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U.S. Semiconductors Industry Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies89
  • 7D5.6%
  • 3M-3.6%
  • 1Y98.2%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has risen 5.6%, driven by gains from NVIDIA of 5.9%. In the last 12 months, the industry was up 98%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026US$7.9tUS$599.7bUS$194.7b35.4x40.8x13.3x
Mon, 02 Mar 2026US$8.0tUS$579.2bUS$180.4b39x44.3x13.8x
Wed, 28 Jan 2026US$8.3tUS$544.4bUS$156.9b41x52.9x15.2x
Fri, 26 Dec 2025US$8.2tUS$544.9bUS$157.4b36.3x52x15x
Sun, 23 Nov 2025US$7.7tUS$534.4bUS$146.7b33.5x52.4x14.4x
Tue, 21 Oct 2025US$8.0tUS$508.0bUS$121.0b42.4x66.3x15.8x
Thu, 18 Sep 2025US$7.6tUS$504.4bUS$118.2b39x64.1x15x
Sat, 16 Aug 2025US$7.5tUS$483.1bUS$102.2b33.4x73.3x15.5x
Mon, 14 Jul 2025US$6.9tUS$479.4bUS$102.8b32.2x66.7x14.3x
Wed, 11 Jun 2025US$6.0tUS$476.8bUS$101.3b29.4x59.7x12.7x
Fri, 09 May 2025US$5.0tUS$454.9bUS$94.3b21.3x53.1x11x
Sun, 06 Apr 2025US$4.0tUS$452.5bUS$94.7b18.2x42.3x8.8x
Tue, 04 Mar 2025US$5.1tUS$447.9bUS$89.3b24.1x56.7x11.3x
Thu, 30 Jan 2025US$5.5tUS$430.2bUS$82.1b30x67.2x12.8x
Sat, 28 Dec 2024US$5.9tUS$430.3bUS$82.1b31.4x72.3x13.8x
Mon, 25 Nov 2024US$5.7tUS$422.1bUS$78.8b32.8x72.2x13.5x
Wed, 23 Oct 2024US$5.9tUS$406.6bUS$86.1b30.1x68.4x14.5x
Fri, 20 Sep 2024US$5.0tUS$403.0bUS$83.9b28.7x59.5x12.4x
Sun, 18 Aug 2024US$5.3tUS$384.6bUS$79.0b31.3x67.3x13.8x
Tue, 16 Jul 2024US$5.7tUS$385.2bUS$82.9b29.5x68.9x14.8x
Thu, 13 Jun 2024US$5.3tUS$378.5bUS$81.9b30.8x64.8x14x
Sat, 11 May 2024US$4.3tUS$362.0bUS$69.7b28.9x61.5x11.8x
Mon, 08 Apr 2024US$4.3tUS$363.2bUS$67.4b25.9x64.4x12x
Wed, 06 Mar 2024US$4.4tUS$358.7bUS$66.9b27.9x65.4x12.2x
Fri, 02 Feb 2024US$3.5tUS$344.9bUS$57.2b31.4x61.6x10.2x
Sun, 31 Dec 2023US$3.2tUS$343.3bUS$53.6b30.8x59.5x9.3x
Tue, 28 Nov 2023US$2.9tUS$342.3bUS$54.7b27.1x52.1x8.3x
Thu, 26 Oct 2023US$2.5tUS$333.2bUS$48.3b23.1x50.8x7.4x
Sat, 23 Sep 2023US$2.5tUS$336.9bUS$51.7b25.2x48.6x7.5x
Mon, 21 Aug 2023US$2.5tUS$327.2bUS$45.9b25.1x55x7.7x
Wed, 19 Jul 2023US$2.8tUS$333.1bUS$47.2b25.6x59.2x8.4x
Fri, 16 Jun 2023US$2.7tUS$338.2bUS$51.8b26.6x51.4x7.9x
Sun, 14 May 2023US$2.0tUS$338.4bUS$50.3b20.9x39.7x5.9x
Tue, 11 Apr 2023US$2.1tUS$347.7bUS$64.4b21.3x32.1x6x
Price to Earnings Ratio

