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U.S. Semiconductors Industry Analysis

UpdatedAug 20, 2025
DataAggregated Company Financials
Companies84
  • 7D-3.9%
  • 3M28.8%
  • 1Y34.2%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 3.9%, driven by a pullback from NVIDIA of 4.1%. Meanwhile, Intel actually outperformed within the industry, gaining 16% in the last week. Over the past 12 months, the industry was up 34%. 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
Wed, 20 Aug 2025US$7.5tUS$483.1bUS$102.2b32.4x72.9x15.4x
Fri, 18 Jul 2025US$7.0tUS$479.4bUS$102.8b31.4x68.5x14.7x
Sun, 15 Jun 2025US$6.0tUS$476.8bUS$101.3b28.9x59.4x12.6x
Tue, 13 May 2025US$5.2tUS$454.9bUS$93.9b22.5x55.5x11.4x
Thu, 10 Apr 2025US$4.1tUS$452.5bUS$94.7b18.9x42.9x9x
Sat, 08 Mar 2025US$4.8tUS$451.5bUS$94.1b26.7x51.2x10.7x
Mon, 03 Feb 2025US$5.4tUS$428.1bUS$80.0b30.4x67.5x12.6x
Wed, 01 Jan 2025US$5.9tUS$430.3bUS$82.1b30x71.3x13.6x
Fri, 29 Nov 2024US$5.5tUS$421.8bUS$78.8b32.1x69.7x13x
Sun, 27 Oct 2024US$5.8tUS$406.3bUS$85.7b30.5x67.8x14.3x
Tue, 24 Sep 2024US$5.1tUS$403.0bUS$83.9b27.9x61.2x12.7x
Thu, 22 Aug 2024US$5.4tUS$384.7bUS$79.0b31.8x68.4x14.1x
Sat, 20 Jul 2024US$5.4tUS$385.1bUS$82.8b28x65x14x
Mon, 17 Jun 2024US$5.7tUS$382.2bUS$80.6b30x71.1x15x
Wed, 15 May 2024US$4.4tUS$362.1bUS$69.6b29.2x62.8x12.1x
Fri, 12 Apr 2024US$4.3tUS$363.0bUS$67.4b26.3x63.8x11.8x
Sun, 10 Mar 2024US$4.4tUS$361.8bUS$64.0b28.4x68.5x12.1x
Tue, 06 Feb 2024US$3.7tUS$343.9bUS$57.0b29.4x65x10.8x
Thu, 04 Jan 2024US$3.0tUS$343.2bUS$53.6b29.5x56.5x8.8x
Sat, 02 Dec 2023US$2.8tUS$342.2bUS$54.5b27x51.5x8.2x
Mon, 30 Oct 2023US$2.4tUS$331.9bUS$47.5b23.1x51.2x7.3x
Wed, 27 Sep 2023US$2.5tUS$336.9bUS$51.7b24.9x48.5x7.4x
Fri, 25 Aug 2023US$2.6tUS$334.0bUS$51.7b26x50.7x7.8x
Sun, 23 Jul 2023US$2.7tUS$333.1bUS$47.2b25.4x56.8x8x
Tue, 20 Jun 2023US$2.6tUS$338.2bUS$51.8b26.2x50.7x7.8x
Thu, 18 May 2023US$2.1tUS$338.3bUS$50.2b21.8x41.7x6.2x
Sat, 15 Apr 2023US$2.0tUS$347.7bUS$64.4b20.6x31.4x5.8x
Mon, 13 Mar 2023US$1.9tUS$351.2bUS$69.0b19x27.1x5.3x
Wed, 08 Feb 2023US$1.9tUS$348.7bUS$67.9b19.6x28.2x5.5x
Fri, 06 Jan 2023US$1.5tUS$355.1bUS$75.7b17.1x20x4.3x
Sun, 04 Dec 2022US$1.7tUS$357.0bUS$76.9b18.1x21.8x4.7x
Tue, 01 Nov 2022US$1.5tUS$351.0bUS$77.6b17.5x18.7x4.1x
Thu, 29 Sep 2022US$1.5tUS$353.5bUS$84.1b17.4x17.3x4.1x
Sat, 27 Aug 2022US$1.7tUS$353.8bUS$82.8b19x20.7x4.8x
Price to Earnings Ratio

