Skip to the list
English

Semiconductor equipment

The 13 companies in this industry listed on the NYSE and Nasdaq are worth $1.5 tn combined; the largest are ASML Holding (ASML), Lam Research (LRCX) and Applied Materials (AMAT). For each one: what it does, revenue, margin, free cash flow over the last five years and a score from 0 to 10.

Data as of October 2026

Open contest
13 companies value 1.5 tn revenue 110 bn margin 29.2% free cash flow 27 bn avg. score 3.8
ASML holds 41.4% of the group's value, 1.9x the runner-up
Rank Ticker Company Share Value Revenue Margin FCF 5 years FCF/px Yield What it does · why it is here
1 ASML ASML Holding
Netherlands · score 6.8
 41% 635 bn 37 bn 29.4% 12 bn 2.0% — Lithography machines for chip manufacturing · Absolute monopoly in EUV lithography: without it there are no advanced chips
2 LRCX Lam Research
United States · score 6.4
 22% 341 bn 23 bn 31.3% 4.9 bn 1.4% 0.4% Etch and deposition equipment for semiconductors · Leader in etch and deposition, essential for 3D memory
3 AMAT Applied Materials
United States · score 6.4
 21% 328 bn 31 bn 30.1% 5.6 bn 1.7% 0.5% Semiconductor manufacturing equipment · Largest semiconductor equipment maker by revenue
4 KLAC KLA Corporation
United States · score 6.3
 14% 217 bn 14 bn 35.6% 3.8 bn 1.7% 0.5% Process control and inspection for chipmaking · Dominates wafer inspection and metrology (~55% share)
5 ACMR ACM Research, Inc.
United States · score 2.3
 0% 3.9 bn 1.0 bn 14.5% -0.1 bn -3.0% 0.2% Wafer cleaning equipment for semiconductors · California — revenue of $1bn
6 ACLS AXCELIS TECHNOLOGIES INC
United States · score 5.1
 0% 3.4 bn 0.9 bn 10.7% 0.1 bn 1.9% — Ion implanters for semiconductor manufacturing · Massachusetts — revenue of $866m
7 VECO VEECO INSTRUMENTS INC
United States · score 4.9
 0% 2.7 bn 0.7 bn 3.4% 0.1 bn 3.2% — Advanced process equipment for semiconductors · New York — revenue of $683m
8 UCTT Ultra Clean Holdings, Inc.
United States · score 0.0
 0% 2.4 bn 2.2 bn -1.1% -0.1 bn -4.7% — Critical subsystems and ultra-high-purity cleaning for the semiconductor industry · California — revenue of $2.2bn
9 ICHR ICHOR HOLDINGS, LTD.
United States · score 0.0
 0% 1.6 bn 1.0 bn -4.0% -0.0 bn -1.6% — Fluid delivery subsystems for semiconductor manufacturing · California — revenue of $1bn
10 ASYS AMTECH SYSTEMS INC
United States · score 5.7
 0% 0.2 bn 0.1 bn 4.9% 0.0 bn 3.8% — Equipment and consumables for semiconductor packaging · Arizona — revenue of $82m
11 SHMD SCHMID Group N.V.
Germany · score 0.7
 0% 0.2 bn 0.1 bn -106.2% 0.0 bn 0.7% — Equipment and software for printed circuit boards, from Germany · Germany — revenue of $75m
12 HUHU HUHUTECH International Group Inc.
China · score 0.5
 0% 0.1 bn 0.0 bn -113.4% 0.0 bn -0.2% — High-purity and monitoring systems for factories · China — revenue of $22m
13 CVV CVD EQUIPMENT CORP
United States · score 4.7
 0% 0.0 bn 0.0 bn 50.5% 0.0 bn 1.8% — Chemical vapor deposition equipment for materials · New York — revenue of $20m

Other industries in the same sector

and 31 industries more
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.

The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.

Have a question or a suggestion, or found a mistake?

Write here: a question about the score, a missing company or industry, a number that looks wrong. Every message is read, and the email is so I can reply.