Term Upside Despite Lower Future P/E

Analysts have raised their fair value estimate for eMemory Technology from NT$2,435 to NT$2,500, citing updated assumptions that combine a slightly lower discount rate and revenue growth outlook with a higher expected profit margin and a reduced future P/E multiple. Valuation Changes Fair Value: NT$2,435 to NT$2,500, a modest upward adjustment to the estimated intrinsic value.
2408
NT$285.00
Nanya Technology
7D
-1.4%
1Y
655.0%

2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential

Analysts have raised their fair value estimate for Nanya Technology from NT$75.00 to NT$400.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: updated from NT$75.00 to NT$400.00, representing a very large upward revision in the valuation output.
6789
NT$376.00
VisEra Technologies
7D
32.4%
1Y
35.3%
7769
NT$4,375.00
Hon. Precision
7D
-0.6%
1Y
372.0%
3443
NT$2,650.00
Global Unichip
7D
11.8%
1Y
100.8%
3653
NT$3,055.00
Jentech Precision Industrial
7D
-0.8%
1Y
140.6%
6415
NT$273.50
Silergy
7D
-3.9%
1Y
-39.2%
3532
NT$135.50
Formosa Sumco Technology
7D
-5.6%
1Y
47.9%