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U.S. Semiconductors Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies91
  • 7D-1.0%
  • 3M2.2%
  • 1Y38.0%
  • YTDn/a

The Semiconductors is pretty flat in the last 7 days, but Micron Technology has stood out, gaining 4.3%. As for the the longer term, the industry is up 38% over the past 12 months. Looking forward, 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
Mon, 16 Feb 2026US$8.2tUS$549.3bUS$158.9b44.8x51.5x14.9x
Wed, 14 Jan 2026US$8.3tUS$544.9bUS$157.3b39.2x52.5x15.1x
Fri, 12 Dec 2025US$8.3tUS$535.9bUS$149.7b37.6x55.8x15.6x
Sun, 09 Nov 2025US$8.1tUS$514.5bUS$134.6b33x60.4x15.8x
Tue, 07 Oct 2025US$7.9tUS$507.9bUS$121.0b42x65x15.5x
Thu, 04 Sep 2025US$7.1tUS$501.3bUS$112.6b35.5x63x14.1x
Sat, 02 Aug 2025US$7.2tUS$481.1bUS$102.0b33x70.6x15x
Mon, 30 Jun 2025US$6.6tUS$479.4bUS$102.8b29.9x64.6x13.9x
Wed, 28 May 2025US$5.6tUS$455.4bUS$94.0b28.6x59.1x12.2x
Fri, 25 Apr 2025US$4.4tUS$452.9bUS$94.7b19.1x46.9x9.8x
Sun, 23 Mar 2025US$5.1tUS$454.6bUS$94.7b22.7x53.5x11.1x
Tue, 18 Feb 2025US$5.9tUS$430.5bUS$79.6b27x74.5x13.8x
Thu, 16 Jan 2025US$5.7tUS$430.3bUS$82.1b30.4x69.3x13.2x
Sat, 14 Dec 2024US$5.7tUS$426.3bUS$79.0b33.7x71.7x13.3x
Mon, 11 Nov 2024US$6.0tUS$405.4bUS$69.3b33.7x87.2x14.9x
Wed, 09 Oct 2024US$5.6tUS$406.7bUS$86.2b30.3x65.3x13.8x
Fri, 06 Sep 2024US$4.7tUS$398.7bUS$88.6b29x53.5x11.9x
Sun, 04 Aug 2024US$4.7tUS$384.8bUS$78.9b27.5x59.2x12.1x
Tue, 02 Jul 2024US$5.4tUS$385.2bUS$82.8b30.1x65.7x14.1x
Thu, 30 May 2024US$5.1tUS$379.8bUS$81.8b30.1x62.7x13.5x
Sat, 27 Apr 2024US$4.3tUS$363.0bUS$69.1b26.7x61.7x11.7x
Mon, 25 Mar 2024US$4.5tUS$363.7bUS$67.0b26x67.6x12.5x
Wed, 21 Feb 2024US$3.8tUS$343.3bUS$56.3b28.9x66.9x11x
Fri, 19 Jan 2024US$3.4tUS$343.0bUS$53.6b29.4x62.9x9.8x
Sun, 17 Dec 2023US$3.1tUS$342.7bUS$54.7b27.9x57.4x9.2x
Tue, 14 Nov 2023US$2.8tUS$330.6bUS$46.4b26.6x59.7x8.4x
Thu, 12 Oct 2023US$2.7tUS$334.3bUS$48.8b25.4x55.4x8.1x
Sat, 09 Sep 2023US$2.6tUS$334.1bUS$51.8b25.5x51.1x7.9x
Mon, 07 Aug 2023US$2.7tUS$326.1bUS$46.3b25x57.8x8.2x
Wed, 05 Jul 2023US$2.6tUS$333.0bUS$47.2b25.8x55.5x7.9x
Fri, 02 Jun 2023US$2.5tUS$337.5bUS$50.9b25x48.7x7.3x
Sun, 30 Apr 2023US$2.0tUS$341.9bUS$53.2b20.1x37.6x5.9x
Tue, 28 Mar 2023US$2.0tUS$351.8bUS$69.1b18.4x29.2x5.7x
Thu, 23 Feb 2023US$1.8tUS$349.3bUS$69.1b20x25.9x5.1x
Price to Earnings Ratio

