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U.S. Semiconductors Industry Analysis

UpdatedAug 16, 2025
DataAggregated Company Financials
Companies122
  • 7D-0.1%
  • 3M27.8%
  • 1Y35.3%
  • YTD25.6%

Over the last 7 days, the Semiconductors industry has remained flat, although notably Intel gained 23%. The past year has been better, since the industry has gained 35% in that time. 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
Sat, 16 Aug 2025US$8.0tUS$572.7bUS$118.5b28.2x67.4x13.9x
Mon, 14 Jul 2025US$7.3tUS$566.4bUS$118.3b31.6x62.1x13x
Wed, 11 Jun 2025US$6.5tUS$563.8bUS$116.8b27.6x55.5x11.5x
Fri, 09 May 2025US$5.4tUS$541.3bUS$109.4b23x49.3x10x
Sun, 06 Apr 2025US$4.3tUS$537.4bUS$108.9b20.5x39.7x8x
Tue, 04 Mar 2025US$5.5tUS$532.8bUS$103.5b28.7x52.9x10.3x
Thu, 30 Jan 2025US$5.9tUS$513.4bUS$96.7b31.5x61.4x11.6x
Sat, 28 Dec 2024US$6.3tUS$513.5bUS$96.7b29.5x65.7x12.4x
Mon, 25 Nov 2024US$6.1tUS$505.3bUS$93.4b29.7x65.4x12.1x
Wed, 23 Oct 2024US$6.3tUS$489.1bUS$101.7b27.6x62.3x12.9x
Fri, 20 Sep 2024US$5.4tUS$485.5bUS$99.5b27.3x54.8x11.2x
Sun, 18 Aug 2024US$5.8tUS$467.6bUS$94.9b29.7x61.5x12.5x
Tue, 16 Jul 2024US$6.3tUS$467.9bUS$96.6b30.8x65.2x13.5x
Thu, 13 Jun 2024US$5.9tUS$461.2bUS$95.7b30.6x61.3x12.7x
Sat, 11 May 2024US$4.8tUS$444.8bUS$83.3b29x57.5x10.8x
Mon, 08 Apr 2024US$4.8tUS$447.7bUS$81.6b29.8x59.4x10.8x
Wed, 06 Mar 2024US$4.9tUS$443.3bUS$81.1b29.1x60.4x11x
Fri, 02 Feb 2024US$4.0tUS$432.9bUS$72.2b29.1x54.9x9.2x
Sun, 31 Dec 2023US$3.6tUS$433.4bUS$69.5b27.7x52.2x8.4x
Tue, 28 Nov 2023US$3.2tUS$432.4bUS$70.6b25x46x7.5x
Thu, 26 Oct 2023US$2.8tUS$425.6bUS$64.7b22.4x43.1x6.6x
Sat, 23 Sep 2023US$2.9tUS$430.8bUS$68.7b24.8x41.8x6.7x
Mon, 21 Aug 2023US$2.9tUS$421.1bUS$62.9b25.1x46.2x6.9x
Wed, 19 Jul 2023US$3.2tUS$429.2bUS$67.3b24.5x47.6x7.5x
Fri, 16 Jun 2023US$3.1tUS$434.3bUS$71.9b23.9x42.5x7x
Sun, 14 May 2023US$2.3tUS$434.1bUS$70.4b19.2x33.2x5.4x
Tue, 11 Apr 2023US$2.4tUS$443.7bUS$85.6b18.3x28.1x5.4x
Thu, 09 Mar 2023US$2.3tUS$445.2bUS$90.1b18.6x25.5x5.2x
Sat, 04 Feb 2023US$2.2tUS$442.3bUS$91.3b18.9x24.6x5.1x
Mon, 02 Jan 2023US$1.8tUS$447.4bUS$96.4b15.9x19.1x4.1x
Wed, 30 Nov 2022US$1.9tUS$448.8bUS$97.5b16.9x19.8x4.3x
Fri, 28 Oct 2022US$1.7tUS$442.9bUS$104.4b15.5x16.4x3.9x
Sun, 25 Sep 2022US$1.7tUS$441.5bUS$105.0b15.5x16.5x3.9x
Tue, 23 Aug 2022US$2.1tUS$439.4bUS$105.2b18.6x19.9x4.8x
Price to Earnings Ratio

19.9x


Total Market Cap: US$2.1tTotal Earnings: US$105.2bTotal Revenue: US$439.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 46.9x202320242025
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 67.4x which is higher than its 3-year average PE of 46.9x.
  • The 3-year average PS ratio of 8.8x is lower than the industry's current PS ratio of 13.9x.
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 9.2% 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 Market1.01%
Tech-0.30%
Semiconductors-0.13%
Semiconductors0.24%
Semiconductor Equipment-5.46%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 52.0x.
    • Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings decline of 0.7% 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 25.5x.
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 decline of 0.7% 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
INTC IntelUS$24.5623.1%
+US$20.2b		17.7%PS2x
QCOM QUALCOMMUS$157.857.0%
+US$10.9b		-8.3%PE14.7x
AMD Advanced Micro DevicesUS$177.512.7%
+US$7.7b		19.5%PE105.5x
TXN Texas InstrumentsUS$194.573.9%
+US$6.7b		-3.0%PE35.3x
AVGO BroadcomUS$306.340.4%
+US$6.4b		84.9%PE108.8x

Latest News

AMAT
US$161.76
Applied Materials
7D
-12.5%
1Y
-22.2%
MRVL
US$76.19
Marvell Technology
7D
-1.5%
1Y
9.9%
KLAC
US$874.94
KLA
7D
-4.4%
1Y
6.8%
AMD
US$177.51
Advanced Micro Devices
7D
2.7%
1Y
19.5%
CRDO
US$116.74
Credo Technology Group Holding
7D
-3.0%
1Y
283.8%
MU
US$120.87
Micron Technology
7D
1.7%
1Y
11.9%
NVDA
US$180.45
NVIDIA
7D
-1.2%
1Y
44.8%
NVMI
US$254.36
Nova
7D
-5.9%
1Y
9.2%
TSEM
US$46.87
Tower Semiconductor
7D
-2.8%
1Y
17.1%
ADI
US$231.63
Analog Devices
7D
3.4%
1Y
3.8%

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AVGO
US$306.34
Broadcom
7D
0.4%
1Y
84.9%
INTC
US$24.56
Intel
7D
23.1%
1Y
17.7%
LRCX
US$99.51
Lam Research
7D
-2.2%
1Y
14.2%
TXN
US$194.57
Texas Instruments
7D
3.9%
1Y
-3.0%

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Aug 01
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QCOM
US$157.85
QUALCOMM
7D
7.0%
1Y
-8.3%
NXPI
US$228.78
NXP Semiconductors
7D
10.4%
1Y
-10.1%