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U.S. Semiconductors Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies126
  • 7D2.0%
  • 3M6.8%
  • 1Y43.2%
  • YTD2.6%

Over the last 7 days, the Semiconductors industry has risen 2.6%, driven by gains from Advanced Micro Devices of 14%. In the same time, QUALCOMM was down 10%. This takes the industry's 12 month performance to a gain of 44%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026US$9.1tUS$640.8bUS$176.4b43.4x51.9x14.3x
Mon, 15 Dec 2025US$8.6tUS$635.7bUS$173.0b37x49.4x13.5x
Wed, 12 Nov 2025US$9.2tUS$610.5bUS$153.3b35.6x59.9x15x
Fri, 10 Oct 2025US$8.8tUS$597.4bUS$137.3b38.3x64.2x14.8x
Sun, 07 Sep 2025US$7.6tUS$593.8bUS$134.6b32x56.4x12.8x
Tue, 05 Aug 2025US$7.5tUS$569.9bUS$118.0b28.9x63.8x13.2x
Thu, 03 Jul 2025US$7.0tUS$566.4bUS$118.3b29.7x58.8x12.3x
Sat, 31 May 2025US$6.2tUS$561.2bUS$113.9b24.7x54.8x11.1x
Mon, 28 Apr 2025US$5.2tUS$538.8bUS$108.9b24.2x47.4x9.6x
Wed, 26 Mar 2025US$5.6tUS$539.2bUS$108.9b26.8x51.4x10.4x
Fri, 21 Feb 2025US$6.5tUS$515.3bUS$93.9b31.4x68.8x12.5x
Sun, 19 Jan 2025US$6.4tUS$513.5bUS$96.7b33.1x66.5x12.5x
Tue, 17 Dec 2024US$6.2tUS$509.5bUS$93.6b32.1x66.5x12.2x
Thu, 14 Nov 2024US$6.4tUS$488.3bUS$84.2b30.3x75.9x13.1x
Sat, 12 Oct 2024US$6.2tUS$489.2bUS$101.8b28.1x60.9x12.7x
Mon, 09 Sep 2024US$5.0tUS$485.4bUS$99.5b25.8x49.8x10.2x
Wed, 07 Aug 2024US$4.9tUS$468.1bUS$92.9b25.7x52.9x10.5x
Fri, 05 Jul 2024US$6.2tUS$467.9bUS$96.6b30.8x64.6x13.3x
Sun, 02 Jun 2024US$5.5tUS$462.6bUS$95.6b29.5x57.1x11.8x
Tue, 30 Apr 2024US$4.8tUS$446.9bUS$83.2b28.3x57.2x10.7x
Thu, 28 Mar 2024US$4.9tUS$448.2bUS$81.2b29.1x60.8x11x
Sat, 24 Feb 2024US$4.5tUS$443.5bUS$81.1b30.9x56x10.2x
Mon, 22 Jan 2024US$4.0tUS$433.2bUS$69.5b27x57.1x9.2x
Wed, 20 Dec 2023US$3.6tUS$432.7bUS$70.6b26.3x50.9x8.3x
Fri, 17 Nov 2023US$3.3tUS$420.6bUS$62.1b25.2x52.4x7.7x
Sun, 15 Oct 2023US$3.0tUS$427.9bUS$65.8b25x45.8x7x
Tue, 12 Sep 2023US$3.0tUS$428.1bUS$68.7b25.3x43.8x7x
Thu, 10 Aug 2023US$3.0tUS$419.8bUS$63.2b25.6x47.1x7.1x
Sat, 08 Jul 2023US$3.0tUS$429.1bUS$67.3b22.7x43.9x6.9x
Mon, 05 Jun 2023US$2.9tUS$434.3bUS$71.9b22.8x39.7x6.6x
Wed, 03 May 2023US$2.3tUS$437.2bUS$73.6b18.5x31.6x5.3x
Fri, 31 Mar 2023US$2.4tUS$443.8bUS$85.6b18.7x28.6x5.5x
Sun, 26 Feb 2023US$2.2tUS$442.9bUS$88.6b17.5x24.7x4.9x
Tue, 24 Jan 2023US$2.1tUS$447.6bUS$96.4b18.2x22.1x4.8x
Price to Earnings Ratio

22.1x


Total Market Cap: US$2.1tTotal Earnings: US$96.4bTotal Revenue: US$447.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 52.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 52.3x.
  • The 3-year average PS ratio of 10.2x is lower than the industry's current PS ratio of 14.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-0.34%
Tech-0.71%
Semiconductors2.01%
Semiconductor Equipment6.96%
Semiconductors1.50%
Industry PE
  • Investors are most optimistic about the Semiconductors industry, which is trading close to its 3-year average PE ratio of 57.6x.
    • Analysts are expecting annual earnings growth of 26.7%, which is higher than its past year's earnings growth of 6.9% 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 28.3x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 6.9% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 13% 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
AMD Advanced Micro DevicesUS$231.8314.1%
+US$46.7b		90.9%PE120.5x
NVDA NVIDIAUS$186.230.7%
+US$33.3b		35.2%PE45.6x
AVGO BroadcomUS$351.712.0%
+US$32.0b		48.1%PE72.1x
KLAC KLAUS$1.57k12.0%
+US$22.1b		107.0%PE48.6x
AMAT Applied MaterialsUS$327.018.6%
+US$20.5b		70.3%PE37.1x

Latest News

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Applied Materials
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7D
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1Y
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ON
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ON Semiconductor
7D
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1Y
10.4%

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OLED
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Universal Display
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MRVL
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Marvell Technology
7D
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1Y
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ARM
US$105.78
Arm Holdings
7D
-5.4%
1Y
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Broadcom
7D
2.0%
1Y
48.1%
AMD
US$231.83
Advanced Micro Devices
7D
14.1%
1Y
90.9%

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NXPI
US$237.11
NXP Semiconductors
7D
-1.7%
1Y
10.1%

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Analysts have raised their fair value estimate for NXP Semiconductors from US$294.09 to US$307.80, citing updated assumptions related to revenue growth, profit margins and future P/E expectations. What's in the News NXP unveiled its S32N7 super integration processor series on a 5 nm foundation to centralize core vehicle functions such as propulsion, vehicle dynamics, body, gateway and safety, with Bosch as the first deployment partner using the chip in its vehicle integration platform (Product-Related Announcement).
MU
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Micron Technology
7D
5.1%
1Y
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