Dutch (AEX) Semiconductor Equipment Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 10 May 2026	€571.5b	€37.5b	€11.2b	50.7x	51.2x	15.2x
Tue, 07 Apr 2026	€495.2b	€36.4b	€10.5b	46.5x	47.3x	13.6x
Thu, 05 Mar 2026	€512.4b	€36.5b	€10.5b	48.1x	48.7x	14x
Sat, 31 Jan 2026	€517.1b	€36.5b	€10.5b	48.9x	49.1x	14.2x
Mon, 29 Dec 2025	€383.6b	€36.1b	€10.4b	36.8x	36.9x	10.6x
Wed, 26 Nov 2025	€365.9b	€36.1b	€10.4b	35.2x	35.2x	10.1x
Fri, 24 Oct 2025	€381.8b	€36.1b	€10.2b	50.5x	37.6x	10.6x
Sun, 21 Sep 2025	€341.1b	€36.0b	€10.1b	45.7x	33.7x	9.5x
Tue, 19 Aug 2025	€276.7b	€36.0b	€10.1b	38x	27.4x	7.7x
Thu, 17 Jul 2025	€277.7b	€34.5b	€9.4b	51x	29.6x	8.1x
Sat, 14 Jun 2025	€296.9b	€34.5b	€9.4b	52.7x	31.7x	8.6x
Mon, 12 May 2025	€277.2b	€34.5b	€9.4b	45.7x	29.6x	8x
Wed, 09 Apr 2025	€250.6b	€31.8b	€8.4b	29.8x	29.7x	7.9x
Fri, 07 Mar 2025	€294.3b	€31.8b	€8.4b	34.8x	34.9x	9.3x
Sun, 02 Feb 2025	€322.3b	€31.6b	€8.3b	50.4x	38.8x	10.2x
Tue, 31 Dec 2024	€302.0b	€29.6b	€7.7b	49.5x	39.4x	10.2x
Thu, 28 Nov 2024	€279.6b	€29.6b	€7.7b	44.1x	36.5x	9.4x
Sat, 26 Oct 2024	€295.1b	€29.5b	€7.7b	46.4x	38.5x	10x
Mon, 23 Sep 2024	€318.2b	€28.6b	€7.5b	50x	42.6x	11.1x
Wed, 21 Aug 2024	€367.2b	€28.6b	€7.5b	54.3x	49.2x	12.8x
Fri, 19 Jul 2024	€373.6b	€28.6b	€7.5b	59.5x	50x	13.1x
Sun, 16 Jun 2024	€419.6b	€29.3b	€7.8b	61.1x	53.6x	14.3x
Tue, 14 May 2024	€376.0b	€29.3b	€7.8b	56.1x	48x	12.8x
Thu, 11 Apr 2024	€399.0b	€30.8b	€8.8b	45.8x	45.5x	13x
Sat, 09 Mar 2024	€403.0b	€30.8b	€8.8b	46.3x	46x	13.1x
Mon, 05 Feb 2024	€356.8b	€30.8b	€8.9b	40.8x	40.1x	11.6x
Wed, 03 Jan 2024	€295.1b	€30.0b	€8.7b	34.5x	34x	9.8x
Fri, 01 Dec 2023	€278.9b	€30.0b	€8.7b	32.3x	32.2x	9.3x
Sun, 29 Oct 2023	€247.9b	€30.0b	€8.7b	29.1x	28.6x	8.3x
Tue, 26 Sep 2023	€245.0b	€29.2b	€7.9b	30.9x	31.1x	8.4x
Thu, 24 Aug 2023	€277.9b	€29.2b	€7.9b	36.5x	35.2x	9.5x
Sat, 22 Jul 2023	€273.5b	€29.1b	€7.9b	34.7x	34.5x	9.4x
Mon, 19 Jun 2023	€287.9b	€27.6b	€7.7b	37.5x	37.3x	10.4x
Wed, 17 May 2023	€262.3b	€27.6b	€7.7b	33.3x	34x	9.5x

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 13% per year over the last three years.
Revenues for these companies have grown 11% 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	3.51%
Tech	7.70%
Semiconductors	7.71%
Semiconductor Equipment	7.71%
Semiconductors	0%	0

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Company	Last Price	7D	1Y	Valuation
ASML ASML Holding	€1.32k	7.9% +€37.3b	110.5%	PE50.7x
ASM ASM International	€882.20	6.2% +€2.5b	96.0%	PE43.5x
BESI BE Semiconductor Industries	€260.80	5.5% +€1.1b	141.7%	PE136.1x

Company

Last Price

Valuation

ASML ASML Holding

€1.32k

7.9%
+€37.3b

110.5%

PE50.7x

ASM ASM International

€882.20

6.2%
+€2.5b

96.0%

PE43.5x

BESI BE Semiconductor Industries

€260.80

5.5%
+€1.1b

141.7%

PE136.1x

ASML Reports Record Bookings and Share Buyback as High-NA EUV Adoption Faces Delay

ASML reported record Q4 2025 bookings of €13.2b, with €7.4b from EUV systems and a year-end backlog of €38.8b, underscoring heavy demand from major chipmakers. For 2026, ASML raised full-year revenue guidance to a range of €36b to €40b, announced a €12b share buyback through 2028 and a 17% dividend increase for 2025, while continuing active buybacks in early 2026. TSMC plans to postpone adoption of ASML’s High-NA EUV tools until at least 2029, which has added uncertainty around the timing of next-generation tool uptake and contributed to a recent pullback in the stock. You are looking at a company that sits at the center of advanced chip production, with EUV and DUV tools tied directly to spending on AI, memory and high-performance computing capacity. The recent numbers show strong order intake, a large backlog and raised guidance for 2026, but also highlight risks around export restrictions to China and customer timing decisions for High-NA EUV. The delay from TSMC pushes out part of the expected adoption curve for ASML’s most expensive tools, even as demand for current-generation systems remains strong. For investors, the mix of heavy customer spending, a large backlog, ongoing buybacks and higher dividends points to a company acting with confidence, while the reaction to TSMC’s timing shift and China export questions shows how sensitive expectations are. It may be useful to focus on how much of ASML’s near-term activity is tied to existing EUV and DUV tools compared with High-NA, and how changes in chipmaker capex plans or regulations around China could affect that backlog over time.

Dutch (AEX) Semiconductor Equipment Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

ASM International Hits Record €871.60 As Q1 Revenues Match Top Guidance On AI Demand

BESI: AI Packaging Euphoria Will Outpace Takeover And Margin Delivery Risks

ASML Reports Record Bookings and Share Buyback as High-NA EUV Adoption Faces Delay