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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

Over the last 7 days, the Semiconductor Equipment industry has risen 13%, driven by gains in Applied Materials and Lam Research of 14% and 13%, respectively. In the last 12 months, the industry was up 233%. 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
Thu, 18 Jun 2026US$1.5tUS$101.7bUS$22.6b75x68.6x15.2x
Sat, 16 May 2026US$1.2tUS$101.7bUS$22.5b61.7x52.9x11.7x
Mon, 13 Apr 2026US$1.1tUS$97.8bUS$20.8b51.5x52.8x11.2x
Wed, 11 Mar 2026US$903.6bUS$97.8bUS$20.8b42.5x43.5x9.2x
Fri, 06 Feb 2026US$843.3bUS$97.4bUS$19.8b38.3x42.6x8.7x
Sun, 04 Jan 2026US$754.3bUS$95.9bUS$19.0b39.8x39.6x7.9x
Tue, 02 Dec 2025US$677.7bUS$95.9bUS$19.0b35.7x35.6x7.1x
Thu, 30 Oct 2025US$660.7bUS$90.8bUS$16.8b34.7x39.3x7.3x
Sat, 27 Sep 2025US$559.2bUS$89.4bUS$16.3b30.6x34.2x6.3x
Mon, 25 Aug 2025US$457.3bUS$89.6bUS$16.3b27.4x28x5.1x
Wed, 23 Jul 2025US$492.7bUS$87.0bUS$15.5b30.3x31.9x5.7x
Fri, 20 Jun 2025US$444.9bUS$87.0bUS$15.5b26x28.7x5.1x
Sun, 18 May 2025US$420.1bUS$87.0bUS$15.5b23.3x27.1x4.8x
Tue, 15 Apr 2025US$359.1bUS$84.9bUS$14.2b24.6x25.3x4.2x
Thu, 13 Mar 2025US$380.3bUS$84.8bUS$14.2b28.5x26.8x4.5x
Sat, 08 Feb 2025US$455.7bUS$84.7bUS$15.2b36.7x29.9x5.4x
Mon, 06 Jan 2025US$422.8bUS$83.2bUS$14.6b32.2x29x5.1x
Wed, 04 Dec 2024US$440.0bUS$83.2bUS$14.6b28.8x30.2x5.3x
Fri, 01 Nov 2024US$431.3bUS$83.4bUS$15.9b23.6x27.1x5.2x
Sun, 29 Sep 2024US$494.5bUS$82.5bUS$15.6b25.5x31.7x6x
Tue, 27 Aug 2024US$505.7bUS$83.0bUS$15.8b24.8x32x6.1x
Thu, 25 Jul 2024US$542.2bUS$82.4bUS$13.6b29.7x39.8x6.6x
Sat, 22 Jun 2024US$576.1bUS$82.8bUS$13.8b27.2x41.9x7x
Mon, 20 May 2024US$516.7bUS$82.8bUS$13.8b28.3x37.5x6.2x
Wed, 17 Apr 2024US$497.9bUS$84.5bUS$14.2b34.7x35.1x5.9x
Fri, 15 Mar 2024US$496.2bUS$84.5bUS$14.2b34.4x35x5.9x
Sun, 11 Feb 2024US$474.5bUS$85.8bUS$14.5b31.5x32.6x5.5x
Tue, 09 Jan 2024US$402.1bUS$90.1bUS$15.9b25x25.3x4.5x
Thu, 07 Dec 2023US$385.7bUS$90.0bUS$15.9b24.8x24.2x4.3x
Sat, 04 Nov 2023US$359.0bUS$90.3bUS$15.6b21.9x23x4x
Mon, 02 Oct 2023US$367.7bUS$93.9bUS$16.9b24.8x21.7x3.9x
Wed, 30 Aug 2023US$400.4bUS$93.9bUS$17.0b26.7x23.6x4.3x
Fri, 28 Jul 2023US$396.0bUS$94.5bUS$19.6b20.8x20.2x4.2x
Sun, 25 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 68.6x which is higher than its 3-year average PE of 32.9x.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 15.2x.
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$592.9219.3%
+US$76.1b		243.0%PE55.3x
LRCX Lam ResearchUS$374.1816.3%
+US$65.5b		305.7%PE69.8x
KLAC KLAUS$238.7311.8%
+US$32.9b		174.0%PE66.8x
TER TeradyneUS$408.5617.5%
+US$9.5b		373.6%PE74.9x
ENTG EntegrisUS$157.3422.1%
+US$4.3b		106.4%PE90.6x

Latest News

KLAC
US$238.73
KLA
7D
11.8%
1Y
174.0%
MKSI
US$371.26
MKS
7D
17.5%
1Y
302.8%
AMAT
US$592.92
Applied Materials
7D
19.3%
1Y
243.0%
ENPH
US$47.78
Enphase Energy
7D
-5.5%
1Y
31.3%
TER
US$408.56
Teradyne
7D
17.5%
1Y
373.6%
Analysis Article • Jun 16

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...
AMKR
US$86.43
Amkor Technology
7D
24.2%
1Y
324.5%
Narrative Update • Jun 16

AMKR: Arizona Capacity Buildout And Higher P/E Outlook Could Support Shares

Amkor Technology's latest analyst price target update, supported by multiple firms lifting their views by $5 to $25, reflects changing assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research on Amkor Technology highlights a cluster of bullish price target revisions, with several firms lifting their views by between $5 and $25.
Q
US$156.72
Qnity Electronics
7D
12.2%
1Y
n/a
LRCX
US$374.18
Lam Research
7D
16.3%
1Y
305.7%
ENTG
US$157.34
Entegris
7D
22.1%
1Y
106.4%