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German (DAX) Semiconductors Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies16
  • 7D14.9%
  • 3M55.4%
  • 1Y114.5%
  • YTD62.8%

In the last week, the Semiconductors industry is up 15%, with Infineon Technologies up 15%. During this same period, the Windon Energy Group underperformed, falling 37%. This means that the industry has gained 115% over the past year. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 May 2026€93.6b€18.2b€1.1b78.3x85.3x5.2x
Fri, 03 Apr 2026€60.9b€18.3b€1.2b50.2x51.1x3.3x
Sun, 01 Mar 2026€69.3b€18.5b€1.2b36.6x56.4x3.8x
Tue, 27 Jan 2026€62.4b€18.3b€1.2b31.9x52.8x3.4x
Thu, 25 Dec 2025€54.6b€18.3b€1.2b25.6x46.1x3x
Sat, 22 Nov 2025€47.9b€18.5b€1.2b20.3x39.3x2.6x
Mon, 20 Oct 2025€49.5b€20.1b€1.2b20.6x40x2.5x
Wed, 17 Sep 2025€48.4b€20.0b€1.2b19.4x39.3x2.4x
Fri, 15 Aug 2025€54.3b€20.0b€1.2b19.1x43.8x2.7x
Sun, 13 Jul 2025€56.8b€20.1b€1.4b17.4x40.2x2.8x
Tue, 10 Jun 2025€53.8b€20.1b€1.4b14.3x38x2.7x
Thu, 08 May 2025€45.2b€20.1b€1.6b13.6x28.3x2.2x
Sat, 05 Apr 2025€39.0b€20.0b€1.6b10.4x24x1.9x
Mon, 03 Mar 2025€52.2b€20.1b€1.8b12.9x28.7x2.6x
Wed, 29 Jan 2025€49.7b€20.4b€2.2b13x22.6x2.4x
Fri, 27 Dec 2024€47.6b€20.4b€2.2b13x21.7x2.3x
Sun, 24 Nov 2024€45.3b€20.4b€2.2b11.8x20.5x2.2x
Tue, 22 Oct 2024€46.0b€20.8b€2.7b13.3x17.2x2.2x
Thu, 19 Sep 2024€47.0b€20.8b€2.7b14.4x17.5x2.3x
Sat, 17 Aug 2024€49.6b€20.8b€2.7b15x18.5x2.4x
Mon, 15 Jul 2024€56.3b€21.3b€3.2b14.6x17.5x2.6x
Wed, 12 Jun 2024€58.9b€21.3b€3.2b15.8x18.3x2.8x
Fri, 10 May 2024€57.7b€21.4b€3.2b15.5x17.9x2.7x
Sun, 07 Apr 2024€50.9b€21.8b€3.7b13.8x13.8x2.3x
Tue, 05 Mar 2024€54.8b€21.7b€3.8b14.7x14.5x2.5x
Thu, 01 Feb 2024€55.2b€21.9b€3.9b14.1x14.2x2.5x
Sat, 30 Dec 2023€61.4b€21.9b€3.9b16.3x15.8x2.8x
Mon, 27 Nov 2023€54.9b€21.9b€3.9b14.5x14.1x2.5x
Wed, 25 Oct 2023€48.2b€21.6b€3.8b13.9x12.5x2.2x
Fri, 22 Sep 2023€51.8b€21.7b€3.9b13.2x13.4x2.4x
Sun, 20 Aug 2023€53.3b€21.7b€3.9b14.9x13.8x2.5x
Tue, 18 Jul 2023€61.5b€20.9b€3.5b18.3x17.8x2.9x
Thu, 15 Jun 2023€62.7b€20.9b€3.5b19.4x18.1x3x
Sat, 13 May 2023€55.2b€20.8b€3.4b15.8x16x2.7x
Price to Earnings Ratio

16x


Total Market Cap: €55.2bTotal Earnings: €3.4bTotal Revenue: €20.8bTotal Market Cap vs Earnings and Revenue0%0%0%
German Semiconductors Industry Price to Earnings3Y Average 27x202420252026
Current Industry PE
  • Investors are optimistic on the German Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 85.3x which is higher than its 3-year average PE of 27.0x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 32% per year over the last three years,
  • Revenues have also declined 4.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

DE Market1.12%
Tech5.07%
Semiconductors14.90%
Semiconductor Equipment19.32%
Semiconductors14.35%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 26.8x.
    • Analysts are expecting annual earnings growth of 27.5%, which is higher than its past year's earnings decline of 28.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 42% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 27% 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
IFX Infineon Technologies€59.296.4%
+€4.7b
96.0%PE76.7x
AIXA AIXTRON€50.0412.0%
+€603.4m
290.3%PE97x
SMHN SUSS MicroTec€80.9016.2%
+€215.0m
134.6%PE31.2x
WAF Siltronic€81.708.9%
+€201.0m
118.0%PS1.9x
ELG Elmos Semiconductor€186.004.1%
+€127.0m
192.9%PE29.3x

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