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U.S. Semiconductors Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies87
  • 7D2.4%
  • 3M0.6%
  • 1Y39.2%
  • YTDn/a

In the last week, the Semiconductors industry is up 2.4%, with NVIDIA leading the way, up 1.4%. This means that the industry has gained 39% over the past year. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026US$8.3tUS$544.9bUS$157.3b38.9x52.5x15.2x
Sun, 07 Dec 2025US$8.2tUS$535.9bUS$149.7b38x55x15.4x
Tue, 04 Nov 2025US$8.7tUS$510.4bUS$139.8b43.5x61.9x17x
Thu, 02 Oct 2025US$7.8tUS$507.9bUS$121.0b42.3x64.6x15.4x
Sat, 30 Aug 2025US$7.3tUS$501.3bUS$112.6b36.7x64.6x14.5x
Mon, 28 Jul 2025US$7.1tUS$479.9bUS$101.5b30.9x70.1x14.8x
Wed, 25 Jun 2025US$6.4tUS$476.9bUS$101.3b31.4x62.7x13.3x
Fri, 23 May 2025US$5.6tUS$454.9bUS$93.8b24.6x59.8x12.3x
Sun, 20 Apr 2025US$4.3tUS$452.5bUS$94.7b18.4x45.8x9.6x
Tue, 18 Mar 2025US$5.2tUS$452.4bUS$93.9b29.6x55.1x11.4x
Thu, 13 Feb 2025US$5.8tUS$430.4bUS$79.6b25.4x72.3x13.4x
Sat, 11 Jan 2025US$5.9tUS$430.3bUS$82.1b30.1x72.4x13.8x
Mon, 09 Dec 2024US$5.8tUS$421.6bUS$78.3b34.5x74x13.7x
Wed, 06 Nov 2024US$5.6tUS$405.0bUS$68.6b29.5x81.7x13.8x
Fri, 04 Oct 2024US$5.3tUS$406.8bUS$86.2b30.2x61.7x13.1x
Sun, 01 Sep 2024US$5.2tUS$398.7bUS$88.6b31.9x58.7x13.1x
Tue, 30 Jul 2024US$5.0tUS$384.1bUS$82.1b27x61.4x13.1x
Thu, 27 Jun 2024US$5.5tUS$382.1bUS$80.6b30x68.2x14.4x
Sat, 25 May 2024US$4.8tUS$379.8bUS$81.8b30.9x58.7x12.6x
Mon, 22 Apr 2024US$3.8tUS$363.0bUS$67.4b22.6x56.4x10.5x
Wed, 20 Mar 2024US$4.3tUS$361.5bUS$64.0b25.4x67.1x11.9x
Fri, 16 Feb 2024US$3.9tUS$343.3bUS$56.3b28.8x69.7x11.4x
Sun, 14 Jan 2024US$3.3tUS$343.1bUS$53.6b29.1x60.6x9.5x
Tue, 12 Dec 2023US$2.9tUS$342.5bUS$54.7b26.8x53.2x8.5x
Thu, 09 Nov 2023US$2.7tUS$330.7bUS$46.9b24.9x57x8.1x
Sat, 07 Oct 2023US$2.7tUS$334.3bUS$48.8b25.1x54.4x7.9x
Mon, 04 Sep 2023US$2.7tUS$334.3bUS$51.8b26x52.8x8.2x
Wed, 02 Aug 2023US$2.8tUS$330.3bUS$48.8b25.2x57.1x8.4x
Fri, 30 Jun 2023US$2.5tUS$333.0bUS$47.2b25.3x53.8x7.6x
Sun, 28 May 2023US$2.5tUS$337.6bUS$50.9b24.4x48.6x7.3x
Tue, 25 Apr 2023US$2.0tUS$347.6bUS$64.4b20.3x31.1x5.8x
Thu, 23 Mar 2023US$2.0tUS$351.8bUS$69.1b18.3x29.2x5.7x
Sat, 18 Feb 2023US$1.9tUS$349.4bUS$69.2b20x26.9x5.3x
Mon, 16 Jan 2023US$1.7tUS$355.4bUS$75.7b18.5x22.3x4.7x
Price to Earnings Ratio

22.3x


Total Market Cap: US$1.7tTotal Earnings: US$75.7bTotal Revenue: US$355.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 57.4x202420252026
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 52.5x which is lower than its 3-year average PE of 57.3x.
  • The 3-year average PS ratio of 11.2x is lower than the industry's current PS ratio of 15.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Market1.52%
Tech1.03%
Semiconductors3.50%
Semiconductors2.45%
Semiconductor Equipment15.22%
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
MU Micron TechnologyUS$327.0214.6%
+US$46.8b		229.0%PE30.9x
INTC IntelUS$41.1111.4%
+US$21.0b		106.8%PE1035x
ADI Analog DevicesUS$299.1610.3%
+US$13.7b		35.7%PE64.6x
TXN Texas InstrumentsUS$188.458.6%
+US$13.6b		-1.7%PE34.1x
QCOM QUALCOMMUS$181.876.3%
+US$11.5b		14.3%PE34.9x

