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Chinese (SSE) Semiconductors Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies233
  • 7D6.0%
  • 3M2.5%
  • 1Y61.6%
  • YTD11.5%

In the last week, the Semiconductors industry is up 6.1%, with Cambricon Technologies up 13%. During this same period, the Focuslight Technologies underperformed, falling 5.4%. In the last 12 months, the industry was up 62%. 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
Tue, 21 Apr 2026CN¥8.8tCN¥1.3t-CN¥3,310,920,957.0091.4x-2650.3x6.8x
Thu, 19 Mar 2026CN¥8.1tCN¥1.3t-CN¥2,930,068,929.0088.5x-2763x6.4x
Sat, 14 Feb 2026CN¥8.4tCN¥1.3t-CN¥5,780,221,822.0095.9x-1453.2x6.7x
Mon, 12 Jan 2026CN¥8.1tCN¥1.3t-CN¥5,909,571,167.0089.1x-1376.1x6.5x
Wed, 10 Dec 2025CN¥7.0tCN¥1.2t-CN¥5,290,714,607.0079.3x-1320.6x5.6x
Fri, 07 Nov 2025CN¥6.9tCN¥1.2t-CN¥4,099,343,143.0079.8x-1674.6x5.5x
Sun, 05 Oct 2025CN¥7.0tCN¥1.2t-CN¥9,594,443,194.0085.3x-727.9x5.6x
Tue, 02 Sep 2025CN¥6.4tCN¥1.2t-CN¥10,623,591,778.0074.6x-601.3x5.2x
Thu, 31 Jul 2025CN¥5.1tCN¥1.2t-CN¥13,834,050,539.0069.3x-368.2x4.1x
Sat, 28 Jun 2025CN¥4.7tCN¥1.2t-CN¥14,586,082,808.0063.8x-319.5x3.8x
Mon, 26 May 2025CN¥4.5tCN¥1.2t-CN¥14,756,477,671.0059.1x-306.1x3.6x
Wed, 23 Apr 2025CN¥4.7tCN¥1.3tCN¥9.2b65.6x510.8x3.6x
Fri, 21 Mar 2025CN¥5.0tCN¥1.3tCN¥8.9b67.1x562.4x3.9x
Sun, 16 Feb 2025CN¥4.8tCN¥1.3tCN¥15.8b66.3x302.9x3.7x
Tue, 14 Jan 2025CN¥4.4tCN¥1.3tCN¥16.8b58.4x262.4x3.4x
Thu, 12 Dec 2024CN¥4.8tCN¥1.3tCN¥15.9b67.4x300.2x3.7x
Sat, 09 Nov 2024CN¥4.9tCN¥1.3tCN¥16.7b68.1x296.1x3.8x
Mon, 07 Oct 2024CN¥4.0tCN¥1.4tCN¥41.3b58.7x97.3x3x
Wed, 04 Sep 2024CN¥3.2tCN¥1.4tCN¥41.4b47.8x76.8x2.3x
Fri, 02 Aug 2024CN¥3.5tCN¥1.4tCN¥76.7b49.1x46.1x2.5x
Sun, 30 Jun 2024CN¥3.4tCN¥1.4tCN¥76.6b48.8x44.5x2.4x
Tue, 28 May 2024CN¥3.5tCN¥1.4tCN¥76.4b49.9x46.1x2.5x
Thu, 25 Apr 2024CN¥3.5tCN¥1.5tCN¥127.4b47.1x27.2x2.3x
Sat, 23 Mar 2024CN¥3.9tCN¥1.5tCN¥124.4b56.8x31.3x2.6x
Mon, 19 Feb 2024CN¥3.5tCN¥1.4tCN¥127.5b48x27.4x2.4x
Wed, 17 Jan 2024CN¥3.9tCN¥1.4tCN¥124.5b61.5x31.1x2.7x
Fri, 15 Dec 2023CN¥4.2tCN¥1.4tCN¥124.1b67.9x33.5x2.9x
Sun, 12 Nov 2023CN¥4.4tCN¥1.4tCN¥124.9b73.1x35.1x3.1x
Tue, 10 Oct 2023CN¥4.3tCN¥1.4tCN¥136.8b68.8x31.1x3x
Thu, 07 Sep 2023CN¥4.5tCN¥1.4tCN¥136.8b73.1x33.1x3.2x
Sat, 05 Aug 2023CN¥4.7tCN¥1.3tCN¥137.6b66.4x33.9x3.5x
Mon, 03 Jul 2023CN¥4.9tCN¥1.3tCN¥138.3b68.7x35.7x3.7x
Wed, 31 May 2023CN¥5.0tCN¥1.3tCN¥137.8b70.1x36x3.8x
Fri, 28 Apr 2023CN¥4.8tCN¥31.1tCN¥845.5b62.5x5.7x0.2x
Price to Earnings Ratio

5.7x


Total Market Cap: CN¥4.8tTotal Earnings: CN¥845.5bTotal Revenue: CN¥31.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average -254x202420252026
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 6.7x.
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 Market3.21%
Tech6.67%
Semiconductors5.95%
Semiconductors6.65%
Semiconductor Equipment4.05%
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 39.5%, 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 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?

CompanyLast Price7D1YValuation
688256 Cambricon TechnologiesCN¥1.38k13.0%
+CN¥66.9b
98.3%PE282.2x
688802 MetaX Integrated Circuits (Shanghai)CN¥707.4115.9%
+CN¥38.9b
n/aPS172.2x
688041 Hygon Information TechnologyCN¥261.786.7%
+CN¥38.3b
70.3%PE222.7x
688795 Moore Threads TechnologyCN¥646.208.3%
+CN¥23.3b
n/aPS201.7x
603986 GigaDevice SemiconductorCN¥290.5410.8%
+CN¥19.9b
158.3%PE123.5x

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