U.S. Semiconductors Industry Analysis
UpdatedJun 19, 2024
DataAggregated Company Financials
Companies78
- 7D11.0%
- 3M34.6%
- 1Y111.6%
- YTDn/a
Over the last 7 days, the Semiconductors industry has risen 8.9%, driven by gains from NVIDIA of 8.3%. This means that the industry has gained 108% over the past year. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the U.S. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Jun 2024 | US$5.8t | US$382.2b | US$80.6b | 30.4x | 71.6x | 15.1x |
| Fri, 17 May 2024 | US$4.6t | US$362.1b | US$69.6b | 30.2x | 65.5x | 12.6x |
| Sun, 14 Apr 2024 | US$4.4t | US$363.0b | US$67.4b | 25.5x | 66x | 12.3x |
| Tue, 12 Mar 2024 | US$4.3t | US$361.8b | US$64.0b | 28.7x | 67.5x | 11.9x |
| Thu, 08 Feb 2024 | US$3.7t | US$343.8b | US$56.9b | 28.7x | 64.2x | 10.6x |
| Sat, 06 Jan 2024 | US$3.0t | US$343.2b | US$53.6b | 28.9x | 56.4x | 8.8x |
| Mon, 04 Dec 2023 | US$2.8t | US$342.2b | US$54.5b | 27x | 51.6x | 8.2x |
| Wed, 01 Nov 2023 | US$2.4t | US$333.6b | US$47.8b | 20.9x | 50.9x | 7.3x |
| Fri, 29 Sep 2023 | US$2.6t | US$334.3b | US$48.8b | 25.5x | 52.7x | 7.7x |
| Sun, 27 Aug 2023 | US$2.6t | US$333.8b | US$51.5b | 25.9x | 50.5x | 7.8x |
| Tue, 25 Jul 2023 | US$2.7t | US$333.1b | US$47.2b | 24x | 56.8x | 8x |
| Thu, 22 Jun 2023 | US$2.6t | US$338.1b | US$51.8b | 25x | 49.6x | 7.6x |
| Sat, 20 May 2023 | US$2.2t | US$338.7b | US$50.3b | 22.6x | 42.9x | 6.4x |
| Mon, 17 Apr 2023 | US$2.0t | US$347.7b | US$64.4b | 20.6x | 31.4x | 5.8x |
| Wed, 15 Mar 2023 | US$1.9t | US$351.3b | US$69.0b | 19.2x | 27.1x | 5.3x |
| Fri, 10 Feb 2023 | US$1.9t | US$348.8b | US$67.9b | 19.6x | 27.9x | 5.4x |
| Sun, 08 Jan 2023 | US$1.6t | US$355.2b | US$75.7b | 16.8x | 20.9x | 4.5x |
| Tue, 06 Dec 2022 | US$1.7t | US$357.1b | US$76.9b | 18x | 21.5x | 4.6x |
| Thu, 03 Nov 2022 | US$1.4t | US$352.4b | US$76.7b | 17.9x | 18.5x | 4x |
| Sat, 01 Oct 2022 | US$1.4t | US$352.0b | US$82.9b | 16.5x | 16.7x | 3.9x |
| Mon, 29 Aug 2022 | US$1.7t | US$353.8b | US$82.8b | 19x | 20.7x | 4.8x |
| Wed, 27 Jul 2022 | US$1.7t | US$344.3b | US$86.4b | 24.6x | 19.9x | 5x |
| Fri, 24 Jun 2022 | US$1.6t | US$343.1b | US$85.5b | 24.1x | 18.8x | 4.7x |
| Sun, 22 May 2022 | US$1.8t | US$338.1b | US$84.8b | 27x | 20.8x | 5.2x |
| Tue, 19 Apr 2022 | US$2.0t | US$328.0b | US$76.2b | 23.8x | 25.8x | 6x |
| Thu, 17 Mar 2022 | US$2.2t | US$328.5b | US$75.5b | 32.3x | 28.9x | 6.7x |
| Sat, 12 Feb 2022 | US$2.1t | US$322.5b | US$73.3b | 25.9x | 28.8x | 6.5x |
| Mon, 10 Jan 2022 | US$2.4t | US$314.4b | US$71.8b | 35.7x | 32.9x | 7.5x |
| Wed, 08 Dec 2021 | US$2.4t | US$311.3b | US$69.6b | 36.6x | 34.9x | 7.8x |
| Fri, 05 Nov 2021 | US$2.4t | US$308.3b | US$69.3b | 37x | 34.5x | 7.8x |
| Sun, 03 Oct 2021 | US$2.0t | US$296.6b | US$65.9b | 34.1x | 30x | 6.7x |
| Tue, 31 Aug 2021 | US$2.0t | US$291.8b | US$63.3b | 32.8x | 32.2x | 7x |
| Wed, 07 Jul 2021 | US$1.9t | US$285.1b | US$59.0b | 30.1x | 32.6x | 6.7x |
Price to Earnings Ratio
32.6x
Current Industry PE
- Investors are optimistic on the American Semiconductors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 70.9x which is higher than its 3-year average PE of 38.1x.
- The 3-year average PS ratio of 7.2x is lower than the industry's current PS ratio of 14.9x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 10% 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 | 1.63% | |
| Tech | 5.90% | |
| Semiconductors | 10.63% | |
| Semiconductors | 11.01% | |
| Semiconductor Equipment | 7.06% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVDA NVIDIA | US$135.58 | 12.1% +US$360.5b | 209.5% | PE78.2x | |
| AVGO Broadcom | US$1.80k | 23.4% +US$162.0b | 107.7% | PE82.1x | |
| ARM Arm Holdings | US$174.13 | 21.0% +US$31.4b | n/a | PE592x | |
| QCOM QUALCOMM | US$227.09 | 8.9% +US$20.7b | 89.5% | PE30x | |
| MU Micron Technology | US$153.45 | 13.6% +US$20.4b | 129.4% | PS9.3x |
