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Chinese (SSE) Semiconductors Industry Analysis

UpdatedAug 31, 2025
DataAggregated Company Financials
Companies221
  • 7D4.7%
  • 3M37.8%
  • 1Y86.6%
  • YTD36.7%

The Semiconductors industry is up 4.7% in the last week, with Cambricon Technologies up 20%. This takes the industry's 12 month performance to a gain of 87%. Earnings are forecast to grow by 47% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 Aug 2025CN¥6.3tCN¥1.2t-CN¥10,176,732,970.0074.7x-617.3x5.1x
Tue, 29 Jul 2025CN¥5.0tCN¥1.2t-CN¥13,834,050,539.0069.6x-364.9x4.1x
Thu, 26 Jun 2025CN¥4.7tCN¥1.2t-CN¥14,586,082,808.0065.9x-320.8x3.8x
Sat, 24 May 2025CN¥4.5tCN¥1.2t-CN¥14,756,477,672.0059.1x-306.1x3.6x
Mon, 21 Apr 2025CN¥4.6tCN¥1.3tCN¥8.4b63.7x553.8x3.6x
Wed, 19 Mar 2025CN¥5.1tCN¥1.3tCN¥8.9b68.3x575.3x4x
Fri, 14 Feb 2025CN¥4.8tCN¥1.3tCN¥15.8b67.1x303.1x3.7x
Sun, 12 Jan 2025CN¥4.4tCN¥1.3tCN¥16.1b59.9x276.1x3.4x
Tue, 10 Dec 2024CN¥4.7tCN¥1.3tCN¥15.9b64.9x296.3x3.6x
Thu, 07 Nov 2024CN¥4.8tCN¥1.3tCN¥16.7b66.2x288.5x3.7x
Sat, 05 Oct 2024CN¥4.0tCN¥1.4tCN¥41.3b58.7x97.3x3x
Mon, 02 Sep 2024CN¥3.3tCN¥1.4tCN¥42.5b47.5x76.8x2.4x
Wed, 31 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b47.9x44.2x2.4x
Fri, 28 Jun 2024CN¥3.4tCN¥1.4tCN¥76.6b48.5x44.6x2.4x
Sun, 26 May 2024CN¥3.5tCN¥1.4tCN¥76.4b48x45.4x2.5x
Tue, 23 Apr 2024CN¥3.4tCN¥1.5tCN¥127.4b46.7x26.8x2.3x
Thu, 21 Mar 2024CN¥4.0tCN¥1.5tCN¥124.4b57.6x31.9x2.7x
Sat, 17 Feb 2024CN¥3.5tCN¥1.4tCN¥127.5b48x27.4x2.4x
Mon, 15 Jan 2024CN¥3.9tCN¥1.4tCN¥124.5b61.6x31x2.7x
Wed, 13 Dec 2023CN¥4.2tCN¥1.4tCN¥124.1b69x34x3x
Fri, 10 Nov 2023CN¥4.4tCN¥1.4tCN¥125.1b73.3x35.2x3.1x
Sun, 08 Oct 2023CN¥4.3tCN¥1.4tCN¥136.8b68.5x31.2x3x
Tue, 05 Sep 2023CN¥4.4tCN¥1.4tCN¥134.4b71.3x33x3.2x
Thu, 03 Aug 2023CN¥4.6tCN¥1.3tCN¥139.6b66.1x33.2x3.4x
Sat, 01 Jul 2023CN¥4.9tCN¥1.3tCN¥138.4b68.2x35.6x3.7x
Mon, 29 May 2023CN¥5.0tCN¥1.3tCN¥137.8b68.7x36.3x3.9x
Wed, 26 Apr 2023CN¥4.8tCN¥31.1tCN¥842.7b61.9x5.7x0.2x
Fri, 24 Mar 2023CN¥4.9tCN¥1.2tCN¥133.9b62.1x36.4x4.2x
Sun, 19 Feb 2023CN¥4.5tCN¥983.8bCN¥103.4b55.9x43.4x4.6x
Tue, 17 Jan 2023CN¥4.4tCN¥981.9bCN¥103.3b53.8x43x4.5x
Thu, 15 Dec 2022CN¥4.3tCN¥978.5bCN¥102.5b53.2x42.2x4.4x
Sat, 12 Nov 2022CN¥4.5tCN¥968.2bCN¥101.2b54.5x44.2x4.6x
Mon, 10 Oct 2022CN¥4.2tCN¥880.8bCN¥96.1b46.6x44x4.8x
Wed, 07 Sep 2022CN¥4.7tCN¥873.5bCN¥94.5b54.1x50.1x5.4x
Price to Earnings Ratio

50.1x


Total Market Cap: CN¥4.7tTotal Earnings: CN¥94.5bTotal Revenue: CN¥873.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 53.4x202320242025
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 5.1x.
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 Market1.78%
Tech5.61%
Semiconductors4.68%
Semiconductors5.45%
Semiconductor Equipment2.44%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 59.1x.
    • Analysts are expecting annual earnings growth of 38.4%, 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 50% 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 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¥1.49k20.1%
+CN¥104.3b
481.4%PE559.6x
688008 Montage TechnologyCN¥122.9024.0%
+CN¥27.0b
133.5%PE81.5x
603893 Rockchip ElectronicsCN¥246.3025.7%
+CN¥21.0b
360.0%PE108.9x
688041 Hygon Information TechnologyCN¥194.524.5%
+CN¥19.6b
145.0%PE198x
688303 Xinjiang Daqo New EnergyLtdCN¥32.1920.7%
+CN¥11.8b
77.7%PS12.9x

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