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Mid Cap
Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
FORM icon
1
FormFactor
FORM
$8.42B
$8.42B $107.72 0.17%
CAMT icon
2
Camtek
CAMT
$6.84B
$6.84B $146.66 3.04%
ACMR icon
3
ACM Research
ACMR
$5.56B
$5.56B $79.77 3.13%
KLIC icon
4
Kulicke & Soffa
KLIC
$4.42B
$4.42B $84.53 1.22%
AXTI icon
5
AXT Inc
AXTI
$4.42B
$4.42B $67.45 3.13%
ACLS icon
6
Axcelis
ACLS
$3.87B
$3.87B $125.40 1.55%
UCTT
7
Ultra Clean Holdings
UCTT
$3.32B
$3.32B $73.32 0.74%
AEHR icon
8
Aehr Test Systems
AEHR
$3.12B
$3.12B $95.59 0.87%
AMBA icon
9
Ambarella
AMBA
$3.1B
$3.1B $70.78 1.11%
IPGP icon
10
IPG Photonics
IPGP
$3.05B
$3.05B $71.73 1.4%
VECO icon
11
Veeco
VECO
$2.91B
$2.91B $47.59 1.78%
COHU icon
12
Cohu
COHU
$2.4B
$2.4B $50.61 1.35%
ICHR icon
13
Ichor Holdings
ICHR
$2.14B
$2.14B $57.11 0.35%

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 13 mid cap Semiconductor Equipment & Materials stocks — companies in the Semiconductor Equipment & Materials industry with a market cap between $2B and $10B — worth a combined $53.6B.

The largest by market cap are FormFactor (FORM) at $8.42B, Camtek (CAMT) at $6.84B and ACM Research (ACMR) at $5.56B.

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 113 (29%) quarter-over-quarter.

  • Combined market cap: $53.6B across 13 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: FormFactor (FORM), $8.42B market cap.
  • Most net new fund positions in Q2 2026: FormFactor (FORM), +113 holders.

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