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- 7D-5.0%
- 3M10.3%
- 1Y38.1%
- YTD4.5%
Over the last 7 days, the Semiconductors industry has dropped 5.3%, driven by a pullback from Hygon Information Technology of 7.9%. Meanwhile, BIWIN Storage Technology actually outperformed within the industry, gaining 35% in the last week. Over the past 12 months, the industry was up 41%. Earnings are forecast to grow by 51% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 10 Mar 2026 | CN¥8.0t | CN¥1.3t | -CN¥2,852,507,866.00 | 89.9x | -2820.1x | 6.3x |
| Thu, 05 Feb 2026 | CN¥8.3t | CN¥1.3t | -CN¥5,791,782,695.00 | 95x | -1436.7x | 6.6x |
| Sat, 03 Jan 2026 | CN¥7.4t | CN¥1.3t | -CN¥5,998,092,396.00 | 79.6x | -1225.7x | 5.9x |
| Mon, 01 Dec 2025 | CN¥6.5t | CN¥1.2t | -CN¥3,965,287,488.00 | 77.6x | -1639.6x | 5.2x |
| Wed, 29 Oct 2025 | CN¥7.0t | CN¥1.2t | -CN¥7,609,686,007.00 | 81.2x | -915.8x | 5.6x |
| Fri, 26 Sep 2025 | CN¥6.9t | CN¥1.2t | -CN¥9,560,422,058.00 | 81x | -721.5x | 5.6x |
| Sun, 24 Aug 2025 | CN¥6.0t | CN¥1.2t | -CN¥11,524,857,071.00 | 75.7x | -520.6x | 4.8x |
| Tue, 22 Jul 2025 | CN¥4.9t | CN¥1.2t | -CN¥13,929,815,767.00 | 66.4x | -348.5x | 3.9x |
| Thu, 19 Jun 2025 | CN¥4.5t | CN¥1.2t | -CN¥14,770,867,692.00 | 61.8x | -305x | 3.6x |
| Sat, 17 May 2025 | CN¥4.6t | CN¥1.2t | -CN¥13,711,589,332.00 | 60.6x | -336.7x | 3.7x |
| Mon, 14 Apr 2025 | CN¥4.7t | CN¥1.3t | CN¥8.9b | 63x | 521.7x | 3.6x |
| Wed, 12 Mar 2025 | CN¥5.1t | CN¥1.3t | CN¥8.3b | 68.8x | 616x | 4x |
| Fri, 07 Feb 2025 | CN¥4.8t | CN¥1.3t | CN¥15.8b | 66.4x | 301.1x | 3.6x |
| Sun, 05 Jan 2025 | CN¥4.4t | CN¥1.3t | CN¥16.1b | 58.9x | 272.2x | 3.3x |
| Tue, 03 Dec 2024 | CN¥4.8t | CN¥1.3t | CN¥15.9b | 63.6x | 303.4x | 3.7x |
| Thu, 31 Oct 2024 | CN¥4.6t | CN¥1.4t | CN¥36.0b | 59.9x | 127.9x | 3.4x |
| Sat, 28 Sep 2024 | CN¥3.5t | CN¥1.4t | CN¥41.3b | 50.4x | 84.5x | 2.6x |
| Mon, 26 Aug 2024 | CN¥3.1t | CN¥1.4t | CN¥74.4b | 43.2x | 42.3x | 2.2x |
| Wed, 24 Jul 2024 | CN¥3.4t | CN¥1.4t | CN¥76.6b | 49.4x | 44.9x | 2.4x |
| Fri, 21 Jun 2024 | CN¥3.7t | CN¥1.4t | CN¥76.6b | 52.7x | 47.7x | 2.6x |
| Sun, 19 May 2024 | CN¥3.5t | CN¥1.4t | CN¥76.3b | 49.8x | 46.5x | 2.5x |
| Tue, 16 Apr 2024 | CN¥3.5t | CN¥1.5t | CN¥127.5b | 48.6x | 27.7x | 2.4x |
| Thu, 14 Mar 2024 | CN¥4.0t | CN¥1.5t | CN¥123.6b | 57.3x | 32x | 2.7x |
| Sat, 10 Feb 2024 | CN¥3.5t | CN¥1.4t | CN¥125.4b | 48x | 27.9x | 2.4x |
| Mon, 08 Jan 2024 | CN¥3.9t | CN¥1.4t | CN¥124.1b | 63.9x | 31.6x | 2.8x |
| Wed, 06 Dec 2023 | CN¥4.1t | CN¥1.4t | CN¥124.1b | 66.9x | 33.3x | 2.9x |
| Fri, 03 Nov 2023 | CN¥4.1t | CN¥1.4t | CN¥123.8b | 67.3x | 33.4x | 2.9x |
| Sun, 01 Oct 2023 | CN¥4.3t | CN¥1.4t | CN¥136.7b | 68.4x | 31.2x | 3x |
| Tue, 29 Aug 2023 | CN¥4.1t | CN¥1.4t | CN¥133.2b | 62.4x | 31.1x | 3x |
| Thu, 27 Jul 2023 | CN¥4.7t | CN¥1.3t | CN¥139.6b | 66.3x | 33.5x | 3.5x |
| Sat, 24 Jun 2023 | CN¥4.9t | CN¥1.3t | CN¥138.4b | 67.9x | 35.6x | 3.7x |
| Mon, 22 May 2023 | CN¥4.9t | CN¥1.3t | CN¥138.2b | 67.8x | 35.4x | 3.8x |
| Wed, 19 Apr 2023 | CN¥5.2t | CN¥1.2t | CN¥132.3b | 69.4x | 39.6x | 4.4x |
| Fri, 17 Mar 2023 | CN¥4.6t | CN¥1.1t | CN¥131.2b | 61.5x | 35.4x | 4.1x |
Price to Earnings Ratio
35.4x
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 6.4x.
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 4.0% 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 | -2.87% | |
| Tech | -4.29% | |
| Semiconductors | -5.03% | |
| Semiconductors | -4.20% | |
| Semiconductor Equipment | -7.15% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 94.7x.
- Analysts are expecting annual earnings growth of 38.8%, which is higher than its past year's earnings decline of 0.06% 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 15% 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 | |
|---|---|---|---|---|---|
| 688525 BIWIN Storage Technology | CN¥216.65 | 35.0% +CN¥26.2b | 177.3% | PE116.8x | |
| 001309 Shenzhen Techwinsemi Technology | CN¥280.00 | 13.6% +CN¥7.6b | 155.4% | PE92.3x | |
| 688110 Dosilicon | CN¥148.99 | 11.5% +CN¥6.7b | 371.5% | PS70.3x | |
| 002506 GCL System Integration Technology | CN¥5.78 | 23.2% +CN¥6.4b | 130.3% | PS2.1x | |
| 300323 BOE HC SemiTek | CN¥11.71 | 37.4% +CN¥5.2b | 50.1% | PS3.6x |