Latest News

INTC
US$42.63
Intel
7D
15.5%
1Y
114.4%
SWKS
US$59.82
Skyworks Solutions
7D
-5.7%
1Y
-35.4%
FSLR
US$241.11
First Solar
7D
-7.7%
1Y
26.1%
NVDA
US$189.11
NVIDIA
7D
1.4%
1Y
35.0%
AMD
US$210.02
Advanced Micro Devices
7D
-1.9%
1Y
72.4%

AMD: AI And Rack Scale Execution Will Define The Next Chapter

Analysts have raised their AMD fair value estimate from about $137 to roughly $208. This change reflects higher assumptions for revenue growth and profit margins in AI accelerators and rack scale systems, partly offset by a slightly higher discount rate and more conservative future P/E expectations.
QRVO
US$81.49
Qorvo
7D
-3.6%
1Y
11.5%
AVGO
US$343.50
Broadcom
7D
-0.8%
1Y
49.8%

AVGO: Custom AI Chip Deployments And OpenAI Deal Will Shape Future Balance

Narrative Update Analysts lifted their Broadcom fair value estimate from $344.62 to $365.10 as they update models for higher AI related revenue expectations, stronger profitability tied to custom accelerators for partners like OpenAI and Google, and a lower future P/E assumption that reflects rising conviction in the company's role in large scale AI deployments. Analyst Commentary Recent Street research on Broadcom has centered on the company’s role in large scale AI build outs, especially around custom accelerators for major cloud and AI customers.
MRVL
US$84.64
Marvell Technology
7D
-0.4%
1Y
-28.4%
NXPI
US$239.34
NXP Semiconductors
7D
10.3%
1Y
14.1%

NXPI: Future Auto And Battery Technologies Will Drive Undervalued Upside

Analysts have raised their fair value estimate for NXP Semiconductors from US$294.09 to US$307.80, citing updated assumptions related to revenue growth, profit margins and future P/E expectations. What's in the News NXP unveiled its S32N7 super integration processor series on a 5 nm foundation to centralize core vehicle functions such as propulsion, vehicle dynamics, body, gateway and safety, with Bosch as the first deployment partner using the chip in its vehicle integration platform (Product-Related Announcement).
CRDO
US$141.00
Credo Technology Group Holding
7D
-2.0%
1Y
93.1%

CRDO: Sector Q3 Strength And AI Connectivity Portfolio Will Support Upside

Analysts have raised their fair value estimate for Credo Technology Group Holding to $250.00 from $165.00, citing updated assumptions for revenue growth, profit margins and future P/E, as well as recent Street research that anticipates generally in line to modestly better results for the broader semiconductor group. Analyst Commentary Recent Street research has added context to the higher fair value estimate, with bullish analysts pointing to supportive earnings expectations for the broader semiconductor group and updated assumptions for Credo Technology Group Holding.
QCOM
US$180.19
QUALCOMM
7D
5.3%
1Y
13.3%
TXN
US$185.71
Texas Instruments
7D
7.0%
1Y
-3.1%

TXN: Margin Reset And Cyclical Softness Will Set Up Future Rebound

Narrative Update Analysts have reduced the implied fair value for Texas Instruments to $245 from $260. This reflects updated views on higher required returns, more moderate revenue growth, softer profit margins, and a higher future P/E multiple following recent price target cuts and more cautious commentary on margins, utilization, and end demand.
MU
US$339.55
Micron Technology
7D
19.0%
1Y
241.6%

MU: AI Memory Supercycle Hype Will Likely Drive Future Multiple Compression

Micron Technology's fair value estimate has been raised from approximately $105.48 to $171.83. Analysts attribute this change to tightening DRAM supply, accelerating high bandwidth memory ramps for AI workloads, and improving margin and earnings visibility despite recent sector volatility.
SITM
US$342.73
SiTime
7D
-3.0%
1Y
47.0%

SITM Overheated Timing Demand Cycle Will Likely Challenge Premium Expectations

Analysts have raised their price target on SiTime significantly, lifting fair value from $180.00 to approximately $269.34. They cite the company's strengthening position as a precision timing technology disruptor in a large addressable market and its improving segment mix supported by strong recent results and guidance.
ADI
US$292.89
Analog Devices
7D
8.0%
1Y
32.9%
ARM
US$115.68
Arm Holdings
7D
5.8%
1Y
-20.3%