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Dutch (AEX) Semiconductor Equipment Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies3
  • 7D3.1%
  • 3M30.3%
  • 1Y76.2%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has risen 3.1%, driven by gains from every company within the industry. In the last 12 months, the industry was up 76%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026€502.7b€36.4b€10.5b47.3x48x13.8x
Thu, 12 Feb 2026€513.9b€36.5b€10.5b48.5x48.8x14.1x
Sat, 10 Jan 2026€461.2b€36.1b€10.4b44.3x44.4x12.8x
Mon, 08 Dec 2025€404.8b€36.1b€10.4b38.9x38.9x11.2x
Wed, 05 Nov 2025€394.1b€36.1b€10.4b37.6x37.9x10.9x
Fri, 03 Oct 2025€377.5b€36.0b€10.1b51.3x37.3x10.5x
Sun, 31 Aug 2025€275.7b€36.0b€10.1b38.1x27.3x7.7x
Tue, 29 Jul 2025€275.0b€36.0b€10.1b41.7x27.2x7.6x
Thu, 26 Jun 2025€310.0b€34.5b€9.4b55.1x33.1x9x
Sat, 24 May 2025€284.0b€34.5b€9.4b46.5x30.3x8.2x
Mon, 21 Apr 2025€248.6b€34.3b€9.6b28.1x26x7.3x
Wed, 19 Mar 2025€292.4b€31.8b€8.4b34.6x34.6x9.2x
Fri, 14 Feb 2025€328.0b€31.6b€8.3b51.3x39.5x10.4x
Sun, 12 Jan 2025€325.6b€29.6b€7.7b52.8x42.5x11x
Tue, 10 Dec 2024€301.0b€29.6b€7.7b46.5x39.3x10.2x
Thu, 07 Nov 2024€272.8b€29.6b€7.7b44.4x35.6x9.2x
Sat, 05 Oct 2024€335.7b€28.6b€7.5b52.5x45x11.7x
Mon, 02 Sep 2024€358.6b€28.6b€7.5b54.4x48.1x12.5x
Wed, 31 Jul 2024€356.0b€28.6b€7.5b54x47.7x12.4x
Fri, 28 Jun 2024€423.8b€29.3b€7.8b63.2x54.1x14.5x
Sun, 26 May 2024€389.8b€29.3b€7.8b60.4x49.8x13.3x
Tue, 23 Apr 2024€358.8b€29.3b€8.0b45.4x44.6x12.2x
Thu, 21 Mar 2024€381.5b€30.8b€8.8b43.9x43.5x12.4x
Sat, 17 Feb 2024€383.0b€30.8b€8.9b43.6x43x12.4x
Mon, 15 Jan 2024€288.3b€30.0b€8.7b33.7x33.3x9.6x
Wed, 13 Dec 2023€295.2b€30.0b€8.7b34.4x34.1x9.8x
Fri, 10 Nov 2023€268.1b€30.0b€8.7b31.3x30.9x8.9x
Sun, 08 Oct 2023€248.7b€29.2b€7.9b31.8x31.5x8.5x
Tue, 05 Sep 2023€274.1b€29.2b€7.9b35.6x34.7x9.4x
Thu, 03 Aug 2023€278.2b€29.2b€7.9b35x35.3x9.5x
Sat, 01 Jul 2023€288.6b€27.6b€7.7b37.5x37.4x10.4x
Mon, 29 May 2023€297.2b€27.6b€7.7b38.6x38.5x10.8x
Wed, 26 Apr 2023€245.4b€27.5b€7.5b32.3x32.7x8.9x
Fri, 24 Mar 2023€266.5b€24.3b€6.3b43x42.6x11x
Price to Earnings Ratio

42.6x


Total Market Cap: €266.5bTotal Earnings: €6.3bTotal Revenue: €24.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Semiconductor Equipment Industry Price to Earnings3Y Average 38.4x202420252026
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 Market1.66%
Tech3.08%
Semiconductors3.10%
Semiconductor Equipment3.10%
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
ASML ASML Holding€1.20k4.3%
+€19.2b		81.1%PE48x
BESI BE Semiconductor Industries€183.0010.0%
+€1.3b		73.1%PE110.1x
ASM ASM International€681.800.9%
+€283.5m		51.2%PE46.1x

Latest News

ASM
€681.80
ASM International
7D
0.9%
1Y
51.2%

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.
ASML
€1,197.40
ASML Holding
7D
4.3%
1Y
81.1%

ASML Holding N.V. (ASML): The Lithography Monopoly and the High-NA EUV AI Era

ASML Holding N.V. (ASML) remains the undisputed gatekeeper of the global semiconductor industry, closing the March 13, 2026, session at €1,186.40 on the Euronext Amsterdam (and $1,345.69 USD on the NASDAQ). Since the start of 2026, the stock has experienced a "V-shaped" recovery; after a volatile 2025 characterized by shifting export regulations, ASML has surged back to near-all-time highs as the market prices in the massive shift from R&D to mass production for High-NA EUV systems.
BESI
€183.00
BE Semiconductor Industries
7D
10.0%
1Y
73.1%

BESI: Future Returns Will Rely On AI Memory Upside And Buyback Support

Our updated narrative price target for BE Semiconductor Industries moves from €152.64 to €186.61, reflecting analysts' higher Street targets clustered around €140 to €204, as they factor in revised assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on BE Semiconductor Industries points to a broad reset higher in price targets, with values now ranging from around €140 to €204.