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U.S. Semiconductors Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies90
  • 7D-10.1%
  • 3M36.0%
  • 1Y84.0%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 6.7%, driven by declines in Broadcom and NVIDIA of 19% and 6.6%, respectively. In the past year, the industry has gained 86%. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$6.3tUS$653.6bUS$243.4b59.5x25.9x9.7x
Fri, 08 May 2026US$5.6tUS$604.7bUS$198.7b51.9x28.4x9.3x
Sun, 05 Apr 2026US$7.9tUS$599.7bUS$194.7b35.4x40.8x13.3x
Tue, 03 Mar 2026US$8.0tUS$579.2bUS$180.4b39x44.3x13.8x
Thu, 29 Jan 2026US$8.5tUS$544.9bUS$157.0b41.3x53.9x15.5x
Sat, 27 Dec 2025US$8.2tUS$544.9bUS$157.4b36.4x52x15x
Mon, 24 Nov 2025US$7.7tUS$534.4bUS$146.7b33.5x52.4x14.4x
Wed, 22 Oct 2025US$8.0tUS$508.0bUS$121.0b42.5x66x15.7x
Fri, 19 Sep 2025US$7.6tUS$504.4bUS$118.3b40.3x64x15x
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
Price to Earnings Ratio

50.7x


Total Market Cap: US$2.6tTotal Earnings: US$51.8bTotal Revenue: US$338.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 58.9x202420252026
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 45.4x which is lower than its 3-year average PE of 58.9x.
  • The 3-year average PS ratio of 12.2x is lower than the industry's current PS ratio of 16.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 68% per year over the last three years.
  • Revenues for these companies have grown 25% 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-3.33%
Tech-9.37%
Semiconductors-9.24%
Semiconductors-10.14%
Semiconductor Equipment-0.66%
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
CRDO Credo Technology Group HoldingUS$234.322.3%
+US$981.3m		241.9%PE91.5x
SMTK SmartKemUS$0.3931.8%
+US$2.0m		-68.0%PS12x
SLAB Silicon LaboratoriesUS$218.800.02%
+US$1.6m		57.5%PS8.8x

Latest News

ARM
US$324.86
Arm Holdings
7D
-19.3%
1Y
131.0%
AVGO
US$392.16
Broadcom
7D
-18.6%
1Y
60.3%
NVDA
US$208.19
NVIDIA
7D
-6.6%
1Y
44.6%
AMD
US$475.51
Advanced Micro Devices
7D
-12.4%
1Y
292.5%
Seeking Alpha • 15h

The Compute Inversion And Why AMD Will Lead Agentic AI

Summary Advanced Micro Devices is rated Strong Buy, targeting a $977.32 fair value, driven by compute inversion and agentic AI trends. AMD's 256-core Venice CPU, panel-level EFB packaging, and open-ecosystem strategy position it to capture a significant share of the $120B+ server CPU TAM. Key catalysts include the Meta 6-GW ASIC deal, MI450X/Helios deployments, and AMD's move to bypass TSMC’s CoWoS bottleneck for margin expansion. Risks include memory cost inflation, U.S.-China export controls, and grid-power constraints, which may impact hyperscaler CapEx and AMD's growth trajectory. Read the full article on Seeking Alpha
TXN
US$288.63
Texas Instruments
7D
-6.3%
1Y
42.7%
MU
US$935.89
Micron Technology
7D
-12.0%
1Y
719.9%
CRDO
US$234.32
Credo Technology Group Holding
7D
2.3%
1Y
241.9%
SLAB
US$218.80
Silicon Laboratories
7D
0.02%
1Y
57.5%
Narrative Update • Jun 08

SLAB: Tire Data Partnership And Margin Frameworks Will Shape Future Returns

Analysts have kept Silicon Laboratories' fair value estimate steady at $222.86 per share while updating assumptions to reflect a discount rate of 11.06%, revenue growth of 15.63%, a profit margin of 17.21%, and a future P/E of 46.15. This frames a slightly more conservative outlook within an unchanged overall price target.
MRVL
US$266.88
Marvell Technology
7D
-8.2%
1Y
287.7%
Seeking Alpha • Jun 05

Marvell: Strong Buy, Nvidia's Trillion-Dollar Call Looks Realistic

Summary Marvell Technology is upgraded to strong buy as AI and data center demand drive robust growth and upwardly revised guidance. MRVL's margin pressure is viewed positively, reflecting a shift to high-demand custom silicon with lower margins but strong dollar profits from hyperscalers. Guidance calls for FY2027 revenue of $11.5B (+40%) and FY2028 revenue of $16.5B (+45%), with accelerating growth and margin recovery expected. My price target rises to $375.28, reflecting higher growth expectations, expanded EV/EBITDA multiple, and MRVL's potential to reach a trillion-dollar valuation. Read the full article on Seeking Alpha
QCOM
US$205.42
QUALCOMM
7D
-14.7%
1Y
29.1%
Narrative Update • Jun 04

QCOM: AI Data Center Wins Will Not Offset Smartphone And Apple Risks

QUALCOMM's analyst fair value estimate has been reset from $132 to $100 as analysts factor in higher perceived risk, softer revenue growth assumptions, and lower projected profit margins, even while some on the Street continue to lift long term price targets tied to AI and semiconductor demand themes. Analyst Commentary Recent Street research shows a split view on QUALCOMM, with some firms lifting long term targets tied to AI and semiconductor themes while others flag valuation, execution, and end market risks.
SMTK
US$0.39
SmartKem
7D
31.8%
1Y
-68.0%