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U.S. Semiconductor Equipment Industry Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies37
  • 7D0.9%
  • 3M10.4%
  • 1Y-6.3%
  • YTDn/a

Last week, the Semiconductor Equipment industry hasn't moved much but Lam Research is up 7.5% in that time. Unfortunately though, the industry is down 4.5% over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025US$454.2bUS$84.9bUS$14.4b36.2x31.6x5.3x
Sun, 19 Jan 2025US$465.8bUS$83.2bUS$14.6b36.4x31.9x5.6x
Tue, 17 Dec 2024US$421.6bUS$83.2bUS$14.6b27.6x28.9x5.1x
Thu, 14 Nov 2024US$435.8bUS$82.9bUS$14.9b28.2x29.3x5.3x
Sat, 12 Oct 2024US$489.1bUS$82.5bUS$15.6b27.4x31.4x5.9x
Mon, 09 Sep 2024US$436.9bUS$82.5bUS$15.6b24.9x28x5.3x
Wed, 07 Aug 2024US$446.9bUS$83.3bUS$14.0b25.7x32x5.4x
Fri, 05 Jul 2024US$587.3bUS$82.8bUS$13.8b33.4x42.7x7.1x
Sun, 02 Jun 2024US$525.9bUS$82.8bUS$13.8b28x38.2x6.4x
Tue, 30 Apr 2024US$498.1bUS$83.9bUS$14.1b35.2x35.4x5.9x
Thu, 28 Mar 2024US$511.7bUS$84.5bUS$14.2b35.7x36x6.1x
Sat, 24 Feb 2024US$486.8bUS$84.9bUS$14.5b33.8x33.6x5.7x
Mon, 22 Jan 2024US$444.7bUS$90.1bUS$15.9b24.7x28x4.9x
Wed, 20 Dec 2023US$433.4bUS$90.1bUS$15.9b26.3x27.2x4.8x
Fri, 17 Nov 2023US$394.3bUS$90.1bUS$15.5b24.8x25.4x4.4x
Sun, 15 Oct 2023US$374.3bUS$93.9bUS$17.0b24.8x22.1x4x
Tue, 12 Sep 2023US$386.7bUS$93.9bUS$17.0b24.9x22.8x4.1x
Thu, 10 Aug 2023US$397.9bUS$94.1bUS$17.0b25.6x23.3x4.2x
Sat, 08 Jul 2023US$387.7bUS$96.1bUS$20.1b18.8x19.3x4x
Mon, 05 Jun 2023US$384.8bUS$96.1bUS$20.1b17.9x19.1x4x
Wed, 03 May 2023US$323.3bUS$95.3bUS$20.5b14.7x15.8x3.4x
Fri, 31 Mar 2023US$353.0bUS$96.1bUS$21.2b16.7x16.7x3.7x
Sun, 26 Feb 2023US$331.3bUS$95.3bUS$21.1b14.9x15.7x3.5x
Tue, 24 Jan 2023US$350.7bUS$92.3bUS$20.7b17.7x16.9x3.8x
Thu, 22 Dec 2022US$335.5bUS$92.3bUS$20.7b15.3x16.2x3.6x
Sat, 19 Nov 2022US$335.8bUS$92.3bUS$20.7b15.1x16.2x3.6x
Mon, 17 Oct 2022US$247.4bUS$87.9bUS$20.9b11.9x11.9x2.8x
Wed, 14 Sep 2022US$328.6bUS$87.9bUS$20.9b16.3x15.7x3.7x
Fri, 12 Aug 2022US$350.0bUS$87.5bUS$21.0b19.2x16.7x4x
Sun, 10 Jul 2022US$300.6bUS$84.8bUS$20.5b15.2x14.7x3.5x
Tue, 07 Jun 2022US$350.8bUS$84.8bUS$20.5b17.6x17.1x4.1x
Thu, 05 May 2022US$333.9bUS$83.8bUS$20.0b18.3x16.7x4x
Sat, 02 Apr 2022US$377.2bUS$81.6bUS$19.3b20.2x19.6x4.6x
Mon, 28 Feb 2022US$385.6bUS$81.5bUS$19.2b21.1x20.1x4.7x
Price to Earnings Ratio

20.1x


Total Market Cap: US$385.6bTotal Earnings: US$19.2bTotal Revenue: US$81.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 23.7x202320242025
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 30.2x which is higher than its 3-year average PE of 23.7x.
  • The 3-year average PS ratio of 4.6x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 8.8% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market-0.41%
Tech0.23%
Semiconductors0.95%
Semiconductor Equipment0.93%
Semiconductors0.95%
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$89.026.9%
+US$7.3b
-5.7%PE26.6x
KLAC KLAUS$777.631.7%
+US$1.8b
13.7%PE32.2x
TER TeradyneUS$118.555.1%
+US$929.9m
15.7%PE35.6x
ENPH Enphase EnergyUS$66.175.7%
+US$474.2m
-46.4%PE85.4x
MKSI MKS InstrumentsUS$107.853.9%
+US$269.9m
-12.7%PE38.2x
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Latest News

PDFS

US$24.56

PDF Solutions

7D

-12.5%

1Y

-28.6%

AMKR

US$23.01

Amkor Technology

7D

3.7%

1Y

-25.4%

SEDG

US$18.19

SolarEdge Technologies

7D

22.5%

1Y

-74.0%

AMAT

US$176.01

Applied Materials

7D

-4.5%

1Y

-11.9%

LRCX

US$89.02

Lam Research

7D

6.9%

1Y

-5.7%

KLAC

US$777.63

KLA

7D

1.7%

1Y

13.7%

MKSI

US$107.85

MKS Instruments

7D

3.9%

1Y

-12.7%

ATOM

US$6.40

Atomera

7D

-3.8%

1Y

1.4%

TRT

US$5.85

Trio-Tech International

7D

-4.3%

1Y

1.0%

ENTG

US$107.26

Entegris

7D

-1.5%

1Y

-20.7%

ENPH

US$66.17

Enphase Energy

7D

5.7%

1Y

-46.4%

CVV

US$3.33

CVD Equipment

7D

-7.0%

1Y

-29.4%