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U.S. Semiconductors Industry Analysis

UpdatedSep 11, 2025
DataAggregated Company Financials
Companies123
  • 7D6.9%
  • 3M24.3%
  • 1Y45.1%
  • YTD29.4%

Over the last 7 days, the Semiconductors industry has risen 6.9%, driven by gains from Broadcom of 22%. In the same time, Texas Instruments was down 6.0%. In the last 12 months, the industry was up 45%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Sep 2025US$7.9tUS$593.8bUS$134.6b33.4x58.9x13.3x
Sat, 09 Aug 2025US$7.9tUS$572.2bUS$118.3b29.1x66.4x13.7x
Mon, 07 Jul 2025US$7.2tUS$566.4bUS$118.3b29.8x60.9x12.7x
Wed, 04 Jun 2025US$6.3tUS$561.3bUS$113.9b25.7x55.4x11.2x
Fri, 02 May 2025US$5.1tUS$539.3bUS$109.4b20.6x46.5x9.4x
Sun, 30 Mar 2025US$5.1tUS$537.3bUS$108.9b24.8x46.6x9.4x
Tue, 25 Feb 2025US$6.2tUS$515.3bUS$93.8b32.2x66.1x12x
Thu, 23 Jan 2025US$6.5tUS$513.6bUS$96.7b33.2x67.6x12.7x
Sat, 21 Dec 2024US$6.0tUS$513.5bUS$96.7b29.1x61.9x11.7x
Mon, 18 Nov 2024US$6.1tUS$488.4bUS$83.4b30.5x72.8x12.4x
Wed, 16 Oct 2024US$6.0tUS$489.1bUS$101.8b28.5x59.3x12.3x
Fri, 13 Sep 2024US$5.5tUS$485.4bUS$99.5b27x55.6x11.4x
Sun, 11 Aug 2024US$5.1tUS$467.2bUS$94.7b26.6x54x10.9x
Tue, 09 Jul 2024US$6.2tUS$467.9bUS$96.6b31.2x64.7x13.4x
Thu, 06 Jun 2024US$5.6tUS$461.2bUS$95.7b30x58.5x12.1x
Sat, 04 May 2024US$4.7tUS$446.9bUS$84.0b27.4x56.2x10.6x
Mon, 01 Apr 2024US$5.0tUS$447.4bUS$81.7b29.2x60.6x11.1x
Wed, 28 Feb 2024US$4.6tUS$443.5bUS$81.1b31.1x56.4x10.3x
Fri, 26 Jan 2024US$4.1tUS$431.1bUS$68.4b28.2x59.4x9.4x
Sun, 24 Dec 2023US$3.6tUS$433.3bUS$69.5b27.4x51.5x8.3x
Tue, 21 Nov 2023US$3.3tUS$420.6bUS$62.5b24.5x52.3x7.8x
Thu, 19 Oct 2023US$2.9tUS$427.9bUS$65.8b24.8x44.5x6.8x
Sat, 16 Sep 2023US$3.1tUS$430.8bUS$68.7b25.9x44.8x7.1x
Mon, 14 Aug 2023US$2.9tUS$419.7bUS$62.9b25.1x45.9x6.9x
Wed, 12 Jul 2023US$3.0tUS$429.1bUS$67.3b23.3x44.5x7x
Fri, 09 Jun 2023US$2.8tUS$434.3bUS$71.9b23.4x39.5x6.5x
Sun, 07 May 2023US$2.4tUS$434.2bUS$70.7b19.1x33.3x5.4x
Tue, 04 Apr 2023US$2.5tUS$443.8bUS$85.6b18.6x28.7x5.5x
Thu, 02 Mar 2023US$2.2tUS$443.9bUS$88.7b17.8x24.9x5x
Sat, 28 Jan 2023US$2.2tUS$442.5bUS$91.5b17.9x23.6x4.9x
Mon, 26 Dec 2022US$1.9tUS$447.3bUS$96.4b15.7x19.3x4.2x
Wed, 23 Nov 2022US$2.0tUS$448.8bUS$97.5b16.9x20.4x4.4x
Fri, 21 Oct 2022US$1.6tUS$440.5bUS$104.0b14.7x15.6x3.7x
Sun, 18 Sep 2022US$1.8tUS$441.7bUS$105.0b16.6x17.5x4.2x
Price to Earnings Ratio

