Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization
| # | Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|---|
| 26 |
26
Amtech Systems
ASYS
$291M
| $291M | $16.61 | 4.79% |
|
| 27 |
27
Atomera
ATOM
$165M
| $165M | $4.23 | 1.93% |
|
| 28 |
TRT
28
Trio-Tech International Common Stock
TRT
$68.7M
| $68.7M | $6.62 | 3.12% |
|
| 29 |
SMTK
29
SmartKem
SMTK
$1.65M
| $1.65M | $1.59 | 9.14% |
|
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.