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U.S. Semiconductors Industry Analysis

UpdatedJul 17, 2025
DataAggregated Company Financials
Companies122
  • 7D2.8%
  • 3M61.1%
  • 1Y27.9%
  • YTD20.2%

In the last week, the Semiconductors industry is up 2.8%, with NVIDIA up 4.4%. This takes the industry's 12 month performance to a gain of 28%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Jul 2025US$7.5tUS$566.4bUS$118.3b30.8x63.7x13.3x
Sat, 14 Jun 2025US$6.5tUS$563.9bUS$116.8b26.2x55.9x11.6x
Mon, 12 May 2025US$5.4tUS$541.1bUS$109.0b22.7x49.8x10x
Wed, 09 Apr 2025US$4.5tUS$537.3bUS$108.9b20.3x41x8.3x
Fri, 07 Mar 2025US$5.3tUS$533.3bUS$104.0b29.3x51.2x10x
Sun, 02 Feb 2025US$5.8tUS$512.6bUS$95.1b30.8x61.5x11.4x
Tue, 31 Dec 2024US$6.3tUS$513.5bUS$96.7b29x65.4x12.3x
Thu, 28 Nov 2024US$6.0tUS$505.1bUS$93.4b28.9x64.2x11.9x
Sat, 26 Oct 2024US$6.2tUS$489.4bUS$101.5b28x61.1x12.7x
Mon, 23 Sep 2024US$5.6tUS$485.5bUS$99.5b26.5x56.3x11.5x
Wed, 21 Aug 2024US$6.0tUS$467.7bUS$94.9b29.4x63.3x12.8x
Fri, 19 Jul 2024US$5.9tUS$467.9bUS$96.6b28.8x61.4x12.7x
Sun, 16 Jun 2024US$6.3tUS$464.9bUS$94.3b29.4x66.8x13.6x
Tue, 14 May 2024US$4.9tUS$444.8bUS$83.3b28.8x58.6x11x
Thu, 11 Apr 2024US$4.8tUS$447.5bUS$81.6b29.6x59x10.8x
Sat, 09 Mar 2024US$4.9tUS$446.3bUS$78.2b29x62.6x11x
Mon, 05 Feb 2024US$4.1tUS$432.4bUS$71.9b29x56.5x9.4x
Wed, 03 Jan 2024US$3.5tUS$433.3bUS$69.5b26.9x50.4x8.1x
Fri, 01 Dec 2023US$3.2tUS$432.4bUS$70.6b25x45.9x7.5x
Sun, 29 Oct 2023US$2.8tUS$423.5bUS$63.5b21.9x43.6x6.5x
Tue, 26 Sep 2023US$2.9tUS$430.8bUS$68.7b24.8x42.3x6.7x
Thu, 24 Aug 2023US$3.1tUS$421.2bUS$63.1b26.5x48.6x7.3x
Sat, 22 Jul 2023US$3.1tUS$429.2bUS$67.3b23.3x45.6x7.2x
Mon, 19 Jun 2023US$3.0tUS$434.2bUS$71.9b23.9x42x6.9x
Wed, 17 May 2023US$2.4tUS$434.0bUS$70.3b19.8x34x5.5x
Fri, 14 Apr 2023US$2.4tUS$443.8bUS$85.6b18.6x27.5x5.3x
Sun, 12 Mar 2023US$2.2tUS$447.3bUS$90.2b17.7x24.5x4.9x
Tue, 07 Feb 2023US$2.2tUS$441.4bUS$90.2b19.4x24.6x5x
Thu, 05 Jan 2023US$1.9tUS$447.5bUS$96.4b16x19.3x4.2x
Sat, 03 Dec 2022US$2.0tUS$449.3bUS$97.5b16.8x20.7x4.5x
Mon, 31 Oct 2022US$1.8tUS$440.8bUS$98.7b16.3x18x4x
Wed, 28 Sep 2022US$1.7tUS$441.5bUS$105.0b15.4x16.4x3.9x
Fri, 26 Aug 2022US$2.1tUS$439.6bUS$103.5b19.6x20.5x4.8x
Sun, 24 Jul 2022US$2.1tUS$429.2bUS$106.9b19.8x19.5x4.8x
Price to Earnings Ratio

19.5x


Total Market Cap: US$2.1tTotal Earnings: US$106.9bTotal Revenue: US$429.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 45.7x202320242025
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 45.7x.
  • The 3-year average PS ratio of 8.6x is lower than the industry's current PS ratio of 13.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 3.4% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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-0.086%
Tech0.79%
Semiconductors2.83%
Semiconductors3.03%
Semiconductor Equipment-0.053%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 50.6x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings growth of 12.9% 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 25.1x.
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 growth rate of 13% 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$171.374.4%
+US$177.4b		41.5%PE54.5x
AMD Advanced Micro DevicesUS$160.0815.7%
+US$35.1b		0.4%PE116.5x
AVGO BroadcomUS$280.811.0%
+US$13.7b		80.0%PE99.7x
ARM Arm HoldingsUS$153.904.0%
+US$6.2b		-4.8%PE205.3x
KLAC KLAUS$933.491.1%
+US$1.4b		19.4%PE33.4x

Latest News

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ALAB
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