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U.S. Semiconductors Industry Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies85
  • 7D-2.9%
  • 3M15.8%
  • 1Y47.1%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 2.9%, driven by a pullback from Broadcom of 5.6%. On the other hand First Solar is actually up 9.6%. In the past year, the industry has gained 47%. 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
Wed, 05 Nov 2025US$3.7tUS$510.4bUS$139.8b37.1x26.5x7.3x
Fri, 03 Oct 2025US$7.9tUS$507.9bUS$121.0b42.8x65.2x15.5x
Sun, 31 Aug 2025US$7.2tUS$501.3bUS$112.6b36.7x63.8x14.3x
Tue, 29 Jul 2025US$7.2tUS$479.8bUS$101.5b31.3x71x15x
Thu, 26 Jun 2025US$6.4tUS$476.9bUS$101.3b31.3x62.7x13.3x
Sat, 24 May 2025US$5.6tUS$455.4bUS$94.0b26.2x59.7x12.3x
Mon, 21 Apr 2025US$4.3tUS$452.5bUS$94.7b18.4x45.8x9.6x
Wed, 19 Mar 2025US$5.0tUS$452.4bUS$93.9b29.2x53.8x11.2x
Fri, 14 Feb 2025US$5.7tUS$430.4bUS$79.6b26.7x71.9x13.3x
Sun, 12 Jan 2025US$5.8tUS$429.0bUS$82.1b30.1x70.4x13.5x
Tue, 10 Dec 2024US$5.8tUS$421.6bUS$78.3b34.4x74x13.7x
Thu, 07 Nov 2024US$5.7tUS$403.7bUS$67.9b34.9x84.4x14.2x
Sat, 05 Oct 2024US$5.4tUS$406.7bUS$86.2b30.4x62.5x13.3x
Mon, 02 Sep 2024US$5.2tUS$398.7bUS$88.6b31.9x58.7x13.1x
Wed, 31 Jul 2024US$5.0tUS$383.7bUS$81.7b26.2x61x13x
Fri, 28 Jun 2024US$5.5tUS$382.1bUS$80.6b30.2x68.3x14.4x
Sun, 26 May 2024US$4.9tUS$379.8bUS$81.8b30.9x60.1x12.9x
Tue, 23 Apr 2024US$3.8tUS$363.0bUS$67.4b22.6x56.4x10.5x
Thu, 21 Mar 2024US$4.3tUS$361.6bUS$63.9b26x67.3x11.9x
Sat, 17 Feb 2024US$3.9tUS$343.3bUS$56.3b28.6x69.4x11.4x
Mon, 15 Jan 2024US$3.3tUS$343.1bUS$53.6b29.1x60.6x9.5x
Wed, 13 Dec 2023US$3.0tUS$342.5bUS$54.7b26.7x54x8.6x
Fri, 10 Nov 2023US$2.7tUS$330.6bUS$46.9b24.9x57.5x8.2x
Sun, 08 Oct 2023US$2.7tUS$334.3bUS$48.8b25.1x54.4x7.9x
Tue, 05 Sep 2023US$2.7tUS$334.3bUS$51.8b26x52.8x8.2x
Thu, 03 Aug 2023US$2.7tUS$329.1bUS$48.5b24.5x55.1x8.1x
Sat, 01 Jul 2023US$2.6tUS$333.0bUS$47.2b25.4x55.1x7.8x
Mon, 29 May 2023US$2.5tUS$337.6bUS$50.9b24.4x48.6x7.3x
Wed, 26 Apr 2023US$1.9tUS$347.5bUS$64.4b19.7x30.1x5.6x
Fri, 24 Mar 2023US$2.1tUS$351.9bUS$69.1b18.8x29.9x5.9x
Sun, 19 Feb 2023US$1.9tUS$349.4bUS$69.2b20x26.9x5.3x
Tue, 17 Jan 2023US$1.7tUS$355.4bUS$75.7b18.5x22.3x4.7x
Thu, 15 Dec 2022US$1.7tUS$358.6bUS$78.3b17.4x21.5x4.7x
Sat, 12 Nov 2022US$1.7tUS$403.6bUS$91.1b18.3x18.2x4.1x
Price to Earnings Ratio

18.2x


Total Market Cap: US$1.7tTotal Earnings: US$91.1bTotal Revenue: US$403.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 55.4x202320242025
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 26.5x which is lower than its 3-year average PE of 55.4x.
  • The 3-year average PS ratio of 10.5x is higher than the industry's current PS ratio of 7.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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-2.15%
Tech-3.08%
Semiconductors-2.63%
Semiconductors-2.88%
Semiconductor Equipment0.69%
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
FSLR First SolarUS$262.709.6%
+US$2.5b		21.7%PE20.1x
ALAB Astera LabsUS$179.316.6%
+US$1.8b		87.0%PE297.6x
CSIQ Canadian SolarUS$21.9945.1%
+US$457.3m		34.7%PS0.2x
TSEM Tower SemiconductorUS$82.452.8%
+US$248.3m		97.6%PE46.9x
SITM SiTimeUS$279.313.0%
+US$209.3m		57.7%PS28.4x

