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Hong Kong (HSI) Semiconductors Industry Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies24
  • 7D-7.8%
  • 3M-15.6%
  • 1Y22.3%
  • YTD-18.0%

Over the last 7 days, the Semiconductors industry has dropped 7.8%, driven by a pullback from Semiconductor Manufacturing International of 7.7%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

Has the Hong Kong Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Mar 2026HK$1.1tHK$181.9b-HK$916,282,774.7528.5x-1171.5x5.9x
Wed, 25 Feb 2026HK$1.3tHK$178.0b-HK$4,762,030,762.5124.3x-267.2x7.1x
Fri, 23 Jan 2026HK$1.3tHK$175.5b-HK$4,669,544,366.2925.3x-285.2x7.6x
Sun, 21 Dec 2025HK$1.1tHK$173.8b-HK$3,423,438,051.6027.7x-311.3x6.1x
Tue, 18 Nov 2025HK$1.1tHK$172.6b-HK$2,876,729,202.8826.9x-395.7x6.6x
Thu, 16 Oct 2025HK$1.2tHK$168.6b-HK$3,436,875,298.2726x-347.9x7.1x
Sat, 13 Sep 2025HK$1.0tHK$168.8b-HK$3,441,589,920.6222.6x-294.1x6x
Mon, 11 Aug 2025HK$825.0bHK$175.0bHK$72.0m27.4x11455.6x4.7x
Wed, 09 Jul 2025HK$752.1bHK$172.7bHK$1.4b23.9x519.7x4.4x
Fri, 06 Jun 2025HK$694.9bHK$172.7bHK$1.4b21.9x501.3x4x
Sun, 04 May 2025HK$739.4bHK$165.5bHK$743.1m23.4x995.1x4.5x
Tue, 01 Apr 2025HK$726.3bHK$166.0bHK$1.2b26.5x621.8x4.4x
Thu, 27 Feb 2025HK$882.4bHK$178.7bHK$7.1b14.5x124.8x4.9x
Sat, 25 Jan 2025HK$721.2bHK$178.5bHK$7.5b12.4x95.6x4x
Mon, 23 Dec 2024HK$593.3bHK$177.1bHK$8.6b11.5x68.7x3.4x
Wed, 20 Nov 2024HK$614.2bHK$177.8bHK$8.6b13x71.4x3.5x
Fri, 18 Oct 2024HK$536.8bHK$177.4bHK$9.2b11.3x58.1x3x
Sun, 15 Sep 2024HK$368.1bHK$178.1bHK$9.3b9.4x39.8x2.1x
Tue, 13 Aug 2024HK$419.2bHK$192.2bHK$17.3b10.3x24.3x2.2x
Thu, 11 Jul 2024HK$431.8bHK$190.0bHK$19.2b10.9x22.5x2.3x
Sat, 08 Jun 2024HK$459.6bHK$190.2bHK$19.3b12.3x23.9x2.4x
Mon, 06 May 2024HK$439.9bHK$189.1bHK$21.5b12.2x20.5x2.3x
Wed, 03 Apr 2024HK$452.0bHK$189.8bHK$21.5b12.1x21x2.4x
Fri, 01 Mar 2024HK$441.7bHK$198.7bHK$36.5b11x12.1x2.2x
Sun, 28 Jan 2024HK$407.4bHK$197.3bHK$37.3b9.2x10.9x2.1x
Tue, 26 Dec 2023HK$455.2bHK$196.9bHK$37.2b9.9x12.2x2.3x
Thu, 23 Nov 2023HK$483.0bHK$196.5bHK$37.2b10.9x13x2.5x
Sat, 21 Oct 2023HK$490.9bHK$196.6bHK$40.8b9.7x12x2.5x
Mon, 18 Sep 2023HK$495.2bHK$197.1bHK$41.0b11.7x12.1x2.5x
Wed, 16 Aug 2023HK$493.2bHK$188.3bHK$42.5b9.2x11.6x2.6x
Fri, 14 Jul 2023HK$540.1bHK$191.0bHK$44.9b10.2x12x2.8x
Sun, 11 Jun 2023HK$533.6bHK$191.6bHK$45.1b10.1x11.8x2.8x
Tue, 09 May 2023HK$558.9bHK$196.6bHK$46.7b10.8x12x2.8x
Thu, 06 Apr 2023HK$599.1bHK$196.2bHK$46.6b10.6x12.9x3.1x
Price to Earnings Ratio

12.9x


Total Market Cap: HK$599.1bTotal Earnings: HK$46.6bTotal Revenue: HK$196.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Semiconductors Industry Price to Earnings3Y Average 384.4x202420252026
Current Industry PE
  • Investors are optimistic on the Hong Kong Semiconductor industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 5.9x.
Past Earnings Growth
  • Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 2.5% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Hong Kong Tech industry?

HK Market-1.35%
Tech-2.65%
Semiconductors-7.76%
Semiconductor Equipment-4.01%
Semiconductors-8.41%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 149x.
    • Analysts are expecting annual earnings growth of 25.9%, which is higher than its past year's earnings decline of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 1.3% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 26% 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
522 ASMPTHK$106.301.0%
+HK$459.6m
87.0%PE40.9x
6939 MEGAIN Holding (Cayman)HK$1.859.5%
+HK$83.0m
297.8%PS5.5x
712 Comtec Solar Systems GroupHK$0.0993.1%
+HK$3.2m
32.0%PS0.4x
1305 Wai Chi HoldingsHK$0.741.4%
+HK$2.2m
-9.8%PE3.2x
1679 Risecomm Group HoldingsHK$0.541.9%
+HK$2.2m
-13.6%PS1.1x

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