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French (CAC) Semiconductors Industry Analysis
UpdatedDec 07, 2025
DataAggregated Company Financials
Companies8
- 7D12.4%
- 3M-2.6%
- 1Y-17.0%
- YTD-12.3%
The Semiconductors industry is up 12% in the last week, with STMicroelectronics up 13%. However, the industry is down 17% over the past year. Earnings are forecast to grow by 38% 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Dec 2025 | €22.1b | €11.8b | €485.7m | 39.4x | 45.5x | 1.9x |
| Tue, 04 Nov 2025 | €21.6b | €12.0b | €571.9m | 38.4x | 37.9x | 1.8x |
| Thu, 02 Oct 2025 | €24.4b | €11.8b | €668.5m | 36.6x | 36.5x | 2.1x |
| Sat, 30 Aug 2025 | €23.4b | €11.9b | €662.1m | 36.1x | 35.4x | 2x |
| Mon, 28 Jul 2025 | €22.6b | €11.8b | €677.2m | 23.8x | 33.4x | 1.9x |
| Wed, 25 Jun 2025 | €25.5b | €12.3b | €1.1b | 18.9x | 23.9x | 2.1x |
| Fri, 23 May 2025 | €22.7b | €12.6b | €1.1b | 17x | 20.3x | 1.8x |
| Sun, 20 Apr 2025 | €18.3b | €13.4b | €1.5b | 12x | 12x | 1.4x |
| Tue, 18 Mar 2025 | €23.2b | €13.9b | €1.6b | 14.4x | 14.7x | 1.7x |
| Thu, 13 Feb 2025 | €22.9b | €14.6b | €1.7b | 14.2x | 13.8x | 1.6x |
| Sat, 11 Jan 2025 | €25.6b | €15.7b | €2.2b | 14.8x | 11.5x | 1.6x |
| Mon, 09 Dec 2024 | €26.4b | €15.3b | €2.2b | 11.6x | 12.2x | 1.7x |
| Wed, 06 Nov 2024 | €25.2b | €14.9b | €2.2b | 11.7x | 11.7x | 1.7x |
| Fri, 04 Oct 2024 | €27.1b | €15.9b | €2.8b | 11.3x | 9.6x | 1.7x |
| Sun, 01 Sep 2024 | €30.8b | €15.8b | €2.8b | 15.7x | 10.9x | 1.9x |
| Tue, 30 Jul 2024 | €33.1b | €16.1b | €2.9b | 15.1x | 11.5x | 2x |
| Thu, 27 Jun 2024 | €37.9b | €17.4b | €3.5b | 15.2x | 10.7x | 2.2x |
| Sat, 25 May 2024 | €40.0b | €17.1b | €3.5b | 16.4x | 11.5x | 2.3x |
| Mon, 22 Apr 2024 | €37.3b | €18.2b | €4.1b | 14.4x | 9.1x | 2x |
| Wed, 20 Mar 2024 | €41.6b | €17.9b | €4.2b | 20.2x | 9.8x | 2.3x |
| Fri, 16 Feb 2024 | €44.5b | €18.0b | €4.3b | 23.9x | 10.4x | 2.5x |
| Sun, 14 Jan 2024 | €42.6b | €17.8b | €4.7b | 24.3x | 9.1x | 2.4x |
| Tue, 12 Dec 2023 | €47.6b | €18.1b | €4.8b | 26.7x | 10x | 2.6x |
| Thu, 09 Nov 2023 | €41.7b | €18.2b | €4.8b | 24.5x | 8.7x | 2.3x |
| Sat, 07 Oct 2023 | €45.1b | €18.3b | €4.8b | 24x | 9.4x | 2.5x |
| Mon, 04 Sep 2023 | €47.5b | €18.0b | €4.7b | 26.3x | 10x | 2.6x |
| Wed, 02 Aug 2023 | €52.4b | €17.7b | €4.7b | 27.7x | 11.3x | 3x |
| Fri, 30 Jun 2023 | €47.4b | €17.3b | €4.5b | 23.5x | 10.4x | 2.7x |
| Sun, 28 May 2023 | €42.9b | €17.4b | €4.6b | 21.4x | 9.4x | 2.5x |
| Tue, 25 Apr 2023 | €45.1b | €16.3b | €4.2b | 24.4x | 10.8x | 2.8x |
| Thu, 23 Mar 2023 | €48.4b | €16.6b | €3.9b | 22.5x | 12.3x | 2.9x |
| Sat, 18 Feb 2023 | €48.1b | €16.8b | €4.0b | 22.9x | 12.1x | 2.9x |
| Mon, 16 Jan 2023 | €41.0b | €15.8b | €3.4b | 24.5x | 11.9x | 2.6x |
| Wed, 14 Dec 2022 | €41.4b | €16.1b | €3.5b | 26.9x | 11.8x | 2.6x |
Price to Earnings Ratio
11.8x
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 45.5x which is higher than its 3-year average PE of 14.9x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.9x.
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 9.9% 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 | -0.16% | |
| Tech | 4.16% | |
| Semiconductors | 12.45% | |
| Semiconductors | 13.08% | |
| Semiconductor Equipment | 3.28% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 22.0x.
- Analysts are expecting annual earnings growth of 44.3%, 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 14.8x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 44% 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 | €22.41 | 13.3% +€2.3b | -10.6% | PE43.2x | |
| XFAB X-FAB Silicon Foundries | €5.33 | 8.3% +€53.4m | 6.7% | PE38.4x | |
| SOI Soitec | €27.12 | 2.1% +€20.3m | -68.6% | PE89.7x | |
| ALSEM SEMCO Technologies Société anonyme | €25.33 | 6.8% +€16.5m | n/a | PE39x | |
| ALRIB Riber | €3.31 | 6.8% +€4.4m | 24.9% | PE21.9x |
