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Chinese (SSE) Semiconductors Industry Analysis
UpdatedAug 27, 2025
DataAggregated Company Financials
Companies221
- 7D11.9%
- 3M34.2%
- 1Y90.2%
- YTD32.9%
The Semiconductors industry is up 12% in the last week, with Cambricon Technologies up 42%. Meanwhile, Qingdao Gaoce Technology actually underperformed within the industry, shrinking 11% in the last week. In the last 12 months, the industry was up 90%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 Aug 2025 | CN¥6.1t | CN¥1.2t | -CN¥11,178,240,122.00 | 74.7x | -546.6x | 4.9x |
| Fri, 25 Jul 2025 | CN¥5.0t | CN¥1.2t | -CN¥13,834,050,542.00 | 68.9x | -358.7x | 4x |
| Sun, 22 Jun 2025 | CN¥4.5t | CN¥1.2t | -CN¥14,586,082,807.00 | 59.9x | -306.9x | 3.6x |
| Tue, 20 May 2025 | CN¥4.6t | CN¥1.2t | -CN¥14,739,995,324.00 | 61.5x | -314.5x | 3.7x |
| Thu, 17 Apr 2025 | CN¥4.7t | CN¥1.3t | CN¥9.6b | 62.6x | 486.1x | 3.6x |
| Sat, 15 Mar 2025 | CN¥5.1t | CN¥1.3t | CN¥8.3b | 68.3x | 611.7x | 3.9x |
| Mon, 10 Feb 2025 | CN¥4.8t | CN¥1.3t | CN¥15.8b | 66x | 305x | 3.7x |
| Wed, 08 Jan 2025 | CN¥4.5t | CN¥1.3t | CN¥16.1b | 60.4x | 280.3x | 3.4x |
| Fri, 06 Dec 2024 | CN¥4.8t | CN¥1.3t | CN¥15.9b | 62.8x | 299.1x | 3.6x |
| Sun, 03 Nov 2024 | CN¥4.5t | CN¥1.3t | CN¥16.7b | 61.7x | 269.9x | 3.5x |
| Tue, 01 Oct 2024 | CN¥4.0t | CN¥1.4t | CN¥41.3b | 58.7x | 97.3x | 3x |
| Thu, 29 Aug 2024 | CN¥3.1t | CN¥1.4t | CN¥70.1b | 43.7x | 44.4x | 2.2x |
| Sat, 27 Jul 2024 | CN¥3.4t | CN¥1.4t | CN¥76.6b | 48.1x | 44.4x | 2.4x |
| Mon, 24 Jun 2024 | CN¥3.7t | CN¥1.4t | CN¥76.6b | 52.7x | 47.7x | 2.6x |
| Wed, 22 May 2024 | CN¥3.5t | CN¥1.4t | CN¥76.4b | 49.9x | 46.2x | 2.5x |
| Fri, 19 Apr 2024 | CN¥3.5t | CN¥1.5t | CN¥127.8b | 47.4x | 27.5x | 2.4x |
| Sun, 17 Mar 2024 | CN¥3.9t | CN¥1.5t | CN¥124.4b | 55.8x | 31.4x | 2.7x |
| Tue, 13 Feb 2024 | CN¥3.5t | CN¥1.4t | CN¥127.3b | 48x | 27.4x | 2.4x |
| Thu, 11 Jan 2024 | CN¥3.8t | CN¥1.4t | CN¥124.1b | 61.5x | 30.9x | 2.7x |
| Sat, 09 Dec 2023 | CN¥4.2t | CN¥1.4t | CN¥124.1b | 68x | 33.7x | 2.9x |
| Mon, 06 Nov 2023 | CN¥4.3t | CN¥1.4t | CN¥123.4b | 70.2x | 34.5x | 3x |
| Wed, 04 Oct 2023 | CN¥4.3t | CN¥1.4t | CN¥136.8b | 68.5x | 31.2x | 3x |
| Fri, 01 Sep 2023 | CN¥4.4t | CN¥1.4t | CN¥134.3b | 70.7x | 32.9x | 3.2x |
| Sun, 30 Jul 2023 | CN¥4.6t | CN¥1.3t | CN¥139.6b | 64.6x | 33.1x | 3.4x |
| Tue, 27 Jun 2023 | CN¥4.9t | CN¥1.3t | CN¥138.4b | 66.2x | 35.2x | 3.6x |
| Thu, 25 May 2023 | CN¥4.9t | CN¥1.3t | CN¥137.9b | 69.4x | 35.3x | 3.8x |
| Sat, 22 Apr 2023 | CN¥5.0t | CN¥1.2t | CN¥131.9b | 66.2x | 38.3x | 4.2x |
| Mon, 20 Mar 2023 | CN¥4.7t | CN¥1.1t | CN¥132.0b | 61x | 35.5x | 4.1x |
| Wed, 15 Feb 2023 | CN¥4.7t | CN¥982.7b | CN¥103.3b | 58.5x | 45.5x | 4.8x |
| Fri, 13 Jan 2023 | CN¥4.4t | CN¥981.9b | CN¥103.3b | 52.6x | 42.2x | 4.4x |
| Sun, 11 Dec 2022 | CN¥4.4t | CN¥978.5b | CN¥102.5b | 53.7x | 43x | 4.5x |
| Tue, 08 Nov 2022 | CN¥4.7t | CN¥966.6b | CN¥100.7b | 55.9x | 46.2x | 4.8x |
| Thu, 06 Oct 2022 | CN¥4.2t | CN¥880.0b | CN¥95.9b | 46.5x | 43.9x | 4.8x |
| Sat, 03 Sep 2022 | CN¥4.6t | CN¥873.7b | CN¥94.7b | 52.2x | 48.9x | 5.3x |
Price to Earnings Ratio
48.9x
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 3.5x is lower than the industry's current PS ratio of 4.9x.
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 12% 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 | 4.12% | |
| Tech | 7.42% | |
| Semiconductors | 11.85% | |
| Semiconductors | 12.74% | |
| Semiconductor Equipment | 9.33% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 58.4x.
- Analysts are expecting annual earnings growth of 40.2%, which is higher than its past year's earnings growth of 9.6% 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 14% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 40% 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 | |
|---|---|---|---|---|---|
| 688256 Cambricon Technologies | CN¥1.37k | 35.4% +CN¥150.1b | 471.2% | PE4419.7x | |
| 688041 Hygon Information Technology | CN¥191.95 | 23.2% +CN¥83.9b | 156.9% | PE195.4x | |
| 603986 Giga Device Semiconductor | CN¥158.63 | 24.9% +CN¥21.0b | 126.8% | PE90.7x | |
| 688082 ACM Research (Shanghai) | CN¥158.90 | 34.5% +CN¥18.0b | 79.2% | PE49.9x | |
| 688008 Montage Technology | CN¥108.20 | 16.5% +CN¥17.4b | 112.4% | PE71.8x |