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U.S. Semiconductors Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies123
  • 7D2.4%
  • 3M29.9%
  • 1Y38.3%
  • YTD27.5%

In the last week, the Semiconductors industry is up 2.5%, with Broadcom leading the way, up 2.5%. In the last 12 months, the industry was up 41%. 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
Fri, 15 Aug 2025US$8.0tUS$572.2bUS$118.2b30.4x67.4x13.9x
Sun, 13 Jul 2025US$7.3tUS$566.4bUS$118.3b31.8x62.1x13x
Tue, 10 Jun 2025US$6.4tUS$563.9bUS$116.8b26.9x54.8x11.3x
Thu, 08 May 2025US$5.3tUS$541.3bUS$109.4b24.8x48.1x9.7x
Sat, 05 Apr 2025US$4.7tUS$537.4bUS$108.9b20.5x42.8x8.7x
Mon, 03 Mar 2025US$5.7tUS$532.8bUS$103.5b31x55.4x10.8x
Wed, 29 Jan 2025US$5.9tUS$513.6bUS$96.5b31.2x61.6x11.6x
Fri, 27 Dec 2024US$6.4tUS$513.5bUS$96.7b29.7x66.3x12.5x
Sun, 24 Nov 2024US$6.1tUS$505.3bUS$93.4b29.7x65.4x12.1x
Tue, 22 Oct 2024US$6.2tUS$489.1bUS$101.7b28.1x61x12.7x
Thu, 19 Sep 2024US$5.5tUS$485.5bUS$99.5b26.6x55.5x11.4x
Sat, 17 Aug 2024US$5.8tUS$467.6bUS$94.8b28.5x61.2x12.4x
Mon, 15 Jul 2024US$6.3tUS$467.9bUS$96.6b29.8x65.4x13.5x
Wed, 12 Jun 2024US$5.9tUS$461.2bUS$95.7b30.3x61.3x12.7x
Fri, 10 May 2024US$4.8tUS$445.1bUS$83.3b28.8x58.2x10.9x
Sun, 07 Apr 2024US$4.8tUS$447.7bUS$81.6b29.8x59.4x10.8x
Tue, 05 Mar 2024US$4.9tUS$443.3bUS$81.1b29.6x60.4x11.1x
Thu, 01 Feb 2024US$4.0tUS$432.4bUS$71.9b29x55.3x9.2x
Sat, 30 Dec 2023US$3.6tUS$433.4bUS$69.5b27.7x52.4x8.4x
Mon, 27 Nov 2023US$3.2tUS$432.4bUS$70.6b25.2x46x7.5x
Wed, 25 Oct 2023US$2.9tUS$426.3bUS$65.3b22.9x43.9x6.7x
Fri, 22 Sep 2023US$2.8tUS$430.8bUS$68.7b24.6x41.4x6.6x
Sun, 20 Aug 2023US$2.9tUS$421.1bUS$62.9b25.1x46.2x6.9x
Tue, 18 Jul 2023US$3.1tUS$429.2bUS$67.3b24.5x46.2x7.2x
Thu, 15 Jun 2023US$3.1tUS$434.2bUS$71.9b23.9x42.5x7x
Sat, 13 May 2023US$2.3tUS$434.1bUS$70.4b19.2x33.2x5.4x
Mon, 10 Apr 2023US$2.4tUS$443.8bUS$85.6b17.7x27.6x5.3x
Wed, 08 Mar 2023US$2.2tUS$445.1bUS$90.1b17.9x24.8x5x
Fri, 03 Feb 2023US$2.3tUS$442.7bUS$91.6b19.1x25x5.2x
Sun, 01 Jan 2023US$1.8tUS$447.4bUS$96.4b15.9x19.1x4.1x
Tue, 29 Nov 2022US$1.9tUS$448.7bUS$97.5b16.9x19.9x4.3x
Thu, 27 Oct 2022US$1.7tUS$441.5bUS$104.4b15.7x16.6x3.9x
Sat, 24 Sep 2022US$1.7tUS$441.5bUS$105.0b15.7x16.5x3.9x
Mon, 22 Aug 2022US$2.2tUS$439.5bUS$105.2b19.3x20.5x4.9x
Price to Earnings Ratio

20.5x


Total Market Cap: US$2.2tTotal Earnings: US$105.2bTotal Revenue: US$439.5bTotal 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 Market1.65%
Tech0.66%
Semiconductors2.39%
Semiconductor Equipment4.52%
Semiconductors2.25%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 51.9x.
    • Analysts are expecting annual earnings growth of 23.6%, which is higher than its past year's earnings decline of 1.9% 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 25.4x.
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 1.9% 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
AVGO BroadcomUS$311.232.5%
+US$35.1b		87.3%PE110.6x
NVDA NVIDIAUS$182.020.7%
+US$30.5b		48.2%PE57.8x
INTC IntelUS$23.8620.7%
+US$17.9b		15.3%PS2x
MU Micron TechnologyUS$125.2912.0%
+US$15.0b		17.1%PE22.5x
AMD Advanced Micro DevicesUS$180.945.0%
+US$13.9b		22.8%PE107.6x

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