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U.S. Semiconductor Equipment Industry Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies39
  • 7D11.7%
  • 3M31.7%
  • 1Y190.7%
  • YTDn/a

In the last week, the Semiconductor Equipment industry is up 12%, with Lam Research leading the way, up 14%. This means that the industry has gained 191% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 13 May 2026US$1.2tUS$100.7bUS$21.9b65.3x55.3x12x
Fri, 10 Apr 2026US$1.1tUS$97.8bUS$20.8b50.8x51.2x10.9x
Sun, 08 Mar 2026US$856.9bUS$97.8bUS$20.8b39.4x41.2x8.8x
Tue, 03 Feb 2026US$904.0bUS$97.0bUS$19.8b44.1x45.7x9.3x
Thu, 01 Jan 2026US$723.1bUS$95.9bUS$19.0b37.3x38x7.5x
Sat, 29 Nov 2025US$677.2bUS$95.9bUS$19.0b36.1x35.6x7.1x
Mon, 27 Oct 2025US$634.2bUS$90.6bUS$16.8b33x37.8x7x
Wed, 24 Sep 2025US$570.1bUS$89.4bUS$16.3b32.3x34.9x6.4x
Fri, 22 Aug 2025US$452.2bUS$89.6bUS$16.3b25.9x27.7x5x
Sun, 20 Jul 2025US$487.6bUS$87.0bUS$15.5b30.9x31.5x5.6x
Tue, 17 Jun 2025US$442.3bUS$87.0bUS$15.5b26.2x28.6x5.1x
Thu, 15 May 2025US$428.9bUS$86.6bUS$15.1b24.1x28.4x5x
Sat, 12 Apr 2025US$349.2bUS$84.9bUS$14.2b24.3x24.6x4.1x
Mon, 10 Mar 2025US$408.6bUS$84.8bUS$14.2b31.2x28.8x4.8x
Wed, 05 Feb 2025US$441.9bUS$84.5bUS$15.1b32.3x29.3x5.2x
Fri, 03 Jan 2025US$405.8bUS$83.2bUS$14.6b31.5x27.8x4.9x
Sun, 01 Dec 2024US$421.0bUS$83.2bUS$14.6b28.5x28.9x5.1x
Tue, 29 Oct 2024US$444.6bUS$83.1bUS$15.8b24.7x28.2x5.4x
Thu, 26 Sep 2024US$478.3bUS$82.5bUS$15.6b24.7x30.7x5.8x
Sat, 24 Aug 2024US$495.3bUS$83.0bUS$15.8b26x31.3x6x
Mon, 22 Jul 2024US$517.9bUS$82.8bUS$13.8b29.7x37.6x6.3x
Wed, 19 Jun 2024US$584.6bUS$82.8bUS$13.8b28.1x42.5x7.1x
Fri, 17 May 2024US$525.4bUS$82.8bUS$13.6b28x38.6x6.3x
Sun, 14 Apr 2024US$518.3bUS$84.5bUS$14.2b35.1x36.5x6.1x
Tue, 12 Mar 2024US$499.6bUS$84.5bUS$14.2b34.8x35.2x5.9x
Thu, 08 Feb 2024US$434.1bUS$85.9bUS$14.6b26.4x29.7x5.1x
Sat, 06 Jan 2024US$402.9bUS$90.1bUS$15.9b24.5x25.3x4.5x
Mon, 04 Dec 2023US$400.0bUS$90.0bUS$15.9b24.8x25.1x4.4x
Wed, 01 Nov 2023US$338.7bUS$90.6bUS$15.5b20.3x21.8x3.7x
Fri, 29 Sep 2023US$367.1bUS$93.9bUS$17.0b24.4x21.6x3.9x
Sun, 27 Aug 2023US$385.1bUS$93.9bUS$17.0b25.6x22.7x4.1x
Tue, 25 Jul 2023US$394.1bUS$96.1bUS$20.1b20.9x19.6x4.1x
Thu, 22 Jun 2023US$382.6bUS$96.1bUS$20.1b18.5x19x4x
Sat, 20 May 2023US$361.8bUS$96.1bUS$20.1b16.6x18x3.8x
Price to Earnings Ratio

18x


Total Market Cap: US$361.8bTotal 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 31.7x202420252026
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 55.3x which is higher than its 3-year average PE of 31.6x.
  • The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 12.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 3.0% 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 Market2.58%
Tech7.51%
Semiconductors13.10%
Semiconductor Equipment11.65%
Semiconductors13.25%
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
LRCX Lam ResearchUS$289.244.9%
+US$16.8b		239.3%PE53.9x
AMAT Applied MaterialsUS$431.205.0%
+US$16.2b		149.2%PE43.7x
KLAC KLAUS$1.81k4.5%
+US$10.2b		127.6%PE50.7x
Q Qnity ElectronicsUS$168.3614.9%
+US$4.6b		n/aPE51x
MKSI MKSUS$311.728.4%
+US$1.7b		234.0%PE64.4x

Latest News

AXTI
US$122.90
AXT
7D
14.3%
1Y
8,260.5%
KLAC
US$1,811.35
KLA
7D
4.5%
1Y
127.6%
AMKR
US$73.45
Amkor Technology
7D
-4.2%
1Y
266.3%
Q
US$168.36
Qnity Electronics
7D
14.9%
1Y
n/a
MKSI
US$311.72
MKS
7D
8.4%
1Y
234.0%
ACMR
US$62.99
ACM Research
7D
19.3%
1Y
150.6%
ONTO
US$277.94
Onto Innovation
7D
-8.9%
1Y
180.2%
SEDG
US$40.42
SolarEdge Technologies
7D
-9.5%
1Y
122.7%
AMAT
US$431.20
Applied Materials
7D
5.0%
1Y
149.2%
DQ
US$18.71
Daqo New Energy
7D
-6.5%
1Y
24.6%
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VECO
US$61.46
Veeco Instruments
7D
24.1%
1Y
189.9%
FORM
US$132.02
FormFactor
7D
-9.0%
1Y
307.6%
ENTG
US$145.31
Entegris
7D
-2.7%
1Y
74.8%
LRCX
US$289.24
Lam Research
7D
4.9%
1Y
239.3%
CAMT
US$174.63
Camtek
7D
-11.4%
1Y
154.5%
NVMI
US$493.19
Nova
7D
-4.4%
1Y
143.6%