U.S. Semiconductors Industry Analysis
UpdatedJul 08, 2024
DataAggregated Company Financials
Companies77
- 7D2.8%
- 3M29.0%
- 1Y104.4%
- YTDn/a
In the last week, the Semiconductors industry is up 2.8%, with NVIDIA up 1.2%. This takes the industry's 12 month performance to a gain of 104%. As for the next few years, earnings are expected to grow by 25% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 09 Jul 2024 | US$5.6t | US$385.2b | US$82.8b | 30.8x | 67.7x | 14.5x |
| Thu, 06 Jun 2024 | US$5.1t | US$378.4b | US$81.9b | 30.3x | 62x | 13.4x |
| Sat, 04 May 2024 | US$4.2t | US$363.6b | US$70.1b | 26.9x | 60.3x | 11.6x |
| Mon, 01 Apr 2024 | US$4.4t | US$362.8b | US$67.5b | 26.4x | 65.8x | 12.2x |
| Wed, 28 Feb 2024 | US$4.1t | US$358.6b | US$66.6b | 29.3x | 61.2x | 11.4x |
| Fri, 26 Jan 2024 | US$3.6t | US$342.5b | US$53.1b | 31.7x | 68x | 10.5x |
| Sun, 24 Dec 2023 | US$3.1t | US$343.3b | US$53.6b | 30.8x | 58.7x | 9.2x |
| Tue, 21 Nov 2023 | US$2.9t | US$330.5b | US$46.6b | 25.6x | 61.8x | 8.7x |
| Thu, 19 Oct 2023 | US$2.6t | US$334.0b | US$48.9b | 24.9x | 52.3x | 7.6x |
| Sat, 16 Sep 2023 | US$2.7t | US$336.9b | US$51.7b | 26.1x | 52.1x | 8x |
| Mon, 14 Aug 2023 | US$2.5t | US$325.7b | US$45.9b | 23.7x | 54.6x | 7.7x |
| Wed, 12 Jul 2023 | US$2.6t | US$333.0b | US$47.2b | 25.2x | 55.2x | 7.8x |
| Fri, 09 Jun 2023 | US$2.4t | US$338.2b | US$51.8b | 24.8x | 47.3x | 7.2x |
| Sun, 07 May 2023 | US$2.0t | US$338.8b | US$50.4b | 22.5x | 40x | 6x |
| Tue, 04 Apr 2023 | US$2.1t | US$347.7b | US$64.4b | 21.9x | 32.6x | 6.1x |
| Thu, 02 Mar 2023 | US$1.9t | US$347.8b | US$67.6b | 19x | 27.6x | 5.4x |
| Sat, 28 Jan 2023 | US$1.8t | US$348.7b | US$70.3b | 18.5x | 25.8x | 5.2x |
| Mon, 26 Dec 2022 | US$1.5t | US$355.0b | US$75.8b | 16.8x | 20.4x | 4.3x |
| Wed, 23 Nov 2022 | US$1.7t | US$356.5b | US$76.8b | 18.5x | 21.5x | 4.6x |
| Fri, 21 Oct 2022 | US$1.4t | US$351.9b | US$82.9b | 16.4x | 16.5x | 3.9x |
| Sun, 18 Sep 2022 | US$1.5t | US$353.8b | US$84.1b | 17.4x | 18.2x | 4.3x |
| Tue, 16 Aug 2022 | US$1.9t | US$349.3b | US$83.9b | 24.1x | 22.5x | 5.4x |
| Thu, 14 Jul 2022 | US$1.6t | US$344.3b | US$86.4b | 22.8x | 18.4x | 4.6x |
| Sat, 11 Jun 2022 | US$1.7t | US$343.1b | US$85.5b | 25.4x | 20.3x | 5.1x |
| Mon, 09 May 2022 | US$1.9t | US$335.6b | US$83.5b | 29.9x | 22.3x | 5.5x |
| Wed, 06 Apr 2022 | US$2.1t | US$327.8b | US$76.3b | 24.2x | 28.1x | 6.5x |
| Fri, 04 Mar 2022 | US$2.2t | US$326.9b | US$74.4b | 31.8x | 29.1x | 6.6x |
| Sun, 30 Jan 2022 | US$2.1t | US$316.0b | US$71.2b | 28.8x | 28.9x | 6.5x |
| Tue, 28 Dec 2021 | US$2.6t | US$314.2b | US$71.8b | 38.4x | 35.7x | 8.1x |
| Thu, 25 Nov 2021 | US$2.5t | US$310.2b | US$69.3b | 36.4x | 36.4x | 8.1x |
| Sat, 23 Oct 2021 | US$2.1t | US$297.7b | US$68.4b | 35.1x | 30.3x | 7x |
| Mon, 20 Sep 2021 | US$2.0t | US$294.3b | US$64.1b | 34.7x | 31.9x | 7x |
| Wed, 18 Aug 2021 | US$1.9t | US$288.2b | US$60.4b | 30.9x | 30.7x | 6.4x |
Price to Earnings Ratio
32.5x
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 67.7x which is higher than its 3-year average PE of 38.9x.
- The 3-year average PS ratio of 7.3x is lower than the industry's current PS ratio of 14.5x.
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 | 1.70% | |
| Tech | 2.67% | |
| Semiconductors | 2.80% | |
| Semiconductors | 2.83% | |
| Semiconductor Equipment | 2.59% | |
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$128.24 | 3.2% +US$96.7b | 204.0% | PE74x | |
| AVGO Broadcom | US$1.75k | 6.4% +US$48.9b | 98.9% | PE79.5x | |
| AMD Advanced Micro Devices | US$178.69 | 13.3% +US$33.9b | 57.3% | PE258.8x | |
| ARM Arm Holdings | US$184.70 | 16.3% +US$26.9b | n/a | PE627.9x | |
| INTC Intel | US$33.99 | 10.2% +US$13.4b | 3.8% | PE35.6x |
