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Taiwanese (TAIEX) Tech Hardware Industry Analysis

UpdatedDec 21, 2025
DataAggregated Company Financials
Companies118
  • 7D-1.8%
  • 3M2.3%
  • 1Y14.7%
  • YTD14.3%

Over the last 7 days, the Tech Hardware industry has dropped 1.8%, driven by a pullback from Quanta Computer of 7.5%. Over the past 12 months, the industry was up 15%. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the Taiwanese Tech Hardware Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Dec 2025NT$6.4tNT$10.2tNT$337.1b20.7x19.1x0.6x
Tue, 18 Nov 2025NT$6.6tNT$10.2tNT$336.9b21.2x19.6x0.6x
Thu, 16 Oct 2025NT$6.5tNT$9.7tNT$307.1b22.3x21.2x0.7x
Sat, 13 Sep 2025NT$6.3tNT$9.7tNT$307.1b23.1x20.4x0.6x
Mon, 11 Aug 2025NT$6.1tNT$9.1tNT$319.4b22.2x19x0.7x
Wed, 09 Jul 2025NT$5.5tNT$8.9tNT$315.6b19.7x17.5x0.6x
Fri, 06 Jun 2025NT$5.6tNT$8.9tNT$315.8b18.9x17.6x0.6x
Sun, 04 May 2025NT$5.1tNT$8.3tNT$287.0b18.1x17.7x0.6x
Tue, 01 Apr 2025NT$4.9tNT$8.3tNT$285.0b18.8x17.4x0.6x
Thu, 27 Feb 2025NT$5.8tNT$7.9tNT$272.4b22x21.1x0.7x
Sat, 25 Jan 2025NT$5.5tNT$7.9tNT$266.3b20.7x20.8x0.7x
Mon, 23 Dec 2024NT$5.6tNT$7.9tNT$265.1b20.8x21x0.7x
Wed, 20 Nov 2024NT$5.6tNT$7.9tNT$264.4b21.2x21.1x0.7x
Fri, 18 Oct 2024NT$5.6tNT$7.5tNT$262.6b21.3x21.3x0.7x
Sun, 15 Sep 2024NT$5.1tNT$7.5tNT$262.6b20.4x19.5x0.7x
Tue, 13 Aug 2024NT$5.2tNT$7.5tNT$254.2b20.9x20.3x0.7x
Thu, 11 Jul 2024NT$6.0tNT$7.3tNT$239.0b24.4x25x0.8x
Sat, 08 Jun 2024NT$5.6tNT$7.3tNT$239.5b23.5x23.5x0.8x
Mon, 06 May 2024NT$5.3tNT$7.3tNT$210.3b23.3x25.1x0.7x
Wed, 03 Apr 2024NT$5.6tNT$7.3tNT$211.2b24.5x26.4x0.8x
Fri, 01 Mar 2024NT$5.3tNT$7.5tNT$192.5b23x27.3x0.7x
Sun, 28 Jan 2024NT$5.0tNT$7.5tNT$193.5b21.6x25.6x0.7x
Tue, 26 Dec 2023NT$4.8tNT$7.5tNT$193.5b21.4x24.9x0.6x
Thu, 23 Nov 2023NT$4.5tNT$7.5tNT$195.3b21.4x23.1x0.6x
Sat, 21 Oct 2023NT$4.2tNT$7.8tNT$199.9b18.6x21x0.5x
Mon, 18 Sep 2023NT$4.6tNT$7.8tNT$199.7b21.1x23x0.6x
Wed, 16 Aug 2023NT$4.8tNT$7.8tNT$196.7b21x24.2x0.6x
Fri, 14 Jul 2023NT$4.5tNT$7.7tNT$192.6b20.6x23.4x0.6x
Sun, 11 Jun 2023NT$3.7tNT$7.7tNT$193.1b17.9x19.2x0.5x
Tue, 09 May 2023NT$3.1tNT$7.9tNT$210.6b14.7x14.7x0.4x
Thu, 06 Apr 2023NT$3.0tNT$7.9tNT$218.2b13.9x13.8x0.4x
Sat, 04 Mar 2023NT$2.8tNT$8.3tNT$252.8b13x11.2x0.3x
Mon, 30 Jan 2023NT$2.6tNT$8.2tNT$252.8b11.3x10.3x0.3x
Wed, 28 Dec 2022NT$2.6tNT$8.2tNT$252.8b11.3x10.1x0.3x
Price to Earnings Ratio

