Narrative Update • Apr 24

In the last week, the Semiconductor Equipment industry is up 7.0%, with Hon. Precision up 18%. In the last 12 months, the industry was up 293%. Looking forward, earnings are forecast to grow by 38% annually.
Has the Taiwanese Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 08 May 2026 | NT$4.4t | NT$550.1b | NT$55.1b | 69.6x | 79.3x | 7.9x |
| Sun, 05 Apr 2026 | NT$3.1t | NT$546.9b | NT$54.8b | 48.4x | 56.4x | 5.7x |
| Tue, 03 Mar 2026 | NT$3.0t | NT$535.4b | NT$47.2b | 35.7x | 62.8x | 5.5x |
| Thu, 29 Jan 2026 | NT$2.6t | NT$531.1b | NT$45.7b | 33.5x | 55.8x | 4.8x |
| Sat, 27 Dec 2025 | NT$2.1t | NT$531.3b | NT$45.8b | 33.7x | 46.4x | 4x |
| Mon, 24 Nov 2025 | NT$1.7t | NT$530.8b | NT$45.6b | 29.2x | 36.5x | 3.1x |
| Wed, 22 Oct 2025 | NT$1.8t | NT$524.8b | NT$41.9b | 35.5x | 42.8x | 3.4x |
| Fri, 19 Sep 2025 | NT$1.7t | NT$522.5b | NT$41.9b | 35.7x | 40.2x | 3.2x |
| Sun, 17 Aug 2025 | NT$1.4t | NT$522.8b | NT$42.3b | 29x | 34.1x | 2.8x |
| Tue, 15 Jul 2025 | NT$1.3t | NT$510.6b | NT$46.0b | 25x | 28x | 2.5x |
| Thu, 12 Jun 2025 | NT$1.2t | NT$510.7b | NT$46.0b | 25.2x | 26.5x | 2.4x |
| Sat, 10 May 2025 | NT$1.1t | NT$502.4b | NT$45.3b | 23.3x | 23.7x | 2.1x |
| Mon, 07 Apr 2025 | NT$1.1t | NT$496.6b | NT$46.5b | 24.7x | 24.4x | 2.3x |
| Wed, 05 Mar 2025 | NT$1.2t | NT$481.1b | NT$45.1b | 27x | 27.5x | 2.6x |
| Fri, 31 Jan 2025 | NT$1.3t | NT$479.4b | NT$48.7b | 27.8x | 26.6x | 2.7x |
| Sun, 29 Dec 2024 | NT$1.3t | NT$477.0b | NT$48.4b | 26.7x | 27.3x | 2.8x |
| Tue, 26 Nov 2024 | NT$1.4t | NT$477.0b | NT$48.4b | 29.7x | 29.4x | 3x |
| Thu, 24 Oct 2024 | NT$1.3t | NT$456.1b | NT$48.9b | 31.1x | 25.7x | 2.8x |
| Sat, 21 Sep 2024 | NT$1.3t | NT$455.8b | NT$48.8b | 31.6x | 25.8x | 2.8x |
| Mon, 19 Aug 2024 | NT$1.2t | NT$455.7b | NT$49.1b | 30.3x | 24.4x | 2.6x |
| Wed, 17 Jul 2024 | NT$1.3t | NT$450.7b | NT$50.9b | 30.7x | 25.6x | 2.9x |
| Fri, 14 Jun 2024 | NT$1.2t | NT$448.7b | NT$50.5b | 29.9x | 23.6x | 2.7x |
| Sun, 12 May 2024 | NT$1.1t | NT$449.5b | NT$50.5b | 30.3x | 21.5x | 2.4x |
| Tue, 09 Apr 2024 | NT$1.1t | NT$453.0b | NT$52.2b | 28.8x | 21.3x | 2.5x |
| Thu, 07 Mar 2024 | NT$1.0t | NT$455.0b | NT$54.2b | 24.1x | 19.4x | 2.3x |
| Sat, 03 Feb 2024 | NT$977.6b | NT$459.5b | NT$56.8b | 22.6x | 17.2x | 2.1x |
| Mon, 01 Jan 2024 | NT$984.0b | NT$459.6b | NT$56.3b | 19.8x | 17.5x | 2.1x |
| Wed, 29 Nov 2023 | NT$954.0b | NT$459.5b | NT$56.3b | 20x | 16.9x | 2.1x |
| Fri, 27 Oct 2023 | NT$847.7b | NT$477.6b | NT$63.1b | 17x | 13.4x | 1.8x |
| Sun, 24 Sep 2023 | NT$871.0b | NT$477.6b | NT$63.1b | 17.5x | 13.8x | 1.8x |
| Tue, 22 Aug 2023 | NT$765.9b | NT$440.4b | NT$58.7b | 15x | 13x | 1.7x |
| Thu, 20 Jul 2023 | NT$835.4b | NT$444.6b | NT$58.4b | 14.1x | 14.3x | 1.9x |
| Sat, 17 Jun 2023 | NT$835.0b | NT$444.8b | NT$58.3b | 15.8x | 14.3x | 1.9x |
| Mon, 15 May 2023 | NT$748.7b | NT$443.1b | NT$58.5b | 11.9x | 12.8x | 1.7x |
12.8x
How does Taiwanese Semiconductor Equipment compare with similar industries?
| TW Market | 4.79% | |
| Tech | 5.99% | |
| Semiconductors | 6.02% | |
| Semiconductor Equipment | 6.97% | |
| Semiconductors | 5.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7769 Hon. Precision | NT$5.84k | 18.0% +NT$160.1b | 612.5% | PE84.9x | |
| 6488 GlobalWafers | NT$793.00 | 36.7% +NT$101.8b | 159.2% | PE51.9x | |
| 3532 Formosa Sumco Technology | NT$263.00 | 39.2% +NT$28.7b | 233.8% | PE166x | |
| 5483 Sino-American Silicon Products | NT$152.00 | 13.4% +NT$11.1b | 40.7% | PE22.7x | |
| 6223 MPI | NT$5.03k | 2.1% +NT$10.3b | 653.0% | PE155x |