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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies300
  • 7D-3.3%
  • 3M14.4%
  • 1Y78.4%
  • YTD12.0%

Over the last 7 days, the Semiconductors industry has dropped 1.7%, driven by Taiwan Semiconductor Manufacturing declining 2.8%. Meanwhile, LandMark Optoelectronics actually outperformed within the industry, gaining 13% in the last week. This takes the industry's 12 month performance to a gain of 89%. 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, 02 Apr 2026NT$60.5tNT$7.6tNT$2.1t35.3x28.7x7.9x
Sat, 28 Feb 2026NT$68.6tNT$7.6tNT$2.1t37.4x32.8x9x
Mon, 26 Jan 2026NT$60.8tNT$7.5tNT$2.1t33.5x29.3x8.1x
Wed, 24 Dec 2025NT$50.7tNT$7.3tNT$1.9t29.5x26.4x6.9x
Fri, 21 Nov 2025NT$48.7tNT$7.3tNT$1.9t28.7x25.4x6.6x
Sun, 19 Oct 2025NT$48.3tNT$7.3tNT$1.9t32.2x25.3x6.6x
Tue, 16 Sep 2025NT$42.9tNT$7.1tNT$1.8t30.7x24.1x6.1x
Thu, 14 Aug 2025NT$40.7tNT$7.1tNT$1.8t26.6x22.7x5.8x
Sat, 12 Jul 2025NT$38.0tNT$6.8tNT$1.7t24.6x22.6x5.6x
Mon, 09 Jun 2025NT$34.8tNT$6.8tNT$1.7t24.3x20.7x5.1x
Wed, 07 May 2025NT$32.4tNT$6.7tNT$1.7t23x19.3x4.8x
Fri, 04 Apr 2025NT$33.7tNT$6.4tNT$1.5t25.3x21.8x5.3x
Sun, 02 Mar 2025NT$37.1tNT$6.4tNT$1.5t29.8x24.2x5.8x
Tue, 28 Jan 2025NT$39.4tNT$6.4tNT$1.5t29.1x25.5x6.2x
Thu, 26 Dec 2024NT$38.1tNT$6.1tNT$1.4t29.5x27.1x6.2x
Sat, 23 Nov 2024NT$36.6tNT$6.1tNT$1.4t31.2x26x6x
Mon, 21 Oct 2024NT$37.8tNT$6.0tNT$1.4t30.4x27.1x6.3x
Wed, 18 Sep 2024NT$33.9tNT$5.8tNT$1.3t29.8x26.4x5.8x
Fri, 16 Aug 2024NT$33.8tNT$5.8tNT$1.3t28.6x26.4x5.8x
Sun, 14 Jul 2024NT$37.6tNT$5.5tNT$1.2t31.8x31.2x6.8x
Tue, 11 Jun 2024NT$32.8tNT$5.5tNT$1.2t31.4x27.2x5.9x
Thu, 09 May 2024NT$30.1tNT$5.5tNT$1.2t31.1x25.2x5.5x
Sat, 06 Apr 2024NT$29.9tNT$5.4tNT$1.2t31.2x25.7x5.6x
Mon, 04 Mar 2024NT$27.4tNT$5.3tNT$1.2t29.3x23.5x5.1x
Wed, 31 Jan 2024NT$25.6tNT$5.4tNT$1.2t27.4x21.6x4.8x
Fri, 29 Dec 2023NT$24.4tNT$5.4tNT$1.2t26.6x19.7x4.6x
Sun, 26 Nov 2023NT$23.4tNT$5.4tNT$1.2t25.6x18.9x4.4x
Tue, 24 Oct 2023NT$21.7tNT$5.6tNT$1.4t22.3x15.9x3.9x
Thu, 21 Sep 2023NT$21.4tNT$5.6tNT$1.4t22.6x15.5x3.9x
Sat, 19 Aug 2023NT$20.9tNT$5.6tNT$1.4t21.6x15.2x3.7x
Mon, 17 Jul 2023NT$22.9tNT$5.9tNT$1.5t19.5x15.1x3.9x
Wed, 14 Jun 2023NT$23.2tNT$5.9tNT$1.5t19.6x15.3x4x
Fri, 12 May 2023NT$19.8tNT$6.0tNT$1.6t16.7x12.6x3.3x
Sun, 09 Apr 2023NT$21.2tNT$6.1tNT$1.6t16.2x13.1x3.5x
Price to Earnings Ratio