10.1x


Total Market Cap: NT$2.6tTotal Earnings: NT$252.8bTotal Revenue: NT$8.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Tech Hardware Industry Price to Earnings3Y Average 20.5x202320242025
Current Industry PE
  • Investors are relatively neutral on the Taiwanese Tech industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
  • The earnings for companies in the Tech industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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 Market-1.67%
Tech-2.72%
Tech Hardware-1.84%
Tech Hardware Storage and Peripherals-1.84%
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
2301 Lite-On TechnologyNT$159.503.9%
+NT$13.6b		60.3%PE25.3x
3017 Asia Vital ComponentsNT$1.45k1.8%
+NT$9.7b		128.7%PE37.8x
3324 Auras TechnologyNT$974.006.1%
+NT$5.1b		49.6%PE42.1x
2474 Catcher TechnologyNT$194.003.7%
+NT$4.4b		7.8%PE14.2x
4938 PegatronNT$70.402.2%
+NT$4.0b		-22.0%PE14.7x

Latest News

2395
NT$282.50
Advantech
7D
0.9%
1Y
-16.7%
3706
NT$81.50
MiTAC Holdings
7D
-3.0%
1Y
24.0%
2301
NT$159.50
Lite-On Technology
7D
3.9%
1Y
60.3%

2301: High Density AI Data Center Power Will Drive Future Upside Potential

Analysts have slightly raised their price target on Lite-On Technology to NT$192.94, reflecting marginally improved profit margin expectations and a stable long term growth outlook despite a modest uptick in the assumed discount rate. What's in the News Showcased a full suite of ORV3-compliant, NVIDIA MGX-based power, rack, and liquid cooling solutions at the Super Computing (SC25) event in St. Louis, targeting high performance AI and HPC data centers (Key Developments) Introduced next generation 800 VDC Power Rack, BBU, Capacitor Shelf, and high capacity liquid cooling systems designed to support up to 1.2MW per rack and ultra high density GPU configurations (Key Developments) Highlighted software enabled intelligent power management, including remote monitoring, control, and online firmware updates to improve data center operational efficiency and reliability (Key Developments) Participated in the 2025 Open Compute Project Global Summit in San Jose, showcasing integrated AI data center power and liquid cooling architectures built for NVIDIA platforms and megawatt scale racks (Key Developments) Positioned 800 VDC architecture and liquid cooling as key enablers to reduce energy losses, cabling material, and PUE while improving performance and sustainability for next generation AI factories (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately NT$192.94 per share, indicating stable long term intrinsic value assessment.
2352
NT$24.90
Qisda
7D
-7.6%
1Y
-39.9%

2352: Stable Earnings Outlook Should Support Stronger Future Share Price Performance

Analysts have raised their price target on Qisda modestly to reflect slightly lower discount rates and a marginally improved long term earnings outlook, while keeping fair value estimates effectively unchanged at around $36.73 per share. Valuation Changes Fair Value Estimate: Unchanged at approximately NT$36.73 per share, indicating no material revision in the intrinsic value assessment.
2357
NT$550.00
ASUSTeK Computer
7D
-6.5%
1Y
-8.3%

2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price

Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.
2382
NT$265.00
Quanta Computer
7D
-7.5%
1Y
-4.5%

2382: Stronger Revenue Outlook And Lower Discount Rate Support Bullish Outlook

Analysts have raised their price target for Quanta Computer from $420 to $425, citing slightly stronger projected revenue growth and a lower discount rate that more than offset modestly reduced profit margin and future P/E assumptions. Valuation Changes The fair value estimate has risen slightly from NT$420 to NT$425, reflecting a modestly higher intrinsic valuation.
3013
NT$127.00
Chenming Electronic Tech
7D
-8.6%
1Y
-4.9%
2474
NT$194.00
Catcher Technology
7D
3.7%
1Y
7.8%
8210
NT$943.00
Chenbro Micom
7D
3.1%
1Y
249.3%
3017
NT$1,450.00
Asia Vital Components
7D
1.8%
1Y
128.7%
2377
NT$102.00
Micro-Star International
7D
2.7%
1Y
-42.9%
6669
NT$4,285.00
Wiwynn
7D
-2.7%
1Y
62.3%
2451
NT$175.50
Transcend Information
7D
-3.3%
1Y
97.2%
2059
NT$3,660.00
King Slide Works
7D
-2.1%
1Y
152.4%
3324
NT$974.00
Auras Technology
7D
6.1%
1Y
49.6%
4938
NT$70.40
Pegatron
7D
2.2%
1Y
-22.0%