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U.S. Semiconductors Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies87
  • 7D1.5%
  • 3M3.8%
  • 1Y39.2%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has risen 1.5%, driven by gains from Advanced Micro Devices of 14%. In the same time, QUALCOMM was down 10%. In the last 12 months, the industry was up 39%. Earnings are forecast to grow by 27% 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$8.2tUS$544.9bUS$157.3b40.4x52.4x15.1x
Mon, 15 Dec 2025US$7.9tUS$539.9bUS$154.0b36.6x51x14.5x
Wed, 12 Nov 2025US$8.5tUS$514.6bUS$134.4b33.9x63.1x16.5x
Fri, 10 Oct 2025US$8.2tUS$508.0bUS$121.0b41.6x68x16.2x
Sun, 07 Sep 2025US$7.1tUS$504.4bUS$118.3b36x60.3x14.2x
Tue, 05 Aug 2025US$7.1tUS$481.0bUS$101.8b33.2x69.4x14.7x
Thu, 03 Jul 2025US$6.5tUS$479.4bUS$102.8b31x63.1x13.5x
Sat, 31 May 2025US$5.8tUS$474.2bUS$98.4b27.7x59.3x12.3x
Mon, 28 Apr 2025US$4.8tUS$452.9bUS$94.3b19.8x50.7x10.6x
Wed, 26 Mar 2025US$5.2tUS$454.4bUS$94.7b21.8x54.9x11.4x
Fri, 21 Feb 2025US$6.0tUS$430.4bUS$79.5b27.2x75.5x13.9x
Sun, 19 Jan 2025US$6.0tUS$430.3bUS$82.1b31.2x72.6x13.9x
Tue, 17 Dec 2024US$5.8tUS$426.3bUS$79.0b33.9x73.5x13.6x
Thu, 14 Nov 2024US$5.9tUS$405.3bUS$69.3b32.2x85.9x14.7x
Sat, 12 Oct 2024US$5.7tUS$406.7bUS$86.2b30.5x66.3x14x
Mon, 09 Sep 2024US$4.5tUS$402.9bUS$83.9b28.1x53.9x11.2x
Wed, 07 Aug 2024US$4.5tUS$384.9bUS$79.0b25.7x56.6x11.6x
Fri, 05 Jul 2024US$5.6tUS$385.2bUS$82.8b30.8x68.2x14.7x
Sun, 02 Jun 2024US$4.9tUS$379.8bUS$81.8b30.2x60.3x13x
Tue, 30 Apr 2024US$4.3tUS$363.0bUS$69.1b27.1x61.7x11.7x
Thu, 28 Mar 2024US$4.4tUS$363.7bUS$67.0b26.2x66.1x12.2x
Sat, 24 Feb 2024US$4.1tUS$358.6bUS$66.6b29.2x60.9x11.3x
Mon, 22 Jan 2024US$3.5tUS$343.1bUS$53.6b30.9x65.7x10.3x
Wed, 20 Dec 2023US$3.2tUS$342.6bUS$54.7b27.2x57.8x9.2x
Fri, 17 Nov 2023US$2.9tUS$330.5bUS$46.6b26.6x61.4x8.7x
Sun, 15 Oct 2023US$2.6tUS$334.0bUS$48.9b25.3x54x7.9x
Tue, 12 Sep 2023US$2.6tUS$334.2bUS$51.8b25.6x50.6x7.8x
Thu, 10 Aug 2023US$2.6tUS$325.8bUS$46.2b24.1x55.8x7.9x
Sat, 08 Jul 2023US$2.6tUS$333.0bUS$47.2b24.5x54.3x7.7x
Mon, 05 Jun 2023US$2.5tUS$338.2bUS$51.8b24.9x47.6x7.3x
Wed, 03 May 2023US$2.0tUS$341.9bUS$53.1b20.3x37.7x5.9x
Fri, 31 Mar 2023US$2.1tUS$347.7bUS$64.4b21.3x32.5x6x
Sun, 26 Feb 2023US$1.9tUS$347.6bUS$67.6b20x27.5x5.3x
Tue, 24 Jan 2023US$1.8tUS$355.3bUS$75.7b20.3x23.6x5x
Price to Earnings Ratio

23.6x


Total Market Cap: US$1.8tTotal Earnings: US$75.7bTotal Revenue: US$355.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 57.6x202420252026
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 52.4x which is lower than its 3-year average PE of 57.6x.
  • The 3-year average PS ratio of 11.2x is lower than the industry's current PS ratio of 15.1x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Market-0.34%
Tech-0.71%
Semiconductors2.01%
Semiconductors1.50%
Semiconductor Equipment6.96%
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
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
MU Micron TechnologyUS$362.755.1%
+US$19.9b
243.0%PE34.3x
INTC IntelUS$46.963.1%
+US$7.0b
118.5%PE1182.2x

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