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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies292
  • 7D2.9%
  • 3M20.4%
  • 1Y27.7%
  • YTD16.0%

In the last week, the Semiconductors industry is up 5.4%, with Taiwan Semiconductor Manufacturing up 3.3%. In the same time, Jentech Precision Industrial was down 6.8%. This means that the industry has gained 28% over the past year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 04 Feb 2023NT$21.1tNT$6.2tNT$1.7t12.8x12.5x3.4x
Mon, 02 Jan 2023NT$17.6tNT$6.0tNT$1.6t11x11.3x2.9x
Wed, 30 Nov 2022NT$19.0tNT$6.0tNT$1.6t12.3x12.2x3.2x
Fri, 28 Oct 2022NT$15.4tNT$6.0tNT$1.6t10.2x9.8x2.6x
Sun, 25 Sep 2022NT$17.6tNT$5.8tNT$1.4t12x12.2x3x
Price to Earnings Ratio

12.2x


Total Market Cap: NT$17.6tTotal Earnings: NT$1.4tTotal Revenue: NT$5.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 20.8x202320242025
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 24.6x which is higher than its 3-year average PE of 20.8x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 6.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 7.2% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market0.78%
Tech1.73%
Semiconductors2.86%
Semiconductors2.89%
Semiconductor Equipment2.13%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 20.4x.
    • Analysts are expecting annual earnings growth of 29.1%, which is higher than its past year's earnings growth of 11.0% 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 21.3x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 15% 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$1.28k3.2%
+NT$1.0t		33.3%PE23x
2408 Nanya TechnologyNT$79.6040.9%
+NT$71.6b		75.9%PS7.6x
6488 GlobalWafersNT$490.5033.7%
+NT$59.0b		6.1%PE35.7x
2454 MediaTekNT$1.51k1.7%
+NT$39.8b		34.4%PE22.6x
2344 Winbond ElectronicsNT$32.3029.2%
+NT$32.9b		58.3%PS1.8x

Latest News

6770
NT$22.40
Powerchip Semiconductor Manufacturing
7D
30.2%
1Y
8.7%
2344
NT$32.30
Winbond Electronics
7D
29.2%
1Y
58.3%
2408
NT$79.60
Nanya Technology
7D
40.9%
1Y
75.9%
8299
NT$688.00
Phison Electronics
7D
13.7%
1Y
43.8%
6488
NT$490.50
GlobalWafers
7D
33.7%
1Y
6.1%
2330
NT$1,280.00
Taiwan Semiconductor Manufacturing
7D
3.2%
1Y
33.3%
3661
NT$3,700.00
Alchip Technologies
7D
-5.7%
1Y
56.4%
2454
NT$1,505.00
MediaTek
7D
1.7%
1Y
34.4%

Edge AI SoCs And 5G Connectivity Will Transform Markets

With no major changes in key valuation metrics such as the discount rate and future P/E, MediaTek’s consensus analyst price target remained stable at NT$1645. What's in the News MediaTek forecasts Q3 2025 revenue between TWD 130.1-140 billion, representing a 7% to 13% sequential decline but a year-over-year range from -1% to +6%; in USD, revenue is expected at $4.49-4.83 billion, down 1% to 8% sequentially and up 10% to 18% year-over-year.
6291
NT$161.50
Analog Integrations
7D
-17.6%
1Y
34.6%
6196
NT$255.00
Marketech International
7D
-6.9%
1Y
66.1%
3653
NT$2,405.00
Jentech Precision Industrial
7D
-2.0%
1Y
70.6%
3563
NT$552.00
Machvision
7D
-8.6%
1Y
54.2%
3443
NT$1,310.00
Global Unichip
7D
-5.8%
1Y
28.4%
6826
NT$461.00
Taiwan Puritic
7D
-10.1%
1Y
191.6%
3529
NT$2,090.00
eMemory Technology
7D
-9.1%
1Y
-7.7%
3711
NT$170.50
ASE Technology Holding
7D
2.4%
1Y
12.2%