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U.S. Semiconductors Industry Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies85
  • 7D-3.4%
  • 3M20.2%
  • 1Y49.2%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 3.4%, driven by a pullback from Broadcom of 4.0%. On the other hand Intel is actually up 24%. This takes the industry's 12 month performance to a gain of 49%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Sep 2025US$7.6tUS$504.4bUS$118.2b39x64.1x15x
Sun, 17 Aug 2025US$7.4tUS$483.1bUS$102.2b33.4x72.5x15.3x
Tue, 15 Jul 2025US$6.9tUS$479.4bUS$102.8b31.7x66.6x14.3x
Thu, 12 Jun 2025US$6.1tUS$476.8bUS$101.3b29.7x60.1x12.8x
Sat, 10 May 2025US$5.0tUS$454.5bUS$93.9b21.7x53.7x11.1x
Mon, 07 Apr 2025US$4.0tUS$452.5bUS$94.7b18.2x42.3x8.8x
Wed, 05 Mar 2025US$5.0tUS$448.0bUS$89.3b24.2x56.1x11.2x
Fri, 31 Jan 2025US$5.4tUS$429.3bUS$82.8b30.6x65.1x12.6x
Sun, 29 Dec 2024US$5.9tUS$430.3bUS$82.1b31.4x71.9x13.7x
Tue, 26 Nov 2024US$5.7tUS$422.1bUS$78.8b33.7x72.2x13.5x
Thu, 24 Oct 2024US$5.9tUS$406.2bUS$85.7b29.9x68.3x14.4x
Sat, 21 Sep 2024US$5.2tUS$403.0bUS$83.9b27.9x61.9x12.9x
Mon, 19 Aug 2024US$5.3tUS$384.6bUS$79.0b31.3x67.3x13.8x
Wed, 17 Jul 2024US$5.7tUS$385.2bUS$82.8b29.6x69x14.8x
Fri, 14 Jun 2024US$5.7tUS$378.4bUS$81.9b30.4x69.2x15x
Sun, 12 May 2024US$4.3tUS$362.0bUS$69.7b28.9x62.2x12x
Tue, 09 Apr 2024US$4.3tUS$363.2bUS$67.4b25.9x64.4x12x
Thu, 07 Mar 2024US$4.3tUS$358.7bUS$66.9b28.2x64.9x12.1x
Sat, 03 Feb 2024US$3.6tUS$344.6bUS$57.0b30.7x63.6x10.5x
Mon, 01 Jan 2024US$3.2tUS$343.3bUS$53.6b30.8x59.5x9.3x
Wed, 29 Nov 2023US$2.8tUS$342.4bUS$54.7b27x52x8.3x
Fri, 27 Oct 2023US$2.4tUS$333.1bUS$48.2b23.3x50.7x7.3x
Sun, 24 Sep 2023US$2.5tUS$336.9bUS$51.7b25.2x48.6x7.5x
Tue, 22 Aug 2023US$2.5tUS$327.2bUS$45.9b26.3x55x7.7x
Thu, 20 Jul 2023US$2.8tUS$333.0bUS$47.2b25.8x58.8x8.3x
Sat, 17 Jun 2023US$2.6tUS$338.2bUS$51.8b26.2x50.7x7.8x
Mon, 15 May 2023US$2.0tUS$338.4bUS$50.3b20.9x39.7x5.9x
Wed, 12 Apr 2023US$2.1tUS$347.7bUS$64.4b21.3x31.8x5.9x
Fri, 10 Mar 2023US$1.9tUS$349.1bUS$68.9b19.5x27.6x5.4x
Sun, 05 Feb 2023US$1.9tUS$348.7bUS$70.0b20.3x27x5.4x
Tue, 03 Jan 2023US$1.5tUS$355.1bUS$75.8b16.8x20.2x4.3x
Thu, 01 Dec 2022US$1.7tUS$356.6bUS$76.8b18x22.2x4.8x
Sat, 29 Oct 2022US$1.5tUS$350.6bUS$77.6b17.6x19x4.2x
Mon, 26 Sep 2022US$1.4tUS$353.6bUS$84.1b16.4x17.2x4.1x
Price to Earnings Ratio

