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Australian (ASX) Semiconductors Industry Analysis
UpdatedMay 01, 2025
DataAggregated Company Financials
Companies4
- 7D5.0%
- 3M-24.1%
- 1Y-48.4%
- YTD-44.6%
Over the last 7 days, the Semiconductors industry has risen 5.0%, driven by gains from Weebit Nano of 8.8%. Meanwhile, BluGlass actually underperformed within the industry, shrinking 29% in the last week. In contrast, the industry has lost 48% in the last 12 months. As for the next few years, earnings are expected to grow by 7.1% per annum.
Industry Valuation and Performance
Has the Australian Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 May 2025 | AU$523.9m | AU$9.6m | -AU$62,441,304.00 | n/a | -8.4x | 54.7x |
| Sat, 29 Mar 2025 | AU$596.6m | AU$9.6m | -AU$62,441,304.00 | n/a | -9.6x | 62.3x |
| Mon, 24 Feb 2025 | AU$569.6m | AU$7.8m | -AU$56,187,257.00 | n/a | -10.1x | 73.3x |
| Wed, 22 Jan 2025 | AU$747.8m | AU$7.8m | -AU$61,637,970.00 | n/a | -12.1x | 96.1x |
| Fri, 20 Dec 2024 | AU$856.5m | AU$7.8m | -AU$61,637,970.00 | n/a | -13.9x | 110.1x |
| Sun, 17 Nov 2024 | AU$898.6m | AU$7.8m | -AU$61,637,970.00 | n/a | -14.6x | 115.5x |
| Tue, 15 Oct 2024 | AU$650.2m | AU$7.8m | -AU$61,637,970.00 | n/a | -10.5x | 83.6x |
| Thu, 12 Sep 2024 | AU$596.1m | AU$7.8m | -AU$61,637,970.00 | n/a | -9.7x | 76.6x |
| Sat, 10 Aug 2024 | AU$654.2m | AU$3.6m | -AU$67,076,642.00 | n/a | -9.8x | 180.3x |
| Mon, 08 Jul 2024 | AU$753.9m | AU$3.6m | -AU$67,076,642.00 | n/a | -11.2x | 207.7x |
| Wed, 05 Jun 2024 | AU$740.0m | AU$3.6m | -AU$67,109,576.00 | n/a | -11x | 203.9x |
| Fri, 03 May 2024 | AU$912.6m | AU$3.6m | -AU$67,109,576.00 | n/a | -13.6x | 251.5x |
| Sun, 31 Mar 2024 | AU$1.0b | AU$29.5m | -AU$78,229,709.60 | n/a | -12.9x | 34.2x |
| Tue, 27 Feb 2024 | AU$1.2b | AU$28.7m | -AU$74,860,375.40 | n/a | -16x | 41.8x |
| Thu, 25 Jan 2024 | AU$980.4m | AU$50.7m | -AU$93,728,264.00 | 2.8x | -10.5x | 19.3x |
| Sat, 23 Dec 2023 | AU$1.1b | AU$49.9m | -AU$93,386,016.00 | 2.8x | -12.3x | 23x |
| Mon, 20 Nov 2023 | AU$1.2b | AU$51.2m | -AU$93,976,193.00 | 2.8x | -12.3x | 22.5x |
| Wed, 18 Oct 2023 | AU$1.0b | AU$52.6m | -AU$94,793,533.00 | 2.8x | -11x | 19.8x |
| Fri, 15 Sep 2023 | AU$1.2b | AU$51.7m | -AU$94,340,434.00 | 2.8x | -13x | 23.7x |
| Sun, 13 Aug 2023 | AU$1.3b | AU$57.6m | -AU$96,582,050.00 | 2.8x | -13.2x | 22.2x |
| Tue, 11 Jul 2023 | AU$1.3b | AU$56.4m | -AU$95,784,886.00 | 2.8x | -13.3x | 22.6x |
| Thu, 08 Jun 2023 | AU$2.5b | AU$64.5m | -AU$109,206,652.00 | 2.8x | -23.1x | 39.1x |
| Sat, 06 May 2023 | AU$2.3b | AU$64.2m | -AU$108,412,128.00 | 2.8x | -21.3x | 36.1x |
| Mon, 03 Apr 2023 | AU$2.1b | AU$64.6m | -AU$108,726,304.00 | 2.8x | -19.5x | 32.8x |
| Wed, 01 Mar 2023 | AU$1.1b | AU$78.0m | -AU$79,118,670.00 | 2.8x | -14.5x | 14.7x |
| Fri, 27 Jan 2023 | AU$1.3b | AU$69.8m | -AU$71,967,660.00 | 2.8x | -17.4x | 17.9x |
| Sun, 25 Dec 2022 | AU$878.1m | AU$73.0m | -AU$73,736,544.00 | 2.8x | -11.9x | 12x |
| Tue, 22 Nov 2022 | AU$918.2m | AU$73.3m | -AU$73,911,165.00 | 2.8x | -12.4x | 12.5x |
| Thu, 20 Oct 2022 | AU$957.8m | AU$77.3m | -AU$76,147,215.00 | 2.8x | -12.6x | 12.4x |
| Sat, 17 Sep 2022 | AU$1.0b | AU$73.2m | -AU$73,854,470.00 | 2.8x | -13.7x | 13.8x |
| Mon, 15 Aug 2022 | AU$1.1b | AU$70.8m | -AU$35,878,115.00 | 5.4x | -30.7x | 15.5x |
| Wed, 13 Jul 2022 | AU$859.4m | AU$74.2m | -AU$36,446,996.00 | 5.4x | -23.6x | 11.6x |
| Fri, 10 Jun 2022 | AU$769.0m | AU$69.8m | -AU$35,707,373.00 | 5.5x | -21.5x | 11x |
| Sun, 08 May 2022 | AU$746.5m | AU$70.7m | -AU$35,863,567.00 | 5.7x | -20.8x | 10.6x |
Price to Earnings Ratio
-20.8x
Current Industry PE
- Investors are relatively neutral on the Australian Semiconductor 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 PS ratio of 55.8x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
- Revenues have also declined 49% per year.
- This means overall sales from these companies are declining and losses are subsequently expanding as well.
Industry Trends
Which industries have driven the changes within the Australian Tech industry?
| AU Market | 2.62% | |
| Tech | 4.70% | |
| Semiconductors | 4.96% | |
| Semiconductors | 6.11% | |
| Semiconductor Equipment | -11.11% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 7.1% over the next 5 years.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 7.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WBT Weebit Nano | AU$1.85 | 8.8% +AU$31.2m | -39.7% | PS248.9x | |
| 4DS 4DS Memory | AU$0.031 | 10.7% +AU$6.0m | -62.2% | PS85381.1x | |
| AXE Archer Materials | AU$0.27 | 3.8% +AU$2.5m | -44.3% | PS29.8x |