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Taiwanese (TAIEX) Semiconductors Industry Analysis

UpdatedMay 29, 2024
DataAggregated Company Financials
Companies280
  • 7D3.9%
  • 3M18.0%
  • 1Y45.8%
  • YTD33.6%

The Semiconductors industry is up 3.9% in the last week, with Taiwan Semiconductor Manufacturing up 2.9%. During this same period, the Chipbond Technology underperformed, falling 12%. This takes the industry's 12 month performance to a gain of 46%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 May 2024NT$32.5tNT$5.5tNT$1.2t32.4x26.9x5.9x
Fri, 26 Apr 2024NT$28.8tNT$5.4tNT$1.2t30.9x24.5x5.3x
Sun, 24 Mar 2024NT$30.0tNT$5.4tNT$1.2t30.4x25.7x5.6x
Tue, 20 Feb 2024NT$26.7tNT$5.4tNT$1.2t29.3x22.8x5x
Thu, 18 Jan 2024NT$23.6tNT$5.4tNT$1.2t25.8x19.1x4.4x
Sat, 16 Dec 2023NT$24.1tNT$5.4tNT$1.2t26.4x19.4x4.5x
Mon, 13 Nov 2023NT$22.4tNT$5.4tNT$1.3t22.1x17.9x4.2x
Wed, 11 Oct 2023NT$21.4tNT$5.6tNT$1.4t22.9x15.5x3.8x
Fri, 08 Sep 2023NT$21.5tNT$5.6tNT$1.4t23.1x15.6x3.9x
Sun, 06 Aug 2023NT$21.6tNT$5.7tNT$1.4t20.5x15.3x3.8x
Tue, 04 Jul 2023NT$22.5tNT$5.9tNT$1.5t19.4x14.8x3.8x
Thu, 01 Jun 2023NT$22.0tNT$5.9tNT$1.5t19x14.4x3.7x
Sat, 29 Apr 2023NT$20.0tNT$6.1tNT$1.6t16x12.5x3.3x
Mon, 27 Mar 2023NT$21.5tNT$6.1tNT$1.6t15.3x13.3x3.6x
Wed, 22 Feb 2023NT$20.5tNT$6.1tNT$1.6t13.2x12.5x3.3x
Fri, 20 Jan 2023NT$19.5tNT$6.2tNT$1.7t11.9x11.6x3.2x
Sun, 18 Dec 2022NT$18.5tNT$6.0tNT$1.6t11.9x11.9x3.1x
Tue, 15 Nov 2022NT$17.8tNT$6.0tNT$1.6t11.2x11.4x3x
Thu, 13 Oct 2022NT$15.6tNT$5.8tNT$1.4t10.5x10.8x2.7x
Sat, 10 Sep 2022NT$18.4tNT$5.8tNT$1.4t12.7x12.7x3.2x
Mon, 08 Aug 2022NT$19.6tNT$5.8tNT$1.4t12x13.6x3.4x
Wed, 06 Jul 2022NT$17.3tNT$5.5tNT$1.3t12.1x13.2x3.1x
Fri, 03 Jun 2022NT$22.2tNT$5.5tNT$1.3t15.2x17x4x
Sun, 01 May 2022NT$21.3tNT$5.4tNT$1.3t15.2x16.7x4x
Tue, 29 Mar 2022NT$23.7tNT$5.2tNT$1.2t17.3x20.1x4.6x
Thu, 24 Feb 2022NT$25.2tNT$5.1tNT$1.2t19.8x21.7x4.9x
Sat, 22 Jan 2022NT$25.7tNT$4.9tNT$1.1t20.2x24.2x5.2x
Mon, 20 Dec 2021NT$25.3tNT$4.9tNT$1.1t21.8x23.8x5.2x
Wed, 17 Nov 2021NT$25.1tNT$4.9tNT$1.1t20.8x23.7x5.1x
Fri, 15 Oct 2021NT$22.8tNT$4.6tNT$958.3b18.9x23.7x4.9x
Sun, 12 Sep 2021NT$25.1tNT$4.6tNT$952.4b20.8x26.3x5.4x
Tue, 10 Aug 2021NT$24.1tNT$4.6tNT$952.4b21.5x25.3x5.2x
Price to Earnings Ratio

27.1x


Total Market Cap: NT$23.6tTotal Earnings: NT$871.5bTotal Revenue: NT$4.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Semiconductors Industry Price to Earnings3Y Average 18.4x202220232024
Current Industry PE
  • Investors are optimistic on the Taiwanese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.9x which is higher than its 3-year average PE of 18.4x.
  • The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 5.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 8.5% 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 Market2.89%
Tech4.52%
Semiconductors3.90%
Semiconductors3.92%
Semiconductor Equipment3.25%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 18.9%, which is higher than its past year's earnings decline of 19.0% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.3x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
2454 MediaTekNT$1.29k8.9%
+NT$167.1b		70.0%PE22.4x
3711 ASE Technology HoldingNT$163.004.8%
+NT$32.4b		46.2%PE22.3x
3653 Jentech Precision IndustrialNT$1.09k16.5%
+NT$21.7b		81.4%PE60.7x
5274 ASPEED TechnologyNT$3.82k15.6%
+NT$19.5b		32.5%PE119.1x
5269 ASMedia TechnologyNT$2.09k11.5%
+NT$14.9b		77.4%PE64.9x
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Latest News

2454

NT$1,290.00

MediaTek

7D

8.9%

1Y

70.0%

3653

NT$1,085.00

Jentech Precision Industrial

7D

16.5%

1Y

81.4%

6415

NT$470.00

Silergy

7D

7.1%

1Y

17.4%

3034

NT$611.00

Novatek Microelectronics

7D

-0.5%

1Y

43.6%

6770

NT$25.80

Powerchip Semiconductor Manufacturing

7D

-1.3%

1Y

-16.5%

6526

NT$747.00

Airoha Technology

7D

-2.0%

1Y

25.1%

We Think You Can Look Beyond Airoha Technology's (TWSE:6526) Lackluster Earnings

May 22
We Think You Can Look Beyond Airoha Technology's (TWSE:6526) Lackluster Earnings

6147

NT$68.60

Chipbond Technology

7D

-13.7%

1Y

2.4%

3443

NT$1,530.00

Global Unichip

7D

5.9%

1Y

2.3%

Global Unichip (TWSE:3443) Is Paying Out A Dividend Of NT$14.00

May 20
Global Unichip (TWSE:3443) Is Paying Out A Dividend Of NT$14.00

3691

NT$132.00

Giga Solar Materials

7D

-12.0%

1Y

29.4%

5274

NT$3,815.00

ASPEED Technology

7D

15.6%

1Y

32.5%

2379

NT$561.00

Realtek Semiconductor

7D

4.5%

1Y

46.9%

3529

NT$2,295.00

eMemory Technology

7D

-1.5%

1Y

24.7%

2330

NT$857.00

Taiwan Semiconductor Manufacturing

7D

-0.8%

1Y

53.6%

4749

NT$573.00

Advanced Echem Materials

7D

-4.0%

1Y

109.9%

3711

NT$163.00

ASE Technology Holding

7D

4.8%

1Y

46.2%

5269

NT$2,085.00

ASMedia Technology

7D

11.5%

1Y

77.4%