17.2x


Total Market Cap: US$1.4tTotal Earnings: US$84.1bTotal Revenue: US$353.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 53.4x202320242025
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 64.1x which is higher than its 3-year average PE of 53.4x.
  • The 3-year average PS ratio of 10.0x is lower than the industry's current PS ratio of 15.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market1.17%
Tech0.19%
Semiconductors-2.65%
Semiconductors-3.36%
Semiconductor Equipment9.12%
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
INTC IntelUS$30.5724.2%
+US$27.7b		44.6%PS2.7x
MU Micron TechnologyUS$168.9012.2%
+US$20.5b		89.2%PE30.4x
QCOM QUALCOMMUS$168.134.1%
+US$6.9b		-3.3%PE15.6x
MRVL Marvell TechnologyUS$74.2311.5%
+US$6.6b		-0.9%PS8.8x
MPWR Monolithic Power SystemsUS$917.789.2%
+US$3.7b		0.7%PE23.6x

Latest News

INTC
US$30.57
Intel
7D
24.2%
1Y
44.6%
ALAB
US$249.38
Astera Labs
7D
8.3%
1Y
437.0%
NVDA
US$176.32
NVIDIA
7D
-0.5%
1Y
49.6%

Advancements In AI Will Drive Future Data Center Demand

NVIDIA’s price target was raised to $209.19 as analysts cite robust AI compute demand, accelerating new product shipments, and multi-billion-dollar China revenue tailwinds, with bullish views tempered by competition and high expectations. Analyst Commentary Bullish analysts are raising targets based on ongoing, robust demand continuing to outstrip supply for Nvidia’s AI compute, with key product ramps (especially Blackwell and GB300/B300) driving sharply higher sales and visibility into multi-year growth, even as capacity scales and new product cycles launch.
AVGO
US$345.35
Broadcom
7D
-4.0%
1Y
106.3%
RGTI
US$24.74
Rigetti Computing
7D
48.2%
1Y
2,935.2%

Rigetti Computing: Commercial Sales Still A Pipe Dream - FOMO Rally Overly Done

Sep 16
MPWR
US$917.78
Monolithic Power Systems
7D
9.2%
1Y
0.7%
MU
US$168.90
Micron Technology
7D
12.2%
1Y
89.2%
AMD
US$157.92
Advanced Micro Devices
7D
1.4%
1Y
0.8%
AMBQ
US$32.97
Ambiq Micro
7D
-5.9%
1Y
n/a

Ambiq Micro: AI Craze Is Not Delivering

Sep 10
QRVO
US$87.67
Qorvo
7D
-1.7%
1Y
-12.2%

Qorvo (NASDAQ:QRVO) Has Some Way To Go To Become A Multi-Bagger

Sep 09
Qorvo (NASDAQ:QRVO) Has Some Way To Go To Become A Multi-Bagger
POET
US$5.14
POET Technologies
7D
-8.2%
1Y
68.5%
ARM
US$146.54
Arm Holdings
7D
-5.3%
1Y
4.2%
INDI
US$3.79
indie Semiconductor
7D
-2.8%
1Y
-1.3%
QCOM
US$168.13
QUALCOMM
7D
4.1%
1Y
-3.3%

AI, IoT And Data Center Expansion Will Unlock Future Upside

Analysts maintain a stable price target for QUALCOMM at $177.71, supported by optimism in diversification into automotive, AI, and IoT despite conservative near-term guidance, as recent results slightly exceeded expectations and management’s transformation efforts bolster confidence in future growth. Analyst Commentary Bullish analysts highlight building momentum from emerging opportunities in advanced driver-assistance systems, robotics, personal AI devices, datacenter, and industrial automation, forecasting stronger fundamentals starting fiscal 2027.
MRVL
US$74.23
Marvell Technology
7D
11.5%
1Y
-0.9%
TXN
US$181.62
Texas Instruments
7D
-1.5%
1Y
-12.5%

Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 01
Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next