Header cover image

U.S. Semiconductors Industry Analysis

UpdatedApr 04, 2025
DataAggregated Company Financials
Companies83
  • 7D-9.3%
  • 3M-28.7%
  • 1Y-0.7%
  • YTDn/a

Over the last 7 days, the Semiconductors industry has dropped 3.6%, driven by NVIDIA declining 7.2%. In contrast, First Solar has gained 7.6%. This takes the industry's 12 month performance to a gain of 7.4%. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 04 Apr 2025US$4.5tUS$452.5bUS$94.7b18.6x47.8x10x
Sun, 02 Mar 2025US$5.3tUS$447.9bUS$89.3b24.8x59.6x11.9x
Tue, 28 Jan 2025US$5.5tUS$430.4bUS$82.0b30.4x66.6x12.7x
Thu, 26 Dec 2024US$6.0tUS$430.3bUS$82.1b31.7x72.9x13.9x
Sat, 23 Nov 2024US$5.8tUS$422.1bUS$78.8b32.8x73.6x13.7x
Mon, 21 Oct 2024US$5.8tUS$406.6bUS$86.1b30.6x66.9x14.2x
Wed, 18 Sep 2024US$5.1tUS$402.9bUS$83.9b28.7x60.7x12.6x
Fri, 16 Aug 2024US$5.1tUS$384.6bUS$79.1b30.8x64x13.2x
Sun, 14 Jul 2024US$5.7tUS$385.2bUS$82.9b29.8x69.2x14.9x
Tue, 11 Jun 2024US$5.3tUS$378.4bUS$81.9b29.5x64.9x14x
Thu, 09 May 2024US$4.3tUS$362.4bUS$69.7b27.3x62.3x12x
Sat, 06 Apr 2024US$4.3tUS$363.2bUS$67.4b25.9x64.1x11.9x
Mon, 04 Mar 2024US$4.3tUS$358.7bUS$66.9b29.1x64.2x12x
Wed, 31 Jan 2024US$3.6tUS$343.8bUS$56.4b31.8x63.3x10.4x
Fri, 29 Dec 2023US$3.2tUS$343.3bUS$53.6b31.1x59.7x9.3x
Sun, 26 Nov 2023US$2.9tUS$342.3bUS$54.7b27x52.1x8.3x
Tue, 24 Oct 2023US$2.5tUS$334.0bUS$48.9b24x51.5x7.5x
Thu, 21 Sep 2023US$2.5tUS$336.9bUS$51.7b25.3x49.2x7.6x
Sat, 19 Aug 2023US$2.5tUS$327.2bUS$45.9b25.1x55x7.7x
Mon, 17 Jul 2023US$2.7tUS$333.2bUS$47.2b25.1x57.4x8.1x
Wed, 14 Jun 2023US$2.6tUS$338.1bUS$51.8b26.3x49.9x7.6x
Fri, 12 May 2023US$2.0tUS$338.4bUS$50.4b20.8x39.7x5.9x
Sun, 09 Apr 2023US$2.0tUS$347.7bUS$64.4b20.8x31.5x5.8x
Tue, 07 Mar 2023US$1.9tUS$349.0bUS$68.9b19.8x28x5.5x
Thu, 02 Feb 2023US$1.9tUS$349.8bUS$69.5b19.2x27.1x5.4x
Sat, 31 Dec 2022US$1.5tUS$355.1bUS$75.8b16.8x20.2x4.3x
Mon, 28 Nov 2022US$1.7tUS$356.5bUS$76.8b18.3x21.5x4.6x
Wed, 26 Oct 2022US$1.5tUS$351.8bUS$82.9b18.2x17.5x4.1x
Fri, 23 Sep 2022US$1.5tUS$353.7bUS$84.1b16.6x17.4x4.1x
Sun, 21 Aug 2022US$1.8tUS$351.6bUS$84.3b20.1x21.5x5.2x
Tue, 19 Jul 2022US$1.7tUS$344.3bUS$86.4b23x19.2x4.8x
Thu, 16 Jun 2022US$1.7tUS$343.1bUS$85.5b24.2x19.7x4.9x
Sat, 14 May 2022US$1.8tUS$336.6bUS$84.4b27.7x21.7x5.4x
Mon, 11 Apr 2022US$2.0tUS$328.0bUS$76.3b23x26.3x6.1x
Price to Earnings Ratio

26.3x


Total Market Cap: US$2.0tTotal Earnings: US$76.3bTotal Revenue: US$328.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductors Industry Price to Earnings3Y Average 47.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Semiconductors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 47.3x.
  • The 3-year average PS ratio of 8.8x is lower than the industry's current PS ratio of 10.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 7.5% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Semiconductors compare with similar industries?

US Market-5.64%
Tech-7.35%
Semiconductors-9.41%
Semiconductors-9.31%
Semiconductor Equipment-10.61%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FSLR First SolarUS$136.237.6%
+US$1.0b
-20.5%PE11.3x
SELX Semilux InternationalUS$1.498.4%
+US$4.3m
-13.4%PS54.6x
LEDS SemiLEDsUS$2.559.9%
+US$1.9m
73.5%PS4.3x
PRSO PerasoUS$0.61-24.0%
US$167.9k
-55.9%PS0.2x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

MU

US$74.34

Micron Technology

7D

-18.5%

1Y

-40.1%

ADI

US$180.88

Analog Devices

7D

-13.4%

1Y

-5.8%

FSLR

US$136.23

First Solar

7D

7.6%

1Y

-20.5%

AMD

US$93.80

Advanced Micro Devices

7D

-12.0%

1Y

-43.4%

AVGO

US$154.01

Broadcom

7D

-10.5%

1Y

16.9%

ARM

US$97.72

Arm Holdings

7D

-13.1%

1Y

-19.9%

PRSO

US$0.61

Peraso

7D

-24.0%

1Y

-55.9%

SELX

US$1.49

Semilux International

7D

8.4%

1Y

-13.4%