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Chinese (SSE) Semiconductors Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies233
  • 7D-20.1%
  • 3M13.8%
  • 1Y77.4%
  • YTD23.8%

Over the last 7 days, the Semiconductors industry has dropped 20%, driven by pullbacks in Cambricon Technologies and SJ Semiconductor of 13% and 31%, respectively. Over the past 12 months, the industry was up 77%. As for the next few years, earnings are expected to grow by 49% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026CN¥10.0tCN¥1.3tCN¥9.8b99.7x1019.1x7.7x
Thu, 18 Jun 2026CN¥11.8tCN¥1.3tCN¥10.3b126.7x1140.6x9.1x
Sat, 16 May 2026CN¥10.6tCN¥1.3tCN¥8.8b100.1x1198.6x8.2x
Mon, 13 Apr 2026CN¥8.1tCN¥1.3t-CN¥5,699,623,563.0087.9x-1419.5x6.3x
Wed, 11 Mar 2026CN¥8.3tCN¥1.3t-CN¥2,823,627,771.0093x-2933x6.5x
Fri, 06 Feb 2026CN¥8.2tCN¥1.3t-CN¥5,788,273,093.0095.9x-1408.7x6.5x
Sun, 04 Jan 2026CN¥7.4tCN¥1.3t-CN¥5,998,092,396.0079.6x-1227.6x5.9x
Tue, 02 Dec 2025CN¥6.6tCN¥1.2t-CN¥3,965,287,488.0078.3x-1661.5x5.3x
Thu, 30 Oct 2025CN¥7.0tCN¥1.3t-CN¥5,989,128,507.0081.9x-1176.5x5.6x
Sat, 27 Sep 2025CN¥6.8tCN¥1.2t-CN¥9,560,422,056.0080.2x-711x5.5x
Mon, 25 Aug 2025CN¥6.0tCN¥1.2t-CN¥11,489,881,503.0075.5x-522.2x4.8x
Wed, 23 Jul 2025CN¥4.9tCN¥1.2t-CN¥13,939,266,438.0067.9x-350.2x3.9x
Fri, 20 Jun 2025CN¥4.5tCN¥1.2t-CN¥14,586,082,807.0061.2x-307.6x3.6x
Sun, 18 May 2025CN¥4.6tCN¥1.2t-CN¥14,696,365,265.0061.1x-314.1x3.7x
Tue, 15 Apr 2025CN¥4.7tCN¥1.3tCN¥8.8b62.8x532.3x3.6x
Thu, 13 Mar 2025CN¥5.1tCN¥1.3tCN¥8.3b69x617x4x
Sat, 08 Feb 2025CN¥4.8tCN¥1.3tCN¥15.8b66x305x3.7x
Mon, 06 Jan 2025CN¥4.4tCN¥1.3tCN¥16.1b58.9x272.2x3.3x
Wed, 04 Dec 2024CN¥4.8tCN¥1.3tCN¥15.9b63.3x300.4x3.7x
Fri, 01 Nov 2024CN¥4.6tCN¥1.3tCN¥23.8b65.4x193x3.4x
Sun, 29 Sep 2024CN¥3.5tCN¥1.4tCN¥41.3b50.4x84.5x2.6x
Tue, 27 Aug 2024CN¥3.1tCN¥1.4tCN¥73.3b44x42.9x2.2x
Thu, 25 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b48.3x44.1x2.4x
Sat, 22 Jun 2024CN¥3.7tCN¥1.4tCN¥76.6b52.7x47.7x2.6x
Mon, 20 May 2024CN¥3.5tCN¥1.4tCN¥76.2b49.8x46.5x2.5x
Wed, 17 Apr 2024CN¥3.5tCN¥1.5tCN¥127.3b45.9x27.7x2.4x
Fri, 15 Mar 2024CN¥3.9tCN¥1.5tCN¥123.6b55.7x31.5x2.7x
Sun, 11 Feb 2024CN¥3.5tCN¥1.4tCN¥125.4b48x27.9x2.4x
Tue, 09 Jan 2024CN¥3.8tCN¥1.4tCN¥124.1b61.1x30.9x2.7x
Thu, 07 Dec 2023CN¥4.2tCN¥1.4tCN¥124.1b67.1x33.5x2.9x
Sat, 04 Nov 2023CN¥4.3tCN¥1.4tCN¥123.5b70.3x34.5x3x
Mon, 02 Oct 2023CN¥4.3tCN¥1.4tCN¥136.8b68.5x31.2x3x
Wed, 30 Aug 2023CN¥4.3tCN¥1.4tCN¥133.1b71.5x32.3x3.1x
Fri, 28 Jul 2023CN¥4.6tCN¥1.3tCN¥139.6b65.6x33x3.4x
Price to Earnings Ratio

33x


Total Market Cap: CN¥4.6tTotal Earnings: CN¥139.6bTotal Revenue: CN¥1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average -262.2x202420252026
Current Industry PE
  • Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 1kx which is higher than its 3-year average PE of -262x.
  • The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 7.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 59% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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-6.17%
Tech-15.08%
Semiconductors-20.08%
Semiconductors-18.92%
Semiconductor Equipment-22.65%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 123x.
    • Analysts are expecting annual earnings growth of 40.7%, which is higher than its past year's earnings decline of 6.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings growth rate of 13% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 41% 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
688041 Hygon Information TechnologyCN¥344.531.1%
+CN¥8.5b		154.6%PE293.2x
688702 Suzhou Centec CommunicationsCN¥395.044.9%
+CN¥7.6b		522.7%PS137.7x
301536 SigmaStar TechnologyCN¥122.188.6%
+CN¥4.1b		108.0%PE107.5x
688472 CSI SolarCN¥10.037.6%
+CN¥2.6b		5.4%PE24.3x
688012 Advanced Micro-Fabrication Equipment ChinaCN¥407.890.6%
+CN¥2.5b		224.1%PE143.2x

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