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U.S. Semiconductors Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies89
  • 7D9.9%
  • 3M11.8%
  • 1Y108.5%
  • YTDn/a

In the last week, the Semiconductors industry is up 9.9%, with NVIDIA up 9.2%. This means that the industry has gained 109% over the past year. 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
Thu, 16 Apr 2026US$9.1tUS$600.0bUS$194.8b40.3x46.8x15.2x
Sat, 14 Mar 2026US$8.1tUS$584.2bUS$182.7b42.2x44.3x13.9x
Mon, 09 Feb 2026US$8.3tUS$549.2bUS$158.2b44.7x52.3x15.1x
Wed, 07 Jan 2026US$8.2tUS$544.9bUS$157.3b37.4x52.1x15.1x
Fri, 05 Dec 2025US$8.2tUS$535.9bUS$149.7b37.4x54.9x15.3x
Sun, 02 Nov 2025US$8.7tUS$510.6bUS$139.9b41.5x61.9x17x
Tue, 30 Sep 2025US$7.7tUS$508.0bUS$120.6b40.1x63.7x15.1x
Thu, 28 Aug 2025US$7.4tUS$483.8bUS$102.5b37.2x72.4x15.3x
Sat, 26 Jul 2025US$7.1tUS$479.9bUS$101.5b30.9x70.1x14.8x
Mon, 23 Jun 2025US$6.1tUS$476.9bUS$101.3b30.2x60.4x12.8x
Wed, 21 May 2025US$5.7tUS$454.8bUS$93.8b25.1x60.8x12.5x
Fri, 18 Apr 2025US$4.4tUS$452.5bUS$94.7b18.4x46x9.6x
Sun, 16 Mar 2025US$5.2tUS$452.4bUS$93.9b28.9x55.1x11.4x
Tue, 11 Feb 2025US$5.6tUS$430.3bUS$80.6b27.5x69.7x13.1x
Thu, 09 Jan 2025US$6.0tUS$430.2bUS$82.1b30.7x72.6x13.9x
Sat, 07 Dec 2024US$5.9tUS$421.6bUS$78.3b34.5x74.8x13.9x
Mon, 04 Nov 2024US$5.6tUS$405.2bUS$68.7b29x81.3x13.8x
Wed, 02 Oct 2024US$5.3tUS$406.8bUS$86.2b30.3x61.8x13.1x
Fri, 30 Aug 2024US$5.3tUS$399.7bUS$88.8b31.5x59.5x13.2x
Sun, 28 Jul 2024US$5.0tUS$384.1bUS$82.1b27.2x61.4x13.1x
Tue, 25 Jun 2024US$5.6tUS$382.1bUS$80.6b30x69x14.6x
Thu, 23 May 2024US$4.6tUS$362.1bUS$69.6b31.4x66.1x12.7x
Sat, 20 Apr 2024US$4.1tUS$363.0bUS$67.4b24.2x60.8x11.3x
Mon, 18 Mar 2024US$4.3tUS$361.5bUS$64.0b27.7x67.1x11.9x
Wed, 14 Feb 2024US$3.8tUS$343.3bUS$56.3b28.6x68.1x11.2x
Fri, 12 Jan 2024US$3.2tUS$343.1bUS$53.6b29.2x60.4x9.4x
Sun, 10 Dec 2023US$2.9tUS$342.5bUS$54.7b25.9x52.3x8.3x
Tue, 07 Nov 2023US$2.6tUS$331.0bUS$47.0b26.2x56.2x8x
Thu, 05 Oct 2023US$2.6tUS$334.3bUS$48.8b24.8x53.6x7.8x
Sat, 02 Sep 2023US$2.7tUS$334.3bUS$51.8b26x52.8x8.2x
Mon, 31 Jul 2023US$2.8tUS$330.3bUS$48.6b25.3x57.2x8.4x
Wed, 28 Jun 2023US$2.6tUS$338.0bUS$51.7b26.2x49.7x7.6x
Fri, 26 May 2023US$2.1tUS$338.6bUS$50.3b22.5x41.9x6.2x
Sun, 23 Apr 2023US$2.0tUS$347.6bUS$64.4b20.5x31.2x5.8x
Price to Earnings Ratio

31.2x


Total Market Cap: US$2.0tTotal Earnings: US$64.4bTotal Revenue: US$347.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 59.2x202420252026
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 46.8x which is lower than its 3-year average PE of 59.2x.
  • The 3-year average PS ratio of 12.0x is lower than the industry's current PS ratio of 15.2x.
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 Market3.42%
Tech7.00%
Semiconductors9.34%
Semiconductors9.90%
Semiconductor Equipment5.00%
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
NVDA NVIDIAUS$198.879.2%
+US$407.9b		90.3%PE40.2x
AVGO BroadcomUS$396.7213.1%
+US$218.2b		127.2%PE75.2x
MU Micron TechnologyUS$456.2312.2%
+US$55.8b		558.1%PE21.3x
AMD Advanced Micro DevicesUS$258.1211.3%
+US$42.9b		192.4%PE98.6x
INTC IntelUS$64.9410.2%
+US$30.1b		237.7%PS6.2x

Latest News

FSLR
US$195.20
First Solar
7D
-2.8%
1Y
56.9%
MRVL
US$134.60
Marvell Technology
7D
17.6%
1Y
159.2%

Marvell: Slower To AI Race, Hasty Rally - Downgrade To Hold

Apr 16
NVDA
US$198.87
NVIDIA
7D
9.2%
1Y
90.3%
BZAI
US$1.65
Blaize Holdings
7D
-19.5%
1Y
-41.3%
LEDS
US$1.21
SemiLEDs
7D
-7.2%
1Y
-40.1%
MU
US$456.23
Micron Technology
7D
12.2%
1Y
558.1%
AVGO
US$396.72
Broadcom
7D
13.1%
1Y
127.2%

AVGO: AI Custom Chips And Key Cloud Deals Will Shape Future Balance

The analyst price target for Broadcom is updated to $360, with analysts pointing to stronger AI driven revenue visibility, solid execution in recent quarters and eased margin concerns, even as some firms refine targets to reflect changing sector multiples. Analyst Commentary Recent research on Broadcom centers on AI related growth visibility, margin durability and how much of that story is already reflected in the share price.
CRDO
US$168.35
Credo Technology Group Holding
7D
52.8%
1Y
346.3%

Credo: The Bear Case Is Dead

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INTC
US$64.94
Intel
7D
10.2%
1Y
237.7%

INTC: EMIB-T Hype Will Outrun Execution Risk For Overextended Shares

Intel's analyst price target has been revised higher alongside an updated fair value estimate of $24.46, as analysts highlight improving revenue growth assumptions, an adjusted discount rate, and a higher future P/E framework supported by recent target increases across multiple firms. Analyst Commentary Recent Street research around Intel shows a cluster of higher price targets and fresh commentary on its manufacturing roadmap, packaging technology and regional investments.
AMD
US$258.12
Advanced Micro Devices
7D
11.3%
1Y
192.4%

AMD: Growth Is Real, Upside Is Not

Apr 13
PRSO
US$0.97
Peraso
7D
-2.9%
1Y
46.5%
ARM
US$159.34
Arm Holdings
7D
7.0%
1Y
57.8%

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Apr 06
MOBX
US$2.89
Mobix Labs
7D
-4.9%
1Y
-65.1%
PXLW
US$5.35
Pixelworks
7D
-0.9%
1Y
-19.4%
SELX
US$0.37
Semilux International
7D
-18.3%
1Y
-73.6%