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- 7D-2.2%
- 3M7.7%
- 1Y39.7%
- YTD3.9%
Over the last 7 days, the Semiconductors industry has dropped 2.2%, driven by a pullback from Cambricon Technologies of 5.1%. On the other hand Shenzhen Techwinsemi Technology is actually up 18%. Over the past 12 months, the industry was up 40%. As for the next few years, earnings are expected to grow by 52% per annum.
Industry Valuation and Performance
Has the Chinese Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 15 Mar 2026 | CN¥8.0t | CN¥1.3t | -CN¥2,905,618,193.00 | 89.8x | -2752.8x | 6.3x |
| Tue, 10 Feb 2026 | CN¥8.4t | CN¥1.3t | -CN¥5,788,273,094.00 | 97.7x | -1447.7x | 6.7x |
| Thu, 08 Jan 2026 | CN¥8.0t | CN¥1.3t | -CN¥5,909,571,167.00 | 89x | -1346.3x | 6.3x |
| Sat, 06 Dec 2025 | CN¥6.8t | CN¥1.2t | -CN¥5,290,714,607.00 | 78.1x | -1287.1x | 5.5x |
| Mon, 03 Nov 2025 | CN¥6.8t | CN¥1.2t | -CN¥4,132,779,796.00 | 80.3x | -1634.6x | 5.4x |
| Wed, 01 Oct 2025 | CN¥7.0t | CN¥1.2t | -CN¥9,594,443,192.00 | 85.3x | -726.6x | 5.6x |
| Fri, 29 Aug 2025 | CN¥6.4t | CN¥1.2t | -CN¥10,036,127,746.00 | 76.5x | -640.5x | 5.2x |
| Sun, 27 Jul 2025 | CN¥5.0t | CN¥1.2t | -CN¥13,834,050,539.00 | 69.9x | -364.5x | 4x |
| Tue, 24 Jun 2025 | CN¥4.5t | CN¥1.2t | -CN¥14,586,082,807.00 | 61.7x | -309.9x | 3.6x |
| Thu, 22 May 2025 | CN¥4.6t | CN¥1.2t | -CN¥14,772,129,006.00 | 61.3x | -311.8x | 3.7x |
| Sat, 19 Apr 2025 | CN¥4.6t | CN¥1.3t | CN¥9.8b | 62.8x | 473.8x | 3.6x |
| Mon, 17 Mar 2025 | CN¥5.1t | CN¥1.3t | CN¥8.2b | 68.3x | 616.4x | 3.9x |
| Wed, 12 Feb 2025 | CN¥4.8t | CN¥1.3t | CN¥15.8b | 66.3x | 303.6x | 3.7x |
| Fri, 10 Jan 2025 | CN¥4.5t | CN¥1.3t | CN¥16.1b | 60.7x | 280.8x | 3.4x |
| Sun, 08 Dec 2024 | CN¥4.8t | CN¥1.3t | CN¥15.9b | 63.1x | 300.9x | 3.7x |
| Tue, 05 Nov 2024 | CN¥4.6t | CN¥1.3t | CN¥16.7b | 63.1x | 274.5x | 3.5x |
| Thu, 03 Oct 2024 | CN¥4.0t | CN¥1.4t | CN¥41.3b | 58.7x | 97.3x | 3x |
| Sat, 31 Aug 2024 | CN¥3.3t | CN¥1.4t | CN¥68.5b | 45.9x | 47.6x | 2.3x |
| Mon, 29 Jul 2024 | CN¥3.4t | CN¥1.4t | CN¥76.6b | 48.1x | 44.4x | 2.4x |
| Wed, 26 Jun 2024 | CN¥3.4t | CN¥1.4t | CN¥76.6b | 48.2x | 44.5x | 2.4x |
| Fri, 24 May 2024 | CN¥3.5t | CN¥1.4t | CN¥76.4b | 48.8x | 46.5x | 2.5x |
| Sun, 21 Apr 2024 | CN¥3.4t | CN¥1.5t | CN¥127.4b | 46.7x | 26.8x | 2.3x |
| Tue, 19 Mar 2024 | CN¥4.0t | CN¥1.5t | CN¥124.4b | 56.5x | 32.2x | 2.7x |
| Thu, 15 Feb 2024 | CN¥3.5t | CN¥1.4t | CN¥127.5b | 48x | 27.4x | 2.4x |
| Sat, 13 Jan 2024 | CN¥3.9t | CN¥1.4t | CN¥124.5b | 61.6x | 31x | 2.7x |
| Mon, 11 Dec 2023 | CN¥4.2t | CN¥1.4t | CN¥124.1b | 68x | 33.7x | 2.9x |
| Wed, 08 Nov 2023 | CN¥4.4t | CN¥1.4t | CN¥125.1b | 72.1x | 35.1x | 3.1x |
| Fri, 06 Oct 2023 | CN¥4.3t | CN¥1.4t | CN¥136.8b | 68.5x | 31.2x | 3x |
| Sun, 03 Sep 2023 | CN¥4.4t | CN¥1.4t | CN¥134.4b | 70.9x | 32.7x | 3.2x |
| Tue, 01 Aug 2023 | CN¥4.6t | CN¥1.3t | CN¥139.6b | 65.4x | 33.3x | 3.4x |
| Thu, 29 Jun 2023 | CN¥4.9t | CN¥1.3t | CN¥138.4b | 66.3x | 35.3x | 3.6x |
| Sat, 27 May 2023 | CN¥5.0t | CN¥1.3t | CN¥137.8b | 68.7x | 36.3x | 3.9x |
| Mon, 24 Apr 2023 | CN¥5.1t | CN¥1.2t | CN¥130.6b | 67.1x | 38.7x | 4.2x |
| Wed, 22 Mar 2023 | CN¥4.8t | CN¥1.1t | CN¥132.0b | 62x | 36.1x | 4.2x |
Price to Earnings Ratio
36.1x
Current Industry PE
- Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.3x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 3.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Chinese Tech industry?
| CN Market | -0.48% | |
| Tech | -1.22% | |
| Semiconductors | -2.20% | |
| Semiconductors | -1.96% | |
| Semiconductor Equipment | -2.83% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 95.6x.
- Analysts are expecting annual earnings growth of 39.1%, which is higher than its past year's earnings decline of 1.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 56% over the next 5 years.
- This is better than its past earnings growth rate of 12% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 39% 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 | |
|---|---|---|---|---|---|
| 001309 Shenzhen Techwinsemi Technology | CN¥320.05 | 18.0% +CN¥11.1b | 207.2% | PE105.5x | |
| 601012 LONGi Green Energy Technology | CN¥18.87 | 4.8% +CN¥6.6b | 7.7% | PS1.9x | |
| 688472 CSI Solar | CN¥15.67 | 11.6% +CN¥5.8b | 46.4% | PE54.6x | |
| 600703 Sanan OptoelectronicsLtd | CN¥18.14 | 6.9% +CN¥5.7b | 41.8% | PE936.6x | |
| 688223 Jinko Solar | CN¥7.89 | 7.5% +CN¥5.5b | 15.2% | PS1.2x |