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U.S. Semiconductors Industry Analysis
UpdatedJan 27, 2025
DataAggregated Company Financials
Companies83
- 7D2.7%
- 3M5.5%
- 1Y74.0%
- YTDn/a
Over the last 7 days, the Semiconductors industry has risen 2.7%, driven by gains from NVIDIA of 3.6%. This means that the industry has gained 74% over the past year. As for the next few years, earnings are expected to grow by 27% per annum.
Industry Valuation and Performance
Has the U.S. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jan 2025 | US$6.1t | US$430.4b | US$82.0b | 30.6x | 74.7x | 14.2x |
| Wed, 25 Dec 2024 | US$6.0t | US$430.3b | US$82.1b | 31.7x | 72.9x | 13.9x |
| Fri, 22 Nov 2024 | US$5.8t | US$422.1b | US$78.8b | 32.1x | 73.1x | 13.6x |
| Sun, 20 Oct 2024 | US$5.8t | US$406.6b | US$86.1b | 30.6x | 66.9x | 14.2x |
| Tue, 17 Sep 2024 | US$5.2t | US$402.9b | US$83.9b | 29.1x | 61.7x | 12.9x |
| Thu, 15 Aug 2024 | US$5.1t | US$384.7b | US$79.1b | 29.5x | 64x | 13.2x |
| Sat, 13 Jul 2024 | US$5.7t | US$385.2b | US$82.8b | 31.3x | 69x | 14.8x |
| Mon, 10 Jun 2024 | US$5.3t | US$378.4b | US$81.9b | 28.8x | 64.3x | 13.9x |
| Wed, 08 May 2024 | US$4.3t | US$362.5b | US$69.6b | 28.1x | 62.4x | 12x |
| Fri, 05 Apr 2024 | US$4.3t | US$363.2b | US$67.4b | 25.7x | 64.3x | 11.9x |
| Sun, 03 Mar 2024 | US$4.3t | US$358.7b | US$66.9b | 29.1x | 64.2x | 12x |
| Tue, 30 Jan 2024 | US$3.5t | US$343.8b | US$56.4b | 32.2x | 62.3x | 10.2x |
| Thu, 28 Dec 2023 | US$3.2t | US$343.2b | US$53.6b | 31.1x | 59.6x | 9.3x |
| Sat, 25 Nov 2023 | US$2.9t | US$342.3b | US$54.7b | 27x | 52.1x | 8.3x |
| Mon, 23 Oct 2023 | US$2.5t | US$334.0b | US$48.9b | 24.3x | 50.9x | 7.4x |
| Wed, 20 Sep 2023 | US$2.6t | US$336.9b | US$51.7b | 25.8x | 50.4x | 7.7x |
| Fri, 18 Aug 2023 | US$2.5t | US$327.2b | US$46.0b | 24.3x | 55.4x | 7.8x |
| Sun, 16 Jul 2023 | US$2.7t | US$333.2b | US$47.2b | 25.1x | 57.4x | 8.1x |
| Tue, 13 Jun 2023 | US$2.5t | US$338.1b | US$51.8b | 26x | 49x | 7.5x |
| Thu, 11 May 2023 | US$2.0t | US$338.4b | US$50.4b | 20.7x | 40x | 6x |
| Sat, 08 Apr 2023 | US$2.0t | US$347.7b | US$64.4b | 20.8x | 31.5x | 5.8x |
| Mon, 06 Mar 2023 | US$1.9t | US$349.1b | US$68.9b | 20.5x | 28x | 5.5x |
| Wed, 01 Feb 2023 | US$1.8t | US$348.7b | US$70.3b | 18.4x | 25.4x | 5.1x |
| Fri, 30 Dec 2022 | US$1.5t | US$355.0b | US$75.8b | 16.9x | 20.2x | 4.3x |
| Sun, 27 Nov 2022 | US$1.7t | US$356.5b | US$76.8b | 18.3x | 21.5x | 4.6x |
| Tue, 25 Oct 2022 | US$1.4t | US$351.8b | US$82.9b | 17.1x | 17x | 4x |
| Thu, 22 Sep 2022 | US$1.5t | US$353.7b | US$84.1b | 17.2x | 17.9x | 4.3x |
| Sat, 20 Aug 2022 | US$1.8t | US$351.6b | US$84.3b | 20.1x | 21.5x | 5.2x |
| Mon, 18 Jul 2022 | US$1.7t | US$344.3b | US$86.4b | 23x | 19.2x | 4.8x |
| Wed, 15 Jun 2022 | US$1.6t | US$343.1b | US$85.5b | 23.7x | 19.3x | 4.8x |
| Fri, 13 May 2022 | US$1.7t | US$336.5b | US$84.2b | 27.9x | 20.6x | 5.2x |
| Sun, 10 Apr 2022 | US$2.0t | US$328.0b | US$76.3b | 23x | 26.3x | 6.1x |
| Tue, 08 Mar 2022 | US$2.1t | US$328.5b | US$75.5b | 30.5x | 28.1x | 6.5x |
| Thu, 03 Feb 2022 | US$2.3t | US$318.3b | US$70.8b | 29.7x | 31.8x | 7.1x |
Price to Earnings Ratio
31.8x
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 74.7x which is higher than its 3-year average PE of 45.3x.
- The 3-year average PS ratio of 8.5x is lower than the industry's current PS ratio of 14.2x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have grown 5.0% per year over the last three years.
- Revenues for these companies have grown 11% 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 | 1.85% | |
| Tech | 2.13% | |
| Semiconductors | 2.39% | |
| Semiconductors | 2.72% | |
| Semiconductor Equipment | -1.87% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVDA NVIDIA | US$142.62 | 3.6% +US$120.2b | 128.3% | PE55.4x | |
| AVGO Broadcom | US$244.70 | 3.1% +US$34.0b | 100.9% | PE186x | |
| ARM Arm Holdings | US$162.52 | 8.9% +US$13.9b | 122.8% | PE266.5x | |
| QCOM QUALCOMM | US$172.11 | 4.6% +US$7.4b | 15.0% | PE18.8x | |
| MPWR Monolithic Power Systems | US$678.43 | 8.4% +US$2.6b | 9.5% | PE76.2x |
