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U.S. Semiconductors Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies129
  • 7D6.6%
  • 3M57.2%
  • 1Y107.5%
  • YTD51.5%

Over the last 7 days, the Semiconductors industry has risen 6.6%, driven by gains from Micron Technology of 16%. This takes the industry's 12 month performance to a gain of 108%. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026US$8.4tUS$755.3bUS$266.0b72.6x31.6x11.1x
Sun, 17 May 2026US$7.0tUS$708.4bUS$221.6b61.7x31.6x9.9x
Tue, 14 Apr 2026US$9.9tUS$697.9bUS$215.5b41.9x45.9x14.2x
Thu, 12 Mar 2026US$9.2tUS$682.1bUS$203.5b42.8x45.1x13.4x
Sat, 07 Feb 2026US$9.1tUS$646.6bUS$178.0b44x50.9x14x
Mon, 05 Jan 2026US$9.0tUS$640.8bUS$176.4b37.3x51x14x
Wed, 03 Dec 2025US$8.8tUS$631.2bUS$166.1b36.2x53.2x14x
Fri, 31 Oct 2025US$9.4tUS$600.1bUS$158.6b37.7x59.1x15.6x
Sun, 28 Sep 2025US$8.2tUS$597.4bUS$136.9b34.9x59.6x13.7x
Tue, 26 Aug 2025US$7.8tUS$573.4bUS$118.6b30.3x65.8x13.6x
Thu, 24 Jul 2025US$7.4tUS$566.9bUS$118.3b28.4x62.6x13.1x
Sat, 21 Jun 2025US$6.6tUS$563.9bUS$116.8b26.6x56.3x11.7x
Mon, 19 May 2025US$6.2tUS$541.9bUS$109.3b23.5x56.3x11.4x
Wed, 16 Apr 2025US$5.0tUS$537.3bUS$108.9b23.2x45.9x9.3x
Fri, 14 Mar 2025US$5.4tUS$536.3bUS$108.3b28.2x49.6x10x
Sun, 09 Feb 2025US$6.1tUS$515.4bUS$96.1b31x63.2x11.8x
Tue, 07 Jan 2025US$6.5tUS$513.5bUS$96.7b31.9x67.1x12.6x
Thu, 05 Dec 2024US$6.1tUS$505.2bUS$92.9b31x66.1x12.2x
Sat, 02 Nov 2024US$6.0tUS$488.6bUS$84.7b29x71x12.3x
Mon, 30 Sep 2024US$5.8tUS$489.3bUS$101.8b29.2x57.3x11.9x
Wed, 28 Aug 2024US$5.8tUS$465.6bUS$94.0b29.6x62x12.5x
Fri, 26 Jul 2024US$5.6tUS$466.8bUS$96.0b26.7x58.3x12x
Sun, 23 Jun 2024US$6.1tUS$464.9bUS$94.3b30x65x13.2x
Tue, 21 May 2024US$5.0tUS$444.9bUS$83.4b29.8x60.2x11.3x
Thu, 18 Apr 2024US$4.6tUS$447.5bUS$81.6b28x56.4x10.3x
Sat, 16 Mar 2024US$4.8tUS$446.0bUS$78.2b30.4x61.4x10.8x
Mon, 12 Feb 2024US$4.4tUS$429.4bUS$71.2b29.2x61.1x10.1x
Wed, 10 Jan 2024US$3.6tUS$433.3bUS$69.5b26.4x52.2x8.4x
Fri, 08 Dec 2023US$3.1tUS$432.3bUS$70.4b24.8x44.4x7.2x
Sun, 05 Nov 2023US$3.0tUS$421.3bUS$62.6b24.3x47.9x7.1x
Tue, 03 Oct 2023US$3.0tUS$428.2bUS$65.8b24.8x44.9x6.9x
Thu, 31 Aug 2023US$3.1tUS$427.7bUS$68.4b27.2x45.9x7.3x
Sat, 29 Jul 2023US$3.1tUS$424.6bUS$68.2b24.3x46.1x7.4x
Mon, 26 Jun 2023US$2.9tUS$434.1bUS$71.9b22.9x40.4x6.7x
Price to Earnings Ratio

40.4x


Total Market Cap: US$2.9tTotal Earnings: US$71.9bTotal Revenue: US$434.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 54.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Semiconductor 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 31.6x which is lower than its 3-year average PE of 54.2x.
  • The industry is trading close to its 3-year average PS ratio of 11.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 55% 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 Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market1.65%
Tech3.30%
Semiconductors6.62%
Semiconductor Equipment9.30%
Semiconductors6.28%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 33.0x.
    • Analysts are expecting annual earnings growth of 21.4%, which is lower than the prior year's growth of 25.6% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 58.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 21% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MU Micron TechnologyUS$1.13k15.5%
+US$171.8b		817.5%PE53x
NVDA NVIDIAUS$210.692.7%
+US$133.2b		46.5%PE32x
AVGO BroadcomUS$411.356.7%
+US$122.7b		63.7%PE66.8x
ARM Arm HoldingsUS$439.4628.4%
+US$103.8b		200.9%PE519.2x
AMAT Applied MaterialsUS$617.1111.7%
+US$51.2b		257.0%PE57.6x

Latest News

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