Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization
| # | Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|---|
| 26 |
NANO
26
Forge Nano Holdings Inc. Common Stock
NANO
$482M
| $482M | $3.75 | 8.38% |
|
| 27 |
27
Amtech Systems
ASYS
$224M
| $224M | $12.80 | 3.9% |
|
| 28 |
28
Atomera
ATOM
$126M
| $126M | $3.05 | 5.57% |
|
| 29 |
29
Trio-Tech International Common Stock
TRT
$50.1M
| $50.1M | $4.85 | 6.59% |
|
| 30 |
SMTK
30
SmartKem
SMTK
$338K
| $338K | $0.3260 | 7.2% |
|
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 30 Semiconductor Equipment & Materials industry stocks tracked by Wall St. Rank, worth a combined $1.56T.
The largest by market cap are ASML (ASML) at $598B, Applied Materials (AMAT) at $303B and Lam Research (LRCX) at $289B.
Among institutional investors, Applied Materials (AMAT) drew the most net new fund positions in Q2 2026: 714 funds opened new positions, taking total fund holders up 568 (19%) quarter-over-quarter.
- Combined market cap: $1.56T across 30 stocks.
- Largest constituent: ASML (ASML), $598B market cap.
- Most net new fund positions in Q2 2026: Applied Materials (AMAT), +568 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.