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Dutch (AEX) Semiconductor Equipment Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies3
  • 7D-0.007%
  • 3M30.2%
  • 1Y79.3%
  • YTDn/a

In the last week, Semiconductor Equipment has been flat. The past year has been better, since the industry has gained 79% in that time. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the Dutch Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026€498.2b€36.4b€10.5b46.7x47.6x13.7x
Sun, 22 Feb 2026€533.9b€36.5b€10.5b50.4x50.7x14.6x
Tue, 20 Jan 2026€479.8b€36.1b€10.4b45.7x46.2x13.3x
Thu, 18 Dec 2025€373.5b€36.1b€10.4b35.8x35.9x10.4x
Sat, 15 Nov 2025€373.8b€36.1b€10.4b35.8x36x10.4x
Mon, 13 Oct 2025€352.2b€36.0b€10.1b49.2x34.8x9.8x
Wed, 10 Sep 2025€294.1b€36.0b€10.1b39.2x29.1x8.2x
Fri, 08 Aug 2025€266.5b€36.0b€10.1b38.8x26.4x7.4x
Sun, 06 Jul 2025€291.2b€34.5b€9.4b51.6x31.1x8.5x
Tue, 03 Jun 2025€285.7b€34.5b€9.4b45.9x30.5x8.3x
Thu, 01 May 2025€257.4b€34.3b€9.6b30.5x26.9x7.5x
Sat, 29 Mar 2025€275.0b€31.8b€8.4b32.5x32.6x8.6x
Mon, 24 Feb 2025€317.1b€31.6b€8.3b50.7x38.2x10x
Wed, 22 Jan 2025€329.4b€29.6b€7.7b54.6x43x11.1x
Fri, 20 Dec 2024€309.0b€29.6b€7.7b49.6x40.4x10.4x
Sun, 17 Nov 2024€283.6b€29.6b€7.7b45.2x37x9.6x
Tue, 15 Oct 2024€340.0b€28.6b€7.5b51.2x45.6x11.9x
Thu, 12 Sep 2024€309.7b€28.6b€7.5b48.4x41.5x10.8x
Sat, 10 Aug 2024€345.0b€28.6b€7.5b50.4x46.2x12.1x
Mon, 08 Jul 2024€438.5b€29.3b€7.8b64.9x56x15x
Wed, 05 Jun 2024€385.2b€29.3b€7.8b58.1x49.2x13.2x
Fri, 03 May 2024€356.8b€29.3b€7.8b52.5x45.6x12.2x
Sun, 31 Mar 2024€389.5b€30.8b€8.8b44.7x44.4x12.7x
Tue, 27 Feb 2024€383.0b€30.9b€8.9b43.6x43x12.4x
Thu, 25 Jan 2024€340.6b€30.0b€8.7b39.9x39.3x11.3x
Sat, 23 Dec 2023€303.7b€30.0b€8.7b35.5x35x10.1x
Mon, 20 Nov 2023€280.2b€30.0b€8.7b32.6x32.3x9.3x
Wed, 18 Oct 2023€250.7b€29.2b€7.9b31.7x31.8x8.6x
Fri, 15 Sep 2023€258.0b€29.2b€7.9b33.1x32.7x8.8x
Sun, 13 Aug 2023€269.0b€29.2b€7.9b34.7x34.1x9.2x
Tue, 11 Jul 2023€281.2b€27.6b€7.7b37x36.4x10.2x
Thu, 08 Jun 2023€290.1b€27.6b€7.7b35.4x37.6x10.5x
Sat, 06 May 2023€254.6b€27.6b€7.7b32.3x33x9.2x
Mon, 03 Apr 2023€271.3b€24.3b€6.3b43.9x43.4x11.2x
Price to Earnings Ratio

43.4x


Total Market Cap: €271.3bTotal Earnings: €6.3bTotal Revenue: €24.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Semiconductor Equipment Industry Price to Earnings3Y Average 38.5x202420252026
Current Industry PE
    There are only 3 companies in the Dutch Semiconductor Equipment industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Dutch Semiconductor Equipment compare with similar industries?

NL Market-0.44%
Tech-0.0065%
Semiconductors-0.0073%
Semiconductor Equipment-0.0073%
Semiconductors0%0
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
ASM ASM International€679.802.8%
+€889.6m		53.8%PE45.9x
BESI BE Semiconductor Industries€185.400.8%
+€121.3m		83.5%PE111.6x

Latest News

BESI
€185.40
BE Semiconductor Industries
7D
0.8%
1Y
83.5%

BESI: Future Returns Will Depend On AI Packaging Upside And Takeover Optionality

Analysts modestly trimmed the intrinsic value estimate for BE Semiconductor Industries to €186.17 from €186.61. At the same time, a series of price target increases across banks, citing higher artificial intelligence and high bandwidth memory related expectations, supports a slightly higher assumed future P/E of 36.05x despite marginally softer modeled revenue growth and profit margin inputs.
ASML
€1,165.80
ASML Holding
7D
-0.2%
1Y
81.4%

ASML: Future WFE Spending And DRAM Tightness Will Drive Upside

ASML Holding's analyst fair value estimate has been adjusted slightly higher to €1,400.42 from €1,397.71, reflecting updated assumptions on revenue growth, margins and P/E. This follows a series of recent price target increases from major brokers who cite tighter foundry and DRAM supply, higher medium term EPS estimates and firm wafer fab equipment spending plans.
ASM
€679.80
ASM International
7D
2.8%
1Y
53.8%

ASM: Premium Margins And Almere Hub Will Support Future Share Performance

Analysts have lifted the implied fair value estimate for ASM International from €745.05 to €802.50, reflecting a series of higher price targets across the Street, including recent moves to €850 at Morgan Stanley, €825 at Deutsche Bank and €820 at Berenberg, supported by updated assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a clear split between bullish analysts lifting their price targets and at least one bearish voice warning that expectations may be running ahead of underlying trends.