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U.S. Semiconductors Industry Analysis

UpdatedAug 03, 2025
DataAggregated Company Financials
Companies123
  • 7D-0.9%
  • 3M42.4%
  • 1Y47.9%
  • YTD20.2%

Over the last 7 days, the Semiconductors industry has remained flat, although notably Advanced Micro Devices gained 3.1%. As for the the longer term, the industry is up 48% over the past 12 months. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Aug 2025US$7.5tUS$570.1bUS$118.2b28.5x63.7x13.2x
Tue, 01 Jul 2025US$7.1tUS$566.4bUS$118.3b28.3x60.1x12.6x
Thu, 29 May 2025US$6.1tUS$542.4bUS$109.6b25.3x56x11.3x
Sat, 26 Apr 2025US$5.0tUS$538.8bUS$108.9b24.2x46.1x9.3x
Mon, 24 Mar 2025US$5.5tUS$539.4bUS$108.9b29.3x50.1x10.1x
Wed, 19 Feb 2025US$6.4tUS$515.5bUS$94.1b32x67.7x12.4x
Fri, 17 Jan 2025US$6.3tUS$513.5bUS$96.7b32.1x65.1x12.3x
Sun, 15 Dec 2024US$6.2tUS$509.6bUS$93.6b31.9x66.5x12.2x
Tue, 12 Nov 2024US$6.5tUS$488.2bUS$84.1b31.8x77.1x13.3x
Thu, 10 Oct 2024US$6.1tUS$489.2bUS$101.8b28.1x60.2x12.5x
Sat, 07 Sep 2024US$5.0tUS$485.4bUS$99.5b25.8x49.8x10.2x
Mon, 05 Aug 2024US$5.1tUS$468.1bUS$92.9b26x55.1x10.9x
Wed, 03 Jul 2024US$6.0tUS$467.9bUS$96.6b30.7x62.5x12.9x
Fri, 31 May 2024US$5.5tUS$462.6bUS$95.6b29.6x57.6x11.9x
Sun, 28 Apr 2024US$4.8tUS$446.9bUS$83.2b28.1x57.3x10.7x
Tue, 26 Mar 2024US$5.1tUS$448.2bUS$81.2b28.9x62.2x11.3x
Thu, 22 Feb 2024US$4.2tUS$428.2bUS$70.8b29.7x59.9x9.9x
Sat, 20 Jan 2024US$3.9tUS$433.1bUS$69.5b27x56.5x9.1x
Mon, 18 Dec 2023US$3.6tUS$432.7bUS$70.6b25.7x50.6x8.3x
Wed, 15 Nov 2023US$3.2tUS$420.7bUS$62.2b25x50.6x7.5x
Fri, 13 Oct 2023US$3.1tUS$428.2bUS$65.8b24.8x46.9x7.2x
Sun, 10 Sep 2023US$3.0tUS$428.0bUS$68.7b25.4x43.9x7x
Tue, 08 Aug 2023US$3.1tUS$420.5bUS$63.6b23.4x48.9x7.4x
Thu, 06 Jul 2023US$3.0tUS$429.1bUS$67.3b23x44.2x6.9x
Sat, 03 Jun 2023US$2.9tUS$434.3bUS$71.9b22.8x39.7x6.6x
Mon, 01 May 2023US$2.3tUS$437.3bUS$73.8b18.6x31.6x5.3x
Wed, 29 Mar 2023US$2.3tUS$447.9bUS$90.3b17.5x25.9x5.2x
Fri, 24 Feb 2023US$2.2tUS$443.0bUS$88.6b17.6x25.1x5x
Sun, 22 Jan 2023US$2.0tUS$447.6bUS$96.4b17.7x21.1x4.5x
Tue, 20 Dec 2022US$1.9tUS$450.9bUS$98.9b16x19.3x4.2x
Thu, 17 Nov 2022US$2.0tUS$447.9bUS$98.6b16.9x19.8x4.4x
Sat, 15 Oct 2022US$1.6tUS$439.8bUS$103.8b14.5x15.1x3.6x
Mon, 12 Sep 2022US$2.0tUS$441.8bUS$105.0b18x18.6x4.4x
Wed, 10 Aug 2022US$2.1tUS$436.3bUS$104.4b19.7x20.1x4.8x
Price to Earnings Ratio

20.1x


Total Market Cap: US$2.1tTotal Earnings: US$104.4bTotal Revenue: US$436.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 46.4x202320242025
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 63.7x which is higher than its 3-year average PE of 46.4x.
  • The 3-year average PS ratio of 8.7x is lower than the industry's current PS ratio of 13.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 4.2% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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-2.66%
Tech-1.83%
Semiconductors-0.86%
Semiconductors-0.78%
Semiconductor Equipment-2.11%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 51.4x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings decline of 0.4% 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 25.3x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 0.4% 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
AMD Advanced Micro DevicesUS$171.703.1%
+US$8.5b		29.6%PE125x
NVDA NVIDIAUS$173.720.1%
+US$5.4b		61.9%PE55.2x
MPWR Monolithic Power SystemsUS$785.629.9%
+US$3.4b		-1.3%PE20.2x
TER TeradyneUS$104.1615.5%
+US$2.1b		-11.2%PE35.3x
ALAB Astera LabsUS$131.107.3%
+US$1.5b		209.3%PE522.3x

Latest News

INTC
US$19.31
Intel
7D
-6.7%
1Y
-10.1%
MPWR
US$785.62
Monolithic Power Systems
7D
9.9%
1Y
-1.3%
TER
US$104.16
Teradyne
7D
15.5%
1Y
-11.2%
TXN
US$180.86
Texas Instruments
7D
-2.2%
1Y
-3.5%

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
PI
US$152.92
Impinj
7D
23.1%
1Y
9.7%
QCOM
US$148.19
QUALCOMM
7D
-6.4%
1Y
-7.0%
ARM
US$137.58
Arm Holdings
7D
-15.7%
1Y
21.3%
NXPI
US$209.92
NXP Semiconductors
7D
-6.0%
1Y
-11.7%
RMBS
US$72.41
Rambus
7D
15.2%
1Y
72.0%
AMD
US$171.70
Advanced Micro Devices
7D
3.1%
1Y
29.6%
MU
US$104.88
Micron Technology
7D
-5.7%
1Y
13.1%
CRDO
US$107.56
Credo Technology Group Holding
7D
6.3%
1Y
324.6%
AMAT
US$179.99
Applied Materials
7D
-3.1%
1Y
-1.0%
NVDA
US$173.72
NVIDIA
7D
0.1%
1Y
61.9%
AVGO
US$288.64
Broadcom
7D
-0.5%
1Y
100.7%
ALAB
US$131.10
Astera Labs
7D
7.3%
1Y
209.3%