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
Thu, 13 Aug 2026	€664.5b	€39.4b	€11.9b	56.6x	55.7x	16.9x
Sat, 11 Jul 2026	€668.5b	€37.5b	€11.2b	60.3x	59.9x	17.8x
Mon, 08 Jun 2026	€626.5b	€37.5b	€11.2b	56.2x	56.2x	16.7x
Wed, 06 May 2026	€534.3b	€37.5b	€11.2b	47.2x	47.9x	14.2x
Fri, 03 Apr 2026	€495.2b	€36.4b	€10.5b	46.5x	47.3x	13.6x
Sun, 01 Mar 2026	€525.0b	€36.5b	€10.5b	49.5x	49.9x	14.4x
Tue, 27 Jan 2026	€503.4b	€36.1b	€10.4b	48.1x	48.4x	14x
Thu, 25 Dec 2025	€383.6b	€36.1b	€10.4b	36.8x	36.9x	10.6x
Sat, 22 Nov 2025	€355.9b	€36.1b	€10.4b	34.1x	34.2x	9.9x
Mon, 20 Oct 2025	€376.5b	€36.1b	€10.2b	49.6x	37.1x	10.4x
Wed, 17 Sep 2025	€315.4b	€36.0b	€10.1b	42.3x	31.2x	8.8x
Fri, 15 Aug 2025	€279.6b	€36.0b	€10.1b	39.6x	27.6x	7.8x
Sun, 13 Jul 2025	€301.9b	€34.5b	€9.4b	53.1x	32.2x	8.8x
Tue, 10 Jun 2025	€302.1b	€34.5b	€9.4b	50.7x	32.3x	8.8x
Thu, 08 May 2025	€267.8b	€34.5b	€9.4b	44.9x	28.6x	7.8x
Sat, 05 Apr 2025	€247.2b	€31.8b	€8.4b	29.3x	29.3x	7.8x
Mon, 03 Mar 2025	€301.0b	€31.8b	€8.4b	36.8x	35.7x	9.5x
Wed, 29 Jan 2025	€292.8b	€29.6b	€7.7b	45.8x	38.2x	9.9x
Fri, 27 Dec 2024	€309.3b	€29.6b	€7.7b	50.8x	40.4x	10.4x
Sun, 24 Nov 2024	€286.1b	€29.6b	€7.7b	45x	37.4x	9.7x
Tue, 22 Oct 2024	€291.9b	€29.4b	€7.6b	45.9x	38.2x	9.9x
Thu, 19 Sep 2024	€317.5b	€28.6b	€7.5b	49.9x	42.6x	11.1x
Sat, 17 Aug 2024	€366.8b	€28.6b	€7.5b	54x	49.2x	12.8x
Mon, 15 Jul 2024	€443.2b	€29.3b	€7.8b	66.7x	56.6x	15.1x
Wed, 12 Jun 2024	€423.2b	€29.3b	€7.8b	62.7x	54.1x	14.5x
Fri, 10 May 2024	€373.4b	€29.3b	€7.8b	55.1x	47.7x	12.8x
Sun, 07 Apr 2024	€396.2b	€30.8b	€8.8b	45.4x	45.2x	12.9x
Tue, 05 Mar 2024	€401.3b	€30.8b	€8.8b	45.8x	45.8x	13x
Thu, 01 Feb 2024	€348.3b	€30.8b	€8.9b	39.8x	39.1x	11.3x
Sat, 30 Dec 2023	€302.6b	€30.0b	€8.7b	35.4x	34.9x	10.1x
Mon, 27 Nov 2023	€281.6b	€30.0b	€8.7b	32.8x	32.5x	9.4x
Wed, 25 Oct 2023	€242.9b	€30.1b	€8.4b	29.2x	28.9x	8.1x
Fri, 22 Sep 2023	€243.6b	€29.2b	€7.9b	30.7x	30.9x	8.3x
Sun, 20 Aug 2023	€265.2b	€29.2b	€7.9b	33.9x	33.6x	9.1x

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 15% 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	2.21%
Tech	7.07%
Semiconductors	7.09%
Semiconductor Equipment	7.09%
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	€1.57k	6.9% +€38.9b	144.6%	PE56.6x
ASM ASM International	€897.80	9.5% +€3.8b	109.9%	PE40.9x
BESI BE Semiconductor Industries	€231.80	7.6% +€1.3b	87.7%	PE89.8x

Company

Last Price

Valuation

ASML ASML Holding

€1.57k

6.9%
+€38.9b

144.6%

PE56.6x

ASM ASM International

€897.80

9.5%
+€3.8b

109.9%

PE40.9x

BESI BE Semiconductor Industries

€231.80

7.6%
+€1.3b

87.7%

PE89.8x

Source Foundry Draws $400 Million to Take On ASML’s Chip Equipment Leadership

Situational Awareness, an AI-focused hedge fund, has injected a further $400m into Stanford-founded startup Source Foundry, lifting its total investment to $500m and valuing the company at $5b. The startup aims to build chipmaking machinery and software that directly competes with ASML Holding’s extreme ultraviolet lithography systems. The move introduces a well-funded potential rival targeting the same bottleneck ASML addresses, since EUV tools are central to making advanced AI chips and easing capacity constraints in high-end semiconductor production. ASML’s stock trades around €1,513.80, with the share price up 53.5% year to date, which suggests investors have been pricing in strong demand for advanced chip equipment even as new competition is starting to form. The main read-through is that ASML’s current dominance in EUV is facing an emerging technological and capital-backed challenge, which may affect how durable its competitive edge and pricing power prove to be over time.

Dutch (AEX) Semiconductor Equipment Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Source Foundry Draws $400 Million to Take On ASML’s Chip Equipment Leadership

Now 23% overvalued

ASM: AI Capex Demand And Logic Exposure Will Support Future Repricing