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U.S. Semiconductors Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies85
  • 7D-0.003%
  • 3M9.6%
  • 1Y43.7%
  • YTDn/a

The Semiconductors industry has stayed flat over the last week. As for the the longer term, the industry is up 44% over the past 12 months. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025US$8.3tUS$514.5bUS$134.5b33.7x62.1x16.2x
Tue, 14 Oct 2025US$7.8tUS$508.0bUS$121.0b40.4x64.2x15.3x
Thu, 11 Sep 2025US$7.5tUS$504.4bUS$118.3b38.3x63x14.8x
Sat, 09 Aug 2025US$7.4tUS$483.1bUS$102.0b33.9x72.3x15.3x
Mon, 07 Jul 2025US$6.7tUS$479.4bUS$102.8b30.9x65.3x14x
Wed, 04 Jun 2025US$5.9tUS$474.3bUS$98.4b28.6x60x12.5x
Fri, 02 May 2025US$4.7tUS$452.9bUS$94.4b19.5x49.9x10.4x
Sun, 30 Mar 2025US$4.7tUS$452.5bUS$94.7b21.2x49.6x10.4x
Tue, 25 Feb 2025US$5.8tUS$430.4bUS$79.5b25.5x72.5x13.4x
Thu, 23 Jan 2025US$6.1tUS$430.4bUS$82.1b31.5x73.9x14.1x
Sat, 21 Dec 2024US$5.6tUS$430.3bUS$82.1b30.5x68x13x
Mon, 18 Nov 2024US$5.7tUS$405.1bUS$68.8b30.9x82.4x14x
Wed, 16 Oct 2024US$5.6tUS$406.6bUS$86.2b29.5x64.7x13.7x
Fri, 13 Sep 2024US$5.1tUS$402.8bUS$83.9b29.2x60.4x12.6x
Sun, 11 Aug 2024US$4.6tUS$384.6bUS$79.1b29.6x58.7x12.1x
Tue, 09 Jul 2024US$5.7tUS$385.2bUS$82.8b31.2x68.4x14.7x
Thu, 06 Jun 2024US$5.1tUS$378.4bUS$81.9b30.3x62x13.4x
Sat, 04 May 2024US$4.2tUS$363.6bUS$70.1b26.9x60.3x11.6x
Mon, 01 Apr 2024US$4.4tUS$362.8bUS$67.5b26.4x65.8x12.2x
Wed, 28 Feb 2024US$4.1tUS$358.6bUS$66.6b29.3x61.2x11.4x
Fri, 26 Jan 2024US$3.6tUS$342.5bUS$53.1b31.7x68x10.5x
Sun, 24 Dec 2023US$3.1tUS$343.3bUS$53.6b30.8x58.7x9.2x
Tue, 21 Nov 2023US$2.9tUS$330.5bUS$46.6b25.6x61.8x8.7x
Thu, 19 Oct 2023US$2.6tUS$334.0bUS$48.9b24.9x52.3x7.6x
Sat, 16 Sep 2023US$2.7tUS$336.9bUS$51.7b26.1x52.1x8x
Mon, 14 Aug 2023US$2.5tUS$325.7bUS$45.9b23.7x54.6x7.7x
Wed, 12 Jul 2023US$2.6tUS$333.0bUS$47.2b25.2x55.2x7.8x
Fri, 09 Jun 2023US$2.4tUS$338.2bUS$51.8b24.8x47.3x7.2x
Sun, 07 May 2023US$2.0tUS$338.8bUS$50.4b22.5x40x6x
Tue, 04 Apr 2023US$2.1tUS$347.7bUS$64.4b21.9x32.6x6.1x
Thu, 02 Mar 2023US$1.9tUS$347.8bUS$67.6b19x27.6x5.4x
Sat, 28 Jan 2023US$1.8tUS$348.7bUS$70.3b18.5x25.8x5.2x
Mon, 26 Dec 2022US$1.5tUS$355.0bUS$75.8b16.8x20.4x4.3x
Wed, 23 Nov 2022US$1.7tUS$356.5bUS$76.8b18.5x21.5x4.6x
Price to Earnings Ratio

