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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies297
  • 7D4.3%
  • 3M24.2%
  • 1Y52.3%
  • YTD11.5%

In the last week, the Semiconductors industry is up 4.3%, with Taiwan Semiconductor Manufacturing up 1.7%. This means that the industry has gained 52% 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
Fri, 23 Jan 2026NT$60.2tNT$7.5tNT$2.1t33.7x29x8x
Sun, 21 Dec 2025NT$49.0tNT$7.3tNT$1.9t29.1x25.5x6.7x
Tue, 18 Nov 2025NT$48.6tNT$7.3tNT$1.9t29.1x25.3x6.6x
Thu, 16 Oct 2025NT$48.5tNT$7.1tNT$1.8t32.4x27.2x6.9x
Sat, 13 Sep 2025NT$43.0tNT$7.1tNT$1.8t31.4x24.2x6.1x
Mon, 11 Aug 2025NT$39.9tNT$7.1tNT$1.8t25.8x22.1x5.7x
Wed, 09 Jul 2025NT$37.1tNT$6.8tNT$1.7t25x22.1x5.5x
Fri, 06 Jun 2025NT$34.8tNT$6.7tNT$1.7t24.3x20.7x5.2x
Sun, 04 May 2025NT$33.3tNT$6.7tNT$1.7t23.5x19.8x5x
Tue, 01 Apr 2025NT$32.6tNT$6.4tNT$1.5t24.7x21x5.1x
Thu, 27 Feb 2025NT$37.8tNT$6.4tNT$1.5t30.6x24.6x5.9x
Sat, 25 Jan 2025NT$39.4tNT$6.4tNT$1.5t29.1x25.5x6.2x
Mon, 23 Dec 2024NT$36.6tNT$6.1tNT$1.4t29.2x26x6x
Wed, 20 Nov 2024NT$36.5tNT$6.1tNT$1.4t30.8x26x6x
Fri, 18 Oct 2024NT$36.6tNT$5.8tNT$1.3t31x28.5x6.3x
Sun, 15 Sep 2024NT$33.9tNT$5.8tNT$1.3t30x26.4x5.8x
Tue, 13 Aug 2024NT$33.6tNT$5.8tNT$1.3t28.1x26.3x5.8x
Thu, 11 Jul 2024NT$37.9tNT$5.5tNT$1.2t32.4x31.4x6.9x
Sat, 08 Jun 2024NT$32.8tNT$5.5tNT$1.2t31.4x27.2x5.9x
Mon, 06 May 2024NT$29.5tNT$5.5tNT$1.2t30.6x25x5.4x
Wed, 03 Apr 2024NT$30.2tNT$5.4tNT$1.2t31.2x25.9x5.6x
Fri, 01 Mar 2024NT$27.5tNT$5.4tNT$1.2t29.3x23.5x5.1x
Sun, 28 Jan 2024NT$25.5tNT$5.4tNT$1.2t26.7x21.6x4.8x
Tue, 26 Dec 2023NT$23.9tNT$5.4tNT$1.2t26.5x19.3x4.5x
Thu, 23 Nov 2023NT$23.4tNT$5.4tNT$1.2t26x18.9x4.4x
Sat, 21 Oct 2023NT$22.2tNT$5.6tNT$1.4t22.2x16.2x4x
Mon, 18 Sep 2023NT$22.2tNT$5.6tNT$1.4t23x16.1x4x
Wed, 16 Aug 2023NT$21.0tNT$5.6tNT$1.4t21.5x15.2x3.7x
Fri, 14 Jul 2023NT$22.6tNT$5.9tNT$1.5t19.2x14.9x3.9x
Sun, 11 Jun 2023NT$22.3tNT$5.9tNT$1.5t19x14.7x3.8x
Tue, 09 May 2023NT$20.1tNT$6.0tNT$1.6t16.5x12.8x3.4x
Thu, 06 Apr 2023NT$21.3tNT$6.1tNT$1.6t15.3x13.2x3.5x
Sat, 04 Mar 2023NT$20.6tNT$6.1tNT$1.6t13.8x12.7x3.4x
Mon, 30 Jan 2023NT$19.5tNT$6.2tNT$1.7t11.9x11.6x3.2x
Price to Earnings Ratio

