French (CAC) Semiconductors Industry Analysis

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
Thu, 25 Jun 2026	€62.4b	€12.4b	-€64,388,075.00	49.4x	-968.4x	5x
Sat, 23 May 2026	€60.0b	€12.3b	€161.9m	69.3x	370.7x	4.9x
Mon, 20 Apr 2026	€38.4b	€11.7b	€173.1m	78x	221.8x	3.3x
Wed, 18 Mar 2026	€29.5b	€11.9b	€176.4m	43.9x	167.2x	2.5x
Fri, 13 Feb 2026	€27.6b	€11.6b	€171.7m	45.7x	160.5x	2.4x
Sun, 11 Jan 2026	€24.2b	€11.8b	€485.9m	44.5x	49.9x	2.1x
Tue, 09 Dec 2025	€21.9b	€11.8b	€486.4m	40.6x	45.1x	1.9x
Thu, 06 Nov 2025	€21.0b	€12.0b	€573.8m	36.7x	36.5x	1.7x
Sat, 04 Oct 2025	€25.2b	€11.8b	€668.3m	37.9x	37.8x	2.1x
Mon, 01 Sep 2025	€23.4b	€11.9b	€662.1m	36.1x	35.4x	2x
Wed, 30 Jul 2025	€23.2b	€12.0b	€687.2m	24.3x	33.8x	1.9x
Fri, 27 Jun 2025	€25.6b	€12.2b	€1.1b	19.3x	24.2x	2.1x
Sun, 25 May 2025	€21.8b	€12.6b	€1.1b	16.8x	19.7x	1.7x
Tue, 22 Apr 2025	€18.3b	€13.2b	€1.5b	12x	12.2x	1.4x
Thu, 20 Mar 2025	€23.8b	€13.9b	€1.6b	14.7x	15x	1.7x
Sat, 15 Feb 2025	€23.9b	€14.4b	€1.6b	14.1x	14.6x	1.7x
Mon, 13 Jan 2025	€25.6b	€15.7b	€2.2b	14.8x	11.5x	1.6x
Wed, 11 Dec 2024	€26.3b	€15.4b	€2.2b	11.5x	12.1x	1.7x
Fri, 08 Nov 2024	€25.7b	€15.1b	€2.2b	11.8x	11.8x	1.7x
Sun, 06 Oct 2024	€27.2b	€15.9b	€2.8b	11.1x	9.6x	1.7x
Tue, 03 Sep 2024	€30.6b	€15.8b	€2.8b	15.5x	10.9x	1.9x
Thu, 01 Aug 2024	€32.8b	€16.1b	€2.9b	15.3x	11.4x	2x
Sat, 29 Jun 2024	€37.8b	€17.3b	€3.5b	14.8x	10.7x	2.2x
Mon, 27 May 2024	€40.0b	€17.1b	€3.5b	16.4x	11.5x	2.3x
Wed, 24 Apr 2024	€37.9b	€18.1b	€4.1b	14.9x	9.3x	2.1x
Fri, 22 Mar 2024	€42.1b	€17.9b	€4.2b	20.4x	9.9x	2.4x
Sun, 18 Feb 2024	€44.9b	€18.0b	€4.3b	24x	10.5x	2.5x
Tue, 16 Jan 2024	€42.2b	€17.8b	€4.7b	23x	9x	2.4x
Thu, 14 Dec 2023	€47.4b	€18.0b	€4.8b	27.1x	10x	2.6x
Sat, 11 Nov 2023	€42.0b	€18.3b	€4.8b	24.7x	8.7x	2.3x
Mon, 09 Oct 2023	€45.1b	€18.3b	€4.8b	24x	9.4x	2.5x
Wed, 06 Sep 2023	€47.2b	€18.1b	€4.7b	25.7x	9.9x	2.6x
Fri, 04 Aug 2023	€50.4b	€17.7b	€4.7b	26.9x	10.8x	2.8x
Sun, 02 Jul 2023	€48.4b	€17.3b	€4.5b	23.8x	10.7x	2.8x

Current Industry PE

Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.

The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 5.0x.

Past Earnings Growth

Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
Revenues have also declined 11% per year, which is driving profits down.

Industry Trends

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


FR Market	-1.15%
Tech	-4.19%
Semiconductors	-3.88%
Semiconductors	-2.94%
Semiconductor Equipment	-14.37%

Industry PE

Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 49.2x.

Analysts are expecting annual earnings growth of 40.5%, which is higher than its past year's earnings decline of 62.8% per year.

Forecasted Growth

Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 63% over the next 5 years.
This is better than its past earnings growth rate of 39% per year.

In contrast, the Semiconductors industry is expected to see its earnings grow by 40% per year over the next few years.

	Company	Last Price	7D	1Y	Valuation
No data available

Company

Last Price

Valuation

No data available

STMicroelectronics Unveils ST54M Secure Mobile Chip with Post-Quantum Cryptography for Next-Generation Connected Services

STMicroelectronics introduced the ST54M, a secure mobile chip designed to help smartphone and personal electronics manufacturers meet upcoming quantum-ready security requirements while supporting a seamless user experience across connected services. ST54M brings to the market a single-die device featuring an innovative hardware accelerator for post-quantum cryptography (PQC), combined with NFC, secure element and eSIM functionality, delivering a powerful future-ready solution for secure mobile connectivity and services. The solution supports a wide range of use cases, including contactless payments, transit ticketing, access control, digital identity, driving licenses, connectivity services, and digital car keys. ST54M addresses this need by enabling OEMs and ecosystem partners to support multiple applications on one platform while preparing for the transition toward PQC. The device is designed for use across personal electronics ecosystems involving mobile network operators, banks, governments, transit operators, car manufacturers, digital-wallet and service providers. It helps manufacturers create devices that preserve a stable and familiar user experience while meeting stronger long-term security expectations. ST54M enables customers and partners to deliver post-quantum-ready implementations with enough time to meet demanding industry-driven market deployment requirements, which are expected to be mandated around 2030. ST54M is an advanced single-die solution that integrates an NFC controller with a secure element supporting secure applications, eSIM and NFC-compliant products. A key feature is its hardware accelerator for post-quantum cryptography algorithms, including ML-KEM and ML-DSA, supporting the transition from hybrid cryptographic approaches toward full post-quantum deployment. The hardware engine is designed to address emerging PQC requirements while helping protect against side-channel and fault-injection attacks and is the latest result from ST’s long-term commitment that also includes certified software libraries NesLib-PQML and X-CUBE-PQC in STM32 microcontrollers. In addition to its security architecture, the device integrates large memory capacity to support multiple applications and includes an enhanced RF front end. These capabilities can help improve performance with smaller antennas and single-ended configurations, support more stable reader-writer operation, and enable demanding use cases such as mobile Point-of-Sale (mPOS) and wireless charging. The platform has completed certification testing under Common Criteria 2022 EUCC and EMVCo, underscoring its suitability for security-sensitive mobile applications. ST54M sampling is available for customers, with production and certification targeted for July 2026.

French (CAC) Semiconductors Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Soitec SA, Annual General Meeting, Jul 29, 2026

Investor sentiment deteriorates as stock falls 15%

Investor sentiment deteriorates as stock falls 20%

STMicroelectronics Unveils ST54M Secure Mobile Chip with Post-Quantum Cryptography for Next-Generation Connected Services

Investor sentiment improves as stock rises 17%

XFAB: Berenberg Downgrade Will Pressure Optimistic Q2 2026 Revenue Guidance

Kalray S.A., Annual General Meeting, Jun 29, 2026