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Apr 24
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U.S. Semiconductors Industry Analysis
UpdatedApr 24, 2025
DataAggregated Company Financials
Companies122
- 7D2.5%
- 3M-27.2%
- 1Y5.1%
- YTD-23.5%
In the last week, the Semiconductors industry is up 2.5%, with NVIDIA leading the way, up 1.2%. In the same time, Enphase Energy was down 14%. In the last 12 months, the industry was up 5.1%. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the U.S. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 24 Apr 2025 | US$4.8t | US$537.5b | US$108.9b | 24.1x | 43.9x | 8.9x |
| Sat, 22 Mar 2025 | US$5.5t | US$539.4b | US$108.9b | 29.3x | 50.4x | 10.2x |
| Mon, 17 Feb 2025 | US$6.4t | US$515.6b | US$94.1b | 32.2x | 67.7x | 12.3x |
| Wed, 15 Jan 2025 | US$6.1t | US$513.5b | US$96.7b | 31.1x | 63.3x | 11.9x |
| Fri, 13 Dec 2024 | US$6.2t | US$504.8b | US$92.9b | 31.8x | 66.2x | 12.2x |
| Sun, 10 Nov 2024 | US$6.5t | US$488.3b | US$84.1b | 32.8x | 77.1x | 13.3x |
| Tue, 08 Oct 2024 | US$6.0t | US$489.3b | US$101.8b | 29.5x | 58.7x | 12.2x |
| Thu, 05 Sep 2024 | US$5.2t | US$481.2b | US$104.2b | 27.1x | 50.1x | 10.9x |
| Sat, 03 Aug 2024 | US$5.3t | US$468.0b | US$92.9b | 26x | 56.9x | 11.3x |
| Mon, 01 Jul 2024 | US$6.0t | US$467.9b | US$96.6b | 30.1x | 62.3x | 12.8x |
| Wed, 29 May 2024 | US$5.5t | US$462.6b | US$95.6b | 30.1x | 57.1x | 11.8x |
| Fri, 26 Apr 2024 | US$4.6t | US$445.9b | US$80.9b | 28x | 56.6x | 10.3x |
| Sun, 24 Mar 2024 | US$5.0t | US$448.2b | US$81.2b | 28.8x | 62.1x | 11.3x |
| Tue, 20 Feb 2024 | US$4.4t | US$428.8b | US$71.0b | 29x | 61.5x | 10.2x |
| Thu, 18 Jan 2024 | US$3.7t | US$433.1b | US$69.5b | 25x | 53.2x | 8.5x |
| Sat, 16 Dec 2023 | US$3.6t | US$432.7b | US$70.6b | 25.7x | 50.6x | 8.3x |
| Mon, 13 Nov 2023 | US$3.2t | US$420.7b | US$61.9b | 23.9x | 51x | 7.5x |
| Wed, 11 Oct 2023 | US$3.0t | US$428.2b | US$65.8b | 25.1x | 46.4x | 7.1x |
| Fri, 08 Sep 2023 | US$3.0t | US$428.1b | US$68.7b | 25.5x | 44.2x | 7.1x |
| Sun, 06 Aug 2023 | US$3.1t | US$420.5b | US$63.6b | 23.9x | 48.4x | 7.3x |
| Tue, 04 Jul 2023 | US$3.0t | US$429.1b | US$67.3b | 23.5x | 44.9x | 7x |
| Thu, 01 Jun 2023 | US$2.9t | US$433.6b | US$71.0b | 22.3x | 40.6x | 6.7x |
| Sat, 29 Apr 2023 | US$2.3t | US$437.3b | US$73.8b | 18.5x | 31.6x | 5.3x |
| Mon, 27 Mar 2023 | US$2.4t | US$447.9b | US$90.3b | 17.8x | 26.4x | 5.3x |
| Wed, 22 Feb 2023 | US$2.1t | US$444.6b | US$90.2b | 17.3x | 23.6x | 4.8x |
| Fri, 20 Jan 2023 | US$2.0t | US$447.6b | US$96.4b | 17.4x | 20.4x | 4.4x |
| Sun, 18 Dec 2022 | US$1.9t | US$450.9b | US$98.9b | 16.5x | 19.5x | 4.3x |
| Tue, 15 Nov 2022 | US$2.0t | US$447.9b | US$98.5b | 16.4x | 20.1x | 4.4x |
| Thu, 13 Oct 2022 | US$1.6t | US$439.8b | US$103.8b | 14.5x | 15.3x | 3.6x |
| Sat, 10 Sep 2022 | US$2.0t | US$441.8b | US$105.0b | 18x | 18.6x | 4.4x |
| Mon, 08 Aug 2022 | US$2.2t | US$436.1b | US$104.3b | 19.7x | 21.4x | 5.1x |
| Wed, 06 Jul 2022 | US$1.8t | US$429.2b | US$106.9b | 16.8x | 17x | 4.2x |
| Fri, 03 Jun 2022 | US$2.2t | US$427.9b | US$106.0b | 22.3x | 21x | 5.2x |
| Sun, 01 May 2022 | US$2.1t | US$415.6b | US$97.6b | 21.1x | 21.9x | 5.1x |
Price to Earnings Ratio
21.9x
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 43.0x.
- The industry is trading close to its 3-year average PS ratio of 8.1x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have grown 3.7% per year over the last three years.
- Revenues for these companies have grown 9.0% 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 | 2.32% | |
| Tech | 2.62% | |
| Semiconductors | 2.46% | |
| Semiconductor Equipment | 3.56% | |
| Semiconductors | 2.38% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry, which is trading close to its 3-year average PE ratio of 47.7x.
- Analysts are expecting annual earnings growth of 23.8%, which is higher than its past year's earnings decline of 18.4% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 24.1x.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings decline of 18% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVDA NVIDIA | US$102.71 | 1.2% +US$29.8b | 24.3% | PE34.4x | |
| AVGO Broadcom | US$176.91 | 3.5% +US$27.8b | 36.7% | PE80x | |
| INTC Intel | US$20.59 | 8.8% +US$7.2b | -41.4% | PS1.7x | |
| AMAT Applied Materials | US$143.58 | 4.5% +US$5.0b | -27.3% | PE18.4x | |
| AMD Advanced Micro Devices | US$90.39 | 3.3% +US$4.7b | -41.2% | PE89x |
