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

Tiger_Earnings
2023-09-07

🎁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

# 💰 Stocks to watch today?(22 Nov)

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.

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Comment（55）

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pekss
·2023-09-09
TOP
I’ve $Taiwan Semiconductor Manufacturing(TSM)$, $GLOBALFOUNDRIES Inc.(GFS)$ and $Applied Materials(AMAT)$ on the list, as I’m optimistic of the long-term growth prospects of the semiconductor industry. @Tiger_Earnings @Healthy Tiger @eveev @ngph
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nomadic_m
·2023-09-14
TOP
still holding $NVIDIA Corp(NVDA)$. perhaps should let go soon. but why should I when it's still green?
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koolgal
·2023-09-08
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$Taiwan Semiconductor Manufacturing(TSM)$

Is the world's largest and best semiconductor foundry. It pioneered the fabless IC design and produces the smallest chips like the 3 nanometer which is state of the art and cutting edge.

Performance wise TSMC share price is up 19% year todate. I believe it still has more exponential growth ahead.

@Tiger_Earnings
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- b1ueskyReplying tokoolgal:
  Have a nice day
  2023-09-11
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- koolgalReplying to財運到財源滾滾到:
  Best of luck 🍀🍀🍀🌈🌈🌈
  2023-09-11
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- koolgalReplying to財運到財源滾滾到:
  Have a wonderful week ahead.
  2023-09-11
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Success88
·2023-09-09
TOP
Yes semiconductor is up again. Invest in TSMC for long term won't be wrong. Many EV chips and AI chips still need this company. Now price at $89 can buy
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- Asphen:
  coolz
  2023-09-09
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Bons
·2023-09-08
TOP
Of course I still bias towards $Taiwan Semiconductor Manufacturing(TSM)$ as it still rule the chip market in the world. The king of the market will always ensure that his domination will last for as long as possible so we can ride in its tail.

Comment for coins guys @Viv22 @LMSunshine @KYHBKO @Tigress02 @Universe宇宙 @koolgal @kungpao @wine18 @cindyft @Xian789
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- Universe宇宙:
  [ShakeHands]
  2023-09-08
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- koolgal:
  Thanks for sharing your insights
  2023-09-08
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Alubin
·2023-09-07
TOP
$Taiwan Semiconductor Manufacturing(TSM)$ is definitely on my watchlist. Always on the lookout for better price to pick up more stable big cap stock with good foundation.
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Zarkness
·2023-09-08
TOP
My watch list for this will be $Taiwan Semiconductor Manufacturing(TSM)$ . It will be a long term trade but prices can be lower as chips are in surplus. Not like $NVIDIA Corp(NVDA)$ reported like in demand . Dont believe… let the truth be told later…
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derickt
·2023-09-08
TOP
will check out $Taiwan Semiconductor Manufacturing(TSM)$ . have been a fan of $iShares Semiconductor ETF(SOXX)$ &$SPDR S&P Semiconductor ETF(XSD)$
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GoodLife99
·2023-09-09
TOP
$Taiwan Semiconductor Manufacturing(TSM)$ is understand my watchlist as it's the pioneer for semiconductor sector!

Added $KLA-Tencor(KLAC)$ into my watchlist recently as it looks quite promising steady uptrend in the long-term!

Tigers, come explore these Semiconductor Equipment Q2 Winner, comment & forward to Tiger community to win coinsssss!
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pekss
·2023-09-09
TOP
I've $Taiwan Semiconductor Manufacturing(TSM)$ , $GLOBALFOUNDRIES Inc.(GFS)$ and $Applied Materials(AMAT)$ on the list, as I'm optimistic of the long-term prospects of the semiconductor industry.

@Tiger_Earnings @Healthy Tiger @eveev @ngph
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StickyRice
·2023-09-08
TOP

TSMC has seen some headwinds in the last few weeks which has reduced the bullish sentiment towards the stock. The recent termination of the Tower Semiconductor deal by Intel shows that TSM could gain a strong tailwind due to challenges faced by Intel. TSM’s FCF management is better than Intel and it is likely that TSM will maintain its process lead over Intel in the near term. TSM stock is trading at a 30% discount based on its forward P/E ratio compared to the 5-year median. Despite some geopolitical risks, TSM remains a good bet as semiconductor demand improves in the first half of 2024 and it should also gain some good tailwinds due to the AI hype.
$Taiwan Semiconductor Manufacturing(TSM)$
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Aqa
·2023-09-09
$Taiwan Semiconductor Manufacturing(TSM)$ [Love][Love][Love] is always my favorite. Steady stock price, leader of chip makers. [Bless][Bless][Bless] Need Most Likes to get 20 Tiger Coins [LOL][LOL][LOL] Thanks for tag @icycrystal [love you] @Shyon @GoodLife99 @Universe宇宙 @SPOT_ON @StickyRice @rL @melson @Asphen @ZEROHERO @Ultrahisham @SR050321 @HelenJanet @Optionspuppy @nerdbull1669 @Jadenkho @airui
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- AqaReplying toAsphen:
  [Strong]
  2023-09-09
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- Asphen:
  Indeed. aiming to get it at 70-80 where my put strikes are.
  2023-09-09
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- Universe宇宙:
  [ShakeHands]
  2023-09-09
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icycrystal
·2023-09-08
@Shyon @rL @Zarkness @Aqa @GoodLife99 @Universe宇宙 @aunteenat @HelenJanet @xXxZealandxXx @Success88 @SR050321 come comment and win coins [smile] [smile] [smile]
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- Success88:
  Thanks for sharing
  2023-09-09
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- Universe宇宙:
  [ShakeHands]
  2023-09-08
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LMSunshine
·2023-09-07
🐯🐯🐯 Come share your thoughts for 🐯🪙I’m 🐂-lish for $Taiwan Semiconductor Manufacturing(TSM)$ as it’s the the 🥇winner for Q2 2023 revenue and I expect it to continue to do well with the AI boom❣️Thanks loads @Tiger_Earnings ❣️
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- Asphen:
  Good company and counter. just watch for the recent threat from the Huawei shoeing.
  2023-09-09
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GoodLife99
·2023-09-09
$Taiwan Semiconductor Manufacturing(TSM)$ is understand my watchlist as it's the pioneer for semiconducting sector!

recently added $KLA-Tencor(KLAC)$ intoy watchlist too & it looks quite promising steady uptrend in the long-term!
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icycrystal
·2023-09-08
$Taiwan Semiconductor Manufacturing(TSM )$ will probably make it to my watchlist. chips are needed in many (in fact all) electronic devices and they are getting more efficient and the size of the chips are getting smaller and more powerful. technology will get more advanced and thus there's a market in chips industry [smile] [smile] [smile]
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Asphen
·2023-09-09
Like the overall sector, so I am in SMH by DCA-ing. TSM is good but will see how it makes sure on the ramp up in Phoenix and also Germany per planned. Was leaning more on the WFEs (Lam etc) until the recent SMCI enabling of Huawei.

@Deposit @melson @LMSunshine
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WanEH
·2023-09-07
Taiwan semiconductor will be a good choice. the order received is too much until need expansion
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TTrade
·2023-09-07
$Applied Materials(AMAT)$ and $Lam Research(LRCX)$ chart seem good
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MicroStrategist
·2023-09-07
$Taiwan Semiconductor Manufacturing(TSM)$ sounds familiar 🤔
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