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U.S. Semiconductors Industry Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies124
  • 7D-3.0%
  • 3M-0.06%
  • 1Y-33.9%
  • YTD-34.9%

The Semiconductors industry has stayed flat over the last week. Unfortunately though, the industry is down 35% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022US$1.9tUS$448.8bUS$97.5b16.9x19.8x4.3x
Fri, 28 Oct 2022US$1.7tUS$442.9bUS$104.4b15.5x16.4x3.9x
Sun, 25 Sep 2022US$1.7tUS$441.5bUS$105.0b15.5x16.5x3.9x
Tue, 23 Aug 2022US$2.1tUS$439.4bUS$105.2b18.6x19.9x4.8x
Thu, 21 Jul 2022US$2.1tUS$429.1bUS$106.9b20x19.7x4.9x
Sat, 18 Jun 2022US$1.9tUS$427.9bUS$106.0b18.4x17.6x4.4x
Mon, 16 May 2022US$2.2tUS$420.7bUS$104.6b18.7x20.6x5.1x
Wed, 13 Apr 2022US$2.3tUS$409.1bUS$95.5b21.5x23.9x5.6x
Fri, 11 Mar 2022US$2.5tUS$410.1bUS$94.8b23.4x26.3x6.1x
Sun, 06 Feb 2022US$2.5tUS$400.1bUS$90.1b26x28.3x6.4x
Tue, 04 Jan 2022US$3.0tUS$391.2bUS$89.1b33x33.7x7.7x
Thu, 02 Dec 2021US$3.0tUS$387.1bUS$86.7b30.3x34.1x7.6x
Sat, 30 Oct 2021US$2.6tUS$380.9bUS$85.3b28.5x30.1x6.7x
Mon, 27 Sep 2021US$2.5tUS$366.2bUS$79.3b30.7x31.1x6.7x
Wed, 25 Aug 2021US$2.4tUS$358.3bUS$74.7b28.6x31.7x6.6x
Thu, 01 Jul 2021US$2.3tUS$354.5bUS$73.1b30.1x31.9x6.6x
Sun, 04 Apr 2021US$2.1tUS$333.1bUS$64.7b33.1x32.6x6.3x
Wed, 06 Jan 2021US$1.9tUS$316.0bUS$62.0b33.1x30.8x6x
Sat, 10 Oct 2020US$1.6tUS$303.9bUS$56.4b28.1x28.9x5.4x
Fri, 03 Jul 2020US$1.4tUS$291.1bUS$54.3b32x26x4.9x
Mon, 06 Apr 2020US$1.1tUS$289.8bUS$54.0b23.9x20.3x3.8x
Thu, 09 Jan 2020US$1.3tUS$283.3bUS$51.0b30.6x25.7x4.6x
Price to Earnings Ratio

24.9x


Total Market Cap: US$1.2tTotal Earnings: US$49.2bTotal Revenue: US$279.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 26.8x202020212022
Current Industry PE
  • Investors are pessimistic on the American Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.9x which is lower than its 3-year average PE of 26.8x.
  • The 3-year average PS ratio of 5.5x is higher than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 17% 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-0.94%
Tech-2.64%
Semiconductors-2.96%
Semiconductors-2.90%
Semiconductor Equipment-3.27%
Industry PE
  • Investors are most optimistic about the Semiconductors industry even though it's trading below its 3-year average PE ratio of 27.5x.
    • Analysts are expecting annual earnings growth of 14.7%, which is lower than the prior year's growth of 53.4% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 23.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 15% over the next 5 years.
  • However this is lower than its past earnings growth rate of 53% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 7.3% 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
MKSI MKS InstrumentsUS$78.492.7%
+US$139.0m
-48.4%PE12.2x
PI ImpinjUS$123.383.0%
+US$94.3m
64.6%PS13.7x
SIMO Silicon Motion TechnologyUS$61.872.3%
+US$48.6m
-10.4%PE10.2x
TSEM Tower SemiconductorUS$43.910.9%
+US$44.8m
23.8%PE20.6x
VLN Valens SemiconductorUS$4.166.1%
+US$23.9m
-51.4%PS4.7x
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Latest News

PI

US$123.38

Impinj

7D

3.0%

1Y

64.6%

NVDA

US$156.39

NVIDIA

7D

-2.5%

1Y

-52.1%

QCOM

US$118.38

QUALCOMM

7D

-4.3%

1Y

-34.4%

INTC

US$28.90

Intel

7D

-3.1%

1Y

-41.3%

POWI

US$76.76

Power Integrations

7D

0.3%

1Y

-23.3%

TXN

US$172.98

Texas Instruments

7D

-2.4%

1Y

-10.1%

AMAT

US$103.25

Applied Materials

7D

-3.5%

1Y

-29.9%

AMD

US$73.39

Advanced Micro Devices

7D

-2.5%

1Y

-53.7%

MKSI

US$78.49

MKS Instruments

7D

2.7%

1Y

-48.4%

TSEM

US$43.91

Tower Semiconductor

7D

0.9%

1Y

23.8%

MX

US$9.72

Magnachip Semiconductor

7D

3.1%

1Y

-46.2%

SIMO

US$61.87

Silicon Motion Technology

7D

2.3%

1Y

-10.4%

VLN

US$4.16

Valens Semiconductor

7D

6.1%

1Y

-51.4%

AVGO

US$521.39

Broadcom

7D

-1.6%

1Y

-5.8%