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U.S. Semiconductor Equipment Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies39
  • 7D12.6%
  • 3M58.2%
  • 1Y233.4%
  • YTDn/a

Applied Materials is up 14%, leading the way for the Semiconductor Equipment industry, which has gained 19%. Meanwhile, Enphase Energy actually underperformed within the industry, shrinking 6.1% in the last week. This takes the industry's 12 month performance to a gain of 245%. 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
Wed, 17 Jun 2026US$1.5tUS$101.7bUS$22.6b75x68.6x15.2x
Fri, 15 May 2026US$1.2tUS$100.9bUS$21.9b65.1x55.4x12x
Sun, 12 Apr 2026US$1.1tUS$97.8bUS$20.8b51.5x52.8x11.2x
Tue, 10 Mar 2026US$871.7bUS$97.8bUS$20.8b41.8x41.9x8.9x
Thu, 05 Feb 2026US$891.4bUS$97.3bUS$19.8b40.7x44.9x9.2x
Sat, 03 Jan 2026US$711.8bUS$95.9bUS$19.0b39.8x37.4x7.4x
Mon, 01 Dec 2025US$677.6bUS$95.9bUS$19.0b36.1x35.6x7.1x
Wed, 29 Oct 2025US$669.0bUS$90.8bUS$16.8b33.6x39.7x7.4x
Fri, 26 Sep 2025US$562.9bUS$89.4bUS$16.3b30.7x34.5x6.3x
Sun, 24 Aug 2025US$457.3bUS$89.6bUS$16.3b27.4x28x5.1x
Tue, 22 Jul 2025US$487.6bUS$87.0bUS$15.5b30.5x31.5x5.6x
Thu, 19 Jun 2025US$449.1bUS$87.0bUS$15.5b26x29x5.2x
Sat, 17 May 2025US$428.4bUS$87.0bUS$15.5b23.3x27.6x4.9x
Mon, 14 Apr 2025US$359.1bUS$84.9bUS$14.2b24.3x25.3x4.2x
Wed, 12 Mar 2025US$389.3bUS$84.8bUS$14.2b27.7x27.4x4.6x
Fri, 07 Feb 2025US$451.3bUS$84.7bUS$15.2b38.8x29.6x5.3x
Sun, 05 Jan 2025US$422.8bUS$83.2bUS$14.6b32.2x29x5.1x
Tue, 03 Dec 2024US$421.0bUS$83.2bUS$14.6b29x28.9x5.1x
Thu, 31 Oct 2024US$453.1bUS$83.2bUS$15.8b24.3x28.7x5.4x
Sat, 28 Sep 2024US$505.2bUS$82.5bUS$15.6b25.5x32.4x6.1x
Mon, 26 Aug 2024US$505.7bUS$83.0bUS$15.8b26x32x6.1x
Wed, 24 Jul 2024US$548.4bUS$82.8bUS$13.8b30.9x39.8x6.6x
Fri, 21 Jun 2024US$595.6bUS$82.8bUS$13.8b27.2x43.3x7.2x
Sun, 19 May 2024US$516.7bUS$82.8bUS$13.8b28.3x37.5x6.2x
Tue, 16 Apr 2024US$503.5bUS$84.5bUS$14.2b34.4x35.5x6x
Thu, 14 Mar 2024US$507.0bUS$84.5bUS$14.2b34.8x35.7x6x
Sat, 10 Feb 2024US$474.5bUS$85.8bUS$14.6b31.5x32.5x5.5x
Mon, 08 Jan 2024US$402.1bUS$90.1bUS$15.9b24.5x25.3x4.5x
Wed, 06 Dec 2023US$394.4bUS$90.0bUS$15.9b24.8x24.8x4.4x
Fri, 03 Nov 2023US$344.7bUS$90.4bUS$15.6b20.9x22.1x3.8x
Sun, 01 Oct 2023US$367.7bUS$93.9bUS$16.9b24.8x21.7x3.9x
Tue, 29 Aug 2023US$385.1bUS$93.9bUS$17.0b25.6x22.7x4.1x
Thu, 27 Jul 2023US$398.8bUS$96.1bUS$20.1b20.8x19.8x4.2x
Sat, 24 Jun 2023US$379.8bUS$96.1bUS$20.1b18x18.9x4x
Price to Earnings Ratio

