U.S. Semiconductors Industry Analysis
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies79
- 7D12.0%
- 3M21.3%
- 1Y103.8%
- YTDn/a
In the last week, the Semiconductors industry is up 12%, with NVIDIA up 15%. In the same time, Intel was down 6.8%. This takes the industry's 12 month performance to a gain of 104%. Earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the U.S. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | US$4.3t | US$363.0b | US$69.1b | 26.7x | 61.7x | 11.7x |
| Mon, 25 Mar 2024 | US$4.5t | US$363.7b | US$67.0b | 26x | 67.6x | 12.5x |
| Wed, 21 Feb 2024 | US$3.8t | US$343.3b | US$56.3b | 28.9x | 66.9x | 11x |
| Fri, 19 Jan 2024 | US$3.4t | US$343.0b | US$53.6b | 29.4x | 62.9x | 9.8x |
| Sun, 17 Dec 2023 | US$3.1t | US$342.7b | US$54.7b | 27.9x | 57.4x | 9.2x |
| Tue, 14 Nov 2023 | US$2.8t | US$330.6b | US$46.4b | 26.6x | 59.7x | 8.4x |
| Thu, 12 Oct 2023 | US$2.7t | US$334.3b | US$48.8b | 25.4x | 55.4x | 8.1x |
| Sat, 09 Sep 2023 | US$2.6t | US$334.1b | US$51.8b | 25.5x | 51.1x | 7.9x |
| Mon, 07 Aug 2023 | US$2.7t | US$326.1b | US$46.3b | 25x | 57.8x | 8.2x |
| Wed, 05 Jul 2023 | US$2.6t | US$333.0b | US$47.2b | 25.8x | 55.5x | 7.9x |
| Fri, 02 Jun 2023 | US$2.5t | US$337.5b | US$50.9b | 25x | 48.7x | 7.3x |
| Sun, 30 Apr 2023 | US$2.0t | US$341.9b | US$53.2b | 20.1x | 37.6x | 5.9x |
| Tue, 28 Mar 2023 | US$2.0t | US$351.8b | US$69.1b | 18.4x | 29.2x | 5.7x |
| Thu, 23 Feb 2023 | US$1.8t | US$349.3b | US$69.1b | 20x | 25.9x | 5.1x |
| Sat, 21 Jan 2023 | US$1.7t | US$355.3b | US$75.7b | 20.2x | 22.4x | 4.8x |
| Mon, 19 Dec 2022 | US$1.6t | US$358.6b | US$78.3b | 17.3x | 20.6x | 4.5x |
| Wed, 16 Nov 2022 | US$1.7t | US$356.1b | US$77.7b | 18.1x | 21.7x | 4.7x |
| Fri, 14 Oct 2022 | US$1.4t | US$351.9b | US$82.9b | 16.5x | 16.5x | 3.9x |
| Sun, 11 Sep 2022 | US$1.6t | US$353.9b | US$84.1b | 18.4x | 19.4x | 4.6x |
| Tue, 09 Aug 2022 | US$1.8t | US$348.9b | US$83.4b | 23.5x | 22x | 5.3x |
| Thu, 07 Jul 2022 | US$1.5t | US$344.3b | US$86.4b | 22.8x | 17.9x | 4.5x |
| Sat, 04 Jun 2022 | US$1.9t | US$343.1b | US$85.5b | 27.8x | 22.2x | 5.5x |
| Mon, 02 May 2022 | US$1.8t | US$331.0b | US$82.4b | 28.7x | 22x | 5.5x |
| Wed, 30 Mar 2022 | US$2.3t | US$326.3b | US$74.7b | 28.1x | 31.1x | 7.1x |
| Fri, 25 Feb 2022 | US$2.2t | US$326.5b | US$74.4b | 29.8x | 29.3x | 6.7x |
| Sun, 23 Jan 2022 | US$2.1t | US$314.4b | US$71.8b | 32.5x | 29.4x | 6.7x |
| Tue, 21 Dec 2021 | US$2.4t | US$312.3b | US$70.2b | 35.5x | 33.6x | 7.6x |
| Thu, 18 Nov 2021 | US$2.5t | US$309.3b | US$69.5b | 38.3x | 35.4x | 7.9x |
| Sat, 16 Oct 2021 | US$2.0t | US$296.8b | US$65.8b | 34.5x | 30.6x | 6.8x |
| Mon, 13 Sep 2021 | US$2.0t | US$292.6b | US$62.9b | 30.1x | 32.4x | 7x |
| Wed, 11 Aug 2021 | US$1.9t | US$288.2b | US$60.4b | 33.3x | 31.9x | 6.7x |
| Sun, 06 Jun 2021 | US$1.8t | US$275.0b | US$55.6b | 29.5x | 31.8x | 6.4x |
Price to Earnings Ratio
32.2x
Current Industry PE
- Investors are optimistic on the American Semiconductors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 61.7x which is higher than its 3-year average PE of 36.6x.
- The 3-year average PS ratio of 6.9x is lower than the industry's current PS ratio of 11.7x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have grown 8.9% per year over the last three years.
- Revenues for these companies have grown 10% 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 U.S. Semiconductors compare with similar industries?
| US Market | 2.93% | |
| Tech | 5.33% | |
| Semiconductors | 11.63% | |
| Semiconductors | 12.01% | |
| Semiconductor Equipment | 8.51% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVDA NVIDIA | US$877.35 | 15.1% +US$283.9b | 216.2% | PE72.6x | |
| AVGO Broadcom | US$1.34k | 11.6% +US$64.6b | 114.5% | PE53.8x | |
| AMD Advanced Micro Devices | US$157.40 | 7.3% +US$17.4b | 76.1% | PE297.9x | |
| TXN Texas Instruments | US$177.48 | 11.1% +US$16.3b | 6.1% | PE27.5x | |
| ARM Arm Holdings | US$101.95 | 16.9% +US$15.2b | n/a | PE1233.1x |
