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U.S. Semiconductor Equipment Industry Analysis
UpdatedMay 13, 2026
DataAggregated Company Financials
Companies39
- 7D4.1%
- 3M24.1%
- 1Y174.3%
- YTDn/a
In the last week, the Semiconductor Equipment industry is up 4.1%, with Applied Materials up 1.9%. In the last 12 months, the industry was up 174%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | US$1.2t | US$100.7b | US$21.9b | 62.4x | 55.8x | 12.2x |
| Sat, 11 Apr 2026 | US$1.1t | US$97.8b | US$20.8b | 51.5x | 52.4x | 11.1x |
| Mon, 09 Mar 2026 | US$856.9b | US$97.8b | US$20.8b | 39.4x | 41.2x | 8.8x |
| Wed, 04 Feb 2026 | US$914.2b | US$97.4b | US$19.9b | 42.6x | 46x | 9.4x |
| Fri, 02 Jan 2026 | US$711.1b | US$95.9b | US$19.0b | 37.3x | 37.3x | 7.4x |
| Sun, 30 Nov 2025 | US$677.6b | US$95.9b | US$19.0b | 36.1x | 35.6x | 7.1x |
| Tue, 28 Oct 2025 | US$634.2b | US$90.6b | US$16.8b | 33.9x | 37.8x | 7x |
| Thu, 25 Sep 2025 | US$564.8b | US$89.4b | US$16.3b | 31.2x | 34.6x | 6.3x |
| Sat, 23 Aug 2025 | US$449.8b | US$89.6b | US$16.3b | 27.4x | 27.6x | 5x |
| Mon, 21 Jul 2025 | US$487.6b | US$87.0b | US$15.5b | 30.9x | 31.5x | 5.6x |
| Wed, 18 Jun 2025 | US$455.1b | US$87.0b | US$15.5b | 26x | 29.4x | 5.2x |
| Fri, 16 May 2025 | US$431.4b | US$86.6b | US$15.1b | 23.5x | 28.6x | 5x |
| Sun, 13 Apr 2025 | US$359.1b | US$84.9b | US$14.2b | 24.3x | 25.3x | 4.2x |
| Tue, 11 Mar 2025 | US$408.2b | US$84.8b | US$14.2b | 29.1x | 28.8x | 4.8x |
| Thu, 06 Feb 2025 | US$443.7b | US$84.6b | US$15.2b | 33.8x | 29.2x | 5.2x |
| Sat, 04 Jan 2025 | US$409.1b | US$83.2b | US$14.6b | 32.2x | 28x | 4.9x |
| Mon, 02 Dec 2024 | US$421.0b | US$83.2b | US$14.6b | 28.5x | 28.9x | 5.1x |
| Wed, 30 Oct 2024 | US$441.2b | US$83.2b | US$15.8b | 25.3x | 28x | 5.3x |
| Fri, 27 Sep 2024 | US$479.8b | US$82.5b | US$15.6b | 26x | 30.8x | 5.8x |
| Sun, 25 Aug 2024 | US$505.7b | US$83.0b | US$15.8b | 26x | 32x | 6.1x |
| Tue, 23 Jul 2024 | US$517.9b | US$82.8b | US$13.8b | 31.3x | 37.6x | 6.3x |
| Thu, 20 Jun 2024 | US$595.6b | US$82.8b | US$13.8b | 28.1x | 43.3x | 7.2x |
| Sat, 18 May 2024 | US$523.2b | US$82.8b | US$13.8b | 28.3x | 38x | 6.3x |
| Mon, 15 Apr 2024 | US$503.5b | US$84.5b | US$14.2b | 35.1x | 35.5x | 6x |
| Wed, 13 Mar 2024 | US$499.6b | US$84.5b | US$14.2b | 35.5x | 35.2x | 5.9x |
| Fri, 09 Feb 2024 | US$441.8b | US$85.8b | US$14.6b | 30.4x | 30.3x | 5.2x |
| Sun, 07 Jan 2024 | US$402.1b | US$90.1b | US$15.9b | 24.5x | 25.3x | 4.5x |
| Tue, 05 Dec 2023 | US$400.0b | US$90.0b | US$15.9b | 24.8x | 25.1x | 4.4x |
| Thu, 02 Nov 2023 | US$338.7b | US$90.6b | US$15.5b | 20.6x | 21.8x | 3.7x |
| Sat, 30 Sep 2023 | US$367.1b | US$93.9b | US$17.0b | 24.1x | 21.6x | 3.9x |
| Mon, 28 Aug 2023 | US$385.1b | US$93.9b | US$17.0b | 25.6x | 22.7x | 4.1x |
| Wed, 26 Jul 2023 | US$398.8b | US$96.1b | US$20.1b | 21.1x | 19.8x | 4.2x |
| Fri, 23 Jun 2023 | US$382.6b | US$96.1b | US$20.1b | 18.4x | 19x | 4x |
| Sun, 21 May 2023 | US$361.8b | US$96.1b | US$20.1b | 16.6x | 18x | 3.8x |
Price to Earnings Ratio
18x
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 55.8x which is higher than its 3-year average PE of 31.7x.
- The 3-year average PS ratio of 5.9x is lower than the industry's current PS ratio of 12.2x.
Past Earnings Growth
- The earnings for companies in the Semiconductor Equipment industry have grown 2.9% 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 Market | 1.52% | |
| Tech | 4.72% | |
| Semiconductors | 8.84% | |
| Semiconductor Equipment | 4.10% | |
| Semiconductors | 9.38% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMAT Applied Materials | US$436.61 | 1.9% +US$6.3b | 150.7% | PE44.2x | |
| KLAC KLA | US$1.85k | 1.8% +US$4.4b | 129.8% | PE51.7x | |
| Q Qnity Electronics | US$162.02 | 8.4% +US$2.6b | n/a | PE52.2x | |
| MKSI MKS | US$317.31 | 8.0% +US$1.7b | 237.8% | PE65.5x | |
| AXTI AXT | US$121.94 | 16.3% +US$1.1b | 8,367.7% | PS80.9x |