Forward P/E across 27 semiconductor stocks: Arm tops at 82.4x, memory cheapest
BenBajarin · x · 2026-11-03
Creative Strategies published a forward P/E snapshot of 27 semiconductor/AI infrastructure names (as of Nov 3, 2026): Arm leads at 82.4x, followed by Intel at 44.2x and AMD at 41.5x, while memory names are cheapest (SK Hynix 3.0x, Samsung 3.1x, Micron 4.9x).
The chart also includes 2026-30 CAGR forecasts per category: logic/IP/foundry and networking & optical both at 41%, power & cooling 40%, memory & storage 32%, semi equipment 21%, and EDA 13%. The author notes these buckets all show strong growth and says its vendor beneficiary maps shed light on who actually captures growth in each category.
Related event: Forward P/E Snapshot of 27 Semiconductor Stocks: Arm Tops at 82x(2 posts)→
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