We are live on ! Find out more

Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
ASML icon
1
ASML
ASML
$583B
$583B $1,513.25 6.21%
AMAT icon
2
Applied Materials
AMAT
$294B
$294B $370.55 11.4%
LRCX icon
3
Lam Research
LRCX
$277B
$277B $221.31 10.4%
KLAC icon
4
KLA
KLAC
$197B
$197B $151.38 9.31%
TER icon
5
Teradyne
TER
$38.4B
$38.4B $246 12.7%
Q icon
6
Qnity Electronics Inc
Q
$26.1B
$26.1B $125.09 6.91%
ENTG icon
7
Entegris
ENTG
$21.4B
$21.4B $140.06 9.44%
NVMI icon
8
Nova
NVMI
$10.6B
$10.6B $333.24 6.41%
ONTO icon
9
Onto Innovation
ONTO
$9.5B
$9.5B $194.04 12%
AMKR icon
10
Amkor Technology
AMKR
$8.67B
$8.67B $35 6.64%
FORM icon
11
FormFactor
FORM
$6.68B
$6.68B $85.20 5.03%
CAMT icon
12
Camtek
CAMT
$4.91B
$4.91B $105.04 8.23%
KLIC icon
13
Kulicke & Soffa
KLIC
$3.61B
$3.61B $68.97 7.75%
ACMR icon
14
ACM Research
ACMR
$3.47B
$3.47B $49.75 11.5%
ACLS icon
15
Axcelis
ACLS
$3.32B
$3.32B $107.64 8.46%
IPGP icon
16
IPG Photonics
IPGP
$3B
$3B $70.67 8.21%
AXTI icon
17
AXT Inc
AXTI
$2.81B
$2.81B $42.91 10.4%
AMBA icon
18
Ambarella
AMBA
$2.72B
$2.72B $61.64 5.28%
VECO icon
19
Veeco
VECO
$2.42B
$2.42B $39.60 6.48%
UCTT icon
20
Ultra Clean Holdings
UCTT
$2.2B
$2.2B $45.89 11.6%
COHU icon
21
Cohu
COHU
$2.05B
$2.05B $43.40 12.8%
AEHR icon
22
Aehr Test Systems
AEHR
$1.95B
$1.95B $59.81 11.6%
PLAB icon
23
Photronics
PLAB
$1.71B
$1.71B $28.92 5.7%
ICHR icon
24
Ichor Holdings
ICHR
$1.29B
$1.29B $34.45 11.2%
DQ icon
25
Daqo New Energy
DQ
$828M
$828M $12.24 3.24%
1
2

Semiconductor Equipment & Materials Stocks at a Glance

Semiconductor equipment and materials companies supply the tools and inputs used to fabricate chips. Sales follow chipmakers' capacity spending, concentrating the industry's cyclicality — but rising process complexity keeps expanding the equipment needed per wafer.

There are 30 Semiconductor Equipment & Materials industry stocks tracked by Wall St. Rank, worth a combined $1.51T.

The largest by market cap are ASML (ASML) at $583B, Applied Materials (AMAT) at $294B and Lam Research (LRCX) at $277B.

Among institutional investors, Applied Materials (AMAT) drew the most net new fund positions in Q2 2026: 714 funds opened new positions, taking total fund holders up 568 (19%) quarter-over-quarter.

  • Combined market cap: $1.51T across 30 stocks.
  • Largest constituent: ASML (ASML), $583B market cap.
  • Most net new fund positions in Q2 2026: Applied Materials (AMAT), +568 holders.

Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.