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U.S. Semiconductor Equipment Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies39
  • 7D10.2%
  • 3M44.8%
  • 1Y94.7%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has risen 3.6%, driven by gains from KLA of 5.5%. Meanwhile, Amkor Technology actually underperformed within the industry, shrinking 7.7% in the last week. This takes the industry's 12 month performance to a gain of 93%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 02 May 2023US$327.6bUS$95.5bUS$20.6b14.9x15.9x3.4x
Thu, 30 Mar 2023US$346.5bUS$96.1bUS$21.2b16.5x16.3x3.6x
Sat, 25 Feb 2023US$331.3bUS$95.3bUS$21.1b14.9x15.7x3.5x
Mon, 23 Jan 2023US$337.5bUS$92.3bUS$20.7b17.2x16.3x3.7x
Price to Earnings Ratio

16.3x


Total Market Cap: US$337.5bTotal Earnings: US$20.7bTotal Revenue: US$92.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 28.3x202420252026
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 45.2x which is higher than its 3-year average PE of 28.2x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 9.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 2.7% 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 Market0.31%
Tech-0.0033%
Semiconductors2.56%
Semiconductor Equipment10.16%
Semiconductors1.83%
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$319.0813.3%
+US$29.7b		71.1%PE36.2x
LRCX Lam ResearchUS$217.478.2%
+US$20.7b		174.5%PE47x
KLAC KLAUS$1.54k10.4%
+US$19.0b		104.0%PE47.9x
ENTG EntegrisUS$113.5413.7%
+US$2.1b		8.2%PE59.7x
ONTO Onto InnovationUS$217.8520.8%
+US$1.9b		2.3%PE61.8x

Latest News

ONTO
US$217.85
Onto Innovation
7D
20.8%
1Y
2.3%
KLAC
US$1,544.96
KLA
7D
10.4%
1Y
104.0%
AMAT
US$319.08
Applied Materials
7D
13.3%
1Y
71.1%
ENTG
US$113.54
Entegris
7D
13.7%
1Y
8.2%
TER
US$227.70
Teradyne
7D
5.3%
1Y
65.5%
LRCX
US$217.47
Lam Research
7D
8.2%
1Y
174.5%
ENPH
US$35.36
Enphase Energy
7D
-0.2%
1Y
-44.3%
MKSI
US$205.26
MKS
7D
14.7%
1Y
75.1%
AMKR
US$49.20
Amkor Technology
7D
-3.5%
1Y
93.2%

AMKR: Overvaluation Risk Will Hinge On 2.5D Utilization Execution

We are lifting our Amkor Technology fair value estimate to $28 from $20, as analysts highlight higher targets in the mid to high $30s based on expectations for utilization recovery, cost-efficiency benefits for margins, and revenue opportunities related to 2.5D and Chip-on-Wafer-on-Substrate extending into 2026. Analyst Commentary Recent Street research on Amkor Technology has centered on how quickly utilization can recover, how durable margin improvements might be, and how meaningful 2.5D and Chip-on-Wafer-on-Substrate related demand could be for revenue into 2026.
TRT
US$6.46
Trio-Tech International
7D
-9.9%
1Y
115.3%
DQ
US$25.59
Daqo New Energy
7D
-1.0%
1Y
35.5%

Slammed 26% Daqo New Energy Corp. (NYSE:DQ) Screens Well Here But There Might Be A Catch

Jan 10
Slammed 26% Daqo New Energy Corp. (NYSE:DQ) Screens Well Here But There Might Be A Catch
AXTI
US$25.72
AXT
7D
-0.4%
1Y
1,090.7%
NVMI
US$434.55
Nova
7D
15.6%
1Y
79.3%
ALMU
US$21.63
Aeluma
7D
-3.3%
1Y
194.3%