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U.S. Semiconductors Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies89
  • 7D5.6%
  • 3M-3.2%
  • 1Y98.2%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has risen 5.6%, driven by gains from NVIDIA of 7.4%. This means that the industry has gained 98% over the past year. 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
Tue, 07 Apr 2026US$7.9tUS$599.7bUS$194.7b35.4x40.8x13.3x
Thu, 05 Mar 2026US$7.9tUS$579.4bUS$180.5b40.5x43.9x13.7x
Sat, 31 Jan 2026US$8.5tUS$545.0bUS$157.0b41.9x54.1x15.6x
Mon, 29 Dec 2025US$8.2tUS$544.9bUS$157.4b36.4x52.3x15.1x
Wed, 26 Nov 2025US$8.0tUS$534.4bUS$146.7b34.3x54.6x15x
Fri, 24 Oct 2025US$7.9tUS$508.6bUS$121.0b42.4x64.9x15.4x
Sun, 21 Sep 2025US$7.6tUS$504.4bUS$118.3b39.9x64.1x15x
Tue, 19 Aug 2025US$7.4tUS$483.1bUS$102.2b34x72.5x15.3x
Thu, 17 Jul 2025US$7.0tUS$479.4bUS$102.8b31.5x68.4x14.7x
Sat, 14 Jun 2025US$6.1tUS$476.8bUS$101.3b28.9x60x12.8x
Mon, 12 May 2025US$5.1tUS$454.5bUS$93.9b21.7x53.8x11.1x
Wed, 09 Apr 2025US$4.1tUS$452.4bUS$94.7b16.6x43.7x9.1x
Fri, 07 Mar 2025US$4.9tUS$448.5bUS$89.8b25.6x54.7x11x
Sun, 02 Feb 2025US$5.4tUS$428.1bUS$80.0b30.4x67.5x12.6x
Tue, 31 Dec 2024US$5.9tUS$430.3bUS$82.1b30.8x71.9x13.7x
Thu, 28 Nov 2024US$5.6tUS$421.8bUS$78.8b32.1x70.8x13.2x
Sat, 26 Oct 2024US$5.8tUS$406.3bUS$85.7b30.5x67.2x14.2x
Mon, 23 Sep 2024US$5.1tUS$403.0bUS$83.9b27.9x61.2x12.7x
Wed, 21 Aug 2024US$5.5tUS$384.7bUS$79.1b31.2x69.5x14.3x
Fri, 19 Jul 2024US$5.4tUS$385.2bUS$82.8b28.8x65.1x14x
Sun, 16 Jun 2024US$5.7tUS$382.2bUS$80.6b30x71.1x15x
Tue, 14 May 2024US$4.4tUS$362.1bUS$69.6b28.9x62.8x12.1x
Thu, 11 Apr 2024US$4.3tUS$363.0bUS$67.4b25.5x63.8x11.8x
Sat, 09 Mar 2024US$4.4tUS$361.8bUS$64.0b28.4x68.5x12.1x
Mon, 05 Feb 2024US$3.6tUS$344.5bUS$57.0b30.7x63.6x10.5x
Wed, 03 Jan 2024US$3.1tUS$343.2bUS$53.6b30.1x57.5x9x
Fri, 01 Dec 2023US$2.8tUS$342.4bUS$54.7b27x52x8.3x
Sun, 29 Oct 2023US$2.4tUS$331.9bUS$47.5b23.1x51.2x7.3x
Tue, 26 Sep 2023US$2.5tUS$336.9bUS$51.7b25.3x49.1x7.5x
Thu, 24 Aug 2023US$2.7tUS$327.3bUS$46.2b26.7x57.9x8.2x
Sat, 22 Jul 2023US$2.7tUS$333.1bUS$47.2b25.4x56.8x8x
Mon, 19 Jun 2023US$2.6tUS$338.2bUS$51.8b26.2x50.7x7.8x
Wed, 17 May 2023US$2.0tUS$338.3bUS$50.2b22.5x40.6x6x
Fri, 14 Apr 2023US$2.0tUS$347.7bUS$64.4b20.7x31.4x5.8x
Price to Earnings Ratio

31.4x


Total Market Cap: US$2.0tTotal Earnings: US$64.4bTotal Revenue: US$347.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 59.1x202420252026
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 40.8x which is lower than its 3-year average PE of 59.0x.
  • The 3-year average PS ratio of 11.9x is lower than the industry's current PS ratio of 13.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 45% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market3.46%
Tech4.66%
Semiconductors5.40%
Semiconductors5.61%
Semiconductor Equipment3.68%
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$177.647.5%
+US$303.0b		81.9%PE35.9x
AVGO BroadcomUS$314.437.2%
+US$99.5b		104.0%PE59.6x
MU Micron TechnologyUS$377.7617.4%
+US$63.1b		452.5%PE17.7x
INTC IntelUS$50.7823.3%
+US$48.2b		159.5%PS4.8x
AMD Advanced Micro DevicesUS$220.1812.3%
+US$39.4b		163.2%PE84.1x

