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U.S. Semiconductors Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies76
  • 7D-7.5%
  • 3M16.8%
  • 1Y74.0%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 7.5%, driven by a pullback from NVIDIA of 7.3%. This takes the industry's 12 month performance to a gain of 74%. 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
Fri, 26 Jul 2024US$5.1tUS$384.2bUS$82.1b26.7x61.9x13.2x
Sun, 23 Jun 2024US$5.6tUS$382.1bUS$80.6b30.3x69x14.6x
Tue, 21 May 2024US$4.5tUS$362.1bUS$69.6b30.9x64.7x12.4x
Thu, 18 Apr 2024US$4.1tUS$363.0bUS$67.4b24.7x61.1x11.3x
Sat, 16 Mar 2024US$4.3tUS$361.5bUS$64.0b27.7x67.3x11.9x
Mon, 12 Feb 2024US$3.9tUS$343.7bUS$56.7b28.8x68.4x11.3x
Wed, 10 Jan 2024US$3.2tUS$343.2bUS$53.6b29.4x60.1x9.4x
Fri, 08 Dec 2023US$2.7tUS$342.2bUS$54.4b25.8x50.3x8x
Sun, 05 Nov 2023US$2.6tUS$330.9bUS$47.0b26.3x56.2x8x
Tue, 03 Oct 2023US$2.6tUS$334.3bUS$48.8b25.3x53x7.7x
Thu, 31 Aug 2023US$2.7tUS$333.8bUS$51.5b27.1x53.2x8.2x
Sat, 29 Jul 2023US$2.7tUS$330.3bUS$48.6b25.3x56.3x8.3x
Mon, 26 Jun 2023US$2.5tUS$338.1bUS$51.8b24.3x48.8x7.5x
Wed, 24 May 2023US$2.1tUS$338.6bUS$50.3b22.7x42.6x6.3x
Fri, 21 Apr 2023US$2.0tUS$347.6bUS$64.4b20.5x31.3x5.8x
Sun, 19 Mar 2023US$2.0tUS$351.3bUS$69.1b18.3x28.9x5.7x
Tue, 14 Feb 2023US$1.9tUS$348.5bUS$67.8b20x27.9x5.4x
Thu, 12 Jan 2023US$1.7tUS$355.3bUS$75.7b17.5x21.8x4.7x
Sat, 10 Dec 2022US$1.6tUS$358.6bUS$78.3b17.7x21x4.6x
Mon, 07 Nov 2022US$1.5tUS$355.6bUS$77.5b18x18.9x4.1x
Wed, 05 Oct 2022US$1.5tUS$352.0bUS$82.9b17.3x18.1x4.3x
Fri, 02 Sep 2022US$1.6tUS$353.8bUS$82.8b17.6x19.1x4.5x
Sun, 31 Jul 2022US$1.8tUS$344.5bUS$83.3b28.2x21.8x5.3x
Tue, 28 Jun 2022US$1.7tUS$343.1bUS$85.5b25x19.5x4.9x
Thu, 26 May 2022US$1.8tUS$338.2bUS$84.8b25.8x20.8x5.2x
Sat, 23 Apr 2022US$1.9tUS$327.8bUS$76.2b23.2x24.5x5.7x
Mon, 21 Mar 2022US$2.3tUS$329.0bUS$75.6b32.7x30x6.9x
Wed, 16 Feb 2022US$2.2tUS$322.5bUS$73.3b27.3x30.6x7x
Fri, 14 Jan 2022US$2.3tUS$314.4bUS$71.8b35.4x32.6x7.5x
Sun, 12 Dec 2021US$2.5tUS$311.4bUS$69.6b36.6x35.7x8x
Tue, 09 Nov 2021US$2.5tUS$309.2bUS$69.5b37.7x35.5x8x
Thu, 07 Oct 2021US$2.0tUS$296.6bUS$65.8b34.1x30x6.6x
Sat, 04 Sep 2021US$2.0tUS$291.8bUS$63.3b32.7x32.3x7x
Mon, 02 Aug 2021US$1.9tUS$288.2bUS$60.4b33x32x6.7x
Price to Earnings Ratio

32x


Total Market Cap: US$1.9tTotal Earnings: US$60.4bTotal Revenue: US$288.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 39.3x202220232024
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 61.9x which is higher than its 3-year average PE of 39.3x.
  • The 3-year average PS ratio of 7.5x is lower than the industry's current PS ratio of 13.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 10% 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-2.42%
Tech-4.52%
Semiconductors-7.39%
Semiconductors-7.50%
Semiconductor Equipment-6.28%
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$216.191.2%
+US$279.4m		8.7%PE22.6x
SLAB Silicon LaboratoriesUS$116.612.1%
+US$120.7m		-19.2%PS6.9x
TSEM Tower SemiconductorUS$41.722.6%
+US$115.4m		15.5%PE9.4x
NVEC NVEUS$84.224.3%
+US$16.9m		3.4%PE24.2x
MAXN Maxeon Solar TechnologiesUS$0.21-11.0%
US$15.6m		-99.1%PS0.1x
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