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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedDec 08, 2022
DataAggregated Company Financials
Companies270
  • 7D-2.5%
  • 3M1.4%
  • 1Y-26.8%
  • YTD-29.4%

Over the last 7 days, the Semiconductors industry has dropped 1.4%, driven by Taiwan Semiconductor Manufacturing declining 2.4%. In contrast, Silergy has gained 14%. The industry has fallen 26% in the last year. Looking forward, earnings are forecast to grow by 4.1% annually.

Industry Valuation and Performance

Has the Taiwanese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Dec 2022NT$18.7tNT$6.0tNT$1.6t11.9x12x3.1x
Sat, 05 Nov 2022NT$15.5tNT$6.0tNT$1.6t10.8x9.9x2.6x
Mon, 03 Oct 2022NT$16.4tNT$5.8tNT$1.4t10.7x11.3x2.8x
Wed, 31 Aug 2022NT$19.2tNT$5.8tNT$1.4t13.3x13.3x3.3x
Fri, 29 Jul 2022NT$19.2tNT$5.7tNT$1.4t12.3x13.6x3.4x
Sun, 26 Jun 2022NT$19.2tNT$5.5tNT$1.3t13.1x14.7x3.5x
Tue, 24 May 2022NT$21.3tNT$5.5tNT$1.3t14.7x16.3x3.9x
Thu, 21 Apr 2022NT$22.5tNT$5.3tNT$1.2t16.5x18x4.2x
Sat, 19 Mar 2022NT$23.6tNT$5.2tNT$1.2t18.9x20.2x4.6x
Mon, 14 Feb 2022NT$26.1tNT$5.1tNT$1.1t21.2x22.8x5.1x
Wed, 12 Jan 2022NT$26.1tNT$4.9tNT$1.1t21.1x24.6x5.3x
Fri, 10 Dec 2021NT$25.3tNT$4.9tNT$1.1t21.6x23.9x5.2x
Sun, 07 Nov 2021NT$24.4tNT$4.8tNT$1.0t21x23.6x5.1x
Tue, 05 Oct 2021NT$22.9tNT$4.6tNT$952.4b18.6x24x4.9x
Thu, 02 Sep 2021NT$24.6tNT$4.6tNT$952.4b21.5x25.8x5.3x
Sat, 31 Jul 2021NT$23.8tNT$4.6tNT$952.4b22.7x25x5.1x
Tue, 04 May 2021NT$24.4tNT$4.3tNT$871.5b24.9x28x5.6x
Fri, 05 Feb 2021NT$22.2tNT$4.1tNT$775.1b23.2x28.7x5.5x
Mon, 09 Nov 2020NT$16.3tNT$3.8tNT$712.2b21.1x22.8x4.2x
Sun, 02 Aug 2020NT$16.2tNT$3.7tNT$651.3b22.3x24.9x4.4x
Wed, 06 May 2020NT$11.8tNT$3.5tNT$575.1b18.7x20.6x3.3x
Sat, 08 Feb 2020NT$12.3tNT$3.4tNT$511.4b20.1x24x3.6x
Price to Earnings Ratio

25.1x


Total Market Cap: NT$12.8tTotal Earnings: NT$511.5bTotal Revenue: NT$3.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 21.8x20212022
Current Industry PE
  • Investors are pessimistic on the Taiwanese Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 12.1x which is lower than its 3-year average PE of 21.8x.
  • The 3-year average PS ratio of 4.3x is higher than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 45% per year over the last three years.
  • Revenues for these companies have grown 21% 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-1.51%
Tech-1.96%
Semiconductors-2.51%
Semiconductor Equipment-0.60%
Semiconductors-2.58%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry even though it's trading below its 3-year average PE ratio of 19.9x.
    • Analysts are expecting annual earnings growth of 7.5%, which is lower than the prior year's growth of 26.7% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 21.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 7.5% over the next 5 years.
  • However this is lower than its past earnings growth rate of 27% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 4.0% 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
6415 SilergyNT$483.507.4%
+NT$12.8b
-55.9%PE28.2x
3711 ASE Technology HoldingNT$99.001.9%
+NT$7.7b
-7.5%PE5.5x
3034 Novatek MicroelectronicsNT$305.002.2%
+NT$4.0b
-41.2%PE5.3x
5347 Vanguard International SemiconductorNT$83.301.2%
+NT$1.6b
-47.6%PE8.3x
3443 Global UnichipNT$742.001.5%
+NT$1.5b
29.5%PE34.5x
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Latest News

2330

NT$475.00

Taiwan Semiconductor Manufacturing

7D

-3.1%

1Y

-21.1%

2303

NT$43.65

United Microelectronics

7D

-4.7%

1Y

-34.4%

8299

NT$303.00

Phison Electronics

7D

-7.2%

1Y

-36.2%

6415

NT$483.50

Silergy

7D

7.4%

1Y

-55.9%

3680

NT$259.50

Gudeng Precision Industrial

7D

6.1%

1Y

-18.3%

2454

NT$716.00

MediaTek

7D

-2.3%

1Y

-34.6%

2338

NT$92.60

Taiwan Mask

7D

6.6%

1Y

-17.3%

3661

NT$858.00

Alchip Technologies

7D

-7.4%

1Y

-13.4%

3443

NT$742.00

Global Unichip

7D

1.5%

1Y

29.5%

6789

NT$228.00

VisEra Technologies

7D

-4.8%

1Y

-55.1%

2408

NT$53.50

Nanya Technology

7D

-5.8%

1Y

-30.4%

2379

NT$297.50

Realtek Semiconductor

7D

-6.2%

1Y

-47.3%

3711

NT$99.00

ASE Technology Holding

7D

1.9%

1Y

-7.5%