11.6x


Total Market Cap: NT$19.5tTotal Earnings: NT$1.7tTotal Revenue: NT$6.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 22.5x202420252026
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 29.0x which is higher than its 3-year average PE of 22.5x.
  • 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 7.3% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market2.98%
Tech4.06%
Semiconductors4.27%
Semiconductor Equipment5.37%
Semiconductors4.22%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 23.8x.
    • Analysts are expecting annual earnings growth of 35.1%, 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 23.0x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 35% 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 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$1.77k1.7%
+NT$778.0b		55.9%PE26.7x
2454 MediaTekNT$1.63k8.3%
+NT$199.5b		11.3%PE24.5x
2303 United MicroelectronicsNT$64.8010.8%
+NT$79.1b		61.2%PE20.3x
2408 Nanya TechnologyNT$271.508.6%
+NT$66.6b		802.0%PE127.4x
3653 Jentech Precision IndustrialNT$2.80k16.0%
+NT$55.0b		101.8%PE80.8x

Latest News

2454
NT$1,630.00
MediaTek
7D
8.3%
1Y
11.3%
2408
NT$271.50
Nanya Technology
7D
8.6%
1Y
802.0%
2303
NT$64.80
United Microelectronics
7D
10.8%
1Y
61.2%
6488
NT$528.00
GlobalWafers
7D
10.2%
1Y
54.4%

6488: Modest Assumption Tweaks Will Sustain Cautious Overvaluation Concern

Analysts have kept their price target for GlobalWafers steady at $400.0, citing only modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that did not justify a change in headline valuation. What's in the News Board meeting scheduled for November 4, 2025, with an agenda to approve GlobalWafers Co., Ltd.'s financial statements for the third quarter ended September 30, 2025 (Key Developments).
8110
NT$75.50
Walton Advanced Engineering
7D
-5.6%
1Y
459.3%
2330
NT$1,770.00
Taiwan Semiconductor Manufacturing
7D
1.7%
1Y
55.9%

2330: AI Packaging Constraints Will Support Multi Year Upside From Surging Demand

Analysts have lifted their price targets on Taiwan Semiconductor Manufacturing, with our fair value estimate moving from US$1,804.80 to US$2,151.61. They point to stronger modeled revenue growth, slightly higher profit margins, and a modestly lower future P/E assumption supported by recent target hikes from multiple research firms.
6239
NT$246.50
Powertech Technology
7D
-6.3%
1Y
110.7%
3443
NT$2,725.00
Global Unichip
7D
8.6%
1Y
106.4%
8271
NT$112.00
Apacer Technology
7D
-13.5%
1Y
149.4%
3529
NT$1,520.00
eMemory Technology
7D
-9.3%
1Y
-55.0%

3529: Higher Margins And disciplined P/E Will Support Future Upside Potential

Analysts have reduced their fair value estimate for eMemory Technology from $2,963.33 to $2,930.83, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that result in a slightly more conservative overall outlook. Valuation Changes Fair value estimate trimmed from NT$2,963.33 to NT$2,930.83, reflecting a slightly more conservative view on the stock’s worth.
2344
NT$103.00
Winbond Electronics
7D
-3.3%
1Y
617.8%
6531
NT$466.50
AP Memory Technology
7D
-3.1%
1Y
55.0%
3653
NT$2,795.00
Jentech Precision Industrial
7D
16.0%
1Y
101.8%
7769
NT$3,730.00
Hon. Precision
7D
5.7%
1Y
228.6%
4749
NT$865.00
Advanced Echem Materials
7D
-3.0%
1Y
17.8%
3006
NT$142.00
Elite Semiconductor Microelectronics Technology
7D
-8.1%
1Y
134.3%