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U.S. Semiconductor Equipment Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies39
  • 7D7.4%
  • 3M27.4%
  • 1Y207.1%
  • YTDn/a

The Semiconductor Equipment industry is up 7.4% in the last week, with Lam Research up 9.2%. This means that the industry has gained 207% over the past year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026US$1.3tUS$101.7bUS$22.5b68.6x57.5x12.7x
Sat, 25 Apr 2026US$1.2tUS$99.0bUS$21.3b53.7x54.6x11.7x
Mon, 23 Mar 2026US$951.7bUS$97.8bUS$20.8b44.5x45.8x9.7x
Wed, 18 Feb 2026US$962.1bUS$97.5bUS$20.7b42.2x46.6x9.9x
Fri, 16 Jan 2026US$864.0bUS$95.9bUS$19.0b47.5x45.4x9x
Sun, 14 Dec 2025US$699.1bUS$95.9bUS$19.0b37.2x36.7x7.3x
Tue, 11 Nov 2025US$670.9bUS$96.0bUS$18.9b37.8x35.5x7x
Thu, 09 Oct 2025US$589.6bUS$89.4bUS$16.3b33.5x36.1x6.6x
Sat, 06 Sep 2025US$453.1bUS$89.4bUS$16.3b26.6x27.7x5.1x
Mon, 04 Aug 2025US$462.6bUS$88.9bUS$16.2b25.5x28.5x5.2x
Wed, 02 Jul 2025US$467.5bUS$87.0bUS$15.5b28x30.2x5.4x
Fri, 30 May 2025US$408.3bUS$87.0bUS$15.5b23.8x26.4x4.7x
Sun, 27 Apr 2025US$377.0bUS$85.9bUS$14.6b26.5x25.8x4.4x
Tue, 25 Mar 2025US$395.1bUS$84.8bUS$14.2b31.1x27.8x4.7x
Thu, 20 Feb 2025US$439.0bUS$85.1bUS$14.5b34.7x30.2x5.2x
Sat, 18 Jan 2025US$457.2bUS$83.2bUS$14.6b36.4x31.3x5.5x
Mon, 16 Dec 2024US$421.6bUS$83.2bUS$14.6b28x28.9x5.1x
Wed, 13 Nov 2024US$438.6bUS$82.9bUS$14.9b28.3x29.5x5.3x
Fri, 11 Oct 2024US$494.1bUS$82.5bUS$15.6b27.3x31.7x6x
Sun, 08 Sep 2024US$436.9bUS$82.5bUS$15.6b24.9x28x5.3x
Tue, 06 Aug 2024US$445.1bUS$83.3bUS$14.0b25.2x31.9x5.3x
Thu, 04 Jul 2024US$587.3bUS$82.8bUS$13.8b33.4x42.7x7.1x
Sat, 01 Jun 2024US$532.9bUS$82.8bUS$13.8b28x38.7x6.4x
Mon, 29 Apr 2024US$498.1bUS$83.9bUS$14.1b35x35.4x5.9x
Wed, 27 Mar 2024US$510.6bUS$84.5bUS$14.2b34.1x36x6x
Fri, 23 Feb 2024US$475.7bUS$84.9bUS$14.5b34.5x32.8x5.6x
Sun, 21 Jan 2024US$434.3bUS$90.1bUS$15.9b25.1x27.3x4.8x
Tue, 19 Dec 2023US$431.2bUS$90.1bUS$15.9b25.4x27.1x4.8x
Thu, 16 Nov 2023US$392.8bUS$90.2bUS$15.5b25.1x25.3x4.4x
Sat, 14 Oct 2023US$374.3bUS$93.9bUS$17.0b24.8x22.1x4x
Mon, 11 Sep 2023US$389.3bUS$93.9bUS$17.0b25.2x22.9x4.1x
Wed, 09 Aug 2023US$402.4bUS$94.4bUS$17.2b23.1x23.4x4.3x
Fri, 07 Jul 2023US$388.7bUS$96.1bUS$20.1b18.8x19.3x4x
Sun, 04 Jun 2023US$384.8bUS$96.1bUS$20.1b17.9x19.1x4x
Price to Earnings Ratio

19.1x


Total Market Cap: US$384.8bTotal 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 32.2x202420252026
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 57.5x which is higher than its 3-year average PE of 32.2x.
  • The 3-year average PS ratio of 6.0x is lower than the industry's current PS ratio of 12.7x.
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 Market1.27%
Tech2.38%
Semiconductors2.57%
Semiconductor Equipment7.40%
Semiconductors2.06%
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
LRCX Lam ResearchUS$318.939.2%
+US$33.6b		279.7%PE59.5x
AMAT Applied MaterialsUS$448.255.0%
+US$17.0b		177.4%PE41.8x
KLAC KLAUS$1.96k7.0%
+US$16.7b		151.7%PE54.7x
TER TeradyneUS$375.839.1%
+US$4.9b		368.3%PE68.9x
ENPH Enphase EnergyUS$70.2832.2%
+US$2.3b		80.4%PE68.6x

Latest News

ENTG
US$140.00
Entegris
7D
9.6%
1Y
92.8%
ENPH
US$70.28
Enphase Energy
7D
32.2%
1Y
80.4%
KLAC
US$1,957.19
KLA
7D
7.0%
1Y
151.7%
AXTI
US$122.77
AXT
7D
17.4%
1Y
7,872.1%
TER
US$375.83
Teradyne
7D
9.1%
1Y
368.3%
LRCX
US$318.93
Lam Research
7D
9.2%
1Y
279.7%
DQ
US$17.43
Daqo New Energy
7D
-0.4%
1Y
28.1%
AMAT
US$448.25
Applied Materials
7D
5.0%
1Y
177.4%
Q
US$159.11
Qnity Electronics
7D
4.0%
1Y
n/a
CVV
US$6.05
CVD Equipment
7D
-5.3%
1Y
90.5%
Analysis Article • May 16

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