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U.S. Semiconductor Equipment Industry Analysis

UpdatedJul 19, 2025
DataAggregated Company Financials
Companies38
  • 7D-1.5%
  • 3M43.5%
  • 1Y-4.1%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 1.1%, driven by a pullback from Applied Materials of 3.8%. Overall the industry is down 6.6% in 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Jul 2025US$490.2bUS$87.0bUS$15.5b30.9x31.7x5.6x
Mon, 16 Jun 2025US$439.1bUS$87.0bUS$15.5b24.8x28.4x5x
Wed, 14 May 2025US$419.5bUS$86.5bUS$15.1b26.4x27.8x4.8x
Fri, 11 Apr 2025US$377.6bUS$84.9bUS$14.2b23.6x26.6x4.5x
Sun, 09 Mar 2025US$408.6bUS$84.8bUS$14.2b31.2x28.8x4.8x
Tue, 04 Feb 2025US$445.1bUS$84.5bUS$15.1b32x29.5x5.3x
Thu, 02 Jan 2025US$405.8bUS$83.2bUS$14.6b30.9x27.8x4.9x
Sat, 30 Nov 2024US$421.0bUS$83.2bUS$14.6b28.5x28.9x5.1x
Mon, 28 Oct 2024US$444.6bUS$83.1bUS$15.8b26.1x28.2x5.4x
Wed, 25 Sep 2024US$473.4bUS$82.5bUS$15.6b24.4x30.4x5.7x
Fri, 23 Aug 2024US$516.0bUS$83.0bUS$15.8b25.6x32.6x6.2x
Sun, 21 Jul 2024US$517.9bUS$82.8bUS$13.8b29.7x37.6x6.3x
Tue, 18 Jun 2024US$570.8bUS$82.8bUS$13.8b27.6x41.5x6.9x
Thu, 16 May 2024US$512.5bUS$82.8bUS$13.6b27.2x37.6x6.2x
Sat, 13 Apr 2024US$518.3bUS$84.5bUS$14.2b35.1x36.5x6.1x
Mon, 11 Mar 2024US$509.8bUS$84.5bUS$14.2b35.6x35.9x6x
Wed, 07 Feb 2024US$434.1bUS$86.5bUS$14.8b23.6x29.4x5x
Fri, 05 Jan 2024US$402.9bUS$90.1bUS$15.9b24.5x25.3x4.5x
Sun, 03 Dec 2023US$400.0bUS$90.0bUS$15.9b24.8x25.1x4.4x
Tue, 31 Oct 2023US$335.0bUS$91.6bUS$16.0b20.1x20.9x3.7x
Thu, 28 Sep 2023US$359.2bUS$93.9bUS$17.0b23.9x21.2x3.8x
Sat, 26 Aug 2023US$385.1bUS$93.9bUS$17.0b25.6x22.7x4.1x
Mon, 24 Jul 2023US$390.2bUS$96.1bUS$20.1b21x19.4x4.1x
Wed, 21 Jun 2023US$388.4bUS$96.1bUS$20.1b18.3x19.3x4x
Fri, 19 May 2023US$367.7bUS$95.7bUS$20.1b17x18.3x3.8x
Sun, 16 Apr 2023US$334.1bUS$96.1bUS$21.2b15.4x15.8x3.5x
Tue, 14 Mar 2023US$335.0bUS$96.1bUS$21.2b16.3x15.8x3.5x
Thu, 09 Feb 2023US$351.4bUS$93.9bUS$21.2b16.7x16.6x3.7x
Sat, 07 Jan 2023US$322.7bUS$92.3bUS$20.7b16x15.6x3.5x
Mon, 05 Dec 2022US$344.2bUS$92.3bUS$20.7b15.5x16.6x3.7x
Wed, 02 Nov 2022US$298.5bUS$90.6bUS$21.2b13.9x14.1x3.3x
Fri, 30 Sep 2022US$283.3bUS$87.9bUS$20.9b13.9x13.5x3.2x
Sun, 28 Aug 2022US$330.3bUS$87.9bUS$20.9b17.8x15.8x3.8x
Tue, 26 Jul 2022US$329.0bUS$84.9bUS$20.5b17.1x16x3.9x
Price to Earnings Ratio

16x


Total Market Cap: US$329.0bTotal Earnings: US$20.5bTotal Revenue: US$84.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 25.1x202320242025
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 31.7x which is higher than its 3-year average PE of 25.1x.
  • The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 9.0% 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 Market0.96%
Tech2.46%
Semiconductors3.14%
Semiconductor Equipment-1.48%
Semiconductors3.47%
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$931.120.7%
+US$864.9m		22.1%PE33.3x
ENTG EntegrisUS$90.753.6%
+US$479.9m		-28.7%PE44.3x
CAMT CamtekUS$92.513.5%
+US$141.8m		-14.7%PE33x
ACMR ACM ResearchUS$30.085.3%
+US$97.1m		49.6%PE18x
SEDG SolarEdge TechnologiesUS$26.623.9%
+US$59.0m		3.6%PS1.7x

Latest News

ENTG
US$90.75
Entegris
7D
3.6%
1Y
-28.7%
SEDG
US$26.62
SolarEdge Technologies
7D
3.9%
1Y
3.6%

The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More

Jul 18
The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More
ACMR
US$30.08
ACM Research
7D
5.3%
1Y
49.6%
ENPH
US$39.58
Enphase Energy
7D
-5.4%
1Y
-62.5%
ACLS
US$70.96
Axcelis Technologies
7D
-5.2%
1Y
-44.5%
TER
US$93.92
Teradyne
7D
-3.2%
1Y
-35.9%
MKSI
US$104.71
MKS
7D
-1.6%
1Y
-16.4%
ONTO
US$96.95
Onto Innovation
7D
-4.7%
1Y
-50.8%
NVMI
US$278.21
Nova
7D
-2.1%
1Y
36.7%
KLAC
US$931.12
KLA
7D
0.7%
1Y
22.1%
CAMT
US$92.51
Camtek
7D
3.5%
1Y
-14.7%

Return Trends At Camtek (NASDAQ:CAMT) Aren't Appealing

Jul 10
Return Trends At Camtek (NASDAQ:CAMT) Aren't Appealing
AEHR
US$15.07
Aehr Test Systems
7D
6.8%
1Y
-20.8%
AMAT
US$190.44
Applied Materials
7D
-3.8%
1Y
-9.4%

Applied Materials (NASDAQ:AMAT) Could Easily Take On More Debt

Jul 05
Applied Materials (NASDAQ:AMAT) Could Easily Take On More Debt
DQ
US$20.69
Daqo New Energy
7D
2.7%
1Y
28.7%

Market Might Still Lack Some Conviction On Daqo New Energy Corp. (NYSE:DQ) Even After 36% Share Price Boost

Jul 03
Market Might Still Lack Some Conviction On Daqo New Energy Corp. (NYSE:DQ) Even After 36% Share Price Boost
LRCX
US$100.66
Lam Research
7D
-1.1%
1Y
9.8%

Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?

Jul 02
Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?
ALMU
US$18.09
Aeluma
7D
15.7%
1Y
478.9%