Narrative Update • Sep 18

Over the last 7 days, the Semiconductor Equipment industry has risen 2.9%, driven by gains from Hon. Precision of 3.6%. In the same time, Hermes Testing Solutions was down 12%. This means that the industry has gained 179% over the past year. Earnings are forecast to grow by 49% annually.
Has the Taiwanese Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 21 Sep 2026 | NT$5.1t | NT$620.0b | NT$79.9b | 45.5x | 64.1x | 8.3x |
| Wed, 19 Aug 2026 | NT$4.9t | NT$610.3b | NT$77.2b | 43.9x | 63.8x | 8.1x |
| Fri, 17 Jul 2026 | NT$5.3t | NT$571.5b | NT$61.3b | 59.9x | 86.2x | 9.2x |
| Sun, 14 Jun 2026 | NT$5.0t | NT$569.8b | NT$60.9b | 60x | 82.6x | 8.8x |
| Tue, 12 May 2026 | NT$4.6t | NT$558.5b | NT$55.8b | 66.8x | 82.2x | 8.2x |
| Thu, 09 Apr 2026 | NT$3.4t | NT$546.9b | NT$54.8b | 52.2x | 62.7x | 6.3x |
| Sat, 07 Mar 2026 | NT$2.8t | NT$535.6b | NT$47.6b | 36.7x | 59.5x | 5.3x |
| Mon, 02 Feb 2026 | NT$2.5t | NT$531.4b | NT$45.9b | 32.9x | 54.4x | 4.7x |
| Wed, 31 Dec 2025 | NT$2.2t | NT$531.3b | NT$45.7b | 35.3x | 47x | 4x |
| Fri, 28 Nov 2025 | NT$1.9t | NT$530.7b | NT$45.5b | 32.6x | 40.9x | 3.5x |
| Sun, 26 Oct 2025 | NT$1.8t | NT$524.8b | NT$41.9b | 34.2x | 42.5x | 3.4x |
| Tue, 23 Sep 2025 | NT$1.7t | NT$522.5b | NT$41.9b | 36.4x | 41x | 3.3x |
| Thu, 21 Aug 2025 | NT$1.4t | NT$523.7b | NT$41.9b | 31.7x | 34.1x | 2.7x |
| Sat, 19 Jul 2025 | NT$1.4t | NT$510.6b | NT$46.0b | 26.2x | 30.1x | 2.7x |
| Mon, 16 Jun 2025 | NT$1.2t | NT$510.7b | NT$46.0b | 24.6x | 26.1x | 2.4x |
| Wed, 14 May 2025 | NT$1.1t | NT$504.6b | NT$46.1b | 22.6x | 24.1x | 2.2x |
| Fri, 11 Apr 2025 | NT$949.3b | NT$496.6b | NT$46.5b | 19.8x | 20.4x | 1.9x |
| Sun, 09 Mar 2025 | NT$1.3t | NT$485.0b | NT$45.5b | 27.2x | 27.6x | 2.6x |
| Tue, 04 Feb 2025 | NT$1.2t | NT$479.4b | NT$48.7b | 27.3x | 24.9x | 2.5x |
| Thu, 02 Jan 2025 | NT$1.3t | NT$477.0b | NT$48.4b | 26.4x | 27.3x | 2.8x |
| Sat, 30 Nov 2024 | NT$1.4t | NT$477.0b | NT$48.4b | 28.6x | 28.3x | 2.9x |
| Mon, 28 Oct 2024 | NT$1.2t | NT$456.2b | NT$48.9b | 31.6x | 25.3x | 2.7x |
| Wed, 25 Sep 2024 | NT$1.2t | NT$455.8b | NT$48.8b | 31.1x | 25.5x | 2.7x |
| Fri, 23 Aug 2024 | NT$1.2t | NT$455.7b | NT$49.1b | 28.5x | 24.9x | 2.7x |
| Sun, 21 Jul 2024 | NT$1.2t | NT$450.7b | NT$50.9b | 29.8x | 24.6x | 2.8x |
| Tue, 18 Jun 2024 | NT$1.2t | NT$449.0b | NT$50.6b | 28.9x | 23.3x | 2.6x |
| Thu, 16 May 2024 | NT$1.1t | NT$448.7b | NT$49.9b | 30.5x | 21.5x | 2.4x |
| Sat, 13 Apr 2024 | NT$1.1t | NT$453.0b | NT$52.2b | 30.3x | 21.9x | 2.5x |
| Mon, 11 Mar 2024 | NT$1.0t | NT$454.3b | NT$54.0b | 23x | 19.4x | 2.3x |
| Wed, 07 Feb 2024 | NT$978.4b | NT$459.5b | NT$56.8b | 22.3x | 17.2x | 2.1x |
| Fri, 05 Jan 2024 | NT$958.4b | NT$459.6b | NT$56.3b | 19.6x | 17x | 2.1x |
| Sun, 03 Dec 2023 | NT$973.0b | NT$459.5b | NT$56.3b | 20.9x | 17.3x | 2.1x |
| Tue, 31 Oct 2023 | NT$861.7b | NT$477.6b | NT$63.1b | 17.1x | 13.6x | 1.8x |
| Thu, 28 Sep 2023 | NT$857.3b | NT$477.6b | NT$63.1b | 17.4x | 13.6x | 1.8x |
13.6x
How does Taiwanese Semiconductor Equipment compare with similar industries?
| TW Market | 2.64% | |
| Tech | 2.51% | |
| Semiconductors | 2.46% | |
| Semiconductor Equipment | 3.45% | |
| Semiconductors | 2.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3189 Kinsus Interconnect Technology | NT$830.00 | 4.0% +NT$16.9b | 631.3% | PE153.9x | |
| 6488 GlobalWafers | NT$932.00 | 3.6% +NT$15.3b | 82.4% | PE45.2x | |
| 3081 LandMark Optoelectronics | NT$2.89k | 5.1% +NT$14.2b | 559.8% | PE273x | |
| 3532 Formosa Sumco Technology | NT$434.00 | 4.3% +NT$7.0b | 254.3% | PE335x | |
| 2455 Visual Photonics Epitaxy | NT$572.00 | 6.9% +NT$6.8b | 241.5% | PE138.6x |