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U.S. Semiconductors Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies90
  • 7D4.0%
  • 3M-1.1%
  • 1Y79.2%
  • YTDn/a

The Semiconductors industry is up 4.0% in the last week, with Broadcom up 7.9%. This takes the industry's 12 month performance to a gain of 79%. 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
Wed, 08 Apr 2026US$8.0tUS$599.8bUS$194.7b35.9x41.1x13.3x
Fri, 06 Mar 2026US$8.1tUS$583.8bUS$182.5b40.3x44.6x14x
Sun, 01 Feb 2026US$8.4tUS$545.0bUS$157.0b41.9x53.6x15.4x
Tue, 30 Dec 2025US$8.2tUS$544.9bUS$157.4b36.2x51.9x15x
Thu, 27 Nov 2025US$7.9tUS$535.1bUS$147.0b34.9x54x14.8x
Sat, 25 Oct 2025US$8.0tUS$509.0bUS$141.7b43.1x56.4x15.7x
Mon, 22 Sep 2025US$7.6tUS$504.4bUS$118.3b39.9x64.1x15x
Wed, 20 Aug 2025US$7.5tUS$483.1bUS$102.2b32.4x72.9x15.4x
Fri, 18 Jul 2025US$7.0tUS$479.4bUS$102.8b31.4x68.5x14.7x
Sun, 15 Jun 2025US$6.0tUS$476.8bUS$101.3b28.9x59.4x12.6x
Tue, 13 May 2025US$5.2tUS$454.9bUS$93.9b22.5x55.5x11.4x
Thu, 10 Apr 2025US$4.1tUS$452.5bUS$94.7b18.9x42.9x9x
Sat, 08 Mar 2025US$4.8tUS$451.5bUS$94.1b26.7x51.2x10.7x
Mon, 03 Feb 2025US$5.4tUS$428.1bUS$80.0b30.4x67.5x12.6x
Wed, 01 Jan 2025US$5.9tUS$430.3bUS$82.1b30x71.3x13.6x
Fri, 29 Nov 2024US$5.5tUS$421.8bUS$78.8b32.1x69.7x13x
Sun, 27 Oct 2024US$5.8tUS$406.3bUS$85.7b30.5x67.8x14.3x
Tue, 24 Sep 2024US$5.1tUS$403.0bUS$83.9b27.9x61.2x12.7x
Thu, 22 Aug 2024US$5.4tUS$384.7bUS$79.0b31.8x68.4x14.1x
Sat, 20 Jul 2024US$5.4tUS$385.1bUS$82.8b28x65x14x
Mon, 17 Jun 2024US$5.7tUS$382.2bUS$80.6b30x71.1x15x
Wed, 15 May 2024US$4.4tUS$362.1bUS$69.6b29.2x62.8x12.1x
Fri, 12 Apr 2024US$4.3tUS$363.0bUS$67.4b26.3x63.8x11.8x
Sun, 10 Mar 2024US$4.4tUS$361.8bUS$64.0b28.4x68.5x12.1x
Tue, 06 Feb 2024US$3.7tUS$343.9bUS$57.0b29.4x65x10.8x
Thu, 04 Jan 2024US$3.0tUS$343.2bUS$53.6b29.5x56.5x8.8x
Sat, 02 Dec 2023US$2.8tUS$342.2bUS$54.5b27x51.5x8.2x
Mon, 30 Oct 2023US$2.4tUS$331.9bUS$47.5b23.1x51.2x7.3x
Wed, 27 Sep 2023US$2.5tUS$336.9bUS$51.7b24.9x48.5x7.4x
Fri, 25 Aug 2023US$2.6tUS$334.0bUS$51.7b26x50.7x7.8x
Sun, 23 Jul 2023US$2.7tUS$333.1bUS$47.2b25.4x56.8x8x
Tue, 20 Jun 2023US$2.6tUS$338.2bUS$51.8b26.2x50.7x7.8x
Thu, 18 May 2023US$2.1tUS$338.3bUS$50.2b21.8x41.7x6.2x
Sat, 15 Apr 2023US$2.0tUS$347.7bUS$64.4b20.6x31.4x5.8x
Price to Earnings Ratio

31.4x


Total Market Cap: US$2.0tTotal Earnings: US$64.4bTotal Revenue: US$347.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 59.1x202420252026
Current Industry PE
  • Investors are pessimistic on the American Semiconductors 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 41.1x which is lower than its 3-year average PE of 59.1x.
  • The 3-year average PS ratio of 11.9x is lower than the industry's current PS ratio of 13.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 45% per year over the last three years.
  • Revenues for these companies have grown 20% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Semiconductors compare with similar industries?

