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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies6
  • 7D27.8%
  • 3M77.5%
  • 1Y26.0%
  • YTD57.3%

The Semiconductors industry is up 28% in the last week, with IQE up 100%. This means that the industry has gained 26% over the past year. In the next few years, earnings are forecast to decline by 49% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026UK£393.8mUK£199.9m-UK£44,513,000.0020.4x-8.8x2x
Thu, 29 Jan 2026UK£283.0mUK£196.5m-UK£45,214,000.0022.6x-6.3x1.4x
Sat, 27 Dec 2025UK£226.1mUK£185.1m-UK£53,963,000.0029.3x-4.2x1.2x
Mon, 24 Nov 2025UK£1.7bUK£426.9m-UK£188,119,035.3426.2x-9x4x
Wed, 22 Oct 2025UK£1.6bUK£431.9m-UK£185,608,629.9311.7x-8.8x3.8x
Fri, 19 Sep 2025UK£1.7bUK£441.0m-UK£75,591,998.3310.5x-22.8x3.9x
Sun, 17 Aug 2025UK£1.6bUK£430.4m-UK£85,249,116.68n/a-19.2x3.8x
Tue, 15 Jul 2025UK£1.6bUK£436.9m-UK£85,802,151.20n/a-19.1x3.8x
Thu, 12 Jun 2025UK£1.7bUK£437.0m-UK£84,232,234.1630.2x-19.6x3.8x
Sat, 10 May 2025UK£1.3bUK£452.1m-UK£69,713,548.3731.5x-18x2.8x
Mon, 07 Apr 2025UK£1.2bUK£396.7m-UK£98,731,019.8927.2x-12.5x3.1x
Wed, 05 Mar 2025UK£1.1bUK£398.7m-UK£99,472,102.9629.3x-11.2x2.8x
Fri, 31 Jan 2025UK£1.3bUK£406.4m-UK£96,556,820.8031.8x-13.8x3.3x
Sun, 29 Dec 2024UK£935.3mUK£404.5m-UK£95,874,827.4133.4x-9.8x2.3x
Tue, 26 Nov 2024UK£1.4bUK£404.9m-UK£96,025,834.3729.9x-14.1x3.3x
Thu, 24 Oct 2024UK£1.2bUK£392.3m-UK£75,541,212.8719x-15.6x3x
Sat, 21 Sep 2024UK£1.3bUK£459.5m-UK£50,382,951.9020.6x-25.1x2.7x
Mon, 19 Aug 2024UK£1.5bUK£452.5m-UK£57,735,534.9821.2x-26.1x3.3x
Wed, 17 Jul 2024UK£1.7bUK£468.2m-UK£59,462,452.4625.1x-27.8x3.5x
Fri, 14 Jun 2024UK£1.6bUK£470.6m-UK£57,754,097.7013x-28.4x3.5x
Sun, 12 May 2024UK£1.4bUK£475.4m-UK£58,536,027.5014.9x-24.5x3x
Tue, 09 Apr 2024UK£1.6bUK£485.9m-UK£100,309,421.7311.3x-16.1x3.3x
Thu, 07 Mar 2024UK£1.9bUK£481.9m-UK£103,988,653.6914.3x-17.9x3.9x
Sat, 03 Feb 2024UK£1.4bUK£482.9m-UK£104,376,729.0015.6x-13.4x2.9x
Mon, 01 Jan 2024UK£1.4bUK£480.4m-UK£106,166,808.0013.7x-12.8x2.8x
Wed, 29 Nov 2023UK£1.2bUK£476.2m-UK£106,080,192.0013.3x-11.4x2.5x
Fri, 27 Oct 2023UK£1.1bUK£488.5m-UK£107,277,721.0011.9x-9.8x2.2x
Sun, 24 Sep 2023UK£1.5bUK£354.3m-UK£96,235,327.0050.2x-15.2x4.1x
Tue, 22 Aug 2023UK£1.5bUK£382.6m-UK£83,127,369.0046.6x-18.2x3.9x
Thu, 20 Jul 2023UK£1.6bUK£372.7m-UK£84,306,117.0047.5x-18.9x4.3x
Sat, 17 Jun 2023UK£1.4bUK£371.8m-UK£86,827,482.0056.8x-16.7x3.9x
Mon, 15 May 2023UK£1.2bUK£374.9m-UK£42,798,373.0074.9x-28.2x3.2x
Wed, 12 Apr 2023UK£1.3bUK£316.6m-UK£27,389,822.0039.7x-48.7x4.2x
Fri, 10 Mar 2023UK£1.4bUK£320.1m-UK£26,528,194.0040.6x-51.8x4.3x
Price to Earnings Ratio

-51.8x


Total Market Cap: UK£1.4bTotal Earnings: -UK£26,528,194.00Total Revenue: UK£320.1mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -17.8x202420252026
Current Industry PE
  • Investors are pessimistic on the British Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 3.2x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
  • Revenues have also declined 15% 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 Market1.95%
Tech3.83%
Semiconductors27.78%
Semiconductor Equipment81.30%
Semiconductors1.08%
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 49.1%, 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 49% 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 49% 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£0.26100.3%
+UK£125.5m		92.5%PS2.6x
ENSI EnSilicaUK£0.525.1%
+UK£2.4m		19.5%PS2.3x

Latest News

NANO
UK£0.054
Nanoco Group
7D
-8.5%
1Y
-37.6%
ENSI
UK£0.52
EnSilica
7D
5.1%
1Y
19.5%

Allenby Capital: EnSilica ‘sector multiple would imply a price of around 95p‘ (currently 49p)

On 5 February, EnSilica announced that a design and supply contract with Siemens AG, awarded September 2024, has reached the production tape-out milestone. This marks the completion of the design stage and a significant step towards volume production where EnSilica earns a long-term recurring revenue per chip.
CYAN
UK£0.082
CyanConnode Holdings
7D
-1.2%
1Y
-40.8%
KMK
UK£0.12
Kromek Group
7D
-1.0%
1Y
97.9%
IQE
UK£0.26
IQE
7D
100.3%
1Y
92.5%
CML
UK£2.32
CML Microsystems
7D
-3.3%
1Y
-1.3%

We Think You Can Look Beyond CML Microsystems' (LON:CML) Lackluster Earnings

Nov 26
We Think You Can Look Beyond CML Microsystems' (LON:CML) Lackluster Earnings