There May Be Some Bright Spots In Lattice Semiconductor's (NASDAQ:LSCC) Earnings
May 12
Have your own idea? Try our Stock Screener
U.S. Semiconductors Industry Analysis
UpdatedMay 12, 2025
DataAggregated Company Financials
Companies121
- 7D2.7%
- 3M-12.3%
- 1Y12.1%
- YTD-13.2%
Over the last 7 days, the Semiconductors industry has risen 2.7%, driven by gains from NVIDIA of 2.5%. In the same time, Arm Holdings was down 5.0%. In the last 12 months, the industry was up 12%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 12 May 2025 | US$5.4t | US$541.1b | US$109.0b | 22.7x | 49.8x | 10x |
| Wed, 09 Apr 2025 | US$4.5t | US$537.3b | US$108.9b | 20.3x | 41x | 8.3x |
| Fri, 07 Mar 2025 | US$5.3t | US$533.3b | US$104.0b | 29.3x | 51.2x | 10x |
| Sun, 02 Feb 2025 | US$5.8t | US$512.6b | US$95.1b | 30.8x | 61.5x | 11.4x |
| Tue, 31 Dec 2024 | US$6.3t | US$513.5b | US$96.7b | 29x | 65.4x | 12.3x |
| Thu, 28 Nov 2024 | US$6.0t | US$505.1b | US$93.4b | 28.9x | 64.2x | 11.9x |
| Sat, 26 Oct 2024 | US$6.2t | US$489.4b | US$101.5b | 28x | 61.1x | 12.7x |
| Mon, 23 Sep 2024 | US$5.6t | US$485.5b | US$99.5b | 26.5x | 56.3x | 11.5x |
| Wed, 21 Aug 2024 | US$6.0t | US$467.7b | US$94.9b | 29.4x | 63.3x | 12.8x |
| Fri, 19 Jul 2024 | US$5.9t | US$467.9b | US$96.6b | 28.8x | 61.4x | 12.7x |
| Sun, 16 Jun 2024 | US$6.3t | US$464.9b | US$94.3b | 29.4x | 66.8x | 13.6x |
| Tue, 14 May 2024 | US$4.9t | US$444.8b | US$83.3b | 28.8x | 58.6x | 11x |
| Thu, 11 Apr 2024 | US$4.8t | US$447.5b | US$81.6b | 29.6x | 59x | 10.8x |
| Sat, 09 Mar 2024 | US$4.9t | US$446.3b | US$78.2b | 29x | 62.6x | 11x |
| Mon, 05 Feb 2024 | US$4.1t | US$432.4b | US$71.9b | 29x | 56.5x | 9.4x |
| Wed, 03 Jan 2024 | US$3.5t | US$433.3b | US$69.5b | 26.9x | 50.4x | 8.1x |
| Fri, 01 Dec 2023 | US$3.2t | US$432.4b | US$70.6b | 25x | 45.9x | 7.5x |
| Sun, 29 Oct 2023 | US$2.8t | US$423.5b | US$63.5b | 21.9x | 43.6x | 6.5x |
| Tue, 26 Sep 2023 | US$2.9t | US$430.8b | US$68.7b | 24.8x | 42.3x | 6.7x |
| Thu, 24 Aug 2023 | US$3.1t | US$421.2b | US$63.1b | 26.5x | 48.6x | 7.3x |
| Sat, 22 Jul 2023 | US$3.1t | US$429.2b | US$67.3b | 23.3x | 45.6x | 7.2x |
| Mon, 19 Jun 2023 | US$3.0t | US$434.2b | US$71.9b | 23.9x | 42x | 6.9x |
| Wed, 17 May 2023 | US$2.4t | US$434.0b | US$70.3b | 19.8x | 34x | 5.5x |
| Fri, 14 Apr 2023 | US$2.4t | US$443.8b | US$85.6b | 18.6x | 27.5x | 5.3x |
| Sun, 12 Mar 2023 | US$2.2t | US$447.3b | US$90.2b | 17.7x | 24.5x | 4.9x |
| Tue, 07 Feb 2023 | US$2.2t | US$441.4b | US$90.2b | 19.4x | 24.6x | 5x |
| Thu, 05 Jan 2023 | US$1.9t | US$447.5b | US$96.4b | 16x | 19.3x | 4.2x |
| Sat, 03 Dec 2022 | US$2.0t | US$449.3b | US$97.5b | 16.8x | 20.7x | 4.5x |
| Mon, 31 Oct 2022 | US$1.8t | US$440.8b | US$98.7b | 16.3x | 18x | 4x |
| Wed, 28 Sep 2022 | US$1.7t | US$441.5b | US$105.0b | 15.4x | 16.4x | 3.9x |
| Fri, 26 Aug 2022 | US$2.1t | US$439.6b | US$103.5b | 19.6x | 20.5x | 4.8x |
| Sun, 24 Jul 2022 | US$2.1t | US$429.2b | US$106.9b | 19.8x | 19.5x | 4.8x |
| Tue, 21 Jun 2022 | US$1.9t | US$428.0b | US$106.0b | 18.4x | 17.8x | 4.4x |
| Thu, 19 May 2022 | US$2.2t | US$420.8b | US$104.7b | 19.2x | 21.1x | 5.3x |
Price to Earnings Ratio
21.1x
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 49.8x which is higher than its 3-year average PE of 43.4x.
- The 3-year average PS ratio of 8.2x is lower than the industry's current PS ratio of 10.0x.
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 8.7% 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 | 0.30% | |
| Tech | 1.14% | |
| Semiconductors | 2.66% | |
| Semiconductors | 2.82% | |
| Semiconductor Equipment | 0.52% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 48.2x.
- Analysts are expecting annual earnings growth of 23.8%, which is higher than its past year's earnings decline of 3.0% per year.
- Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 24.3x.
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 3.0% 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 | |
|---|---|---|---|---|---|
| NVDA NVIDIA | US$116.65 | 2.5% +US$69.0b | 29.0% | PE39x | |
| AVGO Broadcom | US$208.20 | 3.7% +US$35.2b | 55.7% | PE94.2x | |
| TXN Texas Instruments | US$172.27 | 6.1% +US$8.9b | -8.3% | PE32.3x | |
| QCOM QUALCOMM | US$145.18 | 4.1% +US$6.2b | -21.2% | PE14.5x | |
| MU Micron Technology | US$85.86 | 6.8% +US$6.1b | -30.2% | PE20.5x |
