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Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
ASML icon
1
ASML
ASML
$705B
$705B $1,834.39 3.56%
AMAT icon
2
Applied Materials
AMAT
$406B
$406B $512.01 5.19%
LRCX icon
3
Lam Research
LRCX
$405B
$405B $323.86 2.99%
KLAC icon
4
KLA
KLAC
$256B
$256B $196.53 3.89%
TER icon
5
Teradyne
TER
$63B
$63B $403.02 0.43%
Q
6
Qnity Electronics Inc
Q
$26.3B
$26.3B $125.61 0.56%
ENTG icon
7
Entegris
ENTG
$23.6B
$23.6B $154.77 2.75%
ONTO icon
8
Onto Innovation
ONTO
$15B
$15B $304.69 5.52%
AMKR icon
9
Amkor Technology
AMKR
$13.5B
$13.5B $54.14 1.81%
NVMI
10
Nova
NVMI
$12.2B
$12.2B $385.12 3.97%
FORM icon
11
FormFactor
FORM
$10.6B
$10.6B $136.25 4.03%
CAMT icon
12
Camtek
CAMT
$7.13B
$7.13B $152.82 7.16%
ACMR icon
13
ACM Research
ACMR
$5.27B
$5.27B $75.61 0.45%
AXTI icon
14
AXT Inc
AXTI
$5.13B
$5.13B $78.18 6.12%
KLIC icon
15
Kulicke & Soffa
KLIC
$4.9B
$4.9B $93.72 2.23%
ACLS icon
16
Axcelis
ACLS
$3.97B
$3.97B $128.69 3.77%
UCTT
17
Ultra Clean Holdings
UCTT
$3.64B
$3.64B $80.46 3.06%
IPGP icon
18
IPG Photonics
IPGP
$3.34B
$3.34B $78.52 1.67%
AEHR icon
19
Aehr Test Systems
AEHR
$3.29B
$3.29B $100.78 2.33%
VECO icon
20
Veeco
VECO
$3.14B
$3.14B $51.37 4.69%
COHU icon
21
Cohu
COHU
$3.12B
$3.12B $65.97 0.15%
AMBA icon
22
Ambarella
AMBA
$3.03B
$3.03B $68.73 0.07%
ICHR icon
23
Ichor Holdings
ICHR
$2.24B
$2.24B $59.76 0.57%
PLAB icon
24
Photronics
PLAB
$1.83B
$1.83B $31.07 1.87%
DQ
25
Daqo New Energy
DQ
$767M
$767M $11.34 4.04%
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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 29 Semiconductor Equipment & Materials industry stocks tracked by Wall St. Rank, worth a combined $1.99T.

The largest by market cap are ASML (ASML) at $705B, Applied Materials (AMAT) at $406B and Lam Research (LRCX) at $405B.

Among institutional investors, Applied Materials (AMAT) drew the most net new fund positions in Q2 2026: 712 funds opened new positions, taking total fund holders up 563 (19%) quarter-over-quarter.

  • Combined market cap: $1.99T across 29 stocks.
  • Largest constituent: ASML (ASML), $705B market cap.
  • Most net new fund positions in Q2 2026: Applied Materials (AMAT), +563 holders.

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