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U.S. Semiconductors Industry Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies128
  • 7D1.4%
  • 3M-0.1%
  • 1Y59.5%
  • YTD3.7%

In the last week, the Semiconductors industry is up 1.4%, with NVIDIA up 1.8%. In the same time, Advanced Micro Devices was down 8.8%. In the last 12 months, the industry was up 60%. 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
Sat, 31 Jan 2026US$9.5tUS$642.0bUS$176.8b41.9x53.5x14.7x
Mon, 29 Dec 2025US$9.0tUS$640.7bUS$176.4b36.5x50.8x14x
Wed, 26 Nov 2025US$8.6tUS$630.3bUS$165.7b35.6x52.2x13.7x
Fri, 24 Oct 2025US$8.5tUS$599.2bUS$137.8b37.6x61.4x14.1x
Sun, 21 Sep 2025US$8.1tUS$593.8bUS$134.6b33.6x60.4x13.7x
Tue, 19 Aug 2025US$7.9tUS$572.7bUS$118.5b28.4x66.4x13.7x
Thu, 17 Jul 2025US$7.5tUS$566.4bUS$118.3b30.8x63.7x13.3x
Sat, 14 Jun 2025US$6.5tUS$563.9bUS$116.8b26.2x55.9x11.6x
Mon, 12 May 2025US$5.4tUS$541.1bUS$109.0b22.7x49.8x10x
Wed, 09 Apr 2025US$4.5tUS$537.3bUS$108.9b20.3x41x8.3x
Fri, 07 Mar 2025US$5.3tUS$533.3bUS$104.0b29.3x51.2x10x
Sun, 02 Feb 2025US$5.8tUS$512.6bUS$95.1b30.8x61.5x11.4x
Tue, 31 Dec 2024US$6.3tUS$513.5bUS$96.7b29x65.4x12.3x
Thu, 28 Nov 2024US$6.0tUS$505.1bUS$93.4b28.9x64.2x11.9x
Sat, 26 Oct 2024US$6.2tUS$489.4bUS$101.5b28x61.1x12.7x
Mon, 23 Sep 2024US$5.6tUS$485.5bUS$99.5b26.5x56.3x11.5x
Wed, 21 Aug 2024US$6.0tUS$467.7bUS$94.9b29.4x63.3x12.8x
Fri, 19 Jul 2024US$5.9tUS$467.9bUS$96.6b28.8x61.4x12.7x
Sun, 16 Jun 2024US$6.3tUS$464.9bUS$94.3b29.4x66.8x13.6x
Tue, 14 May 2024US$4.9tUS$444.8bUS$83.3b28.8x58.6x11x
Thu, 11 Apr 2024US$4.8tUS$447.5bUS$81.6b29.6x59x10.8x
Sat, 09 Mar 2024US$4.9tUS$446.3bUS$78.2b29x62.6x11x
Mon, 05 Feb 2024US$4.1tUS$432.4bUS$71.9b29x56.5x9.4x
Wed, 03 Jan 2024US$3.5tUS$433.3bUS$69.5b26.9x50.4x8.1x
Fri, 01 Dec 2023US$3.2tUS$432.4bUS$70.6b25x45.9x7.5x
Sun, 29 Oct 2023US$2.8tUS$423.5bUS$63.5b21.9x43.6x6.5x
Tue, 26 Sep 2023US$2.9tUS$430.8bUS$68.7b24.8x42.3x6.7x
Thu, 24 Aug 2023US$3.1tUS$421.2bUS$63.1b26.5x48.6x7.3x
Sat, 22 Jul 2023US$3.1tUS$429.2bUS$67.3b23.3x45.6x7.2x
Mon, 19 Jun 2023US$3.0tUS$434.2bUS$71.9b23.9x42x6.9x
Wed, 17 May 2023US$2.4tUS$434.0bUS$70.3b19.8x34x5.5x
Fri, 14 Apr 2023US$2.4tUS$443.8bUS$85.6b18.6x27.5x5.3x
Sun, 12 Mar 2023US$2.2tUS$447.3bUS$90.2b17.7x24.5x4.9x
Tue, 07 Feb 2023US$2.2tUS$441.4bUS$90.2b19.4x24.6x5x
Price to Earnings Ratio

24.6x


Total Market Cap: US$2.2tTotal Earnings: US$90.2bTotal Revenue: US$441.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 52.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 52.7x.
  • The 3-year average PS ratio of 10.3x is lower than the industry's current PS ratio of 14.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 25% 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 Trends

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

US Market-0.28%
Tech-0.87%
Semiconductors1.40%
Semiconductors1.45%
Semiconductor Equipment1.00%
Industry PE
  • Investors are most optimistic about the Semiconductors industry, which is trading close to its 3-year average PE ratio of 58.0x.
    • Analysts are expecting annual earnings growth of 26.6%, which is higher than its past year's earnings growth of 8.7% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 28.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 8.7% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 17% 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
NVDA NVIDIAUS$191.131.8%
+US$84.1b		59.2%PE46.8x
AVGO BroadcomUS$331.303.5%
+US$53.3b		49.7%PE67.9x
TXN Texas InstrumentsUS$215.5511.5%
+US$19.9b		16.8%PE39.1x
LRCX Lam ResearchUS$233.467.1%
+US$17.8b		188.0%PE46.9x
MU Micron TechnologyUS$414.883.8%
+US$17.1b		354.7%PE39.2x

Latest News

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NXP Semiconductors
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1Y
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