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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies6
  • 7D3.0%
  • 3M66.7%
  • 1Y68.6%
  • YTD72.1%

The Semiconductors industry is up 3.0% in the last week, with IQE up 4.5%. During this same period, the Nanoco Group underperformed, falling 9.1%. In the last 12 months, the industry was up 69%. Looking forward, earnings are forecast to decline by 39% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026UK£439.1mUK£199.9m-UK£44,513,000.0018.8x-9.9x2.2x
Fri, 06 Mar 2026UK£413.6mUK£199.9m-UK£44,513,000.0020.2x-9.3x2.1x
Sun, 01 Feb 2026UK£275.7mUK£196.5m-UK£45,214,000.0021.6x-6.1x1.4x
Tue, 30 Dec 2025UK£230.7mUK£185.1m-UK£53,963,000.0029.5x-4.3x1.2x
Thu, 27 Nov 2025UK£1.8bUK£424.7m-UK£186,896,562.3427.7x-9.8x4.3x
Sat, 25 Oct 2025UK£1.7bUK£433.3m-UK£186,366,563.1912.6x-9x3.9x
Mon, 22 Sep 2025UK£1.7bUK£442.3m-UK£75,770,578.1310.7x-23.1x4x
Wed, 20 Aug 2025UK£1.6bUK£431.5m-UK£85,400,484.32n/a-19.1x3.8x
Fri, 18 Jul 2025UK£1.6bUK£437.1m-UK£85,820,434.37n/a-18.9x3.7x
Sun, 15 Jun 2025UK£1.6bUK£436.5m-UK£84,158,676.2929.6x-19.5x3.8x
Tue, 13 May 2025UK£1.3bUK£454.4m-UK£70,036,267.5831.5x-18.7x2.9x
Thu, 10 Apr 2025UK£1.1bUK£397.7m-UK£99,078,171.7626.9x-11.6x2.9x
Sat, 08 Mar 2025UK£1.1bUK£396.1m-UK£98,524,206.0129.4x-11.5x2.9x
Mon, 03 Feb 2025UK£1.4bUK£403.7m-UK£99,442,800.2232.1x-14.1x3.5x
Wed, 01 Jan 2025UK£922.2mUK£405.1m-UK£96,088,206.8135.8x-9.6x2.3x
Fri, 29 Nov 2024UK£1.2bUK£403.0m-UK£95,323,323.7329.9x-12.9x3x
Sun, 27 Oct 2024UK£1.2bUK£392.0m-UK£75,408,261.0920x-15.4x3x
Tue, 24 Sep 2024UK£1.3bUK£459.5m-UK£50,382,951.9020.6x-25.1x2.7x
Thu, 22 Aug 2024UK£1.5bUK£449.7m-UK£57,298,957.8622.3x-26.2x3.3x
Sat, 20 Jul 2024UK£1.6bUK£450.6m-UK£56,176,089.0824.7x-27.8x3.5x
Mon, 17 Jun 2024UK£1.5bUK£472.1m-UK£57,991,767.0213x-26x3.2x
Wed, 15 May 2024UK£1.4bUK£474.1m-UK£58,332,019.5014.1x-24.7x3x
Fri, 12 Apr 2024UK£1.8bUK£469.8m-UK£42,322,266.4911.5x-41.6x3.7x
Sun, 10 Mar 2024UK£1.9bUK£479.7m-UK£103,778,193.7313.7x-18x3.9x
Tue, 06 Feb 2024UK£1.4bUK£484.9m-UK£104,569,343.0915.6x-13.4x2.9x
Thu, 04 Jan 2024UK£1.3bUK£482.5m-UK£106,371,114.0014.1x-12.1x2.7x
Sat, 02 Dec 2023UK£1.2bUK£476.8m-UK£106,138,653.0013x-11.7x2.6x
Mon, 30 Oct 2023UK£1.1bUK£488.3m-UK£107,259,568.0011.9x-10.1x2.2x
Wed, 27 Sep 2023UK£1.3bUK£462.2m-UK£120,640,733.0050.3x-10.4x2.7x
Fri, 25 Aug 2023UK£1.5bUK£383.8m-UK£83,134,710.0047.2x-17.6x3.8x
Sun, 23 Jul 2023UK£1.6bUK£373.2m-UK£84,308,745.0047.5x-19.3x4.4x
Tue, 20 Jun 2023UK£1.4bUK£372.0m-UK£86,828,872.0055.7x-16.6x3.9x
Thu, 18 May 2023UK£1.2bUK£374.4m-UK£42,815,229.0073.7x-27.7x3.2x
Sat, 15 Apr 2023UK£1.3bUK£316.5m-UK£27,403,124.0040.8x-49.1x4.3x
Price to Earnings Ratio

-49.1x


Total Market Cap: UK£1.3bTotal Earnings: -UK£27,403,124.00Total Revenue: UK£316.5mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -16.5x202420252026
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 2.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
  • Revenues have also declined 14% 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 Market1.65%
Tech1.31%
Semiconductors3.00%
Semiconductor Equipment4.51%
Semiconductors1.09%
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 39.5%, 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 39% 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 39% 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£0.2914.3%
+UK£35.2m
199.3%PS2.9x
KMK Kromek GroupUK£0.1010.5%
+UK£6.6m
105.9%PE5.5x
CML CML MicrosystemsUK£2.259.8%
+UK£3.3m
3.2%PE33.1x
ENSI EnSilicaUK£0.491.0%
+UK£531.3k
52.3%PS2.4x
CYAN CyanConnode HoldingsUK£0.0771.6%
+UK£440.0k
-39.0%PS1.7x

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