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U.S. Semiconductors Industry Analysis

UpdatedJan 31, 2025
DataAggregated Company Financials
Companies84
  • 7D-12.3%
  • 3M-1.8%
  • 1Y55.7%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 12%, driven by a pullback from NVIDIA of 13%. This takes the industry's 12 month performance to a gain of 56%. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Feb 2025US$5.4tUS$429.3bUS$82.8b30.6x65.1x12.6x
Mon, 30 Dec 2024US$5.9tUS$430.3bUS$82.1b31.4x71.9x13.7x
Wed, 27 Nov 2024US$5.6tUS$421.8bUS$78.8b32.6x70.9x13.2x
Fri, 25 Oct 2024US$5.7tUS$406.3bUS$85.7b30.4x67x14.1x
Sun, 22 Sep 2024US$5.1tUS$403.0bUS$83.9b27.9x61.2x12.7x
Tue, 20 Aug 2024US$5.3tUS$384.7bUS$79.0b31.8x67.3x13.8x
Thu, 18 Jul 2024US$5.5tUS$385.2bUS$82.8b28.8x65.9x14.2x
Sat, 15 Jun 2024US$5.7tUS$382.2bUS$80.6b30x70.3x14.8x
Mon, 13 May 2024US$4.3tUS$362.1bUS$69.6b28.9x62.3x12x
Wed, 10 Apr 2024US$4.3tUS$363.1bUS$67.4b26.5x64.2x11.9x
Fri, 08 Mar 2024US$4.6tUS$358.7bUS$66.9b29x69x12.9x
Sun, 04 Feb 2024US$3.6tUS$344.6bUS$57.0b30.7x63.6x10.5x
Tue, 02 Jan 2024US$3.2tUS$343.3bUS$53.6b30.8x59.5x9.3x
Thu, 30 Nov 2023US$2.8tUS$342.4bUS$54.7b27x51.8x8.3x
Sat, 28 Oct 2023US$2.4tUS$331.9bUS$47.5b23.1x51.2x7.3x
Mon, 25 Sep 2023US$2.5tUS$336.9bUS$51.7b25.2x48.6x7.5x
Wed, 23 Aug 2023US$2.6tUS$327.2bUS$46.0b26x56.6x8x
Fri, 21 Jul 2023US$2.7tUS$333.1bUS$47.2b25.1x57x8.1x
Sun, 18 Jun 2023US$2.6tUS$338.2bUS$51.8b26.2x50.7x7.8x
Tue, 16 May 2023US$2.0tUS$338.3bUS$50.4b21.2x40.6x6x
Thu, 13 Apr 2023US$2.0tUS$347.7bUS$64.4b20.6x31.2x5.8x
Sat, 11 Mar 2023US$1.9tUS$351.2bUS$69.0b19x27.1x5.3x
Mon, 06 Feb 2023US$1.9tUS$347.9bUS$69.1b20.3x27.3x5.4x
Wed, 04 Jan 2023US$1.5tUS$355.1bUS$75.8b16.7x19.9x4.3x
Fri, 02 Dec 2022US$1.7tUS$356.7bUS$76.8b18x22.1x4.8x
Sun, 30 Oct 2022US$1.5tUS$350.6bUS$77.6b17.6x19x4.2x
Tue, 27 Sep 2022US$1.4tUS$353.6bUS$84.1b16.3x16.9x4x
Thu, 25 Aug 2022US$1.8tUS$351.6bUS$84.3b19.9x20.9x5x
Sat, 23 Jul 2022US$1.8tUS$344.3bUS$86.4b24.5x20.9x5.2x
Mon, 20 Jun 2022US$1.6tUS$343.1bUS$85.5b23.5x18.6x4.6x
Wed, 18 May 2022US$1.8tUS$336.7bUS$84.4b28.6x21.3x5.3x
Fri, 15 Apr 2022US$1.9tUS$328.0bUS$76.2b23.4x25.3x5.9x
Sun, 13 Mar 2022US$2.0tUS$328.5bUS$75.5b31.3x27.1x6.2x
Tue, 08 Feb 2022US$2.2tUS$321.1bUS$71.9b28.5x30.2x6.8x
Price to Earnings Ratio

30.2x


Total Market Cap: US$2.2tTotal Earnings: US$71.9bTotal Revenue: US$321.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 45.5x202320242025
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 65.1x which is higher than its 3-year average PE of 45.5x.
  • The 3-year average PS ratio of 8.5x is lower than the industry's current PS ratio of 12.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 4.8% per year over the last three years.
  • Revenues for these companies have grown 10% 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-0.49%
Tech-4.47%
Semiconductors-11.68%
Semiconductors-12.26%
Semiconductor Equipment-3.71%
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
OLED Universal DisplayUS$151.372.5%
+US$172.3m		-11.5%PE30.3x
SYNA SynapticsUS$86.161.6%
+US$52.9m		-19.3%PE21.3x
JKS JinkoSolar HoldingUS$20.972.3%
+US$25.0m		-22.4%PE14.4x
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