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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies226
  • 7D-2.4%
  • 3M14.1%
  • 1Y81.3%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 2.4%, driven by Taiwan Semiconductor Manufacturing declining 1.6%. Over the past 12 months, the industry was up 81%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Apr 2026NT$59.2tNT$7.1tNT$2.1t32.3x28.8x8.4x
Sun, 01 Mar 2026NT$65.7tNT$7.1tNT$2.0t37.4x32.1x9.3x
Tue, 27 Jan 2026NT$58.4tNT$7.0tNT$2.0t34.6x28.7x8.3x
Thu, 25 Dec 2025NT$48.9tNT$6.8tNT$1.9t29x26.1x7.2x
Sat, 22 Nov 2025NT$44.7tNT$6.8tNT$1.9t27x23.9x6.6x
Mon, 20 Oct 2025NT$46.6tNT$6.8tNT$1.9t29.1x25x6.9x
Wed, 17 Sep 2025NT$42.1tNT$6.5tNT$1.7t29.1x24.3x6.4x
Fri, 15 Aug 2025NT$38.7tNT$6.5tNT$1.7t26.6x22.2x5.9x
Sun, 13 Jul 2025NT$36.7tNT$6.2tNT$1.6t23.9x22.5x5.9x
Tue, 10 Jun 2025NT$33.9tNT$6.2tNT$1.6t24.6x20.7x5.4x
Thu, 08 May 2025NT$31.5tNT$6.2tNT$1.6t23.6x19.3x5.1x
Sat, 05 Apr 2025NT$32.6tNT$5.9tNT$1.5t26.1x21.7x5.5x
Mon, 03 Mar 2025NT$35.9tNT$5.9tNT$1.5t30.1x24x6.1x
Wed, 29 Jan 2025NT$38.1tNT$5.9tNT$1.5t29.5x25.5x6.5x
Fri, 27 Dec 2024NT$36.8tNT$5.7tNT$1.4t30.7x27x6.5x
Sun, 24 Nov 2024NT$35.2tNT$5.6tNT$1.4t32.1x25.9x6.2x
Tue, 22 Oct 2024NT$36.8tNT$5.6tNT$1.3t32x27.3x6.6x
Thu, 19 Sep 2024NT$32.3tNT$5.3tNT$1.2t29x26.2x6x
Sat, 17 Aug 2024NT$33.6tNT$5.3tNT$1.2t28.4x27.3x6.3x
Mon, 15 Jul 2024NT$36.3tNT$5.1tNT$1.2t32.2x31.4x7.1x
Wed, 12 Jun 2024NT$31.8tNT$5.1tNT$1.2t31.2x27.6x6.3x
Fri, 10 May 2024NT$28.8tNT$5.0tNT$1.1t31.7x25.2x5.7x
Sun, 07 Apr 2024NT$28.8tNT$4.9tNT$1.1t32.1x25.9x5.9x
Tue, 05 Mar 2024NT$27.4tNT$4.9tNT$1.1t30.9x24.7x5.6x
Thu, 01 Feb 2024NT$24.2tNT$4.9tNT$1.1t29.1x21.5x4.9x
Sat, 30 Dec 2023NT$23.4tNT$4.9tNT$1.2t30.1x19.8x4.8x
Mon, 27 Nov 2023NT$22.5tNT$4.9tNT$1.2t30.9x19x4.6x
Wed, 25 Oct 2023NT$20.9tNT$5.0tNT$1.2t26.6x16.9x4.2x
Fri, 22 Sep 2023NT$20.2tNT$5.1tNT$1.3t25.8x15.4x4x
Sun, 20 Aug 2023NT$20.2tNT$5.2tNT$1.3t23.9x15.3x3.9x
Tue, 18 Jul 2023NT$22.0tNT$5.4tNT$1.5t22.9x15.1x4.1x
Thu, 15 Jun 2023NT$22.3tNT$5.4tNT$1.5t23.4x15.2x4.1x
Sat, 13 May 2023NT$19.0tNT$5.5tNT$1.5t19.8x12.7x3.5x
Mon, 10 Apr 2023NT$20.4tNT$5.6tNT$1.6t17x13.1x3.6x
Price to Earnings Ratio

13.1x


Total Market Cap: NT$20.4tTotal Earnings: NT$1.6tTotal Revenue: NT$5.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 24.1x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Semiconductors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.8x which is higher than its 3-year average PE of 24.1x.
  • The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 8.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 9.6% per year over the last three years.
  • Revenues for these companies have grown 7.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Taiwanese Semiconductors compare with similar industries?

