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U.S. Semiconductors Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies120
  • 7D15.8%
  • 3M-18.5%
  • 1Y4.1%
  • YTD-20.2%

In the last week, the Semiconductors industry is up 16%, with NVIDIA up 18%. This takes the industry's 12 month performance to a gain of 4.1%. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025US$5.0tUS$537.4bUS$108.9b23x45.9x9.3x
Wed, 12 Mar 2025US$5.1tUS$536.3bUS$108.3b27.5x47.1x9.5x
Fri, 07 Feb 2025US$6.1tUS$515.8bUS$95.2b34.3x64.4x11.9x
Sun, 05 Jan 2025US$6.5tUS$513.5bUS$96.7b31.2x67.1x12.6x
Tue, 03 Dec 2024US$6.0tUS$505.0bUS$93.4b31.1x64.4x11.9x
Thu, 31 Oct 2024US$6.3tUS$490.2bUS$101.7b29.5x61.8x12.8x
Sat, 28 Sep 2024US$5.9tUS$489.3bUS$101.8b29.2x57.5x12x
Mon, 26 Aug 2024US$6.0tUS$466.0bUS$94.2b28.9x63.5x12.8x
Wed, 24 Jul 2024US$6.0tUS$467.9bUS$96.6b28x61.9x12.8x
Fri, 21 Jun 2024US$6.5tUS$464.9bUS$94.3b30.6x68.8x14x
Sun, 19 May 2024US$5.0tUS$444.9bUS$83.4b29.5x60.2x11.3x
Tue, 16 Apr 2024US$4.8tUS$447.5bUS$81.6b28.3x59x10.8x
Thu, 14 Mar 2024US$5.0tUS$446.3bUS$78.2b29.4x63.7x11.2x
Sat, 10 Feb 2024US$4.4tUS$429.5bUS$71.3b29.2x61x10.1x
Mon, 08 Jan 2024US$3.5tUS$433.3bUS$69.5b26.2x49.8x8x
Wed, 06 Dec 2023US$3.2tUS$432.2bUS$70.4b24.8x44.8x7.3x
Fri, 03 Nov 2023US$2.9tUS$421.4bUS$62.6b22.2x45.6x6.8x
Sun, 01 Oct 2023US$3.0tUS$428.2bUS$65.8b24.8x44.9x6.9x
Tue, 29 Aug 2023US$3.0tUS$427.7bUS$68.4b25.8x43.6x7x
Thu, 27 Jul 2023US$3.1tUS$428.4bUS$66.7b23.3x46.9x7.3x
Sat, 24 Jun 2023US$2.9tUS$434.1bUS$71.9b22.9x40.4x6.7x
Mon, 22 May 2023US$2.5tUS$434.7bUS$70.4b21.1x35.8x5.8x
Wed, 19 Apr 2023US$2.4tUS$443.8bUS$85.6b18.5x27.9x5.4x
Fri, 17 Mar 2023US$2.4tUS$447.4bUS$90.2b18.4x26.1x5.3x
Sun, 12 Feb 2023US$2.2tUS$442.5bUS$89.0b19x24.7x5x
Tue, 10 Jan 2023US$1.9tUS$447.6bUS$96.4b16.8x20.2x4.3x
Thu, 08 Dec 2022US$1.9tUS$449.4bUS$97.5b16.8x19.9x4.3x
Sat, 05 Nov 2022US$1.8tUS$446.9bUS$98.4b15.4x17.9x3.9x
Mon, 03 Oct 2022US$1.7tUS$439.9bUS$103.8b15.5x16x3.8x
Wed, 31 Aug 2022US$2.0tUS$441.6bUS$103.7b17.9x19x4.5x
Fri, 29 Jul 2022US$2.1tUS$430.5bUS$107.5b19.5x19.9x5x
Sun, 26 Jun 2022US$2.0tUS$428.0bUS$106.0b18.4x18.8x4.6x
Tue, 24 May 2022US$2.1tUS$422.9bUS$105.3b19.6x19.9x5x
Thu, 21 Apr 2022US$2.3tUS$409.0bUS$95.5b21.7x24.3x5.7x
Price to Earnings Ratio

24.3x


Total Market Cap: US$2.3tTotal Earnings: US$95.5bTotal Revenue: US$409.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 42.8x202320242025
Current Industry PE
  • Investors are optimistic on the American Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 45.9x which is higher than its 3-year average PE of 42.8x.
  • The 3-year average PS ratio of 8.1x is lower than the industry's current PS ratio of 9.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 4.5% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market5.42%
Tech9.36%
Semiconductors15.80%
Semiconductors16.02%
Semiconductor Equipment13.06%
Industry PE
  • Investors are most optimistic about the Semiconductors industry, which is trading close to its 3-year average PE ratio of 47.5x.
    • Analysts are expecting annual earnings growth of 23.6%, which is higher than its past year's earnings decline of 18.4% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 24.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 18% 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
NVDA NVIDIAUS$110.9317.6%
+US$405.5b
25.8%PE37.1x
AVGO BroadcomUS$181.9424.4%
+US$167.6b
35.4%PE82.3x
ARM Arm HoldingsUS$103.9918.6%
+US$17.2b
-17.7%PE136x
AMAT Applied MaterialsUS$144.9414.2%
+US$14.6b
-30.3%PE18.6x
QCOM QUALCOMMUS$139.259.3%
+US$12.9b
-18.7%PE14.6x
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