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French (CAC) Semiconductors Industry Analysis
UpdatedJan 04, 2026
DataAggregated Company Financials
Companies8
- 7D6.2%
- 3M-8.7%
- 1Y-8.3%
- YTD0.2%
In the last week, the Semiconductors industry is up 6.2%, with STMicroelectronics up 6.2%. Meanwhile, MEMSCAP actually underperformed within the industry, shrinking 7.7% in the last week. In contrast, the industry has lost 8.3% in the last 12 months. As for the next few years, earnings are expected to grow by 38% per annum.
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, 04 Jan 2026 | €23.0b | €11.7b | €482.6m | 42x | 47.6x | 2x |
| Tue, 02 Dec 2025 | €19.8b | €11.8b | €486.5m | 37.4x | 40.8x | 1.7x |
| Thu, 30 Oct 2025 | €22.0b | €11.9b | €577.1m | 35.8x | 38.1x | 1.9x |
| Sat, 27 Sep 2025 | €24.0b | €11.8b | €670.1m | 36.3x | 35.9x | 2x |
| Mon, 25 Aug 2025 | €23.8b | €11.8b | €661.0m | 37.2x | 36x | 2x |
| Wed, 23 Jul 2025 | €28.1b | €12.2b | €1.1b | 23.4x | 26.5x | 2.3x |
| Fri, 20 Jun 2025 | €24.7b | €12.4b | €1.1b | 17.3x | 22.9x | 2x |
| Sun, 18 May 2025 | €23.3b | €12.8b | €1.1b | 17.7x | 20.7x | 1.8x |
| Tue, 15 Apr 2025 | €18.3b | €13.4b | €1.5b | 12.1x | 12x | 1.4x |
| Thu, 13 Mar 2025 | €23.0b | €13.9b | €1.6b | 14.2x | 14.6x | 1.7x |
| Sat, 08 Feb 2025 | €22.2b | €14.6b | €1.7b | 14.2x | 13.3x | 1.5x |
| Mon, 06 Jan 2025 | €24.8b | €15.7b | €2.2b | 12.6x | 11.2x | 1.6x |
| Wed, 04 Dec 2024 | €25.2b | €15.4b | €2.2b | 11.6x | 11.7x | 1.6x |
| Fri, 01 Nov 2024 | €26.4b | €14.9b | €2.2b | 11.7x | 12.2x | 1.8x |
| Sun, 29 Sep 2024 | €29.0b | €15.7b | €2.8b | 11.1x | 10.4x | 1.9x |
| Tue, 27 Aug 2024 | €29.8b | €15.7b | €2.8b | 15.5x | 10.7x | 1.9x |
| Thu, 25 Jul 2024 | €38.6b | €17.1b | €3.5b | 15.4x | 11.1x | 2.3x |
| Sat, 22 Jun 2024 | €38.9b | €17.4b | €3.5b | 14.8x | 11x | 2.2x |
| Mon, 20 May 2024 | €39.6b | €17.1b | €3.5b | 15.8x | 11.3x | 2.3x |
| Wed, 17 Apr 2024 | €39.4b | €18.2b | €4.1b | 15x | 9.6x | 2.2x |
| Fri, 15 Mar 2024 | €44.5b | €17.8b | €4.2b | 21.3x | 10.5x | 2.5x |
| Sun, 11 Feb 2024 | €44.9b | €18.0b | €4.3b | 23.4x | 10.5x | 2.5x |
| Tue, 09 Jan 2024 | €44.2b | €17.8b | €4.7b | 25x | 9.4x | 2.5x |
| Thu, 07 Dec 2023 | €47.5b | €18.0b | €4.8b | 26.2x | 10x | 2.6x |
| Sat, 04 Nov 2023 | €41.7b | €18.2b | €4.8b | 23.9x | 8.7x | 2.3x |
| Mon, 02 Oct 2023 | €44.3b | €18.3b | €4.8b | 24.3x | 9.2x | 2.4x |
| Wed, 30 Aug 2023 | €48.0b | €17.9b | €4.7b | 26.5x | 10.2x | 2.7x |
| Fri, 28 Jul 2023 | €49.8b | €17.2b | €4.5b | 27.5x | 11.1x | 2.9x |
| Sun, 25 Jun 2023 | €45.1b | €17.3b | €4.5b | 21.6x | 10x | 2.6x |
| Tue, 23 May 2023 | €43.7b | €17.3b | €4.6b | 20.4x | 9.6x | 2.5x |
| Thu, 20 Apr 2023 | €47.6b | €16.4b | €4.2b | 22.3x | 11.3x | 2.9x |
| Sat, 18 Mar 2023 | €47.5b | €16.8b | €4.0b | 22.3x | 11.9x | 2.8x |
| Mon, 13 Feb 2023 | €46.9b | €16.8b | €4.0b | 21.7x | 11.8x | 2.8x |
| Wed, 11 Jan 2023 | €40.2b | €15.9b | €3.5b | 23.8x | 11.6x | 2.5x |
Price to Earnings Ratio
11.6x
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 47.7x which is higher than its 3-year average PE of 15.8x.
- 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 9.8% 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 | 1.20% | |
| Tech | 1.26% | |
| Semiconductors | 6.15% | |
| Semiconductor Equipment | 7.28% | |
| Semiconductors | 6.09% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 23.0x.
- Analysts are expecting annual earnings growth of 43.4%, 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 15.6x.
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 | €23.44 | 6.2% +€1.2b | -0.2% | PE45.5x | |
| SOI Soitec | €24.87 | 8.4% +€68.5m | -70.1% | PE82.2x | |
| XFAB X-FAB Silicon Foundries | €5.28 | 3.5% +€23.5m | 10.4% | PE38.3x | |
| ALRIB Riber | €3.58 | 13.3% +€8.7m | 23.4% | PE23.6x | |
| ALSEM SEMCO Technologies Société anonyme | €28.16 | 2.7% +€7.6m | n/a | PE43.4x |
