Narrative Update • Jun 17
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German (DAX) Semiconductors Industry Analysis
UpdatedJun 19, 2026
DataAggregated Company Financials
Companies9
- 7D6.4%
- 3M112.5%
- 1Y138.7%
- YTDn/a
In the last week, the Semiconductors industry is up 6.4%, with Infineon Technologies up 2.4%. Meanwhile, Planoptik actually underperformed within the industry, shrinking 7.1% in the last week. This means that the industry has gained 139% over the past year. Earnings are forecast to grow by 31% annually.
Industry Valuation and Performance
Has the German Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | €110.2b | €15.9b | €1.2b | 90x | 92.7x | 6.9x |
| Mon, 18 May 2026 | €88.3b | €15.8b | €1.2b | 48.1x | 74x | 5.6x |
| Wed, 15 Apr 2026 | €61.2b | €15.6b | €1.1b | 53.3x | 54.9x | 3.9x |
| Fri, 13 Mar 2026 | €55.4b | €15.6b | €1.1b | 47.1x | 48.6x | 3.6x |
| Sun, 08 Feb 2026 | €57.3b | €15.6b | €1.1b | 49.1x | 51.2x | 3.7x |
| Tue, 06 Jan 2026 | €54.4b | €15.3b | €1.1b | 49.5x | 50.1x | 3.6x |
| Thu, 04 Dec 2025 | €50.1b | €15.3b | €1.1b | 41.4x | 46.1x | 3.3x |
| Sat, 01 Nov 2025 | €46.6b | €15.3b | €1.2b | 39.6x | 38x | 3x |
| Mon, 29 Sep 2025 | €44.4b | €15.3b | €1.2b | 37.7x | 36.2x | 2.9x |
| Wed, 27 Aug 2025 | €49.2b | €15.3b | €1.2b | 24x | 40x | 3.2x |
| Fri, 25 Jul 2025 | €46.8b | €15.3b | €1.3b | 27.9x | 34.9x | 3.1x |
| Sun, 22 Jun 2025 | €46.4b | €15.3b | €1.3b | 21.2x | 34.6x | 3x |
| Tue, 20 May 2025 | €45.3b | €15.3b | €1.3b | 20.8x | 33.8x | 3x |
| Thu, 17 Apr 2025 | €36.4b | €15.4b | €1.5b | 20x | 24x | 2.4x |
| Sat, 15 Mar 2025 | €46.9b | €15.4b | €1.5b | 12.2x | 31.7x | 3x |
| Mon, 10 Feb 2025 | €49.7b | €15.4b | €1.5b | 13.7x | 33.5x | 3.2x |
| Wed, 08 Jan 2025 | €46.1b | €15.7b | €1.9b | 19.1x | 24.8x | 2.9x |
| Fri, 06 Dec 2024 | €43.7b | €15.7b | €1.9b | 18.4x | 23.6x | 2.8x |
| Sun, 03 Nov 2024 | €39.7b | €15.9b | €2.2b | 15x | 17.9x | 2.5x |
| Tue, 01 Oct 2024 | €42.6b | €15.9b | €2.2b | 16.7x | 19.2x | 2.7x |
| Thu, 29 Aug 2024 | €44.0b | €15.9b | €2.2b | 17x | 19.8x | 2.8x |
| Sat, 27 Jul 2024 | €41.8b | €16.3b | €2.7b | 13.9x | 15.7x | 2.6x |
| Mon, 24 Jun 2024 | €46.0b | €16.3b | €2.7b | 13.1x | 17.3x | 2.8x |
| Wed, 22 May 2024 | €49.1b | €16.3b | €2.7b | 12.8x | 18.5x | 3x |
| Fri, 19 Apr 2024 | €42.0b | €16.8b | €3.1b | 12.4x | 13.6x | 2.5x |
| Sun, 17 Mar 2024 | €43.4b | €16.8b | €3.1b | 12.7x | 14x | 2.6x |
| Tue, 13 Feb 2024 | €46.4b | €16.8b | €3.1b | 12.5x | 15.1x | 2.8x |
| Thu, 11 Jan 2024 | €47.1b | €17.0b | €3.2b | 12.3x | 14.7x | 2.8x |
| Sat, 09 Dec 2023 | €50.4b | €17.0b | €3.2b | 14.9x | 15.7x | 3x |
| Mon, 06 Nov 2023 | €39.8b | €17.0b | €3.2b | 13.1x | 12.5x | 2.3x |
| Wed, 04 Oct 2023 | €42.6b | €17.0b | €3.2b | 12.7x | 13.4x | 2.5x |
| Fri, 01 Sep 2023 | €44.8b | €17.0b | €3.2b | 13.7x | 14.1x | 2.6x |
| Sun, 30 Jul 2023 | €53.3b | €16.5b | €2.9b | 17.2x | 18.6x | 3.2x |
| Tue, 27 Jun 2023 | €48.5b | €16.5b | €2.9b | 17.2x | 16.9x | 2.9x |
Price to Earnings Ratio
16.9x
Current Industry PE
- Investors are optimistic on the German Semiconductors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 92.7x which is higher than its 3-year average PE of 29.4x.
- The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 6.9x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have declined 25% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does German Semiconductors compare with similar industries?
| DE Market | 2.37% | |
| Tech | 0.58% | |
| Semiconductors | 6.67% | |
| Semiconductors | 6.38% | |
| Semiconductor Equipment | 9.13% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IFX Infineon Technologies | €81.97 | 2.4% +€2.5b | 139.5% | PE99.2x | |
| ELG Elmos Semiconductor | €181.80 | 4.1% +€123.5m | 141.4% | PE28.7x | |
| SIS First Sensor | €55.50 | 1.8% +€10.3m | -4.3% | PE90x | |
| 9TS TubeSolar | €0.015 | 45.0% +€66.5k | 190.0% | n/a | |
| PS4 Phoenix Solar | €0.006 | 9.1% +€3.7k | 100.0% | n/a |