25.9x


Total Market Cap: US$1.8tTotal Earnings: US$69.1bTotal Revenue: US$349.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 58.3x202420252026
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 51.5x which is lower than its 3-year average PE of 58.3x.
  • The 3-year average PS ratio of 11.5x is lower than the industry's current PS ratio of 14.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 32% per year over the last three years.
  • Revenues for these companies have grown 16% 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-1.34%
Tech-1.56%
Semiconductors-0.38%
Semiconductors-0.95%
Semiconductor Equipment4.73%
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$411.667.3%
+US$31.7b		313.6%PE38.9x
ADI Analog DevicesUS$337.104.4%
+US$6.9b		57.1%PE72.6x
TXN Texas InstrumentsUS$226.163.4%
+US$6.7b		23.6%PE41.3x
NXPI NXP SemiconductorsUS$244.436.8%
+US$3.9b		9.1%PE30.4x
GFS GlobalFoundriesUS$48.9912.6%
+US$3.0b		13.5%PE30.8x

Latest News

ON
US$72.21
ON Semiconductor
7D
10.9%
1Y
39.3%
TXN
US$226.16
Texas Instruments
7D
3.4%
1Y
23.6%
MCHP
US$78.56
Microchip Technology
7D
5.6%
1Y
40.9%
ALAB
US$129.32
Astera Labs
7D
-31.1%
1Y
47.2%

Astera Labs, Inc.'s (NASDAQ:ALAB) Share Price Is Still Matching Investor Opinion Despite 30% Slump

Feb 13
Astera Labs, Inc.'s (NASDAQ:ALAB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
MPWR
US$1,171.47
Monolithic Power Systems
7D
-2.9%
1Y
71.0%
GFS
US$48.99
GlobalFoundries
7D
12.6%
1Y
13.5%
TSEM
US$128.74
Tower Semiconductor
7D
-12.7%
1Y
170.3%
AMD
US$207.32
Advanced Micro Devices
7D
-4.0%
1Y
83.3%
MRVL
US$78.61
Marvell Technology
7D
-4.5%
1Y
-26.2%
NXPI
US$244.43
NXP Semiconductors
7D
6.8%
1Y
9.1%
QCOM
US$140.70
QUALCOMM
7D
1.3%
1Y
-18.3%
ADI
US$337.10
Analog Devices
7D
4.4%
1Y
57.1%

ADI: Autos And AI Are Expected To Support A Measured Cyclical Recovery

Analysts have nudged their price target framework higher for Analog Devices, with fair value moving from US$285.56 to US$313.31 as they factor in Street research pointing to stronger revenue growth assumptions, slightly higher profit margins, a modestly lower discount rate, and a richer future P/E outlook following multiple recent target hikes across major firms. Analyst Commentary Recent Street research on Analog Devices clusters around a broadly positive view, with most firms lifting price targets and a minority trimming theirs while keeping constructive ratings.
NVDA
US$182.81
NVIDIA
7D
-3.8%
1Y
31.7%

NVDA: AI Infrastructure Demand And Partnerships Will Sustain Market Leadership

Analysts nudged their fair value estimate for Nvidia higher from US$326.00 to about US$334.78, as they factor in expectations for stronger profit margins, a higher future P/E and recent research that highlights Nvidia's AI leadership, data center demand and supportive partner deals such as the CoreWeave agreement. Analyst Commentary Recent Street research around Nvidia has been broadly constructive, with many bullish analysts adjusting their models after company updates, product news and partner commentary.
INTC
US$46.79
Intel
7D
-6.9%
1Y
98.3%
AVGO
US$325.17
Broadcom
7D
-5.5%
1Y
39.5%

AVGO: AI Custom Silicon Demand Will Shape Future Earnings Power

Analysts have lifted their Broadcom fair value estimate from US$415.56 to US$535.00, citing stronger AI related revenue assumptions, slightly leaner profit margins, and a lower future P/E expectation as they recalibrate forecasts alongside a series of recent upgrades and higher price targets across the semiconductor group. Analyst Commentary Recent Street research around Broadcom has leaned constructive, with several firms revising price targets, initiating coverage, or resuming opinions that highlight the company as a key beneficiary of AI related spending and custom silicon demand.
MU
US$411.66
Micron Technology
7D
7.3%
1Y
313.6%

MU: AI Memory Shortages Will Eventually Draw New Capacity And Pressure Returns

Analysts have lifted their fair value estimate for Micron from US$249.31 to US$365.22. They point to higher assumed revenue growth, wider profit margins and a lower future P/E multiple, supported by recent price target increases and generally positive commentary around tight memory supply and AI driven demand.