32.1x


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 59x202420252026
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 40.8x which is lower than its 3-year average PE of 59.0x.
  • The 3-year average PS ratio of 11.9x is lower than the industry's current PS ratio of 13.3x.
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 Market3.46%
Tech4.66%
Semiconductors5.40%
Semiconductors5.61%
Semiconductor Equipment3.68%
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$177.395.9%
+US$239.8b		88.1%PE35.9x
AVGO BroadcomUS$314.554.6%
+US$65.7b		115.0%PE59.6x
INTC IntelUS$50.3816.8%
+US$36.4b		153.8%PS4.8x
AMD Advanced Micro DevicesUS$217.507.7%
+US$25.3b		153.6%PE83.1x
MRVL Marvell TechnologyUS$107.1112.9%
+US$10.7b		116.7%PE35.1x

Latest News

HIMX
US$7.93
Himax Technologies
7D
-2.0%
1Y
26.9%

HIMX: Future AI And Display Wins Will Support Post Downgrade Upside

Analysts have reset their price target on Himax Technologies to $10.00. The update is linked to changed assumptions around revenue growth, profit margins, and a future P/E of 11.38x that they now see as more appropriate for the stock following recent Street research, including a downgrade at a major brokerage.
AVGO
US$314.55
Broadcom
7D
4.6%
1Y
115.0%
INTC
US$50.38
Intel
7D
16.8%
1Y
153.8%
CSIQ
US$13.36
Canadian Solar
7D
-0.7%
1Y
76.3%

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.
MAXN
US$0.68
Maxeon Solar Technologies
7D
-53.8%
1Y
-75.6%
AMD
US$217.50
Advanced Micro Devices
7D
7.7%
1Y
153.6%

AMD: Expanded Meta AI Infrastructure Deal Will Support Future Upside

Analysts have raised their average price target for AMD by $5 to $280, citing expanded multi-year GPU deployments with Meta, reinforced confidence in the MI450/Helio roadmap, and a series of recent research updates that emphasize AI accelerator share gains and deepening ecosystem partnerships. Analyst Commentary Recent research on Advanced Micro Devices clusters around the expanded GPU agreement with Meta, the MI450 and Helio roadmap, and growing partnerships in data center and edge inference.
MOBX
US$0.36
Mobix Labs
7D
-4.7%
1Y
-54.9%
MRVL
US$107.11
Marvell Technology
7D
12.9%
1Y
116.7%
MU
US$366.24
Micron Technology
7D
2.5%
1Y
465.9%
JKS
US$24.86
JinkoSolar Holding
7D
-1.7%
1Y
58.1%
ADI
US$318.34
Analog Devices
7D
3.5%
1Y
93.4%

ADI: Bridging the Physical and Digital in a Cyclical Super-Recovery

Analog Devices, Inc. (ADI) is currently the primary architect of the "real-world" interface, translating physical phenomena like temperature, pressure, and motion into digital data.
INDI
US$3.13
indie Semiconductor
7D
-1.9%
1Y
95.6%

INDI: Mahindra Monitoring Win And UV Photonics Expansion Will Drive Upside

Analysts have adjusted their price target on indie Semiconductor to $4.25, reflecting updated assumptions for revenue growth of 43.96%, a profit margin of 19.92%, and a future P/E of 11.56x. What's in the News Launched first UV visible DFB 399 nm single frequency laser diode tailored for quantum computing systems using cooled Ytterbium atoms, extending the photonics product set into the UV range and targeting use cases such as secure communications, advanced sensing, and quantum computing platforms (Key Developments).
ARM
US$149.11
Arm Holdings
7D
3.5%
1Y
70.0%
NVDA
US$177.39
NVIDIA
7D
5.9%
1Y
88.1%
OLED
US$89.72
Universal Display
7D
-2.3%
1Y
-20.9%

OLED: IT Demand And 8.6 Gen Capacity Will Drive Future Re Rating

Analysts have trimmed their price target on Universal Display to $180 from $184, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as they weigh near term smartphone and TV softness against expectations for growth tied to IT demand, blue emitters and added 8.6 gen capacity. Analyst Commentary Bullish analysts have trimmed price targets but still highlight several potential growth drivers that they see as important for Universal Display over the medium term.
QCOM
US$126.80
QUALCOMM
7D
-0.2%
1Y
-0.5%

QCOM: AI Inference And Diversification Will Offset Handset And Apple Headwinds

QUALCOMM's analyst fair value estimate has been reset from about $193 to about $157 as analysts factor in a slightly higher discount rate, more cautious profit margin expectations, and recent downgrades citing share loss in a shrinking handset market and the expected roll off of Apple business. Analyst Commentary Recent Street research around QUALCOMM is mixed, with a cluster of cautious calls focused on handset exposure and Apple concentration, and a smaller group of more optimistic views pointing to diversification and new revenue pools.