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U.S. Semiconductors Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies122
  • 7D0.5%
  • 3M27.3%
  • 1Y33.4%
  • YTD24.5%

The Semiconductors industry has been flat over the last week, but Broadcom has lost 3.8%. As for the the longer term, the industry is up 33% over the past 12 months. 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
Tue, 26 Aug 2025US$7.8tUS$573.4bUS$118.6b30.3x65.8x13.6x
Thu, 24 Jul 2025US$7.4tUS$566.9bUS$118.3b28.4x62.6x13.1x
Sat, 21 Jun 2025US$6.6tUS$563.9bUS$116.8b26.6x56.3x11.7x
Mon, 19 May 2025US$6.2tUS$541.9bUS$109.3b23.5x56.3x11.4x
Wed, 16 Apr 2025US$5.0tUS$537.3bUS$108.9b23.2x45.9x9.3x
Fri, 14 Mar 2025US$5.4tUS$536.3bUS$108.3b28.2x49.6x10x
Sun, 09 Feb 2025US$6.1tUS$515.4bUS$96.1b31x63.2x11.8x
Tue, 07 Jan 2025US$6.5tUS$513.5bUS$96.7b31.9x67.1x12.6x
Thu, 05 Dec 2024US$6.1tUS$505.2bUS$92.9b31x66.1x12.2x
Sat, 02 Nov 2024US$6.0tUS$488.6bUS$84.7b29x71x12.3x
Mon, 30 Sep 2024US$5.8tUS$489.3bUS$101.8b29.2x57.3x11.9x
Wed, 28 Aug 2024US$5.8tUS$465.6bUS$94.0b29.6x62x12.5x
Fri, 26 Jul 2024US$5.6tUS$466.8bUS$96.0b26.7x58.3x12x
Sun, 23 Jun 2024US$6.1tUS$464.9bUS$94.3b30x65x13.2x
Tue, 21 May 2024US$5.0tUS$444.9bUS$83.4b29.8x60.2x11.3x
Thu, 18 Apr 2024US$4.6tUS$447.5bUS$81.6b28x56.4x10.3x
Sat, 16 Mar 2024US$4.8tUS$446.0bUS$78.2b30.4x61.4x10.8x
Mon, 12 Feb 2024US$4.4tUS$429.4bUS$71.2b29.2x61.1x10.1x
Wed, 10 Jan 2024US$3.6tUS$433.3bUS$69.5b26.4x52.2x8.4x
Fri, 08 Dec 2023US$3.1tUS$432.3bUS$70.4b24.8x44.4x7.2x
Sun, 05 Nov 2023US$3.0tUS$421.3bUS$62.6b24.3x47.9x7.1x
Tue, 03 Oct 2023US$3.0tUS$428.2bUS$65.8b24.8x44.9x6.9x
Thu, 31 Aug 2023US$3.1tUS$427.7bUS$68.4b27.2x45.9x7.3x
Sat, 29 Jul 2023US$3.1tUS$424.6bUS$68.2b24.3x46.1x7.4x
Mon, 26 Jun 2023US$2.9tUS$434.1bUS$71.9b22.9x40.4x6.7x
Wed, 24 May 2023US$2.5tUS$434.7bUS$70.4b21x35.5x5.7x
Fri, 21 Apr 2023US$2.4tUS$443.5bUS$85.4b18.4x27.6x5.3x
Sun, 19 Mar 2023US$2.3tUS$447.4bUS$90.2b18x25.9x5.2x
Tue, 14 Feb 2023US$2.2tUS$442.5bUS$89.0b18.4x25.2x5.1x
Thu, 12 Jan 2023US$2.0tUS$447.6bUS$96.4b17.4x20.7x4.5x
Sat, 10 Dec 2022US$2.0tUS$450.9bUS$98.9b17x20.1x4.4x
Mon, 07 Nov 2022US$1.8tUS$447.0bUS$98.4b15.9x17.9x3.9x
Wed, 05 Oct 2022US$1.8tUS$439.9bUS$103.8b16.1x17.3x4.1x
Fri, 02 Sep 2022US$1.9tUS$441.7bUS$103.7b17x18.2x4.3x
Price to Earnings Ratio

18.2x


Total Market Cap: US$1.9tTotal Earnings: US$103.7bTotal Revenue: US$441.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 47.3x202320242025
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 65.8x which is higher than its 3-year average PE of 47.3x.
  • The 3-year average PS ratio of 8.9x 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 4.6% 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 Market0.19%
Tech-0.79%
Semiconductors0.51%
Semiconductor Equipment1.06%
Semiconductors0.48%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 52.4x.
    • Analysts are expecting annual earnings growth of 23.8%, which is higher than its past year's earnings decline of 0.7% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 25.6x.
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
NVDA NVIDIAUS$179.812.4%
+US$101.7b		40.1%PE57.1x
TXN Texas InstrumentsUS$205.976.0%
+US$10.6b		-1.1%PE37.3x
ADI Analog DevicesUS$254.499.9%
+US$10.3b		12.8%PE64x
INTC IntelUS$24.553.8%
+US$3.9b		22.0%PS2x
LRCX Lam ResearchUS$101.282.4%
+US$3.0b		23.7%PE23.9x

Latest News

NVDA
US$179.81
NVIDIA
7D
2.4%
1Y
40.1%
QCOM
US$156.42
QUALCOMM
7D
-1.6%
1Y
-7.7%
ADI
US$254.49
Analog Devices
7D
9.9%
1Y
12.8%

Advanced Robotics And Edge AI Will Shape Future Markets

Analog Devices' consensus price target has been raised to $267.47, reflecting analyst confidence in stronger-than-expected earnings and guidance—particularly driven by industrial strength, above-trend growth expectations, and superior operational execution—despite some valuation caution. Analyst Commentary Stronger-than-expected quarterly results and guidance, with particular outperformance in the industrial segment and above-industry growth projections.
MRVL
US$72.95
Marvell Technology
7D
-4.9%
1Y
6.0%
AMAT
US$161.99
Applied Materials
7D
-0.9%
1Y
-17.4%
INTC
US$24.55
Intel
7D
3.8%
1Y
22.0%
ENTG
US$86.75
Entegris
7D
10.6%
1Y
-22.9%
MU
US$116.42
Micron Technology
7D
-5.8%
1Y
17.7%
ARM
US$137.78
Arm Holdings
7D
-2.3%
1Y
6.9%
MCHP
US$68.55
Microchip Technology
7D
4.6%
1Y
-14.6%

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$163.36
Advanced Micro Devices
7D
-7.3%
1Y
8.9%

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.
FSLR
US$199.44
First Solar
7D
-9.1%
1Y
-14.5%

US Manufacturing Expansion Will Secure Future Solar Leadership

Driven by a significant expansion in net profit margin despite a modestly higher discount rate, analyst fair value estimates for First Solar have increased, raising the consensus price target from $204.38 to $215.77. What's in the News First Solar raised 2025 net sales guidance to $4.9–$5.7 billion (from $4.5–$5.5 billion); narrowed operating income guidance to $1.53–$1.87 billion (from $1.45–$2.00 billion); and lifted EPS outlook to $13.50–$16.50 (from $12.50–$17.50).
AVGO
US$294.23
Broadcom
7D
-3.8%
1Y
84.3%
LRCX
US$101.28
Lam Research
7D
2.4%
1Y
23.7%
TXN
US$205.97
Texas Instruments
7D
6.0%
1Y
-1.1%

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$236.67
NXP Semiconductors
7D
2.0%
1Y
-5.3%