13.1x


Total Market Cap: NT$21.2tTotal Earnings: NT$1.6tTotal Revenue: NT$6.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 23.7x202420252026
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 29.3x which is higher than its 3-year average PE of 23.7x.
  • The 3-year average PS ratio of 5.6x is lower than the industry's current PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 9.3% per year over the last three years.
  • Revenues for these companies have grown 7.9% 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 Market-2.67%
Tech-3.11%
Semiconductors-3.27%
Semiconductor Equipment-3.10%
Semiconductors-3.28%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 26.4x.
    • Analysts are expecting annual earnings growth of 40.9%, 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 24.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 41% 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$1.86k0.5%
+NT$259.3b		96.9%PE28x
3711 ASE Technology HoldingNT$361.002.6%
+NT$39.4b		142.3%PE38.8x
6223 MPINT$3.95k5.3%
+NT$19.0b		484.3%PE117.9x
3081 LandMark OptoelectronicsNT$1.73k12.3%
+NT$17.6b		498.6%PE373.6x
7734 AblePrint TechnologyNT$2.33k27.7%
+NT$14.0b		160.2%PE70.4x

Latest News

2337
NT$127.00
Macronix International
7D
-10.6%
1Y
483.9%
6257
NT$156.00
Sigurd Microelectronics
7D
13.9%
1Y
102.6%
3661
NT$2,730.00
Alchip Technologies
7D
-13.3%
1Y
2.6%
2330
NT$1,855.00
Taiwan Semiconductor Manufacturing
7D
0.5%
1Y
96.9%

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.
2408
NT$211.00
Nanya Technology
7D
-6.8%
1Y
413.4%

2408: Future Profit Margin Assumptions Will Likely Prove Excessively Optimistic

Analysts have revised their fair value estimate for Nanya Technology from NT$150 to about NT$161.71, reflecting updated views on revenue growth, profit margins, and an adjusted future P/E outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share, targeting gross proceeds of TWD 15,673,000,000 (Key Developments).
3711
NT$361.00
ASE Technology Holding
7D
2.6%
1Y
142.3%
7734
NT$2,330.00
AblePrint Technology
7D
27.7%
1Y
160.2%
2454
NT$1,465.00
MediaTek
7D
-9.6%
1Y
2.1%

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).
2303
NT$57.40
United Microelectronics
7D
-2.9%
1Y
26.9%

2303: AI Photonics And Auto Partnerships Will Support Steady Long Term Returns

Analysts have nudged their price target for United Microelectronics higher to reflect a revised fair value estimate of NT$62.05, supported by updated assumptions on discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News HyperLight, United Microelectronics, Wavetek Microelectronics, and Jabil agreed to collaborate on deploying thin film lithium niobate photonics for hyperscale AI data center interconnects.
3105
NT$376.50
WIN Semiconductors
7D
9.3%
1Y
269.1%
2344
NT$93.10
Winbond Electronics
7D
-5.2%
1Y
397.9%
3081
NT$1,730.00
LandMark Optoelectronics
7D
12.3%
1Y
498.6%
6683
NT$1,505.00
Keystone Microtech
7D
27.5%
1Y
337.5%
6515
NT$7,290.00
WinWay Technology
7D
-13.7%
1Y
656.2%
6223
NT$3,950.00
MPI
7D
5.3%
1Y
484.3%
6770
NT$54.90
Powerchip Semiconductor Manufacturing
7D
-15.5%
1Y
246.4%