To The Moon

🎁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