US Market1.21%
Tech2.44%
Semiconductors3.98%
Semiconductors3.96%
Semiconductor Equipment4.12%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AVGO BroadcomUS$333.977.9%
+US$115.8b		114.0%PE63.3x
NVDA NVIDIAUS$178.101.3%
+US$57.1b		55.8%PE36x
MU Micron TechnologyUS$377.5811.8%
+US$44.8b		476.1%PE17.7x
INTC IntelUS$52.9119.9%
+US$44.1b		191.8%PS5x
AMD Advanced Micro DevicesUS$221.538.9%
+US$29.5b		183.3%PE84.6x

Latest News

INTC
US$52.91
Intel
7D
19.9%
1Y
191.8%
AVGO
US$333.97
Broadcom
7D
7.9%
1Y
114.0%
FSLR
US$192.31
First Solar
7D
-2.5%
1Y
59.8%

FSLR: Section 232 Tariff Decision Will Drive Future U.S. Pricing Power

Narrative Update on First Solar The analyst price target for First Solar has been revised lower from $335.32 to $313.00, as analysts reworked models after Q4 earnings, citing weaker 2026 guidance, softer demand signals in utility-scale solar, tariff related uncertainty, and a greater reliance on potential Section 232 outcomes for the longer term story. Analyst Commentary Street research around First Solar has turned more cautious after Q4 results and 2026 guidance, with many firms cutting price targets and shifting to neutral or Hold stances.
MPWR
US$1,191.22
Monolithic Power Systems
7D
9.0%
1Y
161.7%
MRVL
US$109.38
Marvell Technology
7D
10.4%
1Y
118.6%
ARM
US$143.86
Arm Holdings
7D
-4.9%
1Y
67.6%

Arm Holdings: The CPU Bottleneck Thesis Is Getting Harder To Ignore

Apr 06
MU
US$377.58
Micron Technology
7D
11.8%
1Y
476.1%

Micron: I Was Wrong, This Time Is Indeed Different (Rating Upgrade)

Apr 05
NVDA
US$178.10
NVIDIA
7D
1.3%
1Y
55.8%

NVDA: Trillion Dollar AI Backlog Will Sustain Multi-Year Infrastructure Supercycle

Analysts have nudged NVIDIA's fair value estimate slightly lower to $268.22 while keeping revenue growth and margin assumptions effectively unchanged. They cite a series of higher price targets and upbeat GTC takeaways as support for a still robust AI demand outlook and a modestly lower future P/E of about 28.9x.
QCOM
US$124.07
QUALCOMM
7D
-3.7%
1Y
-0.5%

QCOM: Data Center AI Inference Will Offset Handset Weakness Over Time

Analysts have trimmed their QUALCOMM fair value estimate by about $2 to roughly $155, as a series of price target cuts and downgrades, partly offset by a few upgrades highlighting potential in data center and diversification beyond handsets, feeds into slightly lower revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on QUALCOMM has turned more mixed, with several firms trimming ratings and price targets while a smaller group highlights potential upside tied to diversification and data center exposure.
CSIQ
US$12.11
Canadian Solar
7D
-12.6%
1Y
79.1%

CSIQ: 45X Tax Credits Will Support U.S. Energy Storage Profitability

Narrative Update on Canadian Solar The analyst price target for Canadian Solar has been reduced by about $3 to roughly $18, with analysts pointing to lower profit margin assumptions and a higher future P/E, partly offset by updated expectations for revenue growth and potential U.S. tax credit eligibility. Analyst Commentary Recent Street research on Canadian Solar has been mixed, with several firms cutting price targets while at least one has shifted to a more neutral stance on the stock.
LAES
US$2.12
SEALSQ
7D
-19.1%
1Y
-8.6%
NXPI
US$195.12
NXP Semiconductors
7D
-0.9%
1Y
27.1%

NXPI: Future Edge AI And Auto Platforms Will Drive Upside Potential

Analysts have adjusted the average price target for NXP Semiconductors to $305.82, reflecting a mix of recent target cuts and raises across the Street as they factor in updated views on revenue growth, margins and future P/E assumptions. Analyst Commentary Street research on NXP Semiconductors has been active, with recent changes in price targets reflecting differing views on revenue trends, margin durability and how much investors are willing to pay on a P/E basis.
AMD
US$221.53
Advanced Micro Devices
7D
8.9%
1Y
183.3%

AMD: Expanded Meta AI Infrastructure Deal Will Support Future Upside

Analysts have raised their average price target for AMD by $5 to $280, citing expanded multi-year GPU deployments with Meta, reinforced confidence in the MI450/Helio roadmap, and a series of recent research updates that emphasize AI accelerator share gains and deepening ecosystem partnerships. Analyst Commentary Recent research on Advanced Micro Devices clusters around the expanded GPU agreement with Meta, the MI450 and Helio roadmap, and growing partnerships in data center and edge inference.
GFS
US$43.93
GLOBALFOUNDRIES
7D
-1.2%
1Y
44.6%

GFS: Rising Street Conviction Will Support Execution On Margin Stability

Analysts have raised GLOBALFOUNDRIES' price target to a fair value estimate of $51.30, citing updated modeling of discount rates, revenue growth assumptions, profit margins and future P/E expectations as the main drivers of this change. Analyst Commentary Recent Street research on GLOBALFOUNDRIES clusters around a series of higher price targets across multiple firms, with analysts revisiting their models on discount rates, revenue trajectories, margin profiles and future P/E assumptions.
TXN
US$199.74
Texas Instruments
7D
2.9%
1Y
36.8%

TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash Generation

Analysts have nudged Texas Instruments' average price target higher into the mid $200s, citing a series of raised Street targets and updated views on capex, inventory levels and free cash flow scenarios that align with slightly stronger revenue growth and margin assumptions in the refreshed model. Analyst Commentary Recent Street research on Texas Instruments has centered on capex, inventory policy and free cash flow, with analysts recalibrating their models around the company’s updated capital management framework.
JKS
US$23.84
JinkoSolar Holding
7D
-6.2%
1Y
65.0%