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U.S. Semiconductors Industry Analysis

UpdatedAug 23, 2025
DataAggregated Company Financials
Companies122
  • 7D-1.4%
  • 3M30.5%
  • 1Y30.6%
  • YTD24.0%

Over the last 7 days, the Semiconductors industry has dropped 4.6%, driven by declines in NVIDIA and Broadcom of 1.4% and 4.0%, respectively. In contrast, Texas Instruments has gained 5.9%. Over the past 12 months, the industry was up 32%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025US$7.6tUS$573.3bUS$118.6b30.1x64.2x13.3x
Mon, 21 Jul 2025US$7.6tUS$566.4bUS$118.3b31.1x64x13.4x
Wed, 18 Jun 2025US$6.6tUS$563.8bUS$116.8b26.8x56.6x11.7x
Fri, 16 May 2025US$6.2tUS$541.4bUS$108.9b23.5x56.8x11.4x
Sun, 13 Apr 2025US$5.0tUS$537.4bUS$108.9b23x45.9x9.3x
Tue, 11 Mar 2025US$5.4tUS$536.2bUS$108.3b28.1x49.6x10x
Thu, 06 Feb 2025US$5.8tUS$513.9bUS$94.9b31.4x61.2x11.3x
Sat, 04 Jan 2025US$6.3tUS$513.5bUS$96.7b31.2x64.9x12.2x
Mon, 02 Dec 2024US$6.0tUS$505.1bUS$93.4b30.2x64.4x11.9x
Wed, 30 Oct 2024US$6.2tUS$489.1bUS$101.3b31x61.7x12.8x
Fri, 27 Sep 2024US$5.8tUS$489.3bUS$101.8b28.8x57.4x11.9x
Sun, 25 Aug 2024US$6.0tUS$466.0bUS$94.2b28.9x63.5x12.8x
Tue, 23 Jul 2024US$5.8tUS$467.9bUS$96.6b27.8x59.8x12.3x
Thu, 20 Jun 2024US$6.5tUS$464.9bUS$94.3b30.2x68.8x14x
Sat, 18 May 2024US$5.1tUS$444.9bUS$83.4b29.5x61x11.4x
Mon, 15 Apr 2024US$4.8tUS$447.5bUS$81.6b28.8x59x10.8x
Wed, 13 Mar 2024US$4.8tUS$446.3bUS$78.2b29.5x61.6x10.8x
Fri, 09 Feb 2024US$4.2tUS$429.5bUS$71.3b29x58.7x9.7x
Sun, 07 Jan 2024US$3.5tUS$433.3bUS$69.5b26.2x49.8x8x
Tue, 05 Dec 2023US$3.2tUS$432.3bUS$70.4b24.8x45.5x7.4x
Thu, 02 Nov 2023US$2.8tUS$424.5bUS$63.9b21x43.4x6.5x
Sat, 30 Sep 2023US$2.9tUS$428.2bUS$65.8b24.7x44.7x6.9x
Mon, 28 Aug 2023US$3.0tUS$427.7bUS$68.4b25.8x43.6x7x
Wed, 26 Jul 2023US$3.1tUS$429.2bUS$67.3b23.5x46.5x7.3x
Fri, 23 Jun 2023US$3.0tUS$434.1bUS$71.9b23.6x41.1x6.8x
Sun, 21 May 2023US$2.5tUS$434.7bUS$70.4b21.1x35.8x5.8x
Tue, 18 Apr 2023US$2.4tUS$443.8bUS$85.6b18.6x27.7x5.3x
Thu, 16 Mar 2023US$2.3tUS$447.3bUS$90.2b17.8x25.1x5.1x
Sat, 11 Feb 2023US$2.2tUS$442.5bUS$89.0b19x24.7x5x
Mon, 09 Jan 2023US$1.9tUS$447.5bUS$96.4b16.8x19.8x4.3x
Wed, 07 Dec 2022US$1.9tUS$449.4bUS$97.5b16.6x19.9x4.3x
Fri, 04 Nov 2022US$1.7tUS$443.0bUS$97.9b15.4x17.4x3.9x
Sun, 02 Oct 2022US$1.7tUS$439.9bUS$103.8b15.5x16x3.8x
Tue, 30 Aug 2022US$2.0tUS$441.6bUS$103.7b18.3x19.3x4.5x
Price to Earnings Ratio

19.3x


Total Market Cap: US$2.0tTotal Earnings: US$103.7bTotal Revenue: US$441.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 47.2x202320242025
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 64.3x which is higher than its 3-year average PE of 47.2x.
  • The 3-year average PS ratio of 8.9x 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 4.6% per year over the last three years.
  • Revenues for these companies have grown 9.1% 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 Market0.45%
Tech-1.42%
Semiconductors-1.36%
Semiconductor Equipment1.09%
Semiconductors-1.51%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 52.3x.
    • Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings decline of 0.4% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to 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 0.4% 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
TXN Texas InstrumentsUS$206.065.9%
+US$10.4b		-1.8%PE37.4x
ADI Analog DevicesUS$252.208.9%
+US$9.1b		10.4%PE63.4x
MCHP Microchip TechnologyUS$69.145.2%
+US$1.9b		-15.5%PS8.8x
ENTG EntegrisUS$87.7613.8%
+US$1.6b		-24.6%PE45x
NXPI NXP SemiconductorsUS$234.832.6%
+US$1.5b		-7.0%PE27.6x

Latest News

TER
US$115.30
Teradyne
7D
5.4%
1Y
-15.2%
ADI
US$252.20
Analog Devices
7D
8.9%
1Y
10.4%
TSEM
US$54.73
Tower Semiconductor
7D
16.8%
1Y
32.1%
MRVL
US$73.00
Marvell Technology
7D
-4.2%
1Y
1.6%
ALAB
US$179.09
Astera Labs
7D
-3.6%
1Y
328.8%
INTC
US$24.80
Intel
7D
1.0%
1Y
20.7%
NVDA
US$177.99
NVIDIA
7D
-1.4%
1Y
37.6%

Software and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA

Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.
ENTG
US$87.76
Entegris
7D
13.8%
1Y
-24.6%
KLAC
US$870.28
KLA
7D
-0.5%
1Y
6.4%
MU
US$117.68
Micron Technology
7D
-2.6%
1Y
14.4%
ARM
US$137.92
Arm Holdings
7D
-0.7%
1Y
1.7%
MCHP
US$69.14
Microchip Technology
7D
5.2%
1Y
-15.5%

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Aug 11
Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455
AMD
US$167.76
Advanced Micro Devices
7D
-5.5%
1Y
8.2%

AI And Data Centers Will Face Risks Yet Unlock Potential

Advanced Micro Devices’ fair value estimate has increased, primarily reflecting modest improvements in net profit margin and revenue growth forecasts, resulting in a higher consensus analyst price target rising from $155.96 to $178.78. What's in the News AMD guided Q3 2025 revenue to ~$8.7B, implying ~28% YoY and ~13% sequential growth.
AVGO
US$294.00
Broadcom
7D
-4.0%
1Y
76.7%
TXN
US$206.06
Texas Instruments
7D
5.9%
1Y
-1.8%

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
NXPI
US$234.83
NXP Semiconductors
7D
2.6%
1Y
-7.0%