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U.S. Semiconductors Industry Analysis

UpdatedAug 06, 2025
DataAggregated Company Financials
Companies123
  • 7D-0.6%
  • 3M42.2%
  • 1Y53.6%
  • YTD22.6%

The Semiconductors industry has been flat over the last week, but Arm Holdings has lost 16%. The past year has been better, since the industry has gained 54% 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
Wed, 06 Aug 2025US$7.8tUS$570.0bUS$118.1b28.6x65.7x13.6x
Fri, 04 Jul 2025US$7.2tUS$566.4bUS$118.3b29.8x60.8x12.7x
Sun, 01 Jun 2025US$6.1tUS$561.2bUS$113.9b24.7x53.6x10.9x
Tue, 29 Apr 2025US$5.1tUS$538.7bUS$108.9b25.5x46.9x9.5x
Thu, 27 Mar 2025US$5.3tUS$537.5bUS$108.8b26.7x49.2x10x
Sat, 22 Feb 2025US$6.2tUS$515.3bUS$93.8b32.5x66.1x12x
Mon, 20 Jan 2025US$6.4tUS$513.5bUS$96.7b33.1x66.5x12.5x
Wed, 18 Dec 2024US$6.3tUS$509.5bUS$93.6b31.9x67.3x12.4x
Fri, 15 Nov 2024US$6.3tUS$488.2bUS$83.8b31.9x74.9x12.9x
Sun, 13 Oct 2024US$6.2tUS$489.2bUS$101.8b28.1x61x12.7x
Tue, 10 Sep 2024US$5.1tUS$485.4bUS$99.5b25.7x51.3x10.5x
Thu, 08 Aug 2024US$4.9tUS$468.0bUS$92.9b25.1x52.6x10.4x
Sat, 06 Jul 2024US$6.2tUS$467.9bUS$96.6b30.8x64.1x13.2x
Mon, 03 Jun 2024US$5.5tUS$462.6bUS$95.6b29.5x57.1x11.8x
Wed, 01 May 2024US$4.7tUS$446.3bUS$82.9b28.1x56.6x10.5x
Fri, 29 Mar 2024US$4.9tUS$448.2bUS$81.2b29.2x60.9x11x
Sun, 25 Feb 2024US$4.5tUS$443.4bUS$81.1b30.9x56x10.2x
Tue, 23 Jan 2024US$4.0tUS$433.1bUS$69.5b27.4x57.2x9.2x
Thu, 21 Dec 2023US$3.6tUS$432.7bUS$70.6b24.9x51x8.3x
Sat, 18 Nov 2023US$3.3tUS$420.6bUS$62.1b24.6x52.5x7.7x
Mon, 16 Oct 2023US$3.0tUS$427.9bUS$65.8b25x45.8x7x
Wed, 13 Sep 2023US$3.0tUS$428.1bUS$68.7b25x43.8x7x
Fri, 11 Aug 2023US$3.0tUS$419.8bUS$62.9b25.4x47.1x7.1x
Sun, 09 Jul 2023US$3.0tUS$429.1bUS$67.3b22.7x43.9x6.9x
Tue, 06 Jun 2023US$2.9tUS$434.2bUS$71.9b22.9x39.7x6.6x
Thu, 04 May 2023US$2.3tUS$436.7bUS$72.7b18.5x31.6x5.3x
Sat, 01 Apr 2023US$2.5tUS$443.8bUS$85.6b18.9x28.8x5.6x
Mon, 27 Feb 2023US$2.2tUS$442.9bUS$88.7b17.5x24.7x4.9x
Wed, 25 Jan 2023US$2.1tUS$447.6bUS$96.4b18.1x22x4.7x
Fri, 23 Dec 2022US$1.9tUS$447.3bUS$96.4b15.8x19.3x4.2x
Sun, 20 Nov 2022US$2.0tUS$447.2bUS$96.6b17.7x20.3x4.4x
Tue, 18 Oct 2022US$1.6tUS$439.8bUS$103.8b14.5x15.1x3.6x
Thu, 15 Sep 2022US$1.9tUS$441.7bUS$105.0b16.9x17.7x4.2x
Sat, 13 Aug 2022US$2.3tUS$436.8bUS$104.9b21.7x21.5x5.2x
Price to Earnings Ratio

21.5x


Total Market Cap: US$2.3tTotal Earnings: US$104.9bTotal Revenue: US$436.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 46.5x202320242025
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 65.7x which is higher than its 3-year average PE of 46.5x.
  • The 3-year average PS ratio of 8.7x is lower than the industry's current PS ratio of 13.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 4.0% 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 Market-1.19%
Tech-1.08%
Semiconductors-0.61%
Semiconductors-0.38%
Semiconductor Equipment-3.95%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 51.5x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings decline of 0.4% 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 25.3x.
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 decline of 0.4% 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$178.261.6%
+US$67.1b		71.0%PE56.7x
MPWR Monolithic Power SystemsUS$802.7810.8%
+US$3.8b		1.6%PE20.7x
ALAB Astera LabsUS$135.5414.5%
+US$2.8b		219.1%PE540x
TER TeradyneUS$106.9318.1%
+US$2.5b		-9.6%PE36.3x
PI ImpinjUS$162.9632.7%
+US$1.2b		16.2%PE7488.9x

Latest News

ALAB
US$135.54
Astera Labs
7D
14.5%
1Y
219.1%
AMD
US$174.31
Advanced Micro Devices
7D
-1.8%
1Y
33.9%
ON
US$47.24
ON Semiconductor
7D
-19.1%
1Y
-31.0%

ON Semiconductor Corporation Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next

Aug 06
ON Semiconductor Corporation Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next
ARM
US$137.23
Arm Holdings
7D
-16.1%
1Y
21.0%
LSCC
US$56.14
Lattice Semiconductor
7D
5.8%
1Y
28.3%
ADI
US$220.68
Analog Devices
7D
-4.4%
1Y
7.7%

Market Participants Recognise Analog Devices, Inc.'s (NASDAQ:ADI) Earnings

Aug 05
Market Participants Recognise Analog Devices, Inc.'s (NASDAQ:ADI) Earnings
TER
US$106.93
Teradyne
7D
18.1%
1Y
-9.6%
AVGO
US$292.93
Broadcom
7D
-1.5%
1Y
103.5%
FSLR
US$186.84
First Solar
7D
2.8%
1Y
-11.2%
MPWR
US$802.78
Monolithic Power Systems
7D
10.8%
1Y
1.6%
TXN
US$185.40
Texas Instruments
7D
-3.1%
1Y
-0.8%

Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 01
Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
PI
US$162.96
Impinj
7D
32.7%
1Y
16.2%
QCOM
US$146.71
QUALCOMM
7D
-9.5%
1Y
-7.6%
AMAT
US$179.15
Applied Materials
7D
-4.9%
1Y
-2.3%
RGTI
US$16.47
Rigetti Computing
7D
13.8%
1Y
1,846.3%
NVDA
US$178.26
NVIDIA
7D
1.6%
1Y
71.0%