Have your own idea? Try our Stock Screener
U.S. Semiconductors Industry Analysis
UpdatedMay 22, 2025
DataAggregated Company Financials
Companies121
- 7D-2.4%
- 3M-4.4%
- 1Y12.3%
- YTD-3.9%
Over the last 7 days, the Semiconductors industry has remained flat. The past year has been better, since the industry has gained 20% in that time. 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, 22 May 2025 | US$6.1t | US$541.9b | US$109.3b | 23.2x | 55.4x | 11.2x |
| Sat, 19 Apr 2025 | US$4.7t | US$537.4b | US$108.9b | 22.6x | 43x | 8.7x |
| Mon, 17 Mar 2025 | US$5.6t | US$537.2b | US$108.1b | 29.5x | 51.6x | 10.4x |
| Wed, 12 Feb 2025 | US$6.2t | US$514.9b | US$94.8b | 32.6x | 65.7x | 12.1x |
| Fri, 10 Jan 2025 | US$6.4t | US$513.5b | US$96.7b | 31x | 66x | 12.4x |
| Sun, 08 Dec 2024 | US$6.2t | US$504.8b | US$92.9b | 31.3x | 67x | 12.3x |
| Tue, 05 Nov 2024 | US$6.0t | US$488.5b | US$84.7b | 29x | 71.1x | 12.3x |
| Thu, 03 Oct 2024 | US$5.8t | US$489.3b | US$101.8b | 28.2x | 57.1x | 11.9x |
| Sat, 31 Aug 2024 | US$5.6t | US$482.1b | US$104.4b | 29.5x | 53.5x | 11.6x |
| Mon, 29 Jul 2024 | US$5.6t | US$466.8b | US$96.0b | 27.2x | 57.9x | 11.9x |
| Wed, 26 Jun 2024 | US$5.8t | US$464.9b | US$94.3b | 30.2x | 61.9x | 12.6x |
| Fri, 24 May 2024 | US$5.2t | US$462.6b | US$95.6b | 29.7x | 53.9x | 11.1x |
| Sun, 21 Apr 2024 | US$4.3t | US$447.5b | US$81.6b | 25.1x | 52.3x | 9.5x |
| Tue, 19 Mar 2024 | US$4.8t | US$446.0b | US$78.2b | 29.7x | 61.4x | 10.8x |
| Thu, 15 Feb 2024 | US$4.3t | US$429.0b | US$70.8b | 28.8x | 60.7x | 10x |
| Sat, 13 Jan 2024 | US$3.7t | US$433.1b | US$69.5b | 25x | 52.7x | 8.5x |
| Mon, 11 Dec 2023 | US$3.2t | US$432.6b | US$70.6b | 24.5x | 46x | 7.5x |
| Wed, 08 Nov 2023 | US$3.0t | US$421.3b | US$62.6b | 24.1x | 48.1x | 7.1x |
| Fri, 06 Oct 2023 | US$3.0t | US$428.2b | US$65.8b | 24.6x | 45x | 6.9x |
| Sun, 03 Sep 2023 | US$3.1t | US$428.2b | US$68.7b | 26.5x | 45.8x | 7.3x |
| Tue, 01 Aug 2023 | US$3.2t | US$424.7b | US$68.3b | 24x | 46.9x | 7.5x |
| Thu, 29 Jun 2023 | US$2.9t | US$434.0b | US$71.9b | 23.3x | 40.9x | 6.8x |
| Sat, 27 May 2023 | US$2.9t | US$433.7b | US$71.0b | 23x | 40.3x | 6.6x |
| Mon, 24 Apr 2023 | US$2.3t | US$443.5b | US$85.4b | 18.4x | 27.5x | 5.3x |
| Wed, 22 Mar 2023 | US$2.4t | US$448.1b | US$90.5b | 18.1x | 26.2x | 5.3x |
| Fri, 17 Feb 2023 | US$2.2t | US$444.2b | US$90.2b | 18.3x | 24.8x | 5x |
| Sun, 15 Jan 2023 | US$2.0t | US$447.7b | US$96.4b | 18.2x | 21.1x | 4.5x |
| Tue, 13 Dec 2022 | US$2.0t | US$450.9b | US$98.9b | 17.3x | 20.5x | 4.5x |
| Thu, 10 Nov 2022 | US$1.8t | US$447.8b | US$98.7b | 16x | 17.9x | 3.9x |
| Sat, 08 Oct 2022 | US$1.7t | US$439.9b | US$103.8b | 15x | 16.2x | 3.8x |
| Mon, 05 Sep 2022 | US$1.9t | US$441.8b | US$105.0b | 17x | 17.8x | 4.2x |
| Wed, 03 Aug 2022 | US$2.2t | US$431.1b | US$104.1b | 19.2x | 21x | 5.1x |
| Fri, 01 Jul 2022 | US$1.9t | US$428.0b | US$106.0b | 17.4x | 17.6x | 4.4x |
| Sun, 29 May 2022 | US$2.3t | US$427.9b | US$106.0b | 21.9x | 21.5x | 5.3x |
Price to Earnings Ratio
21.5x
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 56.0x which is higher than its 3-year average PE of 43.7x.
- The 3-year average PS ratio of 8.2x is lower than the industry's current PS ratio of 11.3x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 8.2% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Tech industry?
| US Market | -1.15% | |
| Tech | -2.17% | |
| Semiconductors | -2.38% | |
| Semiconductors | -2.18% | |
| Semiconductor Equipment | -4.96% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 48.5x.
- Analysts are expecting annual earnings growth of 23.8%, which is higher than its past year's earnings growth of 4.7% 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 24.4x.
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 growth rate of 4.7% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MU Micron Technology | US$95.84 | 0.5% +US$581.1m | -24.1% | PE22.9x | |
| ALAB Astera Labs | US$92.17 | 1.7% +US$249.0m | 26.0% | PE367.2x | |
| SIMO Silicon Motion Technology | US$64.71 | 11.1% +US$220.2m | -19.4% | PE23.4x | |
| LAES SEALSQ | US$3.45 | 41.4% +US$123.2m | 225.5% | PS38.3x | |
| SEDG SolarEdge Technologies | US$19.84 | 10.7% +US$112.8m | -62.4% | PS1.3x |
