Narrative Update • Jun 18

In the last week, the Semiconductor Equipment industry is up 6.1%, with GlobalWafers leading the way, up 17%. This takes the industry's 12 month performance to a gain of 303%. As for the next few years, earnings are expected to grow by 45% per annum.
Has the Taiwanese Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | NT$5.4t | NT$570.8b | NT$61.1b | 65.6x | 87.9x | 9.4x |
| Wed, 20 May 2026 | NT$4.4t | NT$566.9b | NT$61.0b | 53.5x | 72.8x | 7.8x |
| Fri, 17 Apr 2026 | NT$3.8t | NT$546.9b | NT$54.8b | 55.2x | 68.7x | 6.9x |
| Sun, 15 Mar 2026 | NT$2.9t | NT$542.4b | NT$52.9b | 41.1x | 54.7x | 5.3x |
| Tue, 10 Feb 2026 | NT$2.6t | NT$531.4b | NT$45.9b | 34.4x | 56.9x | 4.9x |
| Thu, 08 Jan 2026 | NT$2.2t | NT$531.3b | NT$45.7b | 35.1x | 48.9x | 4.2x |
| Sat, 06 Dec 2025 | NT$2.0t | NT$530.9b | NT$45.6b | 32.3x | 43x | 3.7x |
| Mon, 03 Nov 2025 | NT$1.9t | NT$527.2b | NT$42.2b | 35.8x | 44.8x | 3.6x |
| Wed, 01 Oct 2025 | NT$1.7t | NT$522.5b | NT$41.9b | 35x | 39.7x | 3.2x |
| Fri, 29 Aug 2025 | NT$1.5t | NT$523.8b | NT$41.9b | 34x | 36.7x | 2.9x |
| Sun, 27 Jul 2025 | NT$1.4t | NT$511.3b | NT$46.0b | 26.4x | 30.2x | 2.7x |
| Tue, 24 Jun 2025 | NT$1.2t | NT$510.7b | NT$46.0b | 25.8x | 26.8x | 2.4x |
| Thu, 22 May 2025 | NT$1.1t | NT$507.2b | NT$44.4b | 25.5x | 25.9x | 2.3x |
| Sat, 19 Apr 2025 | NT$983.8b | NT$496.6b | NT$46.5b | 20.5x | 21.1x | 2x |
| Mon, 17 Mar 2025 | NT$1.2t | NT$490.2b | NT$44.0b | 26.1x | 27.7x | 2.5x |
| Wed, 12 Feb 2025 | NT$1.2t | NT$479.4b | NT$48.7b | 27.5x | 25.1x | 2.6x |
| Fri, 10 Jan 2025 | NT$1.3t | NT$479.4b | NT$48.7b | 26.6x | 27x | 2.7x |
| Sun, 08 Dec 2024 | NT$1.4t | NT$477.0b | NT$48.4b | 28.5x | 29.5x | 3x |
| Tue, 05 Nov 2024 | NT$1.3t | NT$468.7b | NT$52.2b | 30.3x | 25.7x | 2.9x |
| Thu, 03 Oct 2024 | NT$1.2t | NT$455.8b | NT$48.8b | 30.1x | 25.4x | 2.7x |
| Sat, 31 Aug 2024 | NT$1.3t | NT$455.8b | NT$48.8b | 31.8x | 26.1x | 2.8x |
| Mon, 29 Jul 2024 | NT$1.2t | NT$450.7b | NT$50.9b | 28x | 23.6x | 2.7x |
| Wed, 26 Jun 2024 | NT$1.2t | NT$449.8b | NT$50.7b | 30.4x | 23.5x | 2.7x |
| Fri, 24 May 2024 | NT$1.1t | NT$448.7b | NT$50.5b | 29.6x | 22.3x | 2.5x |
| Sun, 21 Apr 2024 | NT$1.1t | NT$453.8b | NT$52.3b | 29.2x | 20.6x | 2.4x |
| Tue, 19 Mar 2024 | NT$1.1t | NT$454.1b | NT$53.6b | 24x | 19.8x | 2.3x |
| Thu, 15 Feb 2024 | NT$978.4b | NT$459.3b | NT$56.6b | 22.3x | 17.3x | 2.1x |
| Sat, 13 Jan 2024 | NT$972.7b | NT$461.5b | NT$56.6b | 20.4x | 17.2x | 2.1x |
| Mon, 11 Dec 2023 | NT$965.8b | NT$459.5b | NT$56.3b | 20x | 17.1x | 2.1x |
| Wed, 08 Nov 2023 | NT$900.8b | NT$470.0b | NT$60.4b | 17.6x | 14.9x | 1.9x |
| Fri, 06 Oct 2023 | NT$877.2b | NT$477.6b | NT$63.1b | 17.4x | 13.9x | 1.8x |
| Sun, 03 Sep 2023 | NT$786.3b | NT$440.2b | NT$59.2b | 16.1x | 13.3x | 1.8x |
| Tue, 01 Aug 2023 | NT$837.9b | NT$443.1b | NT$58.0b | 15.3x | 14.5x | 1.9x |
| Thu, 29 Jun 2023 | NT$815.5b | NT$444.5b | NT$58.1b | 15.4x | 14x | 1.8x |
14x
How does Taiwanese Semiconductor Equipment compare with similar industries?
| TW Market | 5.27% | |
| Tech | 5.45% | |
| Semiconductors | 5.51% | |
| Semiconductor Equipment | 6.11% | |
| Semiconductors | 5.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6488 GlobalWafers | NT$1.11k | 16.8% +NT$76.5b | 292.2% | PE68.5x | |
| 3189 Kinsus Interconnect Technology | NT$796.00 | 20.6% +NT$71.7b | 857.9% | PE224.4x | |
| 7734 AblePrint Technology | NT$3.62k | 23.4% +NT$19.0b | 312.9% | PE91.2x | |
| 7856 Hermes Testing Solutions | NT$4.17k | 18.2% +NT$17.4b | n/a | PE421.8x | |
| 6182 Wafer Works | NT$120.00 | 22.8% +NT$12.8b | 483.9% | PE2817.8x |