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Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
ASML icon
1
ASML
ASML
$708B
$708B $1,844.08 0.21%
LRCX icon
2
Lam Research
LRCX
$416B
$416B $332.36 1.38%
AMAT icon
3
Applied Materials
AMAT
$403B
$403B $507.18 5.12%
KLAC icon
4
KLA
KLAC
$266B
$266B $203.72 2.7%
TER icon
5
Teradyne
TER
$65.5B
$65.5B $418.79 2.01%
Q
6
Qnity Electronics Inc
Q
$29.8B
$29.8B $142.30 0.2%
ENTG icon
7
Entegris
ENTG
$24.7B
$24.7B $161.76 1.25%
ONTO icon
8
Onto Innovation
ONTO
$20.3B
$20.3B $331.71 1.81%
AMKR icon
9
Amkor Technology
AMKR
$14.7B
$14.7B $58.99 2.15%
NVMI
10
Nova
NVMI
$13.3B
$13.3B $418.12 1.61%
FORM icon
11
FormFactor
FORM
$10.3B
$10.3B $131.60 0.05%
CAMT icon
12
Camtek
CAMT
$7.72B
$7.72B $165.38 4.3%
ACMR icon
13
ACM Research
ACMR
$5.6B
$5.6B $80.42 0.95%
AXTI icon
14
AXT Inc
AXTI
$5.35B
$5.35B $81.64 5.41%
KLIC icon
15
Kulicke & Soffa
KLIC
$5.19B
$5.19B $99.09 3.43%
AEHR icon
16
Aehr Test Systems
AEHR
$4.37B
$4.37B $134.06 8.73%
ACLS icon
17
Axcelis
ACLS
$4.33B
$4.33B $140.15 2.01%
UCTT
18
Ultra Clean Holdings
UCTT
$3.85B
$3.85B $84.93 8.59%
IPGP icon
19
IPG Photonics
IPGP
$3.65B
$3.65B $85.79 2.2%
AMBA icon
20
Ambarella
AMBA
$3.6B
$3.6B $82.04 0.1%
VECO icon
21
Veeco
VECO
$3.2B
$3.2B $52.40 2.2%
COHU icon
22
Cohu
COHU
$2.81B
$2.81B $59.30 1.65%
ICHR icon
23
Ichor Holdings
ICHR
$2.66B
$2.66B $71.05 0.2%
PLAB icon
24
Photronics
PLAB
$1.96B
$1.96B $33.32 0.48%
DQ
25
Daqo New Energy
DQ
$991M
$991M $14.64 1.88%
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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 28 Semiconductor Equipment & Materials industry stocks tracked by Wall St. Rank, worth a combined $2.03T.

The largest by market cap are ASML (ASML) at $708B, Lam Research (LRCX) at $416B and Applied Materials (AMAT) at $403B.

Among institutional investors, Applied Materials (AMAT) drew the most net new fund positions in Q2 2026: 678 funds opened new positions, taking total fund holders up 409 (14%) quarter-over-quarter.

  • Combined market cap: $2.03T across 28 stocks.
  • Largest constituent: ASML (ASML), $708B market cap.
  • Most net new fund positions in Q2 2026: Applied Materials (AMAT), +409 holders.

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