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U.S. Semiconductors Industry Analysis
UpdatedMay 28, 2025
DataAggregated Company Financials
Companies121
- 7D0.4%
- 3M2.0%
- 1Y8.8%
- YTD-1.9%
Over the last 7 days, the Semiconductors industry has remained flat, although notably QUALCOMM declined by 3.4%. The past year has been better, since the industry has gained 8.8% in that time. Looking forward, earnings are forecast to grow by 23% annually.
Industry Valuation and Performance
Has the U.S. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 28 May 2025 | US$6.0t | US$542.4b | US$109.5b | 25.9x | 54.4x | 11x |
| Fri, 25 Apr 2025 | US$4.8t | US$538.8b | US$109.3b | 24.3x | 43.9x | 8.9x |
| Sun, 23 Mar 2025 | US$5.5t | US$539.4b | US$108.9b | 29.3x | 50.1x | 10.1x |
| Tue, 18 Feb 2025 | US$6.4t | US$515.6b | US$94.1b | 32.2x | 67.7x | 12.3x |
| Thu, 16 Jan 2025 | US$6.1t | US$513.5b | US$96.7b | 31.7x | 63.3x | 11.9x |
| Sat, 14 Dec 2024 | US$6.1t | US$509.6b | US$93.6b | 31.9x | 65x | 11.9x |
| Mon, 11 Nov 2024 | US$6.5t | US$488.3b | US$84.1b | 32.8x | 77.1x | 13.3x |
| Wed, 09 Oct 2024 | US$6.1t | US$489.2b | US$101.8b | 28.2x | 60.1x | 12.5x |
| Fri, 06 Sep 2024 | US$5.2t | US$481.2b | US$104.2b | 26.8x | 49.9x | 10.8x |
| Sun, 04 Aug 2024 | US$5.1t | US$468.1b | US$92.9b | 26x | 55.1x | 10.9x |
| Tue, 02 Jul 2024 | US$6.0t | US$467.9b | US$96.6b | 30.1x | 62.3x | 12.8x |
| Thu, 30 May 2024 | US$5.7t | US$462.6b | US$95.6b | 29.6x | 59.4x | 12.3x |
| Sat, 27 Apr 2024 | US$4.8t | US$446.9b | US$83.2b | 28.1x | 57.3x | 10.7x |
| Mon, 25 Mar 2024 | US$5.0t | US$448.2b | US$81.2b | 28.8x | 62.1x | 11.3x |
| Wed, 21 Feb 2024 | US$4.2t | US$428.8b | US$71.0b | 29.6x | 59.8x | 9.9x |
| Fri, 19 Jan 2024 | US$3.8t | US$433.1b | US$69.5b | 25.7x | 54.6x | 8.8x |
| Sun, 17 Dec 2023 | US$3.6t | US$432.7b | US$70.6b | 25.7x | 50.6x | 8.3x |
| Tue, 14 Nov 2023 | US$3.1t | US$420.7b | US$61.9b | 24.1x | 50.8x | 7.5x |
| Thu, 12 Oct 2023 | US$3.1t | US$428.2b | US$65.8b | 24.9x | 46.9x | 7.2x |
| Sat, 09 Sep 2023 | US$3.0t | US$428.0b | US$68.7b | 25.4x | 44.2x | 7.1x |
| Mon, 07 Aug 2023 | US$3.1t | US$420.5b | US$63.6b | 23.9x | 48.3x | 7.3x |
| Wed, 05 Jul 2023 | US$3.0t | US$429.1b | US$67.3b | 23.5x | 44.9x | 7x |
| Fri, 02 Jun 2023 | US$2.9t | US$433.6b | US$71.0b | 22.7x | 40.3x | 6.6x |
| Sun, 30 Apr 2023 | US$2.3t | US$437.3b | US$73.8b | 18.6x | 31.6x | 5.3x |
| Tue, 28 Mar 2023 | US$2.4t | US$447.9b | US$90.3b | 17.8x | 26.1x | 5.3x |
| Thu, 23 Feb 2023 | US$2.1t | US$444.6b | US$90.2b | 17.4x | 23.5x | 4.8x |
| Sat, 21 Jan 2023 | US$2.0t | US$447.6b | US$96.4b | 17.7x | 21.1x | 4.5x |
| Mon, 19 Dec 2022 | US$1.9t | US$450.9b | US$98.9b | 16.5x | 19.6x | 4.3x |
| Wed, 16 Nov 2022 | US$2.0t | US$448.0b | US$98.6b | 17x | 20.6x | 4.5x |
| Fri, 14 Oct 2022 | US$1.6t | US$439.8b | US$103.8b | 15x | 15.7x | 3.7x |
| Sun, 11 Sep 2022 | US$2.0t | US$441.8b | US$105.0b | 18x | 18.6x | 4.4x |
| Tue, 09 Aug 2022 | US$2.2t | US$436.3b | US$104.4b | 20.9x | 21x | 5x |
| Thu, 07 Jul 2022 | US$1.8t | US$429.2b | US$106.9b | 17x | 17.1x | 4.2x |
| Sat, 04 Jun 2022 | US$2.2t | US$428.0b | US$106.0b | 22x | 21.2x | 5.2x |
Price to Earnings Ratio
21.2x
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 54.4x which is higher than its 3-year average PE of 43.9x.
- The 3-year average PS ratio of 8.3x is lower than the industry's current PS ratio of 11.0x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 8.2% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Tech industry?
| US Market | -0.30% | |
| Tech | -0.15% | |
| Semiconductors | 0.40% | |
| Semiconductors | 0.52% | |
| Semiconductor Equipment | -1.35% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 48.7x.
- Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings decline of 10.6% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 24.5x.
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 11% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVDA NVIDIA | US$135.50 | 0.8% +US$27.3b | 19.0% | PE45.3x | |
| AVGO Broadcom | US$235.65 | 1.7% +US$18.7b | 66.8% | PE106.6x | |
| ARM Arm Holdings | US$133.96 | 2.2% +US$3.1b | 7.2% | PE178.8x | |
| MRVL Marvell Technology | US$63.82 | 3.9% +US$2.1b | -18.5% | PS9.6x | |
| AMD Advanced Micro Devices | US$114.56 | 0.9% +US$1.7b | -33.2% | PE83.4x |
