MasterStonker
2023-09-07
$Taiwan Semiconductor Manufacturing(TSM)$ sounds familiar 🤔//@Tiger_Earnings:

🎁Industrial Special of Q2 2023🎁

From last post of 🎁Application Software Q2 Winners by Revenue, EPS &YTD 2023

We know that the Technology sector lead by the semiconductors industrial are toping the YTD 2023 among 11 sectors of $S&P 500(.SPX)$

In this post, we will first cover the Revenue and EPS winners (with market cap over $1B)of the Semiconductor Equipment & Materials industry first. Hope the data in this article helping you understand more about the field.

Outlooks for Semiconductors Equipment Industry:

The Semiconductor Equipment Market size is expected to grow from $122.87 billion in 2023 to $149.99 billion by 2028, at a CAGR of 4.07% during the forecast period (2023-2028).

  • Equipment sales for foundry and logic applications, accounting for more than half of total wafer fab equipment receipts, are expected to drop 6% year-over-year to $50.1 billion in 2023, reflecting softer end-market conditions.

  • DRAM equipment sales are expected to fall 28% to $8.8 billion in 2023 due to continuing weak consumer and enterprise demand for memory and storage but rebound 31% to $11.6 billion in 2024.

1. Top 10 Winners by Q2 2023 Revenue:

Ticker

Revenue T12M ($)

Market Cap($)

Current Price ($)

P/E Ratio

Total Return YTD (%)

EPS T12M ($)

$Taiwan Semiconductor Manufacturing(TSM)$

504531748609

478.498B

92.26

14.58

19.5

8.43

$Applied Materials(AMAT)$

185659092720

128.14B

153.61

19.68

49.85

53.31

$Lam Research(LRCX)$

121143271940

92.26B

700.77

20.49

59.69

231.2

$KLA-Tencor(KLAC)$

73069488825

70.202B

512.55

20.37

30.5

168.55

$GLOBALFOUNDRIES Inc.(GFS)$

54704041724

30.828B

56.15

23.83

1.95

19.09

$Amkor Technology(AMKR)$

48138752904

6.699B

28.25

11.6

-3.44

16.39

$MKS Instruments(MKSI)$

26727628015

6.546B

99.9

59.75

10.80

-183.8

$Entegris(ENTG)$

26178058167

14.963B

100.95

184.34

45.27

4.57

$Teradyne(TER)$

19904406451

16.261B

106.62

22.71

14.96

25.08

$Ultra Clean(UCTT)$

14304716656

1.464B

33.21

21.71

-5.34

3.76

$Allegro MicroSystems, Inc.(ALGM)$

50717646848

6.924B

37.86

29.53

15.32

8.64

Data by 6th Sept, source from Bloomberg

2. Top 10 Winners by Q2 2023 EPS:

Ticker

EPS T12M ($)

Revenue T12M ($)

Market Cap ($)

Current Price ($)

P/E

Total Return YTD (%)

$Lam Research(LRCX)$

231.2

121143271940

92.26B

700.77

20.49

59.21

$KLA-Tencor(KLAC)$

168.55

73069488825

70.202B

512.55

20.37

30.24

$Applied Materials(AMAT)$

53.31

185659092720

128.14B

153.61

19.68

49.62

$Axcelis(ACLS)$

43.92

7124170176

6.269B

192.58

30.76

120

$Nova Measuring Instruments(NVMI)$

32.9

3827685599

3.642B

127.18

29.83

50.06

$Teradyne(TER)$

25.08

19904406451

16.261B

106.62

22.71

14.76

$Onto Innovation Inc.(ONTO)$

24.62

6245361757

6.57B

134.18

38.8

85.65

$GLOBALFOUNDRIES Inc.(GFS)$

19.09

54704041724

30.828B

56.15

23.83

1.88

$Amkor Technology(AMKR)$

16.39

48138752904

6.699B

28.25

11.6

-3.98

$Kulicke & Soffa(KLIC)$

11.83

5740069390

2.853B

50.6

24.55

10.33

Data by 6th Sept, source from Bloomberg

3. Top 10 Winners by YTD 2023:

Ticker

Total Return YTD %

Market Cap ($)

Current Price ($)

P/E

Revenue T12M ($)

EPS T12M ($)

$Aehr Test(AEHR)$

162.74

1.519B

52.81

105.62

450194132.3

3.62

$Acm Research Inc.(ACMR)$

150.84

1.161B

19.63

17.79

3211081091

7.8

$Axcelis(ACLS)$

140.73

6.269B

192.58

30.76

7124170176

43.92

$Onto Innovation Inc.(ONTO)$

96.67

6.57B

134.18

38.8

6245361757

24.62

$inTest(INTT)$

67.88

209.352M

17.05

16.85

888309680.9

7.28

$Lam Research(LRCX)$

65.65

92.26B

700.77

20.49

1.21143E+11

231.2

$Applied Materials(AMAT)$

57.3

128.14B

153.61

19.68

1.85659E+11

53.31

$FormFactor(FORM)$

55.47

2.684B

34.9

431.58

4654880380

-0.66

$Veeco Instruments(VECO)$

55.44

1.63B

28.88

31.85

4457001243

10.26

Data by 6th Sept, source from Bloomberg

5.Reply & Forward to Win Prizes

Which of the above companies is on your Watch-list?

Please comment on the reasons for the change of any data on any company.

Rewards:

  • Each valid review for any company can receive 5 Tiger Coins

  • Whoever Forward and this article s to the tiger community will get 10 Tiger Coins

  • Top 5 Comments with Most Likes will get an extra 20 Tiger Coins

@Tiger_Earnings：🎁Semiconductor Equipment Q2 Winners by Revenue, EPS & YTD 2023
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • YaleBrewster
    2023-09-22
    YaleBrewster

    To be sure that I have enough fund, I am going to buy the same amount of shares for every $10 drop.

  • XantheJuliana
    2023-09-22
    XantheJuliana

    Should be trading at $500 a share.Just needs to move to a better neighborhood.

  • YorkTurner
    2023-09-22
    YorkTurner

    Buy and hold for two years? Or stay in the money market and wait? Lol

  • YeddaJohnson
    2023-09-22
    YeddaJohnson

    Many stocks are at their 52 weeks low now. I am afraid TSM is going there too.

  • shining87
    2023-09-22
    shining87

    TSM is the second worst stock in my portfolio.

  • YvetteGunther
    2023-09-22
    YvetteGunther

    Buy low make fortune!

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