Theme
Semiconductor equipment
The lithography and fab tools (the arms dealers to the fabs).
Every advanced chip is built on a stack of lithography, deposition, etch, and metrology tools. This theme tracks the equipment makers who supply the fabs, capturing value no matter which foundry or designer wins.
Companies · 12
ASM International N.V.ASM
Market cap$47B
Conviction5 / 5
Semiconductor equipment
Read profileCadence Design Systems, Inc.CDNS
Market cap$85B
Conviction5 / 5
Semiconductor equipmentAI compute
Read profileSynopsys, Inc.SNPS
Market cap