Latest News

AMD
US$250.05
Advanced Micro Devices
7D
-3.1%
1Y
76.5%
ALAB
US$179.31
Astera Labs
7D
6.6%
1Y
87.0%
AVGO
US$351.94
Broadcom
7D
-5.6%
1Y
102.4%

AVGO: Upcoming AI Chip Production With Key Partner Will Shape Competitive Position

Broadcom's analyst price target has been raised from approximately $387 to $392, as analysts point to significant revenue and profit margin upside following recent AI-focused collaborations with OpenAI and positive supply chain checks. Analyst Commentary Analyst sentiment on Broadcom has grown increasingly favorable following major AI partnerships and a notable ramp in custom chip orders.
SITM
US$279.31
SiTime
7D
3.0%
1Y
57.7%

SITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term Value

Analysts have maintained their price target for SiTime at $285.00. This reflects continued confidence in the company's outlook given stable estimates for revenue growth and profit margins.
FSLR
US$262.70
First Solar
7D
9.6%
1Y
21.7%

FSLR: Domestic Manufacturing Expansion And Policy Tailwinds Will Offset Sector Risks

First Solar's analyst price target has increased from $238.59 to $259.11 per share, as analysts cite the company's resilient market position, margin stability, and favorable policy developments, even though expectations for near-term revenue growth have been somewhat tempered. Analyst Commentary Analyst reactions to First Solar's latest results and updated guidance reflect a mix of continued optimism for the company's long-term positioning and acknowledgement of industry headwinds affecting near-term performance.
MPWR
US$957.87
Monolithic Power Systems
7D
-11.8%
1Y
25.5%

MPWR: Enterprise Data Segment Will Drive Share Gains Into 2026

Analysts have increased their fair value estimate for Monolithic Power Systems from $979 to $1,161. This change reflects stronger-than-expected guidance and continued share gains in Enterprise Data and Industrial segments.
NVDA
US$198.69
NVIDIA
7D
-1.2%
1Y
42.0%

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Nvidia's analyst price target has been raised from approximately $218.51 to $225.50. Analysts cite stronger revenue growth expectations and improved profit margins based on increased visibility into future AI infrastructure demand.
INTC
US$37.03
Intel
7D
-10.8%
1Y
58.8%
TXN
US$159.36
Texas Instruments
7D
-4.5%
1Y
-21.3%

TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand Normalizes

Texas Instruments' analyst price target has decreased by approximately $13 to around $190, as analysts cite narrowing margins, slower revenue growth, and macroeconomic uncertainty for their more cautious outlook. Analyst Commentary Recent analyst reports reveal a mix of cautiousness and confidence regarding Texas Instruments, with notable opinions on the company’s valuation, earnings prospects, and sector dynamics.
ARM
US$160.73
Arm Holdings
7D
-7.1%
1Y
14.3%

ARM: Future AI Partnerships And Market Expansion Will Drive Measured Upside

Arm Holdings' analyst price target has increased modestly from $155.61 to $157.52. This reflects analysts' confidence in the company's expanding market presence and deepening value proposition within the semiconductor industry.
QUIK
US$7.60
QuickLogic
7D
2.7%
1Y
-6.9%
QCOM
US$172.84
QUALCOMM
7D
-4.5%
1Y
4.2%

At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow

In addition to edge computing, recent developments show that there are also opportunities for QCOM to leverage their expertise in energy & cooling efficiency within data centers - their new rack series is well positioned to be a highly efficient and low cost NPU, plenty of opportunity to be selected on anything besides training models. Deals with HUMAIN, IRDM, and other companies along with this NPU use in data centers alongside the prior items outlined (I.e. edge computing) give me even further optimism.
JKS
US$24.77
JinkoSolar Holding
7D
10.0%
1Y
-12.0%

Future Policy Headwinds Will Challenge Solar Expansion And Operational Progress

Analysts have raised their price target for JinkoSolar Holding from $33.52 to $37.42. They cite stronger projected revenue growth and improved profit margins as key factors behind the upward revision.
TSEM
US$82.45
Tower Semiconductor
7D
2.8%
1Y
97.6%

Revenue And Margin Expansion Will Strengthen Data Center And AI Positioning

Tower Semiconductor's analyst price target has increased from $68.66 to $75.22, as analysts anticipate stronger revenue growth and margin expansion. This outlook is driven by favorable positioning in key end-markets.
CSIQ
US$21.99
Canadian Solar
7D
45.1%
1Y
34.7%

Canadian Solar Inc. (NASDAQ:CSIQ) Shares Fly 30% But Investors Aren't Buying For Growth

Oct 14
Canadian Solar Inc. (NASDAQ:CSIQ) Shares Fly 30% But Investors Aren't Buying For Growth
SELX
US$0.80
Semilux International
7D
9.8%
1Y
-52.7%