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U.S. Semiconductors Industry Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies89
  • 7D10.2%
  • 3M6.9%
  • 1Y88.3%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has risen 10%, driven by gains in NVIDIA and Broadcom of 6.3% and 18%, respectively. This means that the industry has gained 88% over the past year. 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
Sun, 12 Apr 2026US$8.8tUS$600.0bUS$194.8b38.7x45x14.6x
Tue, 10 Mar 2026US$7.9tUS$584.1bUS$182.7b39.2x43.2x13.5x
Thu, 05 Feb 2026US$7.9tUS$548.0bUS$158.1b40.4x50.2x14.5x
Sat, 03 Jan 2026US$8.1tUS$544.9bUS$157.3b36.6x51.6x14.9x
Mon, 01 Dec 2025US$8.1tUS$535.1bUS$147.0b34.9x55x15.1x
Wed, 29 Oct 2025US$8.4tUS$508.9bUS$141.6b45.5x59.1x16.5x
Fri, 26 Sep 2025US$7.6tUS$507.9bUS$120.6b38.9x63.1x15x
Sun, 24 Aug 2025US$7.3tUS$483.8bUS$102.3b36x71.3x15.1x
Tue, 22 Jul 2025US$7.1tUS$479.4bUS$102.8b31.1x68.9x14.8x
Thu, 19 Jun 2025US$6.1tUS$476.8bUS$101.3b30.3x60.4x12.8x
Sat, 17 May 2025US$5.7tUS$454.9bUS$93.8b25.1x61.3x12.6x
Mon, 14 Apr 2025US$4.6tUS$452.5bUS$94.7b18.2x49x10.3x
Wed, 12 Mar 2025US$4.7tUS$451.5bUS$94.1b25.6x50.1x10.4x
Fri, 07 Feb 2025US$5.7tUS$431.2bUS$79.9b28.7x71.1x13.2x
Sun, 05 Jan 2025US$6.1tUS$430.2bUS$82.1b31.2x73.9x14.1x
Tue, 03 Dec 2024US$5.6tUS$421.8bUS$78.8b33.4x71x13.3x
Thu, 31 Oct 2024US$5.8tUS$407.0bUS$85.9b30x67.9x14.3x
Sat, 28 Sep 2024US$5.3tUS$406.8bUS$86.2b30.7x62.1x13.1x
Mon, 26 Aug 2024US$5.5tUS$383.1bUS$78.4b31.6x69.8x14.3x
Wed, 24 Jul 2024US$5.4tUS$385.1bUS$82.8b28x65.5x14.1x
Fri, 21 Jun 2024US$5.9tUS$382.2bUS$80.6b31.4x73.2x15.4x
Sun, 19 May 2024US$4.5tUS$362.1bUS$69.6b30.2x64.7x12.4x
Tue, 16 Apr 2024US$4.3tUS$363.0bUS$67.4b24.9x64x11.9x
Thu, 14 Mar 2024US$4.5tUS$361.8bUS$64.0b28.6x70x12.4x
Sat, 10 Feb 2024US$3.9tUS$343.7bUS$56.7b28.8x68.4x11.3x
Mon, 08 Jan 2024US$3.1tUS$343.2bUS$53.6b28.9x57.1x8.9x
Wed, 06 Dec 2023US$2.8tUS$342.2bUS$54.5b25.4x50.7x8.1x
Fri, 03 Nov 2023US$2.5tUS$331.0bUS$46.9b25.2x53.4x7.6x
Sun, 01 Oct 2023US$2.6tUS$334.3bUS$48.8b25.3x53x7.7x
Tue, 29 Aug 2023US$2.6tUS$333.8bUS$51.5b25.9x50.5x7.8x
Thu, 27 Jul 2023US$2.7tUS$332.4bUS$46.6b23.5x58.6x8.2x
Sat, 24 Jun 2023US$2.5tUS$338.1bUS$51.8b24.3x48.8x7.5x
Mon, 22 May 2023US$2.2tUS$338.7bUS$50.3b22.6x42.9x6.4x
Wed, 19 Apr 2023US$2.1tUS$347.7bUS$64.4b20.9x31.9x5.9x
Price to Earnings Ratio

31.9x


Total Market Cap: US$2.1tTotal Earnings: US$64.4bTotal Revenue: US$347.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 59.1x202420252026
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 45.0x which is lower than its 3-year average PE of 59.1x.
  • The 3-year average PS ratio of 11.9x is lower than the industry's current PS ratio of 14.6x.
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 Market3.38%
Tech4.52%
Semiconductors10.84%
Semiconductors10.16%
Semiconductor Equipment16.59%
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$188.636.3%
+US$273.1b		70.0%PE38.2x
AVGO BroadcomUS$371.5518.1%
+US$269.9b		104.2%PE70.4x
MU Micron TechnologyUS$420.5914.8%
+US$61.3b		504.7%PE19.7x
INTC IntelUS$62.3823.8%
+US$60.3b		216.0%PS5.9x
AMD Advanced Micro DevicesUS$245.0412.7%
+US$44.9b		162.4%PE93.6x

Latest News

MU
US$420.59
Micron Technology
7D
14.8%
1Y
504.7%

Micron Technology: I'm Buying And Not Looking Back

Apr 12
AVGO
US$371.55
Broadcom
7D
18.1%
1Y
104.2%
AMD
US$245.04
Advanced Micro Devices
7D
12.7%
1Y
162.4%
INDI
US$2.91
indie Semiconductor
7D
-7.0%
1Y
39.9%

INDI: Mahindra Monitoring Win Will Drive Future Upside Potential

Analysts have adjusted their price target on indie Semiconductor to $4.25. This change reflects updated views on slightly higher projected revenue growth, a modestly stronger profit margin, and a marginally lower future P/E assumption.
JKS
US$22.91
JinkoSolar Holding
7D
-7.8%
1Y
58.9%

JKS: Ongoing Losses And Margin Pressures Will Likely Cap Share Upside

Analysts have lifted their price target on JinkoSolar Holding to $17.00, citing updated assumptions that reflect slightly higher projected revenue growth, a modestly stronger profit margin, and a lower future P/E multiple in their models. Analyst Commentary Recent commentary around JinkoSolar highlights a mix of optimism on the business outlook and caution on the stock, with the updated US$17.00 price target framed around more measured assumptions for revenue, margins, and future P/E.
INTC
US$62.38
Intel
7D
23.8%
1Y
216.0%
MRVL
US$128.49
Marvell Technology
7D
20.0%
1Y
140.7%

Nvidia Invests In Marvell, And So Should You

Apr 09
NVDA
US$188.63
NVIDIA
7D
6.3%
1Y
70.0%

NVIDIA will see a profit margin surge of 55% in the next 5 years

1. The Undisputed King of AI Infrastructure NVIDIA’s dominance in the AI chip market is not merely a transient trend but a structural, long-term leadership position.
ARM
US$148.93
Arm Holdings
7D
-0.1%
1Y
43.2%

Arm Holdings: The CPU Bottleneck Thesis Is Getting Harder To Ignore

Apr 06
ADI
US$350.14
Analog Devices
7D
10.0%
1Y
95.4%

ADI: Data Center And AI Demand Will Drive Multi Year Repricing

Analog Devices' analyst price target is anchored at $430. Many analysts point to recent earnings beats, raised guidance, and strength in data center, AI, and industrial exposure to support their updated models.
SYNA
US$73.80
Synaptics
7D
-0.5%
1Y
54.3%

SYNA: Edge AI Expansion And 2026 Product Roadmap Will Support Repricing

Synaptics' analyst price target has been lifted by multiple firms, with increases of $15, $10, $9, $22, and $5 reflecting analysts' updated views based on their recent research. Analyst Commentary Recent price target adjustments cluster around a more constructive view on Synaptics, with several research firms lifting their targets by amounts ranging from $5 to $22.
CSIQ
US$12.63
Canadian Solar
7D
-5.5%
1Y
70.2%

CSIQ: 45X Tax Credits Will Support U.S. Energy Storage Profitability

Narrative Update on Canadian Solar The analyst price target for Canadian Solar has been reduced by about $3 to roughly $18, with analysts pointing to lower profit margin assumptions and a higher future P/E, partly offset by updated expectations for revenue growth and potential U.S. tax credit eligibility. Analyst Commentary Recent Street research on Canadian Solar has been mixed, with several firms cutting price targets while at least one has shifted to a more neutral stance on the stock.
LAES
US$2.10
SEALSQ
7D
-16.0%
1Y
-18.6%
MOBX
US$2.41
Mobix Labs
7D
-33.1%
1Y
-70.8%
DVLT
US$0.68
Datavault AI
7D
-6.0%
1Y
-1.1%
TXN
US$214.73
Texas Instruments
7D
10.2%
1Y
45.5%

TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash Generation

Analysts have nudged Texas Instruments' average price target higher into the mid $200s, citing a series of raised Street targets and updated views on capex, inventory levels and free cash flow scenarios that align with slightly stronger revenue growth and margin assumptions in the refreshed model. Analyst Commentary Recent Street research on Texas Instruments has centered on capex, inventory policy and free cash flow, with analysts recalibrating their models around the company’s updated capital management framework.