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U.S. Semiconductors Industry Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies85
  • 7D-6.2%
  • 3M9.9%
  • 1Y34.9%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 5.9%, driven by a pullback from NVIDIA of 7.3%. On the other hand Micron Technology is actually up 6.4%. Over the past 12 months, the industry was up 35%. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Nov 2025US$8.2tUS$514.5bUS$134.6b33x60.7x15.9x
Mon, 06 Oct 2025US$7.9tUS$507.9bUS$121.0b41.4x65.4x15.6x
Wed, 03 Sep 2025US$7.1tUS$501.3bUS$112.6b36.2x63.1x14.2x
Fri, 01 Aug 2025US$7.4tUS$480.9bUS$101.9b33x72.1x15.3x
Sun, 29 Jun 2025US$6.6tUS$479.4bUS$102.8b29.9x64.6x13.9x
Tue, 27 May 2025US$5.6tUS$455.4bUS$94.0b27.5x59x12.2x
Thu, 24 Apr 2025US$4.4tUS$452.5bUS$94.7b18.3x46.8x9.8x
Sat, 22 Mar 2025US$5.1tUS$454.6bUS$94.7b22.6x53.8x11.2x
Mon, 17 Feb 2025US$5.9tUS$430.5bUS$79.6b27x74.5x13.8x
Wed, 15 Jan 2025US$5.7tUS$430.3bUS$82.1b29.9x69.3x13.2x
Fri, 13 Dec 2024US$5.7tUS$421.6bUS$78.3b34x73.1x13.6x
Sun, 10 Nov 2024US$6.0tUS$405.4bUS$69.3b33.7x87.2x14.9x
Tue, 08 Oct 2024US$5.5tUS$406.8bUS$86.2b31.3x63.6x13.5x
Thu, 05 Sep 2024US$4.8tUS$398.6bUS$88.6b29.3x53.8x12x
Sat, 03 Aug 2024US$4.8tUS$384.8bUS$78.9b28.8x61x12.5x
Mon, 01 Jul 2024US$5.4tUS$385.2bUS$82.8b30.1x65.7x14.1x
Wed, 29 May 2024US$4.9tUS$379.8bUS$81.8b30.9x60.1x12.9x
Fri, 26 Apr 2024US$4.1tUS$362.0bUS$66.7b26.3x61.4x11.3x
Sun, 24 Mar 2024US$4.5tUS$363.7bUS$67.0b26x67.6x12.5x
Tue, 20 Feb 2024US$3.9tUS$343.2bUS$56.3b28.6x68.7x11.3x
Thu, 18 Jan 2024US$3.3tUS$343.0bUS$53.6b28.6x61.3x9.6x
Sat, 16 Dec 2023US$3.1tUS$342.7bUS$54.7b27.9x57.4x9.2x
Mon, 13 Nov 2023US$2.8tUS$330.6bUS$46.4b26.6x59.9x8.4x
Wed, 11 Oct 2023US$2.7tUS$334.3bUS$48.8b25.3x54.8x8x
Fri, 08 Sep 2023US$2.6tUS$334.2bUS$51.8b25.5x51.1x7.9x
Sun, 06 Aug 2023US$2.7tUS$326.1bUS$46.3b25x57.8x8.2x
Tue, 04 Jul 2023US$2.6tUS$333.0bUS$47.2b25.8x55.5x7.9x
Thu, 01 Jun 2023US$2.5tUS$337.5bUS$50.9b24.6x49.1x7.4x
Sat, 29 Apr 2023US$2.0tUS$341.9bUS$53.2b19.9x37.6x5.9x
Mon, 27 Mar 2023US$2.0tUS$351.8bUS$69.1b18.7x29.6x5.8x
Wed, 22 Feb 2023US$1.8tUS$349.3bUS$69.1b19.7x26x5.2x
Fri, 20 Jan 2023US$1.6tUS$355.3bUS$75.7b20.1x21.6x4.6x
Sun, 18 Dec 2022US$1.6tUS$358.6bUS$78.3b17.3x20.5x4.5x
Tue, 15 Nov 2022US$1.6tUS$356.1bUS$77.7b18x21.2x4.6x
Price to Earnings Ratio

