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U.S. Semiconductor Equipment Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies39
  • 7D-5.2%
  • 3M37.1%
  • 1Y58.2%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 5.0%, driven by Lam Research declining 5.5%. On the other hand ACM Research is actually up 5.6%. This takes the industry's 12 month performance to a gain of 50%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Nov 2025US$672.2bUS$96.0bUS$18.8b34.7x35.7x7x
Mon, 13 Oct 2025US$557.5bUS$89.4bUS$16.3b30.5x34.1x6.2x
Wed, 10 Sep 2025US$471.3bUS$89.4bUS$16.3b27.8x28.9x5.3x
Fri, 08 Aug 2025US$458.8bUS$89.0bUS$16.2b24.3x28.3x5.2x
Sun, 06 Jul 2025US$485.1bUS$87.0bUS$15.5b29x31.3x5.6x
Tue, 03 Jun 2025US$396.9bUS$87.0bUS$15.5b23.2x25.6x4.6x
Thu, 01 May 2025US$375.2bUS$85.7bUS$14.5b25.6x25.8x4.4x
Sat, 29 Mar 2025US$383.1bUS$84.8bUS$14.2b28.4x27x4.5x
Mon, 24 Feb 2025US$444.8bUS$84.9bUS$14.4b35.7x30.9x5.2x
Wed, 22 Jan 2025US$465.8bUS$83.2bUS$14.6b37.2x31.9x5.6x
Fri, 20 Dec 2024US$412.4bUS$83.2bUS$14.6b26.2x28.3x5x
Sun, 17 Nov 2024US$400.4bUS$83.2bUS$14.6b29x27.4x4.8x
Tue, 15 Oct 2024US$494.6bUS$82.5bUS$15.6b27.4x31.7x6x
Thu, 12 Sep 2024US$461.7bUS$82.5bUS$15.6b25.7x29.6x5.6x
Sat, 10 Aug 2024US$470.4bUS$82.6bUS$15.7b25x30x5.7x
Mon, 08 Jul 2024US$587.0bUS$82.8bUS$13.8b33.4x42.7x7.1x
Wed, 05 Jun 2024US$524.4bUS$82.8bUS$13.8b29.3x38.1x6.3x
Fri, 03 May 2024US$474.5bUS$83.3bUS$13.9b32x34.2x5.7x
Sun, 31 Mar 2024US$511.6bUS$84.5bUS$14.2b35.9x36x6.1x
Tue, 27 Feb 2024US$496.8bUS$84.9bUS$14.5b34.5x34.3x5.9x
Thu, 25 Jan 2024US$448.8bUS$90.1bUS$15.9b25.3x28.2x5x
Sat, 23 Dec 2023US$434.4bUS$90.1bUS$15.9b25.7x27.3x4.8x
Mon, 20 Nov 2023US$389.7bUS$90.0bUS$15.9b24.5x24.5x4.3x
Wed, 18 Oct 2023US$377.6bUS$93.9bUS$17.0b24.8x22.3x4x
Fri, 15 Sep 2023US$382.0bUS$93.9bUS$17.0b24.8x22.5x4.1x
Sun, 13 Aug 2023US$381.6bUS$94.0bUS$17.0b25.1x22.4x4.1x
Tue, 11 Jul 2023US$394.4bUS$96.1bUS$20.1b19.2x19.6x4.1x
Thu, 08 Jun 2023US$384.8bUS$96.1bUS$20.1b18.1x19.1x4x
Sat, 06 May 2023US$333.0bUS$95.5bUS$20.3b15.1x16.4x3.5x
Mon, 03 Apr 2023US$355.4bUS$96.1bUS$21.2b16.9x16.8x3.7x
Wed, 01 Mar 2023US$340.4bUS$96.1bUS$21.2b15.5x16.1x3.5x
Fri, 27 Jan 2023US$349.9bUS$93.2bUS$20.9b17.8x16.7x3.8x
Sun, 25 Dec 2022US$314.4bUS$92.3bUS$20.7b14.6x15.2x3.4x
Tue, 22 Nov 2022US$332.5bUS$92.3bUS$20.7b15.1x16.1x3.6x
Price to Earnings Ratio

16.1x


Total Market Cap: US$332.5bTotal 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 27x202320242025
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 35.7x which is higher than its 3-year average PE of 27.0x.
  • The 3-year average PS ratio of 4.9x is lower than the industry's current PS ratio of 7.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 3.1% 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-0.42%
Tech-0.37%
Semiconductors-0.41%
Semiconductor Equipment-5.25%
Semiconductors-0.0027%
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$10.4410.4%
+US$43.3m		467.4%PS5.1x
ACMR ACM ResearchUS$31.511.3%
+US$26.6m		71.9%PE17.5x
DQ Daqo New EnergyUS$33.520.06%
+US$1.3m		74.1%PS3.5x
CVV CVD EquipmentUS$3.532.3%
+US$746.5k		21.3%PS0.9x

Latest News

AMAT
US$226.01
Applied Materials
7D
-1.8%
1Y
33.8%
TER
US$169.97
Teradyne
7D
-6.8%
1Y
65.7%
KLAC
US$1,134.32
KLA
7D
-4.9%
1Y
84.6%
ACMR
US$31.51
ACM Research
7D
1.3%
1Y
71.9%

ACM Research's (NASDAQ:ACMR) Solid Earnings May Rest On Weak Foundations

Nov 13
ACM Research's (NASDAQ:ACMR) Solid Earnings May Rest On Weak Foundations
Q
US$83.48
Qnity Electronics
7D
-9.6%
1Y
n/a
MKSI
US$142.74
MKS
7D
-7.8%
1Y
35.3%
CVV
US$3.53
CVD Equipment
7D
2.3%
1Y
21.3%
DQ
US$33.52
Daqo New Energy
7D
0.06%
1Y
74.1%

DQ: Persistent Margin Pressure Will Limit Upside Despite Projected Earnings Recovery

The analyst price target for Daqo New Energy has been raised significantly, from $28.53 to $30.81, as analysts note improved operating cash flow, higher polysilicon prices, and expectations for earnings growth despite recent margin pressures. Analyst Commentary Recent analyst reports on Daqo New Energy highlight both promising developments and lingering uncertainties as the company navigates volatile market conditions.
CAMT
US$96.19
Camtek
7D
-19.2%
1Y
29.9%
LRCX
US$148.26
Lam Research
7D
-7.0%
1Y
111.6%
AXTI
US$10.44
AXT
7D
10.4%
1Y
467.4%
ENTG
US$78.28
Entegris
7D
-9.7%
1Y
-19.9%

ENTG: Future Semiconductor Demand Will Accelerate Gains For Pure-Play Chemicals

Entegris' analyst price target has been adjusted slightly downward from $101.08 to $100.50, as analysts incorporate marginally softer revenue growth expectations. Nevertheless, there is continued optimism about the company's positioning alongside peers in the electronic chemicals sector.