Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Semiconductor Equipment Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies39
  • 7D-4.1%
  • 3M47.5%
  • 1Y191.9%
  • YTDn/a

Last week, the Semiconductor Equipment industry hasn't moved much but KLA is up 4.6% in that time. The past year has been better, since the industry has gained 196% in that time. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026US$1.3tUS$101.7bUS$22.6b63.7x59.1x13.1x
Sat, 09 May 2026US$1.2tUS$100.7bUS$21.9b59.4x54x11.7x
Mon, 06 Apr 2026US$941.3bUS$97.8bUS$20.8b43.8x45.3x9.6x
Wed, 04 Mar 2026US$971.5bUS$97.8bUS$20.8b42.6x46.7x9.9x
Fri, 30 Jan 2026US$957.2bUS$96.8bUS$19.4b51.1x49.2x9.9x
Sun, 28 Dec 2025US$735.7bUS$95.9bUS$19.0b39x38.6x7.7x
Tue, 25 Nov 2025US$616.1bUS$95.9bUS$19.0b34.8x32.4x6.4x
Thu, 23 Oct 2025US$619.1bUS$89.4bUS$16.3b33.2x37.9x6.9x
Sat, 20 Sep 2025US$546.5bUS$89.4bUS$16.3b31.2x33.4x6.1x
Mon, 18 Aug 2025US$453.1bUS$89.6bUS$16.3b26.1x27.8x5.1x
Wed, 16 Jul 2025US$491.7bUS$87.0bUS$15.5b30.7x31.8x5.7x
Fri, 13 Jun 2025US$446.1bUS$87.0bUS$15.5b25.7x28.8x5.1x
Sun, 11 May 2025US$384.4bUS$86.5bUS$15.1b23.7x25.4x4.4x
Tue, 08 Apr 2025US$322.4bUS$84.8bUS$14.2b23.4x22.7x3.8x
Thu, 06 Mar 2025US$399.4bUS$84.8bUS$14.2b31.7x28.1x4.7x
Sat, 01 Feb 2025US$447.9bUS$84.5bUS$15.1b32.8x29.7x5.3x
Mon, 30 Dec 2024US$415.0bUS$83.2bUS$14.6b27.6x28.4x5x
Wed, 27 Nov 2024US$421.3bUS$83.2bUS$14.6b28.1x28.9x5.1x
Fri, 25 Oct 2024US$434.0bUS$83.1bUS$15.8b26.1x27.5x5.2x
Sun, 22 Sep 2024US$469.5bUS$82.5bUS$15.6b24.9x30.1x5.7x
Tue, 20 Aug 2024US$511.8bUS$83.0bUS$15.8b25.8x32.4x6.2x
Thu, 18 Jul 2024US$599.2bUS$82.8bUS$13.8b31.1x43.5x7.2x
Sat, 15 Jun 2024US$575.1bUS$82.8bUS$13.8b27.7x41.8x6.9x
Mon, 13 May 2024US$509.1bUS$82.8bUS$13.6b32.2x37.4x6.2x
Wed, 10 Apr 2024US$509.5bUS$84.5bUS$14.2b35.9x35.9x6x
Fri, 08 Mar 2024US$527.4bUS$84.5bUS$14.2b36.8x37.2x6.2x
Sun, 04 Feb 2024US$441.1bUS$88.0bUS$14.9b24.5x29.5x5x
Tue, 02 Jan 2024US$434.4bUS$90.1bUS$15.9b25.8x27.3x4.8x
Thu, 30 Nov 2023US$391.8bUS$90.0bUS$15.9b24x24.6x4.4x
Sat, 28 Oct 2023US$336.7bUS$91.6bUS$16.0b20.2x21x3.7x
Mon, 25 Sep 2023US$361.5bUS$93.9bUS$17.0b24.8x21.3x3.8x
Wed, 23 Aug 2023US$390.3bUS$93.9bUS$17.0b25.4x23x4.2x
Fri, 21 Jul 2023US$384.8bUS$96.1bUS$20.1b20.7x19.1x4x
Sun, 18 Jun 2023US$391.4bUS$96.1bUS$20.1b18.5x19.5x4.1x
Price to Earnings Ratio

19.5x


Total Market Cap: US$391.4bTotal Earnings: US$20.1bTotal Revenue: US$96.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 32.6x202420252026
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 58.6x which is higher than its 3-year average PE of 32.6x.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 13.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 3.9% 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 Market-4.05%
Tech-10.02%
Semiconductors-12.01%
Semiconductor Equipment-4.13%
Semiconductors-12.87%
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$2.14k0.5%
+US$1.4b		144.9%PE59.7x
VECO Veeco InstrumentsUS$65.949.1%
+US$334.5m		205.7%PE174.1x
PDFS PDF SolutionsUS$57.604.5%
+US$103.0m		184.2%PE335.7x
ASYS Amtech SystemsUS$19.31-8.4%
US$30.9m		365.3%PE137.9x
CVV CVD EquipmentUS$6.409.6%
+US$3.9m		109.2%PS2.1x

Latest News

AMKR
US$69.61
Amkor Technology
7D
-7.4%
1Y
242.6%
ASYS
US$19.31
Amtech Systems
7D
-8.4%
1Y
365.3%
TER
US$347.59
Teradyne
7D
-15.2%
1Y
300.5%
ENPH
US$50.57
Enphase Energy
7D
-26.7%
1Y
11.7%
LRCX
US$321.80
Lam Research
7D
-6.4%
1Y
253.8%
VECO
US$65.94
Veeco Instruments
7D
9.1%
1Y
205.7%
Q
US$139.74
Qnity Electronics
7D
-9.8%
1Y
n/a
AMAT
US$497.01
Applied Materials
7D
-0.8%
1Y
187.6%
ENTG
US$128.88
Entegris
7D
-8.2%
1Y
64.2%
AXTI
US$85.29
AXT
7D
-20.1%
1Y
4,207.6%
PDFS
US$57.60
PDF Solutions
7D
4.5%
1Y
184.2%
Narrative Update • Jun 04

PDFS: Forward Margin Gains And Lock Up Constraints Will Shape Fairly Valued Outlook

Analysts nudged their price target for PDF Solutions slightly higher to $54.88 from $54.50, citing updated assumptions around revenue growth, margins and a modestly lower future P/E multiple in recent research updates from several firms. Analyst Commentary Recent research updates have centered on refreshed models for revenue growth, margins and the future P/E multiple, which together feed into higher price targets across several firms.
KLAC
US$2,135.64
KLA
7D
0.5%
1Y
144.9%
Narrative Update • Jun 04

KLAC: AI-Driven Demand Will Eventually Test High Expectations For 2030 Targets

The analyst price target for KLA has increased to $1,855 from $1,676, with analysts citing updated assumptions for revenue growth, profit margins, and long-term forecasts from recent research coverage. Analyst Commentary Recent research coverage on KLA has been active, with multiple firms adjusting price targets and updating their views following the company's Investor Day and revised long-term targets.
CVV
US$6.40
CVD Equipment
7D
9.6%
1Y
109.2%
Analysis Article • May 16

Here's Why We're Not Too Worried About CVD Equipment's (NASDAQ:CVV) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...