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U.S. Semiconductor Equipment Industry Analysis

UpdatedMay 05, 2026
DataAggregated Company Financials
Companies39
  • 7D-4.5%
  • 3M22.4%
  • 1Y182.9%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 5.8%, driven by KLA declining 9.1%. In contrast, AXT has gained 37%. In the past year, the industry has gained 182%. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the U.S. Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026US$1.1tUS$100.3bUS$21.8b48.1x50.3x10.9x
Thu, 02 Apr 2026US$919.8bUS$97.8bUS$20.8b44.2x44.3x9.4x
Sat, 28 Feb 2026US$999.0bUS$97.9bUS$20.8b45.4x48.1x10.2x
Mon, 26 Jan 2026US$895.5bUS$95.9bUS$19.0b47x47x9.3x
Wed, 24 Dec 2025US$728.5bUS$95.9bUS$19.0b38.5x38.3x7.6x
Fri, 21 Nov 2025US$644.9bUS$95.7bUS$19.0b32.8x33.9x6.7x
Sun, 19 Oct 2025US$606.2bUS$89.4bUS$16.3b33.3x37.1x6.8x
Tue, 16 Sep 2025US$497.5bUS$89.4bUS$16.3b28.9x30.4x5.6x
Thu, 14 Aug 2025US$492.3bUS$89.1bUS$16.2b26.8x30.3x5.5x
Sat, 12 Jul 2025US$490.4bUS$87.0bUS$15.5b31.6x31.7x5.6x
Mon, 09 Jun 2025US$423.0bUS$87.0bUS$15.5b24.9x27.3x4.9x
Wed, 07 May 2025US$381.6bUS$86.4bUS$15.0b25.8x25.4x4.4x
Fri, 04 Apr 2025US$370.4bUS$84.8bUS$14.2b24.3x26.1x4.4x
Sun, 02 Mar 2025US$408.5bUS$84.8bUS$14.2b32.7x28.8x4.8x
Tue, 28 Jan 2025US$451.6bUS$83.2bUS$14.6b34.1x31x5.4x
Thu, 26 Dec 2024US$418.7bUS$83.2bUS$14.6b28.3x28.7x5x
Sat, 23 Nov 2024US$416.8bUS$83.2bUS$14.6b28.3x28.6x5x
Mon, 21 Oct 2024US$442.9bUS$82.5bUS$15.6b26.3x28.4x5.4x
Wed, 18 Sep 2024US$458.8bUS$82.5bUS$15.6b25.1x29.4x5.6x
Fri, 16 Aug 2024US$494.3bUS$82.6bUS$15.7b26.4x31.6x6x
Sun, 14 Jul 2024US$592.5bUS$82.8bUS$13.8b34.2x43.1x7.2x
Tue, 11 Jun 2024US$554.2bUS$82.8bUS$13.8b27x40.3x6.7x
Thu, 09 May 2024US$506.5bUS$83.4bUS$13.8b32.1x36.6x6.1x
Sat, 06 Apr 2024US$499.6bUS$84.5bUS$14.2b34.5x35.2x5.9x
Mon, 04 Mar 2024US$518.9bUS$84.5bUS$14.2b36x36.6x6.1x
Wed, 31 Jan 2024US$446.4bUS$88.0bUS$15.0b25.1x29.8x5.1x
Fri, 29 Dec 2023US$441.3bUS$90.1bUS$15.9b26x27.7x4.9x
Sun, 26 Nov 2023US$396.7bUS$90.0bUS$15.9b24.4x24.9x4.4x
Tue, 24 Oct 2023US$347.4bUS$92.3bUS$16.4b22.9x21.2x3.8x
Thu, 21 Sep 2023US$363.7bUS$93.9bUS$17.0b24.8x21.4x3.9x
Sat, 19 Aug 2023US$375.2bUS$93.9bUS$17.0b25x22.1x4x
Mon, 17 Jul 2023US$401.8bUS$96.1bUS$20.1b20.7x20x4.2x
Wed, 14 Jun 2023US$399.8bUS$96.1bUS$20.1b18.8x19.9x4.2x
Fri, 12 May 2023US$334.2bUS$95.7bUS$20.1b15.1x16.7x3.5x
Price to Earnings Ratio

16.7x


Total Market Cap: US$334.2bTotal Earnings: US$20.1bTotal Revenue: US$95.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 31.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Semiconductor Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 50.3x which is higher than its 3-year average PE of 31.4x.
  • The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 10.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 2.4% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Semiconductor Equipment compare with similar industries?

US Market0.58%
Tech0.36%
Semiconductors-1.27%
Semiconductor Equipment-4.50%
Semiconductors-0.91%
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
AXTI AXTUS$106.0051.1%
+US$2.3b
7,930.3%PS76.4x
MKSI MKSUS$291.534.7%
+US$886.6m
291.5%PE66.5x
ACLS Axcelis TechnologiesUS$141.873.2%
+US$135.5m
172.4%PE36.3x
PDFS PDF SolutionsUS$44.407.4%
+US$122.1m
133.3%PS8.1x
ATOM AtomeraUS$10.3735.9%
+US$106.1m
118.8%PS6177.8x

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