21.2x


Total Market Cap: US$1.6tTotal Earnings: US$77.7bTotal Revenue: US$356.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 55.5x202320242025
Current Industry PE
  • Investors are optimistic on the American Semiconductors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 62.5x which is higher than its 3-year average PE of 55.4x.
  • The 3-year average PS ratio of 10.5x is lower than the industry's current PS ratio of 16.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 13% 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-1.99%
Tech-4.60%
Semiconductors-5.77%
Semiconductors-6.18%
Semiconductor Equipment-0.60%
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
MU Micron TechnologyUS$237.926.3%
+US$15.9b		112.6%PE31.3x
MTSI MACOM Technology Solutions HoldingsUS$170.0314.8%
+US$1.6b		23.3%PS13.1x
SITM SiTimeUS$326.9412.9%
+US$1.0b		45.0%PS30.3x
RMBS RambusUS$107.674.7%
+US$520.0m		93.0%PE50.7x
CSIQ Canadian SolarUS$28.4737.1%
+US$516.3m		135.3%PS0.3x

Latest News

INTC
US$38.13
Intel
7D
-4.7%
1Y
45.5%
MU
US$237.92
Micron Technology
7D
6.3%
1Y
112.6%

Micron Technology, Inc.'s (NASDAQ:MU) 28% Price Boost Is Out Of Tune With Revenues

Nov 07
Micron Technology, Inc.'s (NASDAQ:MU) 28% Price Boost Is Out Of Tune With Revenues
MTSI
US$170.03
MACOM Technology Solutions Holdings
7D
14.8%
1Y
23.3%

MTSI: Future Performance Will Depend On Sustaining High Profit Margins Across End Markets

Analysts have raised their price target for MACOM Technology Solutions Holdings by $7.71 to $157.00. They cite stronger projected profit margins and revenue growth, supported by consistent execution and broad end market potential.
QCOM
US$170.89
QUALCOMM
7D
-5.5%
1Y
-0.01%
RGTI
US$33.77
Rigetti Computing
7D
-23.7%
1Y
2,136.4%
ARM
US$152.38
Arm Holdings
7D
-10.3%
1Y
3.3%
CSIQ
US$28.47
Canadian Solar
7D
37.1%
1Y
135.3%

CSIQ: Policy Headwinds And Tariff Risks Will Challenge Future Operations

Analysts have raised their fair value estimate for Canadian Solar from $12.37 to $13.26. This change reflects updated forecasts for revenue growth and market risks in light of evolving U.S. policy challenges and sector outlooks.
RMBS
US$107.67
Rambus
7D
4.7%
1Y
93.0%
AMD
US$233.54
Advanced Micro Devices
7D
-8.8%
1Y
57.9%

AMD: Major AI Partnerships And Execution Will Determine Future Industry Positioning

Analysts have increased their average price target for Advanced Micro Devices by approximately $7 to $246. They cite robust AI-related partnerships, strong quarterly revenue growth, and improving profit margin projections as key factors behind the upward revision.
CRDO
US$163.61
Credo Technology Group Holding
7D
-12.8%
1Y
240.9%
AVGO
US$349.43
Broadcom
7D
-5.5%
1Y
90.3%

AVGO: Upcoming AI Chip Production With Key Partner Will Shape Competitive Position

Broadcom's analyst price target has been raised from approximately $387 to $392, as analysts point to significant revenue and profit margin upside following recent AI-focused collaborations with OpenAI and positive supply chain checks. Analyst Commentary Analyst sentiment on Broadcom has grown increasingly favorable following major AI partnerships and a notable ramp in custom chip orders.
SITM
US$326.94
SiTime
7D
12.9%
1Y
45.0%

SITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term Value

Analysts have maintained their price target for SiTime at $285.00. This reflects continued confidence in the company's outlook given stable estimates for revenue growth and profit margins.
SMTC
US$71.88
Semtech
7D
5.9%
1Y
36.1%

SMTC: Future Upside Will Rely On Data Center AI And LoRa Adoption

Semtech's analyst price target has been raised notably, increasing from $57 to $80. Analysts cite recent management discussions and improved industry multiples as key factors in their updated outlook.
NVDA
US$188.15
NVIDIA
7D
-7.1%
1Y
27.4%

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Nvidia's analyst price target has been raised from approximately $218.51 to $225.50. Analysts cite stronger revenue growth expectations and improved profit margins based on increased visibility into future AI infrastructure demand.
AMBA
US$89.67
Ambarella
7D
5.2%
1Y
45.4%

Edge AI Momentum and IoT Diversification Will Shape Future Performance

Ambarella's analyst price target has seen a significant upward revision, rising by as much as $37 to $100 per share. Analysts cite robust Q2 performance, design wins in IoT and Edge AI, and an improved revenue outlook as key drivers of optimism.
JKS
US$28.20
JinkoSolar Holding
7D
12.3%
1Y
22.3%

Future Policy Headwinds Will Challenge Solar Expansion And Operational Progress

Analysts have raised their price target for JinkoSolar Holding from $33.52 to $37.42. They cite stronger projected revenue growth and improved profit margins as key factors behind the upward revision.