Latest News

ARM
US$148.77
Arm Holdings
7D
8.6%
1Y
67.9%

Arm Holdings: The CPU Bottleneck Thesis Is Getting Harder To Ignore

Apr 06
MRVL
US$109.51
Marvell Technology
7D
24.7%
1Y
114.7%

MRVL: Nvidia Alliance Will Drive AI Data Center And Optics Upside

Analysts raised the Marvell Technology price target to $155.02 from $147.95, citing updated expectations for faster revenue growth, higher profit margins, and the support of recent data center and AI partnerships, including the Nvidia agreement and collaborations around optics and micro-LED platforms. Analyst Commentary Recent research updates on Marvell Technology lean strongly positive, with several bullish analysts pointing to data center and AI exposure, execution on custom compute programs, and expanding optics capabilities as key parts of the story.
MU
US$377.76
Micron Technology
7D
17.4%
1Y
452.5%

Micron: I Was Wrong, This Time Is Indeed Different (Rating Upgrade)

Apr 05
NVDA
US$177.64
NVIDIA
7D
7.5%
1Y
81.9%

NVDA: Trillion Dollar AI Backlog Will Sustain Multi-Year Infrastructure Supercycle

Analysts have nudged NVIDIA's fair value estimate slightly lower to $268.22 while keeping revenue growth and margin assumptions effectively unchanged. They cite a series of higher price targets and upbeat GTC takeaways as support for a still robust AI demand outlook and a modestly lower future P/E of about 28.9x.
INTC
US$50.78
Intel
7D
23.3%
1Y
159.5%

Intel's Turnaround Gains Momentum

Apr 05
QCOM
US$125.73
QUALCOMM
7D
-1.1%
1Y
-3.1%

QCOM: Data Center AI Inference Will Offset Handset Weakness Over Time

Analysts have trimmed their QUALCOMM fair value estimate by about $2 to roughly $155, as a series of price target cuts and downgrades, partly offset by a few upgrades highlighting potential in data center and diversification beyond handsets, feeds into slightly lower revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on QUALCOMM has turned more mixed, with several firms trimming ratings and price targets while a smaller group highlights potential upside tied to diversification and data center exposure.
AVGO
US$314.43
Broadcom
7D
7.2%
1Y
104.0%
CSIQ
US$12.80
Canadian Solar
7D
-1.4%
1Y
67.1%

CSIQ: 45X Tax Credits Will Support U.S. Energy Storage Profitability

Narrative Update on Canadian Solar The analyst price target for Canadian Solar has been reduced by about $3 to roughly $18, with analysts pointing to lower profit margin assumptions and a higher future P/E, partly offset by updated expectations for revenue growth and potential U.S. tax credit eligibility. Analyst Commentary Recent Street research on Canadian Solar has been mixed, with several firms cutting price targets while at least one has shifted to a more neutral stance on the stock.
MAXN
US$1.06
Maxeon Solar Technologies
7D
-29.8%
1Y
-60.9%
AMD
US$220.18
Advanced Micro Devices
7D
12.3%
1Y
163.2%

AMD: Expanded Meta AI Infrastructure Deal Will Support Future Upside

Analysts have raised their average price target for AMD by $5 to $280, citing expanded multi-year GPU deployments with Meta, reinforced confidence in the MI450/Helio roadmap, and a series of recent research updates that emphasize AI accelerator share gains and deepening ecosystem partnerships. Analyst Commentary Recent research on Advanced Micro Devices clusters around the expanded GPU agreement with Meta, the MI450 and Helio roadmap, and growing partnerships in data center and edge inference.
JKS
US$23.86
JinkoSolar Holding
7D
-1.1%
1Y
46.6%
ADI
US$327.36
Analog Devices
7D
8.0%
1Y
91.1%

ADI: Bridging the Physical and Digital in a Cyclical Super-Recovery

Analog Devices, Inc. (ADI) is currently the primary architect of the "real-world" interface, translating physical phenomena like temperature, pressure, and motion into digital data.
INDI
US$2.94
indie Semiconductor
7D
-3.6%
1Y
64.2%

INDI: Mahindra Monitoring Win And UV Photonics Expansion Will Drive Upside

Analysts have adjusted their price target on indie Semiconductor to $4.25, reflecting updated assumptions for revenue growth of 43.96%, a profit margin of 19.92%, and a future P/E of 11.56x. What's in the News Launched first UV visible DFB 399 nm single frequency laser diode tailored for quantum computing systems using cooled Ytterbium atoms, extending the photonics product set into the UV range and targeting use cases such as secure communications, advanced sensing, and quantum computing platforms (Key Developments).