17.5x


Total Market Cap: US$1.8tTotal Earnings: US$105.0bTotal Revenue: US$441.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 47.9x202320242025
Current Industry PE
  • Investors are optimistic on the American Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 58.9x which is higher than its 3-year average PE of 47.9x.
  • The 3-year average PS ratio of 9.0x is lower than the industry's current PS ratio of 13.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 8.6% per year over the last three years.
  • Revenues for these companies have grown 10% 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 Market1.37%
Tech2.87%
Semiconductors6.91%
Semiconductor Equipment7.22%
Semiconductors6.89%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 53.1x.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings decline of 0.7% 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 25.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 0.7% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 11% 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
AVGO BroadcomUS$369.5722.2%
+US$316.0b		133.5%PE92.4x
NVDA NVIDIAUS$177.333.3%
+US$137.8b		48.8%PE49.8x
ARM Arm HoldingsUS$154.1417.3%
+US$24.1b		9.8%PE233.5x
MU Micron TechnologyUS$140.0017.9%
+US$23.8b		54.4%PE25.2x
LRCX Lam ResearchUS$107.369.8%
+US$12.2b		40.0%PE25.4x

Latest News

CRDO
US$163.96
Credo Technology Group Holding
7D
31.4%
1Y
515.2%
MU
US$140.00
Micron Technology
7D
17.9%
1Y
54.4%
NVDA
US$177.33
NVIDIA
7D
3.3%
1Y
48.8%
SEDG
US$29.42
SolarEdge Technologies
7D
-11.4%
1Y
52.0%
TER
US$117.82
Teradyne
7D
-1.5%
1Y
-10.4%
LRCX
US$107.36
Lam Research
7D
9.8%
1Y
40.0%
QRVO
US$89.19
Qorvo
7D
-1.9%
1Y
-16.8%

Qorvo (NASDAQ:QRVO) Has Some Way To Go To Become A Multi-Bagger

Sep 09
Qorvo (NASDAQ:QRVO) Has Some Way To Go To Become A Multi-Bagger
AVGO
US$369.57
Broadcom
7D
22.2%
1Y
133.5%
ARM
US$154.14
Arm Holdings
7D
17.3%
1Y
9.8%
QCOM
US$158.95
QUALCOMM
7D
-0.5%
1Y
-3.7%

AI, IoT And Data Center Expansion Will Unlock Future Upside

Analysts maintain a stable price target for QUALCOMM at $177.71, supported by optimism in diversification into automotive, AI, and IoT despite conservative near-term guidance, as recent results slightly exceeded expectations and management’s transformation efforts bolster confidence in future growth. Analyst Commentary Bullish analysts highlight building momentum from emerging opportunities in advanced driver-assistance systems, robotics, personal AI devices, datacenter, and industrial automation, forecasting stronger fundamentals starting fiscal 2027.
NXPI
US$219.28
NXP Semiconductors
7D
-3.9%
1Y
-5.0%
KLAC
US$932.63
KLA
7D
10.5%
1Y
24.5%
ALAB
US$230.37
Astera Labs
7D
30.4%
1Y
448.9%
GFS
US$31.84
GlobalFoundries
7D
-4.2%
1Y
-22.5%
AMD
US$159.54
Advanced Micro Devices
7D
-1.6%
1Y
6.5%

AI And Data Centers Will Face Risks Yet Unlock Potential

Buoyed by accelerating AI server demand, renewed access to the Chinese AI chip market, and strong quarterly execution, analysts have raised Advanced Micro Devices’ consensus price target from $178.78 to $184.67. Analyst Commentary Bullish analysts cite a significant ramp in AI server demand from hyperscalers, with accelerating momentum in AMD's MI350 GPU series and expectations for the future launch of the MI400 architecture to drive revenue outperformance and market share gains through 2026.
TXN
US$184.01
Texas Instruments
7D
-6.0%
1Y
-9.1%

Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 01
Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next