🎁Semiconductor Equipment Q2 Winners by Revenue, EPS & YTD 2023

🎁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

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