18.9x


Total Market Cap: US$379.8bTotal 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 32.9x202420252026
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 67.3x which is higher than its 3-year average PE of 32.8x.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 14.9x.
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 Market2.32%
Tech3.34%
Semiconductors5.09%
Semiconductor Equipment12.57%
Semiconductors4.17%
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
AMAT Applied MaterialsUS$568.2313.8%
+US$54.8b		226.4%PE53x
LRCX Lam ResearchUS$369.3412.9%
+US$52.7b		298.6%PE68.9x
KLAC KLAUS$237.3311.1%
+US$31.0b		172.4%PE66.4x
TER TeradyneUS$409.3510.9%
+US$6.3b		373.6%PE75x
AMKR Amkor TechnologyUS$86.5522.1%
+US$3.9b		325.9%PE49.2x

Latest News

ENPH
US$50.26
Enphase Energy
7D
-0.6%
1Y
38.2%
AMAT
US$568.23
Applied Materials
7D
13.8%
1Y
226.4%
ONTO
US$316.15
Onto Innovation
7D
15.4%
1Y
224.9%
Analysis Article • 13h

Onto Innovation (ONTO) Stock Could Be 11.6% Undervalued After Dragonfly G5 Orders And Rigaku Deal

Onto Innovation (ONTO) is back in focus after stronger customer uptake of its inspection tools, the launch of its Dragonfly G5 system with substantial orders, and a new Rigaku partnership including a planned equity stake. See our latest analysis for Onto Innovation. Onto Innovation’s recent news has arrived alongside strong share price momentum, with a 7 day share price return of 24.9%, a 90 day share price return of 70.88%, and a 1 year total shareholder return of 239.8%. This suggests...
TER
US$409.35
Teradyne
7D
10.9%
1Y
373.6%
Analysis Article • 17h

Teradyne (TER) Stock Could Be 15% Overvalued After Its Sharp Run Higher

Teradyne stock: recent performance snapshot Teradyne (TER) has drawn attention after its share price closed at $432.41, with recent returns of 7.2% over the past day, 15.4% over the past week, and around 28% over the past month. See our latest analysis for Teradyne. Beyond the latest daily move, Teradyne stock has shown strong momentum, with a 30 day share price return of 28% and a year to date share price return of 108.3%, alongside a 1 year total shareholder return of very close to 4x. If...
KLAC
US$237.33
KLA
7D
11.1%
1Y
172.4%
Seeking Alpha • 22h

KLA Corporation: Dominant Moat, Solid Growth, Rich Valuation

Summary KLA Corporation (KLAC) is a near-monopoly in process control with exceptional margins and robust AI-driven structural tailwinds. KLAC's financials are outstanding: 2025 revenues of $12.16B, net margins rising to 35%, and ROIC at 33%, far outpacing peers. Despite premium quality and growth prospects, KLAC's current valuation is rich; I rate it Hold with a positive bias on a 10–15% pullback. China export controls and industry cyclicality are tangible risks, but management's strategic positioning and balance sheet mitigate near-term concerns. Read the full article on Seeking Alpha
LRCX
US$369.34
Lam Research
7D
12.9%
1Y
298.6%
AMKR
US$86.55
Amkor Technology
7D
22.1%
1Y
325.9%
MKSI
US$366.31
MKS
7D
15.9%
1Y
297.4%
ENTG
US$151.61
Entegris
7D
17.6%
1Y
98.9%
SEDG
US$57.15
SolarEdge Technologies
7D
-1.1%
1Y
258.1%