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U.S. Semiconductors Industry Analysis

UpdatedJun 07, 2025
DataAggregated Company Financials
Companies121
  • 7D4.8%
  • 3M19.0%
  • 1Y10.8%
  • YTD2.2%

Over the last 7 days, the Semiconductors industry has risen 4.8%, driven by gains from NVIDIA of 4.9%. During this same period, the Rigetti Computing underperformed, falling 6.9%. In the last 12 months, the industry was up 11%. Looking forward, 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
Sat, 07 Jun 2025US$6.4tUS$563.8bUS$116.8b26.2x54.6x11.3x
Mon, 05 May 2025US$5.3tUS$539.5bUS$109.5b20.8x48.7x9.9x
Wed, 02 Apr 2025US$5.0tUS$537.3bUS$108.9b24.6x46.2x9.4x
Fri, 28 Feb 2025US$6.0tUS$533.0bUS$103.8b30.5x58.2x11.3x
Sun, 26 Jan 2025US$6.6tUS$513.6bUS$96.5b32.4x68.1x12.8x
Tue, 24 Dec 2024US$6.1tUS$513.5bUS$96.7b29.8x63.3x11.9x
Thu, 21 Nov 2024US$6.2tUS$488.3bUS$83.4b30.3x74.6x12.7x
Sat, 19 Oct 2024US$6.2tUS$489.1bUS$101.7b29x60.8x12.6x
Mon, 16 Sep 2024US$5.6tUS$485.4bUS$99.5b26.9x56.7x11.6x
Wed, 14 Aug 2024US$5.2tUS$467.2bUS$94.7b28x55.2x11.2x
Fri, 12 Jul 2024US$6.5tUS$467.9bUS$96.6b31x67.6x14x
Sun, 09 Jun 2024US$5.8tUS$461.2bUS$95.7b29.2x60.7x12.6x
Tue, 07 May 2024US$4.9tUS$446.9bUS$84.0b27.9x58.4x11x
Thu, 04 Apr 2024US$4.9tUS$447.3bUS$81.7b29.9x60.3x11x
Sat, 02 Mar 2024US$4.6tUS$443.3bUS$81.1b29.9x57.1x10.4x
Mon, 29 Jan 2024US$4.0tUS$431.9bUS$71.4b29.5x55.4x9.2x
Wed, 27 Dec 2023US$3.6tUS$433.3bUS$69.5b27.7x51.5x8.3x
Fri, 24 Nov 2023US$3.3tUS$432.2bUS$70.6b25.4x46.4x7.6x
Sun, 22 Oct 2023US$2.8tUS$426.3bUS$65.3b23.4x43.5x6.7x
Tue, 19 Sep 2023US$3.0tUS$430.8bUS$68.7b25.3x43.7x7x
Thu, 17 Aug 2023US$2.9tUS$421.2bUS$63.0b24.8x46.4x6.9x
Sat, 15 Jul 2023US$3.1tUS$429.2bUS$67.3b23.5x46.2x7.2x
Mon, 12 Jun 2023US$2.8tUS$434.2bUS$71.9b23.8x39.6x6.6x
Wed, 10 May 2023US$2.3tUS$433.9bUS$70.7b18.6x32.9x5.4x
Fri, 07 Apr 2023US$2.4tUS$443.8bUS$85.6b17.7x27.6x5.3x
Sun, 05 Mar 2023US$2.3tUS$445.1bUS$90.1b18.4x25.3x5.1x
Tue, 31 Jan 2023US$2.1tUS$442.6bUS$91.5b17.8x22.8x4.7x
Thu, 29 Dec 2022US$1.8tUS$447.3bUS$96.4b15.5x18.5x4x
Sat, 26 Nov 2022US$2.0tUS$448.8bUS$97.5b17.5x20.4x4.4x
Mon, 24 Oct 2022US$1.7tUS$440.5bUS$104.0b15.3x16.2x3.8x
Wed, 21 Sep 2022US$1.8tUS$441.7bUS$105.0b16.4x17.4x4.1x
Fri, 19 Aug 2022US$2.2tUS$439.1bUS$105.3b19.7x21.2x5.1x
Sun, 17 Jul 2022US$2.0tUS$429.1bUS$106.9b18.1x18.4x4.6x
Tue, 14 Jun 2022US$1.9tUS$427.9bUS$106.0b18.9x18.3x4.5x
Price to Earnings Ratio

18.3x


Total Market Cap: US$1.9tTotal Earnings: US$106.0bTotal Revenue: US$427.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 44.2x202320242025
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 54.6x which is higher than its 3-year average PE of 44.2x.
  • The 3-year average PS ratio of 8.3x is lower than the industry's current PS ratio of 11.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 3.3% per year over the last three years.
  • Revenues for these companies have grown 9.6% 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 Market1.75%
Tech3.23%
Semiconductors4.76%
Semiconductor Equipment6.59%
Semiconductors4.64%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 49.0x.
    • 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, which is trading close to its 3-year average of 24.5x.
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?

CompanyLast Price7D1YValuation
NVDA NVIDIAUS$141.724.9%
+US$160.8b		17.2%PE45x
AVGO BroadcomUS$246.932.0%
+US$22.9b		75.5%PE87.7x
MU Micron TechnologyUS$108.5614.9%
+US$15.8b		-17.1%PE26x
ARM Arm HoldingsUS$133.116.9%
+US$9.1b		-2.5%PE177.6x
AMD Advanced Micro DevicesUS$116.194.9%
+US$8.9b		-30.8%PE84.6x
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