Mid Cap
Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
FormFactor
FORM
$8.2B
| $8.2B | $105.01 | 7.35% |
|
2
Camtek
CAMT
$6.04B
| $6.04B | $129.47 | 1.45% |
|
3
Kulicke & Soffa
KLIC
$4.11B
| $4.11B | $78.63 | 5.32% |
|
4
ACM Research
ACMR
$3.7B
| $3.7B | $53.10 | 8.59% |
|
5
AXT Inc
AXTI
$3.38B
| $3.38B | $51.47 | 11.1% |
|
6
Axcelis
ACLS
$3.35B
| $3.35B | $108.35 | 5.87% |
|
7
IPG Photonics
IPGP
$3.02B
| $3.02B | $71.01 | 3.73% |
|
8
Ambarella
AMBA
$2.72B
| $2.72B | $61.70 | 2.6% |
|
9
Veeco
VECO
$2.61B
| $2.61B | $42.75 | 5.34% |
|
10
Cohu
COHU
$2.41B
| $2.41B | $50.81 | 7.45% |
|
11
Ultra Clean Holdings
UCTT
$2.31B
| $2.31B | $51 | 8.65% |
|
Mid Cap 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 11 mid cap Semiconductor Equipment & Materials stocks — companies in the Semiconductor Equipment & Materials industry with a market cap between $2B and $10B — worth a combined $41.9B.
The largest by market cap are FormFactor (FORM) at $8.2B, Camtek (CAMT) at $6.04B and Kulicke & Soffa (KLIC) at $4.11B.
Among institutional investors, FormFactor (FORM) drew the most net new fund positions in Q2 2026: 159 funds opened new positions, taking total fund holders up 114 (29%) quarter-over-quarter.
- Combined market cap: $41.9B across 11 stocks.
- Mid Cap: market cap between $2B and $10B.
- Largest constituent: FormFactor (FORM), $8.2B market cap.
- Most net new fund positions in Q2 2026: FormFactor (FORM), +114 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.