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U.S. Semiconductor Equipment Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies38
  • 7D3.7%
  • 3M38.3%
  • 1Y104.6%
  • YTDn/a

In the last week, the Semiconductor Equipment industry is up 1.6%, with Teradyne up 24%. This means that the industry has gained 104% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Feb 2026US$929.6bUS$97.6bUS$19.8b41.1x47x9.5x
Fri, 09 Jan 2026US$819.7bUS$95.9bUS$19.0b42.1x43.1x8.6x
Sun, 07 Dec 2025US$708.6bUS$95.9bUS$19.0b38.4x37.3x7.4x
Tue, 04 Nov 2025US$673.8bUS$91.2bUS$17.0b34.9x39.6x7.4x
Thu, 02 Oct 2025US$574.1bUS$89.4bUS$16.3b33.6x35.1x6.4x
Sat, 30 Aug 2025US$465.1bUS$89.4bUS$16.3b27.1x28.5x5.2x
Mon, 28 Jul 2025US$473.7bUS$87.1bUS$15.5b26.6x30.6x5.4x
Wed, 25 Jun 2025US$461.4bUS$87.0bUS$15.5b27.6x29.8x5.3x
Fri, 23 May 2025US$409.9bUS$87.0bUS$15.5b22.9x26.4x4.7x
Sun, 20 Apr 2025US$341.9bUS$84.9bUS$14.2b24.2x24.1x4x
Tue, 18 Mar 2025US$403.4bUS$84.8bUS$14.2b30.6x28.4x4.8x
Thu, 13 Feb 2025US$451.0bUS$84.5bUS$15.2b36.1x29.7x5.3x
Sat, 11 Jan 2025US$436.8bUS$83.2bUS$14.6b33.9x29.9x5.2x
Mon, 09 Dec 2024US$425.5bUS$83.2bUS$14.6b28.4x29.2x5.1x
Wed, 06 Nov 2024US$429.3bUS$83.3bUS$16.0b27.8x26.9x5.2x
Fri, 04 Oct 2024US$485.5bUS$82.5bUS$15.6b26.4x31.1x5.9x
Sun, 01 Sep 2024US$496.0bUS$82.5bUS$15.6b26.8x31.8x6x
Tue, 30 Jul 2024US$511.9bUS$82.7bUS$13.9b28.6x36.9x6.2x
Thu, 27 Jun 2024US$567.2bUS$82.8bUS$13.8b27.8x41.2x6.9x
Sat, 25 May 2024US$531.7bUS$82.8bUS$13.8b28.8x38.6x6.4x
Mon, 22 Apr 2024US$459.7bUS$84.5bUS$14.2b32.1x32.4x5.4x
Wed, 20 Mar 2024US$492.3bUS$84.5bUS$14.2b33.9x34.7x5.8x
Fri, 16 Feb 2024US$478.2bUS$85.6bUS$14.5b29.3x32.9x5.6x
Sun, 14 Jan 2024US$410.4bUS$90.1bUS$15.9b24.7x25.8x4.6x
Tue, 12 Dec 2023US$407.4bUS$90.0bUS$15.9b24.7x25.6x4.5x
Thu, 09 Nov 2023US$361.5bUS$90.2bUS$15.6b22x23.2x4x
Sat, 07 Oct 2023US$369.9bUS$93.9bUS$17.0b24.8x21.8x3.9x
Mon, 04 Sep 2023US$409.3bUS$93.9bUS$17.0b27x24.1x4.4x
Wed, 02 Aug 2023US$421.5bUS$94.3bUS$19.5b22.6x21.6x4.5x
Fri, 30 Jun 2023US$399.3bUS$96.1bUS$20.1b20.1x19.8x4.2x
Sun, 28 May 2023US$386.9bUS$96.1bUS$20.1b18x19.2x4x
Tue, 25 Apr 2023US$337.8bUS$95.9bUS$21.0b15.2x16.1x3.5x
Thu, 23 Mar 2023US$342.3bUS$96.1bUS$21.2b16.2x16.2x3.6x
Sat, 18 Feb 2023US$341.4bUS$95.3bUS$21.1b15.2x16.2x3.6x
Price to Earnings Ratio

16.2x


Total Market Cap: US$341.4bTotal Earnings: US$21.1bTotal Revenue: US$95.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 29x202420252026
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 46.5x which is higher than its 3-year average PE of 29.0x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 9.4x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Semiconductor Equipment industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does U.S. Semiconductor Equipment compare with similar industries?

US Market0.99%
Tech2.89%
Semiconductors5.18%
Semiconductor Equipment3.73%
Semiconductors5.35%
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$1.43k5.6%
+US$9.9b		88.6%PE41.1x
AMAT Applied MaterialsUS$329.073.3%
+US$8.3b		79.6%PE37.3x
TER TeradyneUS$304.897.7%
+US$3.4b		170.5%PE86.2x
ENTG EntegrisUS$133.4417.4%
+US$3.0b		26.2%PE85.9x
Q Qnity ElectronicsUS$109.309.4%
+US$2.0b		n/aPE28.4x

Latest News

AMAT
US$329.07
Applied Materials
7D
3.3%
1Y
79.6%
ENTG
US$133.44
Entegris
7D
17.4%
1Y
26.2%
LRCX
US$226.61
Lam Research
7D
-1.5%
1Y
172.2%
AMKR
US$53.46
Amkor Technology
7D
15.6%
1Y
147.6%
MKSI
US$252.52
MKS
7D
10.0%
1Y
128.2%
KLAC
US$1,430.84
KLA
7D
5.6%
1Y
88.6%
TER
US$304.89
Teradyne
7D
7.7%
1Y
170.5%
ATOM
US$2.46
Atomera
7D
-7.5%
1Y
-71.6%

Will Atomera (NASDAQ:ATOM) Spend Its Cash Wisely?

Feb 08
Will Atomera (NASDAQ:ATOM) Spend Its Cash Wisely?
ASYS
US$12.99
Amtech Systems
7D
-26.2%
1Y
158.8%

ASYS: Future Earnings Guidance And Buyback Program Will Drive Upside Potential

Analysts have lifted their price target on Amtech Systems to $16.00 to reflect updated views on fair value, supported by revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What's in the News Amtech issued earnings guidance for the fiscal year ended September 30, 2025, with estimated net revenue of $79.4 million (company guidance).
ENPH
US$50.25
Enphase Energy
7D
34.8%
1Y
-19.7%

ENPH: Fair Value View Weighs Residential Demand Risks And Product Pipeline Visibility

Analysts have raised their price target on Enphase Energy from about US$38 to roughly US$45. This reflects updated views on slightly firmer revenue expectations, a modestly lower discount rate, and a higher assumed future P/E multiple supported by a wave of recent target hikes and upgrades across major firms.
Q
US$109.30
Qnity Electronics
7D
9.4%
1Y
n/a
AEHR
US$26.83
Aehr Test Systems
7D
-1.3%
1Y
160.7%