Semiconductor forward P/E map: Arm at 82x, NVIDIA 17x, memory names at 3-5x
BenBajarin · x · 2026-11-03
Ben Bajarin (Creative Strategies) shares two semiconductor/AI-infrastructure charts (Nov 3, 2026 snapshot, 27 names): forward P/E leaders are Arm (82.4x), Intel (44.2x), AMD (41.5x), while TSMC sits at 18.8x, NVIDIA at 16.7x, and memory is dramatically cheaper — Micron 4.9x, Sandisk 4.7x, Samsung 3.1x, SK Hynix 3.0x. A scatter of P/E vs 2026-30 category CAGR (logic & networking 41%, power/cooling 40%, memory 32%, equipment 21%, EDA 13%) shows EDA names command high multiples on the slowest-growing market while Arm's multiple exceeds 2x its category growth line.
Related event: Forward P/E Snapshot of 27 Semiconductor Stocks: Arm Tops at 82x(2 posts)→
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