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U.S. Semiconductors Industry Analysis

UpdatedAug 03, 2026
DataAggregated Company Financials
Companies130
  • 7D-0.9%
  • 3M2.7%
  • 1Y50.1%
  • YTD29.0%

Over the last 7 days, the Semiconductors industry has remained flat. As for the the longer term, the industry is up 50% over the past 12 months. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

Has the U.S. Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 03 Aug 2026US$11.7tUS$796.2bUS$286.2b52.2x40.9x14.7x
Wed, 01 Jul 2026US$13.0tUS$787.6bUS$292.4b75.5x44.6x16.5x
Fri, 29 May 2026US$7.7tUS$747.9bUS$261.7b68.7x29.6x10.3x
Sun, 26 Apr 2026US$6.3tUS$699.3bUS$216.3b50.8x29.1x9x
Tue, 24 Mar 2026US$8.8tUS$697.6bUS$215.5b40x40.7x12.6x
Thu, 19 Feb 2026US$9.2tUS$646.9bUS$179.6b42.6x51.4x14.3x
Sat, 17 Jan 2026US$9.1tUS$640.8bUS$176.4b43.4x51.9x14.3x
Mon, 15 Dec 2025US$8.6tUS$635.7bUS$173.0b37x49.4x13.5x
Wed, 12 Nov 2025US$9.2tUS$610.5bUS$153.3b35.6x59.9x15x
Fri, 10 Oct 2025US$8.8tUS$597.4bUS$137.3b38.3x64.2x14.8x
Sun, 07 Sep 2025US$7.6tUS$593.8bUS$134.6b32x56.4x12.8x
Tue, 05 Aug 2025US$7.5tUS$569.9bUS$118.0b28.9x63.8x13.2x
Thu, 03 Jul 2025US$7.0tUS$566.4bUS$118.3b29.7x58.8x12.3x
Sat, 31 May 2025US$6.2tUS$561.2bUS$113.9b24.7x54.8x11.1x
Mon, 28 Apr 2025US$5.2tUS$538.8bUS$108.9b24.2x47.4x9.6x
Wed, 26 Mar 2025US$5.6tUS$539.2bUS$108.9b26.8x51.4x10.4x
Fri, 21 Feb 2025US$6.5tUS$515.3bUS$93.9b31.4x68.8x12.5x
Sun, 19 Jan 2025US$6.4tUS$513.5bUS$96.7b33.1x66.5x12.5x
Tue, 17 Dec 2024US$6.2tUS$509.5bUS$93.6b32.1x66.5x12.2x
Thu, 14 Nov 2024US$6.4tUS$488.3bUS$84.2b30.3x75.9x13.1x
Sat, 12 Oct 2024US$6.2tUS$489.2bUS$101.8b28.1x60.9x12.7x
Mon, 09 Sep 2024US$5.0tUS$485.4bUS$99.5b25.8x49.8x10.2x
Wed, 07 Aug 2024US$4.9tUS$468.1bUS$92.9b25.7x52.9x10.5x
Fri, 05 Jul 2024US$6.2tUS$467.9bUS$96.6b30.8x64.6x13.3x
Sun, 02 Jun 2024US$5.5tUS$462.6bUS$95.6b29.5x57.1x11.8x
Tue, 30 Apr 2024US$4.8tUS$446.9bUS$83.2b28.3x57.2x10.7x
Thu, 28 Mar 2024US$4.9tUS$448.2bUS$81.2b29.1x60.8x11x
Sat, 24 Feb 2024US$4.5tUS$443.5bUS$81.1b30.9x56x10.2x
Mon, 22 Jan 2024US$4.0tUS$433.2bUS$69.5b27x57.1x9.2x
Wed, 20 Dec 2023US$3.6tUS$432.7bUS$70.6b26.3x50.9x8.3x
Fri, 17 Nov 2023US$3.3tUS$420.6bUS$62.1b25.2x52.4x7.7x
Sun, 15 Oct 2023US$3.0tUS$427.9bUS$65.8b25x45.8x7x
Tue, 12 Sep 2023US$3.0tUS$428.1bUS$68.7b25.3x43.8x7x
Thu, 10 Aug 2023US$3.0tUS$419.8bUS$63.2b25.6x47.1x7.1x
Price to Earnings Ratio

47.1x


Total Market Cap: US$3.0tTotal Earnings: US$63.2bTotal Revenue: US$419.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 53.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 40.9x which is lower than its 3-year average PE of 53.9x.
  • The 3-year average PS ratio of 11.5x is lower than the industry's current PS ratio of 14.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 65% per year over the last three years.
  • Revenues for these companies have grown 24% 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 Market0.85%
Tech0.87%
Semiconductors-0.95%
Semiconductors-0.53%
Semiconductor Equipment-4.36%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 34.8x.
    • Analysts are expecting annual earnings growth of 21.1%, which is lower than the prior year's growth of 26.0% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 58.0x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 21% 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$389.281.9%
+US$35.0b		34.9%PE63.2x
MPWR Monolithic Power SystemsUS$1.43k6.9%
+US$4.5b		81.5%PE87.4x
ALAB Astera LabsUS$311.236.7%
+US$3.4b		137.4%PE199.3x
TER TeradyneUS$367.695.1%
+US$2.8b		253.0%PE50x
FSLR First SolarUS$211.034.0%
+US$885.7m		14.7%PE13x

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