TW Market-2.24%
Tech-2.71%
Semiconductors-2.42%
Semiconductors-2.40%
Semiconductor Equipment-2.83%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
3711 ASE Technology HoldingNT$361.000.6%
+NT$8.8b		142.3%PE38.8x
3105 WIN SemiconductorsNT$376.004.9%
+NT$7.4b		268.6%PE94.1x
5274 ASPEED TechnologyNT$11.69k1.2%
+NT$5.3b		284.5%PE112.5x
3264 ArdentecNT$161.007.3%
+NT$5.2b		117.6%PE26.9x
6683 Keystone MicrotechNT$1.45k15.1%
+NT$5.2b		321.5%PE94.7x

Latest News

2408
NT$200.50
Nanya Technology
7D
-11.1%
1Y
387.8%
6830
NT$565.00
Msscorps
7D
19.2%
1Y
318.5%
2330
NT$1,810.00
Taiwan Semiconductor Manufacturing
7D
-1.6%
1Y
92.1%

2330: Tight AI Capacity And Customer Shifts Will Support Multi Year Upside

Analyst price targets for Taiwan Semiconductor Manufacturing have been raised by NT$164 to NT$2,316, with analysts pointing to updated assumptions around revenue growth, profitability, and future P/E following a wave of recent target hikes from major firms. Analyst Commentary Recent research highlights a cluster of upward price target revisions for Taiwan Semiconductor Manufacturing, with several firms lifting both NT$ and US$ based targets.
3711
NT$361.00
ASE Technology Holding
7D
0.6%
1Y
142.3%
6147
NT$84.00
Chipbond Technology
7D
8.0%
1Y
26.5%
2454
NT$1,465.00
MediaTek
7D
-7.9%
1Y
2.1%

2454: Edge AI And Data Center Chips Will Support Future Upside Potential

Analysts have modestly adjusted their fair value estimate for MediaTek to NT$2,099 from NT$2,077, reflecting updated assumptions on revenue growth, profit margins, and future P/E levels. What's in the News MediaTek, Microsoft Research, and partners revealed a next generation Active MicroLED Cable design that targets lower power use, longer reach, and copper like reliability for data center interconnects, using hundreds of low speed MicroLED channels instead of traditional laser links (Key Developments).
2303
NT$53.60
United Microelectronics
7D
-7.9%
1Y
18.5%

2303: AI Photonics And Auto Partnerships Will Support Steady Long Term Returns

Analysts have nudged their price target for United Microelectronics higher to reflect a revised fair value estimate of NT$62.05, supported by updated assumptions on discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News HyperLight, United Microelectronics, Wavetek Microelectronics, and Jabil agreed to collaborate on deploying thin film lithium niobate photonics for hyperscale AI data center interconnects.
3105
NT$376.00
WIN Semiconductors
7D
4.9%
1Y
268.6%
5274
NT$11,690.00
ASPEED Technology
7D
1.2%
1Y
284.5%
3653
NT$3,710.00
Jentech Precision Industrial
7D
-5.8%
1Y
258.5%
6683
NT$1,450.00
Keystone Microtech
7D
15.1%
1Y
321.5%
3264
NT$161.00
Ardentec
7D
7.3%
1Y
117.6%
2449
NT$259.00
King Yuan Electronics
7D
-10.1%
1Y
181.2%
3714
NT$54.20
ENNOSTAR
7D
8.2%
1Y
35.0%
3443
NT$2,320.00
Global Unichip
7D
-8.7%
1Y
109.0%
6770
NT$53.50
Powerchip Semiconductor Manufacturing
7D
-14.8%
1Y
237.5%