Mid Cap
Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Camtek
CAMT
$8.13B
| $8.13B | $174.20 | 5.95% |
|
2
ACM Research
ACMR
$5.66B
| $5.66B | $81.26 | 1.68% |
|
3
AXT Inc
AXTI
$5.13B
| $5.13B | $78.47 | 6.36% |
|
4
Kulicke & Soffa
KLIC
$4.98B
| $4.98B | $95.15 | 4.54% |
|
5
Axcelis
ACLS
$4.39B
| $4.39B | $142.14 | 5.01% |
|
6
Aehr Test Systems
AEHR
$4.22B
| $4.22B | $129.23 | 10.3% |
|
|
UCTT
7
Ultra Clean Holdings
UCTT
$4.1B
| $4.1B | $90.65 | 5.32% |
|
8
IPG Photonics
IPGP
$3.71B
| $3.71B | $87.31 | 1.76% |
|
9
Ambarella
AMBA
$3.66B
| $3.66B | $83.53 | 0.77% |
|
10
Veeco
VECO
$3.26B
| $3.26B | $53.26 | 6.18% |
|
11
Cohu
COHU
$2.66B
| $2.66B | $56.14 | 6.29% |
|
12
Ichor Holdings
ICHR
$2.59B
| $2.59B | $69.19 | 2.49% |
|
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 12 mid cap Semiconductor Equipment & Materials stocks — companies in the Semiconductor Equipment & Materials industry with a market cap between $2B and $10B — worth a combined $52.5B.
The largest by market cap are Camtek (CAMT) at $8.13B, ACM Research (ACMR) at $5.66B and AXT Inc (AXTI) at $5.13B.
Among institutional investors, Ultra Clean Holdings (UCTT) drew the most net new fund positions in Q1 2026: 118 funds opened new positions, taking total fund holders up 93 (39%) quarter-over-quarter.
- Combined market cap: $52.5B across 12 stocks.
- Mid Cap: market cap between $2B and $10B.
- Largest constituent: Camtek (CAMT), $8.13B market cap.
- Most net new fund positions in Q1 2026: Ultra Clean Holdings (UCTT), +93 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.