Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Semiconductors Industry Analysis

UpdatedJul 27, 2025
DataAggregated Company Financials
Companies122
  • 7D0.2%
  • 3M48.9%
  • 1Y37.2%
  • YTD21.2%

The Semiconductors industry has been flat over the last week, but Texas Instruments has lost 15%. The past year has been better, since the industry has gained 37% in that time. 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
Mon, 28 Jul 2025US$7.6tUS$566.9bUS$117.0b28x64.9x13.4x
Wed, 25 Jun 2025US$6.8tUS$563.9bUS$116.8b29x58.3x12.1x
Fri, 23 May 2025US$6.0tUS$541.9bUS$109.3b23.5x55x11.1x
Sun, 20 Apr 2025US$4.7tUS$537.4bUS$108.9b22.6x43x8.7x
Tue, 18 Mar 2025US$5.6tUS$537.2bUS$108.1b29.8x51.6x10.4x
Thu, 13 Feb 2025US$6.2tUS$514.9bUS$94.8b32.3x65.4x12x
Sat, 11 Jan 2025US$6.4tUS$513.5bUS$96.7b30.7x66x12.4x
Mon, 09 Dec 2024US$6.2tUS$504.8bUS$92.9b31.3x67x12.3x
Wed, 06 Nov 2024US$6.0tUS$488.3bUS$84.5b29.5x71.3x12.3x
Fri, 04 Oct 2024US$5.8tUS$489.3bUS$101.8b27.5x57x11.9x
Sun, 01 Sep 2024US$5.7tUS$481.2bUS$104.2b29.5x54.7x11.8x
Tue, 30 Jul 2024US$5.6tUS$466.8bUS$96.0b27x57.9x11.9x
Thu, 27 Jun 2024US$6.1tUS$464.9bUS$94.3b30x64.3x13x
Sat, 25 May 2024US$5.3tUS$462.6bUS$95.6b29.9x55.8x11.5x
Mon, 22 Apr 2024US$4.3tUS$447.5bUS$81.6b25.1x52.3x9.5x
Wed, 20 Mar 2024US$4.8tUS$446.0bUS$78.2b28.2x61.3x10.7x
Fri, 16 Feb 2024US$4.4tUS$429.0bUS$70.8b28.8x62.2x10.3x
Sun, 14 Jan 2024US$3.7tUS$433.1bUS$69.5b25x52.7x8.5x
Tue, 12 Dec 2023US$3.3tUS$432.6bUS$70.6b24.8x47x7.7x
Thu, 09 Nov 2023US$3.0tUS$420.9bUS$62.5b22.8x48.6x7.2x
Sat, 07 Oct 2023US$3.0tUS$428.2bUS$65.8b25x46x7.1x
Mon, 04 Sep 2023US$3.1tUS$428.2bUS$68.7b26.5x45.8x7.3x
Wed, 02 Aug 2023US$3.2tUS$424.6bUS$68.4b24x46.9x7.6x
Fri, 30 Jun 2023US$2.9tUS$429.1bUS$67.3b24x43.7x6.9x
Sun, 28 May 2023US$2.9tUS$433.7bUS$71.0b23x40.3x6.6x
Tue, 25 Apr 2023US$2.3tUS$443.5bUS$85.4b18.3x27.4x5.3x
Thu, 23 Mar 2023US$2.4tUS$447.9bUS$90.3b17.9x26.1x5.3x
Sat, 18 Feb 2023US$2.2tUS$444.7bUS$90.3b17.7x24.4x5x
Mon, 16 Jan 2023US$2.0tUS$447.7bUS$96.4b18.2x21.1x4.5x
Wed, 14 Dec 2022US$2.1tUS$450.9bUS$98.9b17.6x20.9x4.6x
Fri, 11 Nov 2022US$1.9tUS$493.8bUS$111.5b17.1x17.5x3.9x
Sun, 09 Oct 2022US$1.7tUS$439.9bUS$103.8b15x16.2x3.8x
Tue, 06 Sep 2022US$1.9tUS$441.8bUS$105.0b17x17.8x4.2x
Thu, 04 Aug 2022US$2.2tUS$434.5bUS$104.2b19.8x21.4x5.1x
Price to Earnings Ratio

21.4x


Total Market Cap: US$2.2tTotal Earnings: US$104.2bTotal Revenue: US$434.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 46.2x202320242025
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 64.9x which is higher than its 3-year average PE of 46.2x.
  • The 3-year average PS ratio of 8.7x is lower than the industry's current PS ratio of 13.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 3.9% 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 Market1.44%
Tech0.57%
Semiconductors0.22%
Semiconductors0.43%
Semiconductor Equipment-2.84%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 51.1x.
    • Analysts are expecting annual earnings growth of 23.6%, 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 25.2x.
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 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$173.501.2%
+US$51.7b		55.5%PE55.1x
AMD Advanced Micro DevicesUS$166.476.0%
+US$15.4b		19.1%PE121.2x
AVGO BroadcomUS$290.180.7%
+US$9.3b		93.2%PE103.1x
ALAB Astera LabsUS$122.2319.7%
+US$3.3b		159.3%PE487x
CRDO Credo Technology Group HoldingUS$101.228.3%
+US$1.3b		254.2%PE332.9x

Latest News

LRCX
US$96.96
Lam Research
7D
-4.7%
1Y
8.7%

Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't

Jul 27
Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't
INTC
US$20.70
Intel
7D
-10.4%
1Y
-34.0%
ADI
US$227.82
Analog Devices
7D
-5.3%
1Y
0.2%
AMAT
US$185.69
Applied Materials
7D
-3.6%
1Y
-9.7%
TXN
US$184.99
Texas Instruments
7D
-13.8%
1Y
-8.4%
MU
US$111.26
Micron Technology
7D
-1.7%
1Y
3.2%
NVDA
US$173.50
NVIDIA
7D
1.2%
1Y
55.5%
AMD
US$166.47
Advanced Micro Devices
7D
6.0%
1Y
19.1%
NVTS
US$8.79
Navitas Semiconductor
7D
29.5%
1Y
129.5%
MCHP
US$69.21
Microchip Technology
7D
-6.3%
1Y
-21.3%
AVGO
US$290.18
Broadcom
7D
0.7%
1Y
93.2%
FSLR
US$185.32
First Solar
7D
3.9%
1Y
-15.9%
KLAC
US$902.09
KLA
7D
-3.8%
1Y
15.9%
ALAB
US$122.23
Astera Labs
7D
19.7%
1Y
159.3%
CRDO
US$101.22
Credo Technology Group Holding
7D
8.3%
1Y
254.2%
ARM
US$163.17
Arm Holdings
7D
0.8%
1Y
15.4%