Header cover image

Australian (ASX) Semiconductors Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies4
  • 7D-1.9%
  • 3M15.8%
  • 1Y95.3%
  • YTD0.6%

In the last week, the Semiconductors industry is up 1.4%, with BluGlass up 8.1%. In the last 12 months, the industry was up 87%. Earnings are forecast to grow by 68% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026AU$1.2bAU$17.6m-AU$67,720,068.00n/a-17.3x66.5x
Wed, 04 Feb 2026AU$1.2bAU$11.9m-AU$66,012,835.00n/a-18.9x104.7x
Fri, 02 Jan 2026AU$1.2bAU$11.9m-AU$66,012,835.00n/a-18.2x100.8x
Sun, 30 Nov 2025AU$971.7mAU$11.9m-AU$66,012,835.00n/a-14.7x81.5x
Tue, 28 Oct 2025AU$1.2bAU$11.9m-AU$66,012,835.00n/a-18.2x100.7x
Thu, 25 Sep 2025AU$786.2mAU$11.9m-AU$66,012,835.00n/a-11.9x66x
Sat, 23 Aug 2025AU$780.1mAU$9.6m-AU$62,441,304.00n/a-12.5x81.5x
Mon, 21 Jul 2025AU$611.3mAU$9.6m-AU$62,441,304.00n/a-9.8x63.8x
Wed, 18 Jun 2025AU$504.7mAU$9.6m-AU$62,441,304.00n/a-8.1x52.7x
Fri, 16 May 2025AU$539.9mAU$9.6m-AU$62,441,304.00n/a-8.6x56.4x
Sun, 13 Apr 2025AU$490.6mAU$9.6m-AU$62,441,304.00n/a-7.9x51.2x
Tue, 11 Mar 2025AU$574.1mAU$9.6m-AU$62,441,304.00n/a-9.2x60x
Thu, 06 Feb 2025AU$664.6mAU$7.8m-AU$61,637,970.00n/a-10.8x85.4x
Sat, 04 Jan 2025AU$889.3mAU$7.8m-AU$61,637,970.00n/a-14.4x114.3x
Mon, 02 Dec 2024AU$846.4mAU$7.8m-AU$61,637,970.00n/a-13.7x108.8x
Wed, 30 Oct 2024AU$628.4mAU$7.8m-AU$61,637,970.00n/a-10.2x80.8x
Fri, 27 Sep 2024AU$562.8mAU$7.8m-AU$61,637,970.00n/a-9.1x72.3x
Sun, 25 Aug 2024AU$639.7mAU$3.6m-AU$67,076,642.00n/a-9.5x176.3x
Tue, 23 Jul 2024AU$744.8mAU$3.6m-AU$67,076,642.00n/a-11.1x205.2x
Thu, 20 Jun 2024AU$731.1mAU$3.6m-AU$67,109,576.00n/a-10.9x201.5x
Sat, 18 May 2024AU$735.6mAU$3.6m-AU$67,109,576.00n/a-11x202.7x
Mon, 15 Apr 2024AU$998.1mAU$29.8m-AU$78,336,299.30n/a-12.7x33.5x
Wed, 13 Mar 2024AU$1.2bAU$29.2m-AU$78,054,656.00n/a-15x40.3x
Fri, 09 Feb 2024AU$1.1bAU$28.5m-AU$76,755,373.90n/a-13.7x36.8x
Sun, 07 Jan 2024AU$1.1bAU$50.3m-AU$93,535,387.002.8x-12x22.3x
Tue, 05 Dec 2023AU$1.0bAU$50.5m-AU$93,639,801.002.8x-10.9x20.3x
Thu, 02 Nov 2023AU$1.1bAU$52.3m-AU$94,663,257.002.8x-11.4x20.6x
Sat, 30 Sep 2023AU$1.0bAU$51.6m-AU$94,252,590.002.8x-11x20x
Mon, 28 Aug 2023AU$1.3bAU$58.9m-AU$102,235,634.002.8x-13.1x22.8x
Wed, 26 Jul 2023AU$1.4bAU$55.5m-AU$95,151,844.002.8x-14.7x25.1x
Fri, 23 Jun 2023AU$2.7bAU$64.0m-AU$108,890,130.002.8x-24.9x42.4x
Sun, 21 May 2023AU$2.3bAU$64.8m-AU$108,906,840.002.8x-20.9x35.1x
Tue, 18 Apr 2023AU$2.0bAU$64.4m-AU$108,602,042.002.8x-18.5x31.2x
Thu, 16 Mar 2023AU$2.5bAU$64.9m-AU$108,963,110.002.8x-22.6x37.9x
Price to Earnings Ratio

-22.6x


Total Market Cap: AU$2.5bTotal Earnings: -AU$108,963,110.00Total Revenue: AU$64.9mTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Semiconductors Industry Price to Earnings3Y Average -13.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry's 3-year average PS ratio of 73.5x is higher than the industry's current PS ratio of 67.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have improved over the last three years.
  • Meanwhile revenues for these companies have declined 36% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, losses have been shrinking.

Industry Trends

Which industries have driven the changes within the Australian Tech industry?

AU Market-3.68%
Tech2.13%
Semiconductors-1.92%
Semiconductor Equipment65.00%
Semiconductors-3.43%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 68% over the next 5 years.
    • In contrast, the Semiconductors industry is expected to see its earnings grow by 68% 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
    BLG BluGlassAU$0.3362.5%
    +AU$16.5m
    -14.5%PS7.3x

    Latest News