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U.S. Semiconductors Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies92
  • 7D-1.3%
  • 3M-4.2%
  • 1Y58.8%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 1.3%, driven by Micron Technology declining 10%. This takes the industry's 12 month performance to a gain of 59%. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026US$8.0tUS$584.2bUS$182.7b38.6x43.6x13.6x
Mon, 02 Feb 2026US$8.4tUS$545.0bUS$157.0b41.9x53.6x15.4x
Wed, 31 Dec 2025US$8.1tUS$544.9bUS$157.3b36.1x51.8x15x
Fri, 28 Nov 2025US$8.1tUS$535.1bUS$147.0b34.9x55.1x15.1x
Sun, 26 Oct 2025US$8.2tUS$509.0bUS$141.7b43.1x57.5x16x
Tue, 23 Sep 2025US$7.6tUS$504.4bUS$118.3b40.1x64.1x15x
Thu, 21 Aug 2025US$7.2tUS$483.1bUS$102.2b32.5x70.5x14.9x
Sat, 19 Jul 2025US$7.1tUS$479.4bUS$102.8b31.3x69.2x14.8x
Mon, 16 Jun 2025US$6.0tUS$476.8bUS$101.3b28.9x59.4x12.6x
Wed, 14 May 2025US$5.4tUS$454.9bUS$94.0b23.2x57x11.8x
Fri, 11 Apr 2025US$4.8tUS$452.5bUS$94.7b18x51x10.7x
Sun, 09 Mar 2025US$5.0tUS$451.5bUS$94.1b26.7x52.9x11x
Tue, 04 Feb 2025US$5.4tUS$428.1bUS$80.0b29.7x67.2x12.6x
Thu, 02 Jan 2025US$5.7tUS$430.3bUS$82.1b30x70x13.4x
Sat, 30 Nov 2024US$5.6tUS$421.9bUS$78.8b32.6x71x13.3x
Mon, 28 Oct 2024US$5.8tUS$406.3bUS$85.7b30.5x67.8x14.3x
Wed, 25 Sep 2024US$5.2tUS$403.0bUS$83.9b28x61.4x12.8x
Fri, 23 Aug 2024US$5.3tUS$383.8bUS$78.5b30.6x67.7x13.9x
Sun, 21 Jul 2024US$5.3tUS$385.1bUS$82.8b28x63.4x13.6x
Tue, 18 Jun 2024US$5.7tUS$382.2bUS$80.6b30.2x70.9x14.9x
Thu, 16 May 2024US$4.4tUS$362.1bUS$69.6b30.3x63.7x12.2x
Sat, 13 Apr 2024US$4.4tUS$363.0bUS$67.4b25.5x66x12.3x
Mon, 11 Mar 2024US$4.4tUS$361.8bUS$64.0b28.4x68.5x12.1x
Wed, 07 Feb 2024US$3.7tUS$344.0bUS$57.0b30x64.1x10.6x
Fri, 05 Jan 2024US$3.0tUS$343.2bUS$53.6b28.9x56.4x8.8x
Sun, 03 Dec 2023US$2.8tUS$342.2bUS$54.5b27x51.6x8.2x
Tue, 31 Oct 2023US$2.4tUS$333.6bUS$47.8b22.5x50.8x7.3x
Thu, 28 Sep 2023US$2.5tUS$336.9bUS$51.7b25x48.9x7.5x
Sat, 26 Aug 2023US$2.6tUS$333.8bUS$51.5b25.9x50.5x7.8x
Mon, 24 Jul 2023US$2.7tUS$333.1bUS$47.2b24.2x56.8x8x
Wed, 21 Jun 2023US$2.6tUS$338.1bUS$51.8b26.1x50.9x7.8x
Fri, 19 May 2023US$2.2tUS$338.6bUS$50.3b22.4x43.1x6.4x
Sun, 16 Apr 2023US$2.0tUS$347.7bUS$64.4b20.6x31.4x5.8x
Tue, 14 Mar 2023US$1.9tUS$351.3bUS$69.0b18.8x27.1x5.3x
Price to Earnings Ratio

27.1x


Total Market Cap: US$1.9tTotal Earnings: US$69.0bTotal Revenue: US$351.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 58.7x202420252026
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 43.6x which is lower than its 3-year average PE of 58.7x.
  • The 3-year average PS ratio of 11.7x is lower than the industry's current PS ratio of 13.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 38% per year over the last three years.
  • Revenues for these companies have grown 18% 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-2.31%
Tech-0.53%
Semiconductors-2.64%
Semiconductors-1.25%
Semiconductor Equipment-13.20%
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
AVGO BroadcomUS$330.483.4%
+US$49.9b		69.5%PE62.7x
NVDA NVIDIAUS$177.820.4%
+US$15.3b		57.8%PE36x
MRVL Marvell TechnologyUS$89.579.6%
+US$6.9b		26.4%PE29.2x
MOBX Mobix LabsUS$1.04530.3%
+US$90.2m		0%PS12.4x
ALAB Astera LabsUS$119.200.3%
+US$63.0m		78.1%PE92.6x

Latest News

ALAB
US$119.20
Astera Labs
7D
0.3%
1Y
78.1%
INTC
US$43.42
Intel
7D
-4.8%
1Y
110.4%
MRVL
US$89.57
Marvell Technology
7D
9.6%
1Y
26.4%
AMD
US$192.43
Advanced Micro Devices
7D
-3.9%
1Y
91.8%
NXPI
US$201.74
NXP Semiconductors
7D
-11.1%
1Y
-9.4%
AVGO
US$330.48
Broadcom
7D
3.4%
1Y
69.5%
GCTS
US$1.08
GCT Semiconductor Holding
7D
-1.8%
1Y
-46.5%

5G Commercialization And Operating Leverage Will Reshape This Chipmaker’s Long Term Earnings Profile

Catalysts About GCT Semiconductor Holding GCT Semiconductor Holding develops and supplies 4G and 5G chipset solutions for wireless connectivity applications. What are the underlying business or industry changes driving this perspective?
TXN
US$193.23
Texas Instruments
7D
-8.9%
1Y
1.4%
HIMX
US$7.40
Himax Technologies
7D
1.6%
1Y
-24.1%

HIMX: AR And Silicon Photonics Progress Will Support Post Downgrade Upside

Analysts have reaffirmed their price target on Himax Technologies at $8.54 in this latest update, incorporating recent research that includes a downgrade at a major firm and a reassessment of assumptions around revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research, including a downgrade at Morgan Stanley, gives a mixed read on Himax Technologies.
NVDA
US$177.82
NVIDIA
7D
0.4%
1Y
57.8%
MU
US$370.30
Micron Technology
7D
-10.2%
1Y
298.3%
ADI
US$315.81
Analog Devices
7D
-11.2%
1Y
39.8%
QCOM
US$135.69
QUALCOMM
7D
-4.7%
1Y
-15.8%
ARM
US$114.38
Arm Holdings
7D
-10.3%
1Y
-8.9%

ARM: Physical AI And Robotics Expansion Will Drive Future Upside

Analysts have trimmed their blended $ fair value estimate for Arm by about $0.43, reflecting a small recalibration in growth, discount rate, and P/E assumptions after a wave of mixed price target cuts and rating upgrades that highlight both smartphone demand concerns and ongoing interest in the story. Analyst Commentary Recent Street research around Arm shows a split tape, with several firms cutting price targets while others are upgrading the stock or lifting their fair value views.
MOBX
US$1.04
Mobix Labs
7D
530.3%
1Y
0%
POET
US$6.28
POET Technologies
7D
4.7%
1Y
74.9%