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U.S. Semiconductors Industry Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies84
  • 7D1.1%
  • 3M67.8%
  • 1Y20.1%
  • YTDn/a

The Semiconductors industry is up 1.1% in the last week, with NVIDIA up 1.0%. During this same period, the Arm Holdings underperformed, falling 6.3%. This means that the industry has gained 20% over the past year. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 06 Jul 2025US$6.5tUS$479.4bUS$102.8b31x63.1x13.5x
Tue, 03 Jun 2025US$5.7tUS$474.2bUS$98.4b28.2x58x12x
Thu, 01 May 2025US$4.7tUS$451.4bUS$93.9b19x50.2x10.4x
Sat, 29 Mar 2025US$4.8tUS$452.7bUS$94.6b21.2x50.7x10.6x
Mon, 24 Feb 2025US$5.8tUS$430.4bUS$79.5b26.3x72.5x13.4x
Wed, 22 Jan 2025US$6.0tUS$430.4bUS$82.1b31.6x72.6x13.8x
Fri, 20 Dec 2024US$5.6tUS$430.3bUS$82.1b30.4x68.2x13x
Sun, 17 Nov 2024US$5.7tUS$405.1bUS$68.8b30.9x82.4x14x
Tue, 15 Oct 2024US$5.7tUS$406.7bUS$86.2b30.5x66.3x14x
Thu, 12 Sep 2024US$5.1tUS$402.8bUS$83.9b29.8x60.4x12.6x
Sat, 10 Aug 2024US$4.7tUS$384.6bUS$79.1b29.6x58.8x12.1x
Mon, 08 Jul 2024US$5.6tUS$385.2bUS$82.8b30.8x67.7x14.5x
Wed, 05 Jun 2024US$5.1tUS$378.4bUS$81.9b29.6x61.8x13.4x
Fri, 03 May 2024US$4.1tUS$363.5bUS$70.1b26.3x58.8x11.3x
Sun, 31 Mar 2024US$4.4tUS$362.8bUS$67.5b26.4x65.8x12.2x
Tue, 27 Feb 2024US$4.1tUS$358.6bUS$66.6b29.6x61.5x11.4x
Thu, 25 Jan 2024US$3.5tUS$342.5bUS$53.1b31.7x66.8x10.3x
Sat, 23 Dec 2023US$3.1tUS$343.3bUS$53.6b30.8x58.7x9.2x
Mon, 20 Nov 2023US$2.9tUS$330.5bUS$46.6b25.6x61.8x8.7x
Wed, 18 Oct 2023US$2.6tUS$334.0bUS$48.9b25.6x53.5x7.8x
Fri, 15 Sep 2023US$2.7tUS$336.9bUS$51.7b26.1x52.1x8x
Sun, 13 Aug 2023US$2.5tUS$325.7bUS$45.9b23.7x54.6x7.7x
Tue, 11 Jul 2023US$2.6tUS$333.0bUS$47.2b24.9x55x7.8x
Thu, 08 Jun 2023US$2.4tUS$338.1bUS$51.8b24.4x46.6x7.1x
Sat, 06 May 2023US$2.0tUS$338.8bUS$50.4b22.5x40x6x
Mon, 03 Apr 2023US$2.1tUS$347.7bUS$64.4b21.9x32.8x6.1x
Wed, 01 Mar 2023US$1.9tUS$347.7bUS$67.7b20x27.7x5.4x
Fri, 27 Jan 2023US$1.8tUS$355.2bUS$75.6b18.5x24x5.1x
Sun, 25 Dec 2022US$1.5tUS$355.0bUS$75.8b16.8x20.4x4.3x
Tue, 22 Nov 2022US$1.6tUS$354.9bUS$75.9b18.2x21x4.5x
Thu, 20 Oct 2022US$1.4tUS$351.8bUS$82.9b16.3x16.4x3.9x
Sat, 17 Sep 2022US$1.5tUS$353.8bUS$84.1b17.4x18.2x4.3x
Mon, 15 Aug 2022US$1.9tUS$349.3bUS$83.9b23.6x22.5x5.4x
Wed, 13 Jul 2022US$1.6tUS$344.3bUS$86.4b22.8x18.3x4.6x
Price to Earnings Ratio

18.3x


Total Market Cap: US$1.6tTotal Earnings: US$86.4bTotal Revenue: US$344.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 50.1x202320242025
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 63.1x which is higher than its 3-year average PE of 50.1x.
  • The 3-year average PS ratio of 9.4x is lower than the industry's current PS ratio of 13.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 6.0% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market1.78%
Tech2.56%
Semiconductors1.28%
Semiconductors1.10%
Semiconductor Equipment3.75%
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$159.341.0%
+US$38.8b		26.6%PE50.6x
AVGO BroadcomUS$275.182.2%
+US$27.4b		61.6%PE97.7x
TXN Texas InstrumentsUS$216.024.3%
+US$8.1b		8.7%PE40.5x
ADI Analog DevicesUS$245.683.7%
+US$4.3b		6.4%PE66.6x
NXPI NXP SemiconductorsUS$232.106.9%
+US$3.8b		-15.1%PE24.8x

Latest News

FSLR
US$185.03
First Solar
7D
21.6%
1Y
-16.7%
MRVL
US$75.18
Marvell Technology
7D
-2.6%
1Y
4.3%
INTC
US$22.49
Intel
7D
-0.9%
1Y
-29.8%
NXPI
US$232.10
NXP Semiconductors
7D
6.9%
1Y
-15.1%

NXP Semiconductors: Set To Make Up For Lost Time (Rating Upgrade)

Jul 02
AVGO
US$275.18
Broadcom
7D
2.2%
1Y
61.6%
AMD
US$137.91
Advanced Micro Devices
7D
-4.1%
1Y
-19.8%

What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You

Jul 01
What Advanced Micro Devices, Inc.'s (NASDAQ:AMD) 28% Share Price Gain Is Not Telling You
ALAB
US$90.80
Astera Labs
7D
-0.2%
1Y
52.8%
ON
US$56.60
ON Semiconductor
7D
6.9%
1Y
-22.9%
NVTS
US$6.44
Navitas Semiconductor
7D
-3.4%
1Y
56.7%

We're Not Very Worried About Navitas Semiconductor's (NASDAQ:NVTS) Cash Burn Rate

Jun 29
We're Not Very Worried About Navitas Semiconductor's (NASDAQ:NVTS) Cash Burn Rate
TXN
US$216.02
Texas Instruments
7D
4.3%
1Y
8.7%
QCOM
US$162.21
QUALCOMM
7D
2.3%
1Y
-21.2%
MU
US$122.29
Micron Technology
7D
-2.0%
1Y
-7.1%
NVDA
US$159.34
NVIDIA
7D
1.0%
1Y
26.6%
MTSI
US$140.68
MACOM Technology Solutions Holdings
7D
-1.0%
1Y
23.3%
ADI
US$245.68
Analog Devices
7D
3.7%
1Y
6.4%

We Think Analog Devices (NASDAQ:ADI) Can Stay On Top Of Its Debt

Jun 14
We Think Analog Devices (NASDAQ:ADI) Can Stay On Top Of Its Debt
ARM
US$155.09
Arm Holdings
7D
-6.3%
1Y
-14.4%