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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies6
  • 7D26.1%
  • 3M209.4%
  • 1Y218.1%
  • YTD223.6%

Over the last 7 days, the Semiconductors industry has risen 26%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 218%. Looking forward, earnings are forecast to decline by 19% per year.

Industry Valuation and Performance

Has the U.K. Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026UK£844.6mUK£204.2m-UK£41,223,000.008.7x-20.5x4.1x
Fri, 20 Mar 2026UK£414.7mUK£199.9m-UK£44,513,000.0018x-9.3x2.1x
Sun, 15 Feb 2026UK£303.7mUK£199.9m-UK£44,513,000.0020.4x-6.8x1.5x
Tue, 13 Jan 2026UK£312.2mUK£185.1m-UK£53,963,000.0030.1x-5.8x1.7x
Thu, 11 Dec 2025UK£2.0bUK£422.9m-UK£183,943,843.8628.6x-10.8x4.7x
Sat, 08 Nov 2025UK£1.7bUK£429.2m-UK£188,685,233.8612.8x-8.8x3.9x
Mon, 06 Oct 2025UK£1.7bUK£430.2m-UK£184,697,014.3510.6x-9.3x4x
Wed, 03 Sep 2025UK£1.7bUK£433.2m-UK£85,635,189.20n/a-19.4x3.8x
Fri, 01 Aug 2025UK£1.6bUK£436.4m-UK£86,077,386.80n/a-18.8x3.7x
Sun, 29 Jun 2025UK£1.6bUK£432.3m-UK£85,154,161.64n/a-18.9x3.7x
Tue, 27 May 2025UK£1.3bUK£436.6m-UK£84,172,707.5632.1x-15.7x3x
Thu, 24 Apr 2025UK£1.1bUK£452.9m-UK£69,822,822.2032.7x-16.1x2.5x
Sat, 22 Mar 2025UK£1.1bUK£396.1m-UK£98,503,688.7628.8x-11.2x2.8x
Mon, 17 Feb 2025UK£1.4bUK£400.7m-UK£100,183,641.1930.5x-14x3.5x
Wed, 15 Jan 2025UK£1.1bUK£410.3m-UK£97,989,745.5434.2x-11.6x2.8x
Fri, 13 Dec 2024UK£1.1bUK£402.6m-UK£95,198,578.8532.7x-12x2.8x
Sun, 10 Nov 2024UK£1.2bUK£398.0m-UK£77,210,302.5511x-15.6x3x
Tue, 08 Oct 2024UK£1.1bUK£390.3m-UK£74,814,081.5321.4x-15.1x2.9x
Thu, 05 Sep 2024UK£1.4bUK£448.7m-UK£57,138,301.5622.4x-24.4x3.1x
Sat, 03 Aug 2024UK£1.5bUK£455.1m-UK£58,153,751.3821.7x-25.6x3.3x
Mon, 01 Jul 2024UK£1.6bUK£473.1m-UK£58,147,833.1412.7x-27.1x3.3x
Wed, 29 May 2024UK£1.5bUK£470.6m-UK£57,759,197.9014.1x-26.8x3.3x
Fri, 26 Apr 2024UK£1.3bUK£475.7m-UK£58,580,909.2613.3x-22.7x2.8x
Sun, 24 Mar 2024UK£1.7bUK£484.7m-UK£104,264,959.3113.6x-16.6x3.6x
Tue, 20 Feb 2024UK£1.6bUK£483.7m-UK£104,452,420.8915x-15.5x3.4x
Thu, 18 Jan 2024UK£1.2bUK£481.6m-UK£106,286,807.0015.4x-11.3x2.5x
Sat, 16 Dec 2023UK£1.3bUK£477.4m-UK£106,547,114.0013.8x-12.3x2.7x
Mon, 13 Nov 2023UK£1.1bUK£486.0m-UK£107,038,338.0013.1x-10.6x2.3x
Wed, 11 Oct 2023UK£1.2bUK£463.2m-UK£119,238,274.0022x-10.3x2.7x
Fri, 08 Sep 2023UK£1.5bUK£385.6m-UK£83,144,919.0049.8x-17.9x3.9x
Sun, 06 Aug 2023UK£1.6bUK£382.5m-UK£83,127,282.0048.1x-19.1x4.1x
Tue, 04 Jul 2023UK£1.5bUK£375.0m-UK£84,319,562.0047.3x-18.1x4.1x
Thu, 01 Jun 2023UK£1.3bUK£376.7m-UK£86,856,250.0058.1x-15.5x3.6x
Sat, 29 Apr 2023UK£1.2bUK£315.3m-UK£27,672,225.0034.9x-44.2x3.9x
Price to Earnings Ratio

-44.2x


Total Market Cap: UK£1.2bTotal Earnings: -UK£27,672,225.00Total Revenue: UK£315.3mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -16.1x202420252026
Current Industry PE
  • Investors are optimistic on the British Semiconductor industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
  • Revenues have also declined 13% per year.
  • This means overall sales from these companies are declining and losses are subsequently expanding as well.

Industry Trends

Which industries have driven the changes within the U.K. Tech industry?

GB Market-0.72%
Tech6.87%
Semiconductors26.10%
Semiconductor Equipment31.80%
Semiconductors12.87%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings decline of 19.2%, which is worse than the prior year's decline of 12.6%.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Semiconductors industry since they expect its earnings to decline by only 19% per year over the next 5 years, which isn't as bad as the other industries.
  • This is even lower than its past earnings decline of 13% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings decline by 19% 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
IQE IQEUK£0.6331.8%
+UK£148.9m		582.6%PS6.3x
ENSI EnSilicaUK£0.6938.6%
+UK£22.6m		97.1%PS3.8x
KMK Kromek GroupUK£0.113.6%
+UK£2.5m		109.1%PE5.7x
CML CML MicrosystemsUK£2.281.1%
+UK£416.5k		-9.4%PE33.6x
CYAN CyanConnode HoldingsUK£0.0791.3%
+UK£352.0k		-37.2%PS1.7x

Latest News

NANO
UK£0.052
Nanoco Group
7D
1.2%
1Y
-31.9%
IQE
UK£0.63
IQE
7D
31.8%
1Y
582.6%
ENSI
UK£0.69
EnSilica
7D
38.6%
1Y
97.1%
CML
UK£2.28
CML Microsystems
7D
1.1%
1Y
-9.4%
KMK
UK£0.11
Kromek Group
7D
3.6%
1Y
109.1%

Furnace Expansion And OEM Supply Risks Will Shape CZT Detector Prospects Positively

Catalysts About Kromek Group Kromek Group supplies cadmium zinc telluride, or CZT, detectors and related technology for medical imaging and CBRN and bio-detection applications. What are the underlying business or industry changes driving this perspective?
CYAN
UK£0.079
CyanConnode Holdings
7D
1.3%
1Y
-37.2%