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French (CAC) Semiconductors Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies8
  • 7D4.2%
  • 3M19.0%
  • 1Y8.1%
  • YTD5.7%

Over the last 7 days, the Semiconductors industry has dropped 2.5%, driven by X-FAB Silicon Foundries declining 10%. Over the past 12 months, the industry was up 4.4%. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026€24.2b€11.6b€164.9m44.3x146.9x2.1x
Sun, 04 Jan 2026€23.0b€11.7b€482.6m42x47.6x2x
Tue, 02 Dec 2025€19.8b€11.8b€486.5m37.4x40.8x1.7x
Thu, 30 Oct 2025€22.0b€11.9b€577.1m35.8x38.1x1.9x
Sat, 27 Sep 2025€24.0b€11.8b€670.1m36.3x35.9x2x
Mon, 25 Aug 2025€23.8b€11.8b€661.0m37.2x36x2x
Wed, 23 Jul 2025€28.1b€12.2b€1.1b23.4x26.5x2.3x
Fri, 20 Jun 2025€24.7b€12.4b€1.1b17.3x22.9x2x
Sun, 18 May 2025€23.3b€12.8b€1.1b17.7x20.7x1.8x
Tue, 15 Apr 2025€18.3b€13.4b€1.5b12.1x12x1.4x
Thu, 13 Mar 2025€23.0b€13.9b€1.6b14.2x14.6x1.7x
Sat, 08 Feb 2025€22.2b€14.6b€1.7b14.2x13.3x1.5x
Mon, 06 Jan 2025€24.8b€15.7b€2.2b12.6x11.2x1.6x
Wed, 04 Dec 2024€25.2b€15.4b€2.2b11.6x11.7x1.6x
Fri, 01 Nov 2024€26.4b€14.9b€2.2b11.7x12.2x1.8x
Sun, 29 Sep 2024€29.0b€15.7b€2.8b11.1x10.4x1.9x
Tue, 27 Aug 2024€29.8b€15.7b€2.8b15.5x10.7x1.9x
Thu, 25 Jul 2024€38.6b€17.1b€3.5b15.4x11.1x2.3x
Sat, 22 Jun 2024€38.9b€17.4b€3.5b14.8x11x2.2x
Mon, 20 May 2024€39.6b€17.1b€3.5b15.8x11.3x2.3x
Wed, 17 Apr 2024€39.4b€18.2b€4.1b15x9.6x2.2x
Fri, 15 Mar 2024€44.5b€17.8b€4.2b21.3x10.5x2.5x
Sun, 11 Feb 2024€44.9b€18.0b€4.3b23.4x10.5x2.5x
Tue, 09 Jan 2024€44.2b€17.8b€4.7b25x9.4x2.5x
Thu, 07 Dec 2023€47.5b€18.0b€4.8b26.2x10x2.6x
Sat, 04 Nov 2023€41.7b€18.2b€4.8b23.9x8.7x2.3x
Mon, 02 Oct 2023€44.3b€18.3b€4.8b24.3x9.2x2.4x
Wed, 30 Aug 2023€48.0b€17.9b€4.7b26.5x10.2x2.7x
Fri, 28 Jul 2023€49.8b€17.2b€4.5b27.5x11.1x2.9x
Sun, 25 Jun 2023€45.1b€17.3b€4.5b21.6x10x2.6x
Tue, 23 May 2023€43.7b€17.3b€4.6b20.4x9.6x2.5x
Thu, 20 Apr 2023€47.6b€16.4b€4.2b22.3x11.3x2.9x
Sat, 18 Mar 2023€47.5b€16.8b€4.0b22.3x11.9x2.8x
Mon, 13 Feb 2023€46.9b€16.8b€4.0b21.7x11.8x2.8x
Price to Earnings Ratio

11.8x


Total Market Cap: €46.9bTotal Earnings: €4.0bTotal Revenue: €16.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Semiconductors Industry Price to Earnings3Y Average 17.4x202420252026
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 145x which is higher than its 3-year average PE of 17.4x.
  • 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 65% per year over the last three years,
  • Revenues have also declined 12% 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 Market1.36%
Tech-1.71%
Semiconductors4.24%
Semiconductor Equipment6.72%
Semiconductors4.08%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 17.3x.
    • Analysts are expecting annual earnings growth of 34.4%, which is higher than its past year's earnings decline of 80.4% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 24.6x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 45% 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 34% 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
STMPA STMicroelectronics€24.614.5%
+€951.0m
13.9%PE155.5x
SOI Soitec€30.4214.5%
+€137.8m
-47.3%PE100.6x
MEMS MEMSCAP€4.303.6%
+€1.1m
30.5%PE36.6x