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U.S. Semiconductors Industry Analysis

UpdatedApr 26, 2025
DataAggregated Company Financials
Companies85
  • 7D10.4%
  • 3M-21.7%
  • 1Y12.0%
  • YTDn/a

The Semiconductors industry is up 10% in the last week, with NVIDIA up 9.4%. During this same period, the Blaize Holdings underperformed, falling 7.6%. This takes the industry's 12 month performance to a gain of 12%. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 26 Apr 2025US$4.6tUS$452.9bUS$94.3b19.8x49.3x10.3x
Mon, 24 Mar 2025US$5.1tUS$454.6bUS$94.7b22.7x53.5x11.1x
Wed, 19 Feb 2025US$5.9tUS$430.4bUS$79.6b27.4x74.5x13.8x
Fri, 17 Jan 2025US$5.9tUS$430.3bUS$82.1b30x71.3x13.6x
Sun, 15 Dec 2024US$5.8tUS$426.3bUS$79.0b33.7x73.5x13.6x
Tue, 12 Nov 2024US$6.0tUS$405.4bUS$69.3b33.8x87.2x14.9x
Thu, 10 Oct 2024US$5.6tUS$406.7bUS$86.2b30.6x65.5x13.9x
Sat, 07 Sep 2024US$4.5tUS$402.9bUS$83.9b28.1x53.9x11.2x
Mon, 05 Aug 2024US$4.7tUS$384.8bUS$78.9b27.5x59.2x12.1x
Wed, 03 Jul 2024US$5.5tUS$385.2bUS$82.8b30.7x65.9x14.2x
Fri, 31 May 2024US$5.0tUS$379.8bUS$81.8b30.3x60.8x13.1x
Sun, 28 Apr 2024US$4.3tUS$363.0bUS$69.1b26.7x61.7x11.7x
Tue, 26 Mar 2024US$4.5tUS$363.7bUS$67.0b25.8x67.7x12.5x
Thu, 22 Feb 2024US$3.8tUS$343.3bUS$56.3b29x66.9x11x
Sat, 20 Jan 2024US$3.5tUS$343.1bUS$53.6b30x65.1x10.2x
Mon, 18 Dec 2023US$3.1tUS$342.7bUS$54.7b27.9x57.4x9.2x
Wed, 15 Nov 2023US$2.8tUS$330.6bUS$46.7b26.6x59.4x8.4x
Fri, 13 Oct 2023US$2.7tUS$334.3bUS$48.8b25.3x55.4x8.1x
Sun, 10 Sep 2023US$2.6tUS$334.1bUS$51.8b25.5x50.7x7.9x
Tue, 08 Aug 2023US$2.7tUS$326.1bUS$46.3b24.9x58.4x8.3x
Thu, 06 Jul 2023US$2.6tUS$333.0bUS$47.2b25.4x54.7x7.7x
Sat, 03 Jun 2023US$2.5tUS$338.2bUS$51.8b24.9x47.6x7.3x
Mon, 01 May 2023US$2.0tUS$341.9bUS$53.2b20.1x37.6x5.9x
Wed, 29 Mar 2023US$2.0tUS$351.8bUS$69.1b18.5x29x5.7x
Fri, 24 Feb 2023US$1.9tUS$347.7bUS$67.5b20.6x28x5.4x
Sun, 22 Jan 2023US$1.7tUS$355.3bUS$75.7b20.2x22.4x4.8x
Tue, 20 Dec 2022US$1.6tUS$358.6bUS$78.3b17x20.3x4.4x
Thu, 17 Nov 2022US$1.6tUS$356.1bUS$77.7b17.8x20.9x4.6x
Sat, 15 Oct 2022US$1.3tUS$351.9bUS$82.9b15.9x15.9x3.7x
Mon, 12 Sep 2022US$1.6tUS$353.9bUS$84.1b18.4x19.4x4.6x
Wed, 10 Aug 2022US$1.8tUS$348.9bUS$83.4b21.5x21.2x5.1x
Fri, 08 Jul 2022US$1.6tUS$344.3bUS$86.4b23.7x18.8x4.7x
Sun, 05 Jun 2022US$1.9tUS$343.1bUS$85.5b27.8x22.2x5.5x
Tue, 03 May 2022US$1.9tUS$331.0bUS$82.4b29.6x22.9x5.7x
Price to Earnings Ratio

22.9x


Total Market Cap: US$1.9tTotal Earnings: US$82.4bTotal Revenue: US$331.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 47.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Semiconductors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 47.7x.
  • The 3-year average PS ratio of 8.9x is lower than the industry's current PS ratio of 10.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 4.6% 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 Market4.71%
Tech8.22%
Semiconductors10.38%
Semiconductors10.39%
Semiconductor Equipment10.32%
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$111.019.4%
+US$232.3b		26.5%PE37.2x
AVGO BroadcomUS$192.3112.5%
+US$100.2b		43.1%PE87x
AMD Advanced Micro DevicesUS$96.6510.5%
+US$14.8b		-38.6%PE95.2x
ARM Arm HoldingsUS$113.3412.5%
+US$13.3b		11.2%PE148.2x
QCOM QUALCOMMUS$148.568.7%
+US$13.0b		-10.3%PE15.6x
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