20.7x


Total Market Cap: US$1.7tTotal Earnings: US$82.8bTotal Revenue: US$353.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 52.2x202320242025
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 72.9x which is higher than its 3-year average PE of 52.2x.
  • The 3-year average PS ratio of 9.8x is lower than the industry's current PS ratio of 15.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 7.3% 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-0.82%
Tech-3.21%
Semiconductors-4.08%
Semiconductors-3.88%
Semiconductor Equipment-7.27%
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
INTC IntelUS$25.3116.0%
+US$15.3b		20.6%PS2.1x
FSLR First SolarUS$210.9614.2%
+US$2.8b		-4.2%PE18x
QCOM QUALCOMMUS$156.251.6%
+US$2.7b		-9.2%PE14.5x
TXN Texas InstrumentsUS$195.941.5%
+US$2.7b		-3.3%PE35.5x
SWKS Skyworks SolutionsUS$74.934.5%
+US$480.9m		-29.5%PE28.1x

Latest News

CRDO
US$106.30
Credo Technology Group Holding
7D
-15.2%
1Y
232.2%

PCIe Products And Optical DSP Will Expand Connectivity Opportunities

Consensus price targets for Credo Technology Group Holding have been raised, reflecting analysts’ optimism around growing AI-driven datacenter demand, upgraded earnings forecasts, and Credo’s strengthening position in high-speed connectivity, resulting in a new fair value estimate of $106.33. Analyst Commentary Bullish analysts cite significant ramp-ups in demand from leading hyperscalers and an increased global AI server market as key growth drivers.
INTC
US$25.31
Intel
7D
16.0%
1Y
20.6%
NVDA
US$175.64
NVIDIA
7D
-4.1%
1Y
38.0%

Software and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA

Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.
MRVL
US$72.07
Marvell Technology
7D
-7.4%
1Y
3.8%
MU
US$122.05
Micron Technology
7D
-4.5%
1Y
13.0%
SWKS
US$74.93
Skyworks Solutions
7D
4.5%
1Y
-29.5%
ARM
US$134.01
Arm Holdings
7D
-5.9%
1Y
3.1%
AMD
US$166.55
Advanced Micro Devices
7D
-4.8%
1Y
6.5%

AI And Data Centers Will Face Risks Yet Unlock Potential

Advanced Micro Devices’ fair value estimate has increased, primarily reflecting modest improvements in net profit margin and revenue growth forecasts, resulting in a higher consensus analyst price target rising from $155.96 to $178.78. What's in the News AMD guided Q3 2025 revenue to ~$8.7B, implying ~28% YoY and ~13% sequential growth.
CRUS
US$113.11
Cirrus Logic
7D
4.1%
1Y
-19.0%
ALAB
US$171.06
Astera Labs
7D
-10.9%
1Y
336.8%

UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment

The sharp upward revision in Astera Labs' consensus price target reflects improved profitability, as evidenced by a higher net profit margin and increased future P/E expectations, resulting in a new fair value of $156.44. What's in the News Astera Labs provided Q3 2025 earnings guidance, expecting revenue of $203–210 million, GAAP gross margin of approximately 75%, and GAAP diluted EPS of $0.23–$0.24 on about 180 million shares.
TSEM
US$50.32
Tower Semiconductor
7D
9.2%
1Y
22.6%

Expanding Data Center And 5G Demand Will Advance Silicon Manufacturing

Driven by notable improvements in net profit margin and upgraded revenue growth forecasts, the consensus analyst price target for Tower Semiconductor has increased from $59.60 to $63.06. What's in the News Tower Semiconductor guides Q3 2025 revenue to $395 million (±5%), representing a 7% year-over-year and 6% quarter-over-quarter increase.
FSLR
US$210.96
First Solar
7D
14.2%
1Y
-4.2%

US Manufacturing Expansion Will Secure Future Solar Leadership

Driven by a significant expansion in net profit margin despite a modestly higher discount rate, analyst fair value estimates for First Solar have increased, raising the consensus price target from $204.38 to $215.77. What's in the News First Solar raised 2025 net sales guidance to $4.9–$5.7 billion (from $4.5–$5.5 billion); narrowed operating income guidance to $1.53–$1.87 billion (from $1.45–$2.00 billion); and lifted EPS outlook to $13.50–$16.50 (from $12.50–$17.50).
GFS
US$33.22
GlobalFoundries
7D
1.2%
1Y
-27.2%

Expanding US And European Capacity Will Unlock New Demand

Despite slightly improved revenue growth forecasts, a notable reduction in forward P/E multiples suggests increased valuation caution, resulting in a lower consensus analyst price target for GlobalFoundries, down from $44.32 to $41.54. What's in the News GlobalFoundries provided Q3 2025 earnings guidance, expecting net revenue of $1,675 million (±$25 million) and diluted EPS of $0.28 (±$0.05).
AVGO
US$294.91
Broadcom
7D
-5.7%
1Y
77.7%
TXN
US$195.94
Texas Instruments
7D
1.5%
1Y
-3.3%

Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 01
Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
QCOM
US$156.25
QUALCOMM
7D
1.6%
1Y
-9.2%