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Chinese (SSE) Semiconductors Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies232
  • 7D2.4%
  • 3M-1.6%
  • 1Y60.0%
  • YTD10.2%

In the last week, the Semiconductors industry is up 2.4%, with Cambricon Technologies leading the way, up 7.1%. During this same period, the NAURA Technology Group underperformed, falling 6.5%. This takes the industry's 12 month performance to a gain of 60%. Looking forward, earnings are forecast to grow by 51% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026CN¥8.6tCN¥1.3t-CN¥3,073,804,126.0092.2x-2782.9x6.6x
Fri, 20 Mar 2026CN¥7.9tCN¥1.3t-CN¥2,930,068,929.0085.9x-2695.4x6.2x
Sun, 15 Feb 2026CN¥8.4tCN¥1.3t-CN¥5,780,221,822.0095.9x-1453.3x6.7x
Tue, 13 Jan 2026CN¥8.3tCN¥1.3t-CN¥5,909,571,167.0089.9x-1402.4x6.6x
Thu, 11 Dec 2025CN¥7.1tCN¥1.2t-CN¥5,290,714,607.0079.5x-1332.6x5.6x
Sat, 08 Nov 2025CN¥6.8tCN¥1.2t-CN¥4,099,343,140.0079x-1666.3x5.5x
Mon, 06 Oct 2025CN¥7.0tCN¥1.2t-CN¥9,594,443,194.0085.3x-727.9x5.6x
Wed, 03 Sep 2025CN¥6.2tCN¥1.2t-CN¥10,623,615,544.0071.8x-581.1x5x
Fri, 01 Aug 2025CN¥5.0tCN¥1.2t-CN¥13,714,110,566.0068.2x-365.6x4x
Sun, 29 Jun 2025CN¥4.7tCN¥1.2t-CN¥14,586,082,808.0063.8x-319.6x3.8x
Tue, 27 May 2025CN¥4.6tCN¥1.2t-CN¥14,756,477,671.0059.8x-308.4x3.7x
Thu, 24 Apr 2025CN¥4.7tCN¥1.3tCN¥9.4b65.7x498.2x3.6x
Sat, 22 Mar 2025CN¥4.9tCN¥1.3tCN¥9.0b66x542.4x3.8x
Mon, 17 Feb 2025CN¥4.8tCN¥1.3tCN¥15.8b66.3x303x3.7x
Wed, 15 Jan 2025CN¥4.6tCN¥1.3tCN¥16.7b61.2x274.4x3.5x
Fri, 13 Dec 2024CN¥4.8tCN¥1.3tCN¥15.9b68x302.7x3.7x
Sun, 10 Nov 2024CN¥4.9tCN¥1.3tCN¥16.7b68.1x296.1x3.8x
Tue, 08 Oct 2024CN¥4.0tCN¥1.4tCN¥41.3b58.7x97.3x3x
Thu, 05 Sep 2024CN¥3.2tCN¥1.4tCN¥41.5b47.6x76.2x2.3x
Sat, 03 Aug 2024CN¥3.4tCN¥1.4tCN¥76.7b47.6x44.9x2.4x
Mon, 01 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b48.8x44.5x2.4x
Wed, 29 May 2024CN¥3.5tCN¥1.4tCN¥76.4b49.7x46x2.5x
Fri, 26 Apr 2024CN¥3.5tCN¥1.5tCN¥126.8b47.4x27.3x2.3x
Sun, 24 Mar 2024CN¥3.9tCN¥1.5tCN¥124.8b56.8x31.2x2.6x
Tue, 20 Feb 2024CN¥3.6tCN¥1.4tCN¥127.5b48.8x27.9x2.5x
Thu, 18 Jan 2024CN¥3.8tCN¥1.4tCN¥124.5b58.4x30.2x2.6x
Sat, 16 Dec 2023CN¥4.1tCN¥1.4tCN¥124.1b67.5x33.1x2.9x
Mon, 13 Nov 2023CN¥4.4tCN¥1.4tCN¥124.9b73.1x35.1x3.1x
Wed, 11 Oct 2023CN¥4.3tCN¥1.4tCN¥136.8b68.8x31.2x3x
Fri, 08 Sep 2023CN¥4.4tCN¥1.4tCN¥136.8b72.8x32x3.1x
Sun, 06 Aug 2023CN¥4.7tCN¥1.3tCN¥137.1b66.2x34.1x3.5x
Tue, 04 Jul 2023CN¥4.9tCN¥1.3tCN¥138.3b68.8x35.6x3.7x
Thu, 01 Jun 2023CN¥5.0tCN¥1.3tCN¥137.9b69.9x36.1x3.8x
Sat, 29 Apr 2023CN¥4.8tCN¥31.1tCN¥844.4b66.8x5.7x0.2x
Price to Earnings Ratio

5.7x


Total Market Cap: CN¥4.8tTotal Earnings: CN¥844.4bTotal Revenue: CN¥31.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average -256.5x202420252026
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 6.6x.
Past Earnings Growth
  • Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 65% per year, which is driving profits down.

Industry Trends

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

CN Market1.85%
Tech3.68%
Semiconductors2.40%
Semiconductors3.29%
Semiconductor Equipment-0.018%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 102x.
    • Analysts are expecting annual earnings growth of 38.3%, which is higher than its past year's earnings decline of 0.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings growth rate of 9.5% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 38% 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
688256 Cambricon TechnologiesCN¥1.33k7.1%
+CN¥37.1b		91.4%PE272.4x
688802 MetaX Integrated Circuits (Shanghai)CN¥697.7313.7%
+CN¥33.5b		n/aPS169.8x
603986 GigaDevice SemiconductorCN¥306.279.4%
+CN¥18.4b		172.6%PE130.2x
688498 Yuanjie Semiconductor TechnologyCN¥1.40k11.8%
+CN¥12.6b		1,202.3%PE627.7x
688795 Moore Threads TechnologyCN¥625.914.1%
+CN¥11.7b		n/aPS195.4x

Latest News

688313
CN¥136.35
Henan Shijia Photons Technology
7D
13.0%
1Y
544.1%
688037
CN¥176.80
KINGSEMI
7D
-9.4%
1Y
85.2%
002371
CN¥450.36
NAURA Technology Group
7D
-6.5%
1Y
31.6%
688525
CN¥275.96
BIWIN Storage Technology
7D
-4.2%
1Y
351.7%
688802
CN¥697.73
MetaX Integrated Circuits (Shanghai)
7D
13.7%
1Y
n/a
603986
CN¥306.27
GigaDevice Semiconductor
7D
9.4%
1Y
172.6%
688375
CN¥137.47
Guobo Electronics
7D
16.4%
1Y
174.0%
688041
CN¥252.55
Hygon Information Technology
7D
1.5%
1Y
66.0%
688521
CN¥233.06
VeriSilicon Microelectronics (Shanghai)
7D
-5.1%
1Y
149.4%
688012
CN¥308.88
Advanced Micro-Fabrication Equipment China
7D
-4.8%
1Y
62.1%
688361
CN¥160.80
Skyverse Technology
7D
-9.3%
1Y
100.2%
688270
CN¥147.76
Great Microwave Technology
7D
-12.3%
1Y
236.0%
688072
CN¥388.46
Piotech
7D
-4.9%
1Y
147.4%
688795
CN¥625.91
Moore Threads Technology
7D
4.1%
1Y
n/a
688498
CN¥1,398.90
Yuanjie Semiconductor Technology
7D
11.8%
1Y
1,202.3%
688256
CN¥1,330.00
Cambricon Technologies
7D
7.1%
1Y
91.4%