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French (CAC) Semiconductors Industry Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies8
  • 7D1.5%
  • 3M26.3%
  • 1Y64.5%
  • YTD26.3%

Over the last 7 days, the Semiconductors industry has dropped 1.1%, driven by a pullback from STMicroelectronics of 0.7%. On the other hand SEMCO Technologies Société anonyme is actually up 9.9%. This takes the industry's 12 month performance to a gain of 54%. Looking forward, earnings are forecast to grow by 36% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026€29.0b€11.9b€176.7m46.1x163.9x2.4x
Mon, 02 Mar 2026€28.0b€11.6b€172.3m45.5x162.7x2.4x
Wed, 28 Jan 2026€24.1b€11.4b€472.2m45.2x51.1x2.1x
Fri, 26 Dec 2025€21.7b€11.6b€479.9m42.6x45.1x1.9x
Sun, 23 Nov 2025€18.7b€11.9b€492.0m36.4x37.9x1.6x
Tue, 21 Oct 2025€26.0b€11.9b€672.5m37.2x38.6x2.2x
Thu, 18 Sep 2025€23.1b€11.7b€655.7m33.1x35.2x2x
Sat, 16 Aug 2025€22.5b€11.8b€661.9m36x34x1.9x
Mon, 14 Jul 2025€27.8b€12.2b€1.1b20.1x26.2x2.3x
Wed, 11 Jun 2025€25.9b€12.5b€1.1b18.7x23.9x2.1x
Fri, 09 May 2025€20.9b€12.7b€1.1b16.8x18.6x1.6x
Sun, 06 Apr 2025€17.4b€13.9b€1.6b10.7x11x1.3x
Tue, 04 Mar 2025€24.0b€14.4b€1.6b14.3x14.7x1.7x
Thu, 30 Jan 2025€25.1b€15.5b€2.2b14.9x11.5x1.6x
Sat, 28 Dec 2024€25.7b€15.5b€2.2b11.6x11.8x1.7x
Mon, 25 Nov 2024€24.3b€15.5b€2.2b11.2x11.1x1.6x
Wed, 23 Oct 2024€26.6b€16.2b€2.9b11.7x9.2x1.6x
Fri, 20 Sep 2024€27.8b€15.7b€2.8b15.5x9.9x1.8x
Sun, 18 Aug 2024€29.6b€15.9b€2.8b15.8x10.5x1.9x
Tue, 16 Jul 2024€40.2b€17.1b€3.5b15x11.6x2.4x
Thu, 13 Jun 2024€41.5b€17.2b€3.5b15.8x11.9x2.4x
Sat, 11 May 2024€38.6b€17.3b€3.5b16.4x10.9x2.2x
Mon, 08 Apr 2024€39.2b€17.9b€4.0b15.2x9.7x2.2x
Wed, 06 Mar 2024€44.2b€17.9b€4.2b21.8x10.4x2.5x
Fri, 02 Feb 2024€42.9b€17.8b€4.2b22.7x10.1x2.4x
Sun, 31 Dec 2023€48.2b€17.7b€4.7b26.6x10.4x2.7x
Tue, 28 Nov 2023€44.9b€17.8b€4.7b26.6x9.6x2.5x
Thu, 26 Oct 2023€39.8b€18.3b€4.8b21.1x8.3x2.2x
Sat, 23 Sep 2023€43.5b€18.2b€4.8b24x9.1x2.4x
Mon, 21 Aug 2023€46.1b€17.8b€4.7b26.5x9.8x2.6x
Wed, 19 Jul 2023€50.3b€16.8b€4.4b25.8x11.4x3x
Fri, 16 Jun 2023€48.1b€17.3b€4.5b23.1x10.7x2.8x
Sun, 14 May 2023€41.1b€17.2b€4.5b20.3x9.1x2.4x
Tue, 11 Apr 2023€47.9b€16.5b€4.2b22.3x11.4x2.9x
Price to Earnings Ratio

11.4x


Total Market Cap: €47.9bTotal Earnings: €4.2bTotal Revenue: €16.5bTotal Market Cap vs Earnings and Revenue0%0%0%
French Semiconductors Industry Price to Earnings3Y Average 25.1x202420252026
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 164x which is higher than its 3-year average PE of 25.0x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
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 10% 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 Market3.49%
Tech4.36%
Semiconductors1.49%
Semiconductors1.99%
Semiconductor Equipment-4.07%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 35.3%, which is higher than its past year's earnings decline of 51.0% 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 28.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 41% 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 35% 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€29.092.0%
+€515.5m
70.9%PE179.3x
ALSEM SEMCO Technologies Société anonyme€36.0011.8%
+€39.0m
n/aPE55.5x
XFAB X-FAB Silicon Foundries€4.710.5%
+€3.1m
38.9%PE23.5x
ALKAL Kalray€3.410.6%
+€258.4k
449.2%PS1.1x