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

U.S. Semiconductor Equipment Industry Analysis

UpdatedAug 05, 2025
DataAggregated Company Financials
Companies38
  • 7D-2.2%
  • 3M25.3%
  • 1Y8.0%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 2.2%, driven by a pullback from Applied Materials of 3.9%. On the other hand Teradyne is actually up 16%. Over the past 12 months, the industry was up 8.0%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 22 Dec 2022US$335.5bUS$92.3bUS$20.7b15.3x16.2x3.6x
Sat, 19 Nov 2022US$335.8bUS$92.3bUS$20.7b15.1x16.2x3.6x
Mon, 17 Oct 2022US$247.4bUS$87.9bUS$20.9b11.9x11.9x2.8x
Wed, 14 Sep 2022US$328.6bUS$87.9bUS$20.9b16.3x15.7x3.7x
Fri, 12 Aug 2022US$350.0bUS$87.5bUS$21.0b19.2x16.7x4x
Price to Earnings Ratio

16.7x


Total Market Cap: US$350.0bTotal Earnings: US$21.0bTotal Revenue: US$87.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 25.3x202320242025
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 28.7x which is higher than its 3-year average PE of 25.3x.
  • The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 8.2% 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-1.20%
Tech-0.41%
Semiconductors0.27%
Semiconductor Equipment-2.21%
Semiconductors0.44%
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
TER TeradyneUS$105.7216.0%
+US$2.2b		-9.2%PE35.8x
AMKR Amkor TechnologyUS$22.355.3%
+US$278.6m		-20.4%PE18.2x
NVMI NovaUS$272.751.3%
+US$106.4m		54.8%PE37.9x
TRT Trio-Tech InternationalUS$5.666.1%
+US$1.4m		3.1%PE1356.1x

Latest News

TER
US$105.72
Teradyne
7D
16.0%
1Y
-9.2%
NVMI
US$272.75
Nova
7D
1.3%
1Y
54.8%

These 4 Measures Indicate That Nova (NASDAQ:NVMI) Is Using Debt Safely

Aug 04
These 4 Measures Indicate That Nova (NASDAQ:NVMI) Is Using Debt Safely
LRCX
US$98.41
Lam Research
7D
-0.5%
1Y
27.8%
FORM
US$29.30
FormFactor
7D
-16.2%
1Y
-29.0%
KLAC
US$915.62
KLA
7D
-0.8%
1Y
30.2%
AMKR
US$22.35
Amkor Technology
7D
5.3%
1Y
-20.4%
ENTG
US$73.68
Entegris
7D
-19.9%
1Y
-27.7%
MKSI
US$94.00
MKS
7D
-8.1%
1Y
-10.4%
ENPH
US$31.69
Enphase Energy
7D
-9.3%
1Y
-69.3%

Enphase Energy's (NASDAQ:ENPH) Performance Is Even Better Than Its Earnings Suggest

Jul 30
Enphase Energy's (NASDAQ:ENPH) Performance Is Even Better Than Its Earnings Suggest
ONTO
US$97.20
Onto Innovation
7D
-4.6%
1Y
-41.5%

Onto Innovation Inc.'s (NYSE:ONTO) Intrinsic Value Is Potentially 65% Above Its Share Price

Jul 26
Onto Innovation Inc.'s (NYSE:ONTO) Intrinsic Value Is Potentially 65% Above Its Share Price
AMAT
US$182.82
Applied Materials
7D
-3.9%
1Y
0.5%
TRT
US$5.66
Trio-Tech International
7D
6.1%
1Y
3.1%