21.5x


Total Market Cap: US$1.7tTotal Earnings: US$76.8bTotal Revenue: US$356.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 55.8x202320242025
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 62.1x which is higher than its 3-year average PE of 55.7x.
  • The 3-year average PS ratio of 10.6x is lower than the industry's current PS ratio of 16.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 21% 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 Market-0.42%
Tech-0.37%
Semiconductors-0.41%
Semiconductors-0.0027%
Semiconductor Equipment-5.25%
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$190.171.1%
+US$49.1b		33.9%PE53.4x
AMD Advanced Micro DevicesUS$246.815.7%
+US$21.6b		83.0%PE128.3x
MU Micron TechnologyUS$246.833.7%
+US$10.0b		156.2%PE32.4x
QCOM QUALCOMMUS$173.981.8%
+US$3.2b		8.4%PE33.6x
ADI Analog DevicesUS$234.892.8%
+US$3.2b		13.8%PE59x

Latest News

NVDA
US$190.17
NVIDIA
7D
1.1%
1Y
33.9%

NVDA: Surging AI Demand Will Drive Record Data Center Deals Through 2026

NVIDIA's analyst fair value target has increased from $225.50 to $232.79. Analysts point to upward revisions driven by accelerating AI chip demand, increased revenue growth expectations, and strong early signals from Blackwell and Rubin product ramps.
MU
US$246.83
Micron Technology
7D
3.7%
1Y
156.2%
MRVL
US$86.45
Marvell Technology
7D
-4.9%
1Y
-1.6%

MRVL: AI Infrastructure Momentum And Geopolitics Will Shape Balanced Outlook Ahead

Marvell Technology's analyst price targets have increased notably in recent weeks, with forecasts now reaching as high as $115 per share. Analysts point to accelerating AI infrastructure growth and stronger custom ASIC and connectivity outlooks as key drivers.
CSIQ
US$33.58
Canadian Solar
7D
17.9%
1Y
205.6%
ARM
US$139.77
Arm Holdings
7D
-8.3%
1Y
8.6%

ARM: Future AI Momentum Will Drive Licensing and Royalty Expansion

Analysts have raised their fair value estimate for Arm Holdings from $157.52 to $166.72 per share, citing ongoing momentum in licensing, royalties, and strong gains from artificial intelligence projects. Analyst Commentary Recent updates from street research highlight a notable shift in sentiment among bullish analysts regarding Arm Holdings' performance and outlook.
TSEM
US$99.26
Tower Semiconductor
7D
18.1%
1Y
122.8%

Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Nov 13
Results: Tower Semiconductor Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
CRDO
US$145.52
Credo Technology Group Holding
7D
-11.1%
1Y
266.0%
AMD
US$246.81
Advanced Micro Devices
7D
5.7%
1Y
83.0%
QCOM
US$173.98
QUALCOMM
7D
1.8%
1Y
8.4%
AVGO
US$342.46
Broadcom
7D
-2.0%
1Y
107.8%
RGTI
US$25.48
Rigetti Computing
7D
-24.5%
1Y
1,707.1%
NVTS
US$8.11
Navitas Semiconductor
7D
3.4%
1Y
355.6%
INTC
US$35.52
Intel
7D
-6.8%
1Y
45.9%
ALAB
US$144.34
Astera Labs
7D
-12.8%
1Y
67.0%

Astera Labs, Inc.'s (NASDAQ:ALAB) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors

Nov 08
Astera Labs, Inc.'s (NASDAQ:ALAB) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors
ADI
US$234.89
Analog Devices
7D
2.8%
1Y
13.8%
NXPI
US$197.10
NXP Semiconductors
7D
-3.6%
1Y
-9.2%