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U.S. Semiconductor Equipment Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies39
  • 7D7.0%
  • 3M47.6%
  • 1Y94.8%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has risen 10%, driven by gains in KLA and Applied Materials of 12% and 8.6%, respectively. During this same period, the Amkor Technology underperformed, falling 8.2%. This means that the industry has gained 95% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026US$900.8bUS$95.9bUS$19.0b48.4x47.3x9.4x
Mon, 15 Dec 2025US$699.1bUS$95.9bUS$19.0b37.2x36.7x7.3x
Wed, 12 Nov 2025US$688.8bUS$96.0bUS$18.8b36.7x36.6x7.2x
Fri, 10 Oct 2025US$596.9bUS$89.4bUS$16.3b33.5x36.5x6.7x
Sun, 07 Sep 2025US$453.1bUS$89.4bUS$16.3b26.6x27.7x5.1x
Tue, 05 Aug 2025US$465.2bUS$88.9bUS$16.2b25.7x28.7x5.2x
Thu, 03 Jul 2025US$469.7bUS$87.0bUS$15.5b29x30.3x5.4x
Sat, 31 May 2025US$407.1bUS$87.0bUS$15.5b22.9x26.3x4.7x
Mon, 28 Apr 2025US$377.0bUS$85.9bUS$14.6b26.5x25.8x4.4x
Wed, 26 Mar 2025US$405.2bUS$84.8bUS$14.2b30.9x28.5x4.8x
Fri, 21 Feb 2025US$454.2bUS$84.9bUS$14.4b36.2x31.6x5.3x
Sun, 19 Jan 2025US$465.8bUS$83.2bUS$14.6b36.4x31.9x5.6x
Tue, 17 Dec 2024US$421.6bUS$83.2bUS$14.6b27.6x28.9x5.1x
Thu, 14 Nov 2024US$435.8bUS$82.9bUS$14.9b28.2x29.3x5.3x
Sat, 12 Oct 2024US$489.1bUS$82.5bUS$15.6b27.4x31.4x5.9x
Mon, 09 Sep 2024US$436.9bUS$82.5bUS$15.6b24.9x28x5.3x
Wed, 07 Aug 2024US$446.9bUS$83.3bUS$14.0b25.7x32x5.4x
Fri, 05 Jul 2024US$587.3bUS$82.8bUS$13.8b33.4x42.7x7.1x
Sun, 02 Jun 2024US$525.9bUS$82.8bUS$13.8b28x38.2x6.4x
Tue, 30 Apr 2024US$498.1bUS$83.9bUS$14.1b35.2x35.4x5.9x
Thu, 28 Mar 2024US$511.7bUS$84.5bUS$14.2b35.7x36x6.1x
Sat, 24 Feb 2024US$486.8bUS$84.9bUS$14.5b33.8x33.6x5.7x
Mon, 22 Jan 2024US$444.7bUS$90.1bUS$15.9b24.7x28x4.9x
Wed, 20 Dec 2023US$433.4bUS$90.1bUS$15.9b26.3x27.2x4.8x
Fri, 17 Nov 2023US$394.3bUS$90.1bUS$15.5b24.8x25.4x4.4x
Sun, 15 Oct 2023US$374.3bUS$93.9bUS$17.0b24.8x22.1x4x
Tue, 12 Sep 2023US$386.7bUS$93.9bUS$17.0b24.9x22.8x4.1x
Thu, 10 Aug 2023US$397.9bUS$94.1bUS$17.0b25.6x23.3x4.2x
Sat, 08 Jul 2023US$387.7bUS$96.1bUS$20.1b18.8x19.3x4x
Mon, 05 Jun 2023US$384.8bUS$96.1bUS$20.1b17.9x19.1x4x
Wed, 03 May 2023US$323.3bUS$95.3bUS$20.5b14.7x15.8x3.4x
Fri, 31 Mar 2023US$353.0bUS$96.1bUS$21.2b16.7x16.7x3.7x
Sun, 26 Feb 2023US$331.3bUS$95.3bUS$21.1b14.9x15.7x3.5x
Tue, 24 Jan 2023US$350.7bUS$92.3bUS$20.7b17.7x16.9x3.8x
Price to Earnings Ratio

16.9x


Total Market Cap: US$350.7bTotal Earnings: US$20.7bTotal Revenue: US$92.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 28.3x202420252026
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 45.4x which is higher than its 3-year average PE of 28.3x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 9.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 2.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market-0.34%
Tech-0.71%
Semiconductors2.01%
Semiconductor Equipment6.96%
Semiconductors1.50%
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
KLAC KLAUS$1.57k12.0%
+US$22.1b		107.0%PE48.6x
AMAT Applied MaterialsUS$327.018.6%
+US$20.5b		70.3%PE37.1x
LRCX Lam ResearchUS$222.962.1%
+US$5.8b		177.7%PE48.2x
ENTG EntegrisUS$117.3513.9%
+US$2.2b		10.3%PE61.7x
TER TeradyneUS$228.155.0%
+US$1.7b		64.8%PE80.6x

Latest News

ENTG
US$117.35
Entegris
7D
13.9%
1Y
10.3%
Q
US$97.25
Qnity Electronics
7D
7.7%
1Y
n/a
KLAC
US$1,567.82
KLA
7D
12.0%
1Y
107.0%

Subdued Growth No Barrier To KLA Corporation (NASDAQ:KLAC) With Shares Advancing 32%

Jan 16
Subdued Growth No Barrier To KLA Corporation (NASDAQ:KLAC) With Shares Advancing 32%
ONTO
US$220.26
Onto Innovation
7D
16.1%
1Y
1.7%
AMAT
US$327.01
Applied Materials
7D
8.6%
1Y
70.3%
TER
US$228.15
Teradyne
7D
5.0%
1Y
64.8%
LRCX
US$222.96
Lam Research
7D
2.1%
1Y
177.7%
ENPH
US$35.36
Enphase Energy
7D
-0.2%
1Y
-44.3%
AMKR
US$48.00
Amkor Technology
7D
-8.2%
1Y
85.3%

AMKR: Overvaluation Risk Will Hinge On 2.5D Utilization Execution

We are lifting our Amkor Technology fair value estimate to $28 from $20, as analysts highlight higher targets in the mid to high $30s based on expectations for utilization recovery, cost-efficiency benefits for margins, and revenue opportunities related to 2.5D and Chip-on-Wafer-on-Substrate extending into 2026. Analyst Commentary Recent Street research on Amkor Technology has centered on how quickly utilization can recover, how durable margin improvements might be, and how meaningful 2.5D and Chip-on-Wafer-on-Substrate related demand could be for revenue into 2026.
TRT
US$6.64
Trio-Tech International
7D
-6.6%
1Y
127.0%
DQ
US$25.18
Daqo New Energy
7D
-1.6%
1Y
32.0%

Slammed 26% Daqo New Energy Corp. (NYSE:DQ) Screens Well Here But There Might Be A Catch

Jan 10
Slammed 26% Daqo New Energy Corp. (NYSE:DQ) Screens Well Here But There Might Be A Catch
CVV
US$4.24
CVD Equipment
7D
-5.6%
1Y
12.2%

CVD Equipment Corporation's (NASDAQ:CVV) Price Is Right But Growth Is Lacking After Shares Rocket 36%

Jan 10
CVD Equipment Corporation's (NASDAQ:CVV) Price Is Right But Growth Is Lacking After Shares Rocket 36%
AXTI
US$22.09
AXT
7D
-3.9%
1Y
877.4%
VECO
US$32.97
Veeco Instruments
7D
-0.4%
1Y
20.3%
NVMI
US$445.70
Nova
7D
13.1%
1Y
82.0%
ALMU
US$21.58
Aeluma
7D
-2.9%
1Y
209.6%