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French (CAC) Semiconductors Industry Analysis
UpdatedJan 12, 2026
DataAggregated Company Financials
Companies8
- 7D4.2%
- 3M-1.7%
- 1Y-4.3%
- YTD5.8%
The Semiconductors industry is up 4.2% in the last week, with STMicroelectronics up 4.0%. During this same period, the Kalray underperformed, falling 7.0%. In contrast, the industry has lost 4.3% in the last 12 months. Looking forward, earnings are forecast to grow by 39% annually.
Industry Valuation and Performance
Has the French Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 12 Jan 2026 | €24.2b | €11.8b | €485.9m | 44.5x | 49.9x | 2.1x |
| Wed, 10 Dec 2025 | €21.9b | €11.8b | €485.7m | 40.9x | 45.2x | 1.9x |
| Fri, 07 Nov 2025 | €20.7b | €12.0b | €571.5m | 35.9x | 36.3x | 1.7x |
| Sun, 05 Oct 2025 | €25.2b | €11.8b | €668.3m | 37.9x | 37.8x | 2.1x |
| Tue, 02 Sep 2025 | €23.2b | €11.8b | €661.3m | 35.6x | 35.1x | 2x |
| Thu, 31 Jul 2025 | €23.3b | €12.1b | €694.0m | 24.5x | 33.5x | 1.9x |
| Sat, 28 Jun 2025 | €25.6b | €12.2b | €1.1b | 20.2x | 24.2x | 2.1x |
| Mon, 26 May 2025 | €21.8b | €12.6b | €1.1b | 16.8x | 19.7x | 1.7x |
| Wed, 23 Apr 2025 | €18.5b | €13.3b | €1.5b | 12.1x | 12.2x | 1.4x |
| Fri, 21 Mar 2025 | €23.0b | €14.0b | €1.6b | 14.1x | 14.4x | 1.6x |
| Sun, 16 Feb 2025 | €23.9b | €14.4b | €1.6b | 14.1x | 14.6x | 1.7x |
| Tue, 14 Jan 2025 | €24.9b | €15.8b | €2.2b | 14.9x | 11.2x | 1.6x |
| Thu, 12 Dec 2024 | €26.2b | €15.4b | €2.2b | 11.7x | 12.1x | 1.7x |
| Sat, 09 Nov 2024 | €25.4b | €15.2b | €2.2b | 11.6x | 11.6x | 1.7x |
| Mon, 07 Oct 2024 | €27.2b | €15.9b | €2.8b | 11.1x | 9.6x | 1.7x |
| Wed, 04 Sep 2024 | €29.3b | €15.8b | €2.8b | 15.3x | 10.4x | 1.9x |
| Fri, 02 Aug 2024 | €31.8b | €16.2b | €2.9b | 15.7x | 11x | 2x |
| Sun, 30 Jun 2024 | €37.8b | €17.3b | €3.5b | 14.8x | 10.7x | 2.2x |
| Tue, 28 May 2024 | €39.7b | €17.1b | €3.5b | 16.8x | 11.4x | 2.3x |
| Thu, 25 Apr 2024 | €39.7b | €18.1b | €4.1b | 15x | 9.7x | 2.2x |
| Sat, 23 Mar 2024 | €41.5b | €17.9b | €4.3b | 20.1x | 9.8x | 2.3x |
| Mon, 19 Feb 2024 | €44.9b | €18.0b | €4.3b | 24x | 10.5x | 2.5x |
| Wed, 17 Jan 2024 | €42.4b | €17.9b | €4.7b | 23x | 9x | 2.4x |
| Fri, 15 Dec 2023 | €48.7b | €17.7b | €4.7b | 27.5x | 10.4x | 2.7x |
| Sun, 12 Nov 2023 | €42.0b | €18.3b | €4.8b | 24.7x | 8.7x | 2.3x |
| Tue, 10 Oct 2023 | €44.6b | €18.3b | €4.8b | 23.6x | 9.2x | 2.4x |
| Thu, 07 Sep 2023 | €46.6b | €18.1b | €4.8b | 25.7x | 9.8x | 2.6x |
| Sat, 05 Aug 2023 | €49.4b | €17.6b | €4.6b | 27.1x | 10.7x | 2.8x |
| Mon, 03 Jul 2023 | €48.4b | €17.3b | €4.5b | 23.8x | 10.7x | 2.8x |
| Wed, 31 May 2023 | €42.8b | €17.4b | €4.6b | 21x | 9.3x | 2.5x |
| Fri, 28 Apr 2023 | €40.7b | €16.3b | €4.2b | 20.6x | 9.8x | 2.5x |
| Sun, 26 Mar 2023 | €47.4b | €16.7b | €3.9b | 22.1x | 12x | 2.8x |
| Tue, 21 Feb 2023 | €47.6b | €16.8b | €4.0b | 22.6x | 12x | 2.8x |
| Thu, 19 Jan 2023 | €42.4b | €15.8b | €3.4b | 24x | 12.3x | 2.7x |
Price to Earnings Ratio
12.3x
Current Industry PE
- Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 49.9x which is higher than its 3-year average PE of 16.1x.
- The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 48% per year over the last three years,
- Revenues have also declined 9.4% 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 French Tech industry?
| FR Market | 2.18% | |
| Tech | 3.25% | |
| Semiconductors | 4.21% | |
| Semiconductor Equipment | 10.57% | |
| Semiconductors | 3.85% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 23.4x.
- Analysts are expecting annual earnings growth of 43.1%, which is higher than its past year's earnings decline of 34.5% per year.
- Investors are most pessimistic about the Semiconductors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 15.9x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings decline of 34% per year.
- In contrast, the Semiconductors 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| STMPA STMicroelectronics | €24.70 | 4.0% +€839.9m | 5.4% | PE47.6x | |
| ALSEM SEMCO Technologies Société anonyme | €33.47 | 15.7% +€46.7m | n/a | PE51.6x | |
| SOI Soitec | €26.99 | 3.1% +€29.3m | -69.0% | PE89.2x | |
| ALRIB Riber | €3.85 | 3.1% +€2.4m | 12.8% | PE25.4x | |
| XFAB X-FAB Silicon Foundries | €5.47 | 0.3% +€2.0m | 9.7% | PE39.4x |
