Analysis Article • May 16
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U.S. Semiconductor Equipment Industry Analysis
UpdatedJul 08, 2026
DataAggregated Company Financials
Companies39
- 7D-24.8%
- 3M30.2%
- 1Y177.2%
- YTDn/a
Over the last 7 days, the Semiconductor Equipment industry has dropped 15%, driven by declines in Applied Materials and Lam Research of 15% and 15%, respectively. This takes the industry's 12 month performance to a gain of 202%. 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 |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | US$1.5t | US$101.7b | US$22.6b | 71.9x | 64.9x | 14.4x |
| Fri, 05 Jun 2026 | US$1.4t | US$101.7b | US$22.6b | 68.5x | 60.9x | 13.5x |
| Sun, 03 May 2026 | US$1.1t | US$100.3b | US$21.8b | 48.2x | 50.3x | 10.9x |
| Tue, 31 Mar 2026 | US$881.3b | US$97.8b | US$20.8b | 40x | 42.4x | 9x |
| Thu, 26 Feb 2026 | US$1.0t | US$97.7b | US$20.8b | 42.2x | 49.1x | 10.4x |
| Sat, 24 Jan 2026 | US$900.3b | US$95.9b | US$19.0b | 47x | 47.3x | 9.4x |
| Mon, 22 Dec 2025 | US$716.3b | US$95.9b | US$19.0b | 37.8x | 37.6x | 7.5x |
| Wed, 19 Nov 2025 | US$626.4b | US$95.8b | US$19.0b | 33.6x | 33x | 6.5x |
| Fri, 17 Oct 2025 | US$608.9b | US$89.4b | US$16.3b | 33.5x | 37.3x | 6.8x |
| Sun, 14 Sep 2025 | US$497.5b | US$89.4b | US$16.3b | 28.6x | 30.4x | 5.6x |
| Tue, 12 Aug 2025 | US$478.3b | US$89.1b | US$16.2b | 25.2x | 29.5x | 5.4x |
| Thu, 10 Jul 2025 | US$488.4b | US$87.0b | US$15.5b | 31.3x | 31.6x | 5.6x |
| Sat, 07 Jun 2025 | US$415.6b | US$87.0b | US$15.5b | 24.9x | 26.8x | 4.8x |
| Mon, 05 May 2025 | US$384.3b | US$86.4b | US$15.0b | 26.4x | 25.7x | 4.5x |
| Wed, 02 Apr 2025 | US$375.9b | US$84.8b | US$14.2b | 28.4x | 26.5x | 4.4x |
| Fri, 28 Feb 2025 | US$431.4b | US$85.1b | US$14.4b | 32.4x | 29.9x | 5.1x |
| Sun, 26 Jan 2025 | US$457.1b | US$83.2b | US$14.6b | 36.2x | 31.3x | 5.5x |
| Tue, 24 Dec 2024 | US$405.8b | US$83.2b | US$14.6b | 27.7x | 27.8x | 4.9x |
| Thu, 21 Nov 2024 | US$401.9b | US$83.2b | US$14.6b | 28.7x | 27.5x | 4.8x |
| Sat, 19 Oct 2024 | US$440.2b | US$82.5b | US$15.6b | 26.3x | 28.2x | 5.3x |
| Mon, 16 Sep 2024 | US$465.2b | US$82.5b | US$15.6b | 25.4x | 29.8x | 5.6x |
| Wed, 14 Aug 2024 | US$475.2b | US$82.6b | US$15.7b | 25.1x | 30.4x | 5.8x |
| Fri, 12 Jul 2024 | US$614.0b | US$82.8b | US$13.8b | 33.4x | 44.6x | 7.4x |
| Sun, 09 Jun 2024 | US$537.3b | US$82.8b | US$13.8b | 28.8x | 39.1x | 6.5x |
| Tue, 07 May 2024 | US$509.7b | US$83.3b | US$13.8b | 31.5x | 36.9x | 6.1x |
| Thu, 04 Apr 2024 | US$512.2b | US$84.5b | US$14.2b | 35.8x | 36.1x | 6.1x |
| Sat, 02 Mar 2024 | US$497.5b | US$84.5b | US$14.2b | 36x | 35x | 5.9x |
| Mon, 29 Jan 2024 | US$442.2b | US$88.0b | US$15.0b | 24.9x | 29.5x | 5x |
| Wed, 27 Dec 2023 | US$434.4b | US$90.1b | US$15.9b | 26.2x | 27.3x | 4.8x |
| Fri, 24 Nov 2023 | US$392.0b | US$90.0b | US$15.9b | 24.3x | 24.6x | 4.4x |
| Sun, 22 Oct 2023 | US$348.5b | US$92.3b | US$16.4b | 23x | 21.2x | 3.8x |
| Tue, 19 Sep 2023 | US$369.5b | US$93.9b | US$17.0b | 24.8x | 21.8x | 3.9x |
| Thu, 17 Aug 2023 | US$376.7b | US$94.0b | US$17.0b | 24.8x | 22.1x | 4x |
| Sat, 15 Jul 2023 | US$401.8b | US$96.1b | US$20.1b | 20.7x | 20x | 4.2x |
Price to Earnings Ratio
20x
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 65.5x which is higher than its 3-year average PE of 33.8x.
- The 3-year average PS ratio of 6.3x is lower than the industry's current PS ratio of 14.5x.
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 Market | -0.65% | |
| Tech | -4.06% | |
| Semiconductors | -9.22% | |
| Semiconductor Equipment | -24.81% | |
| Semiconductors | -6.66% | |
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 | |
|---|---|---|---|---|---|
| CVV CVD Equipment | US$7.71 | 3.7% +US$1.9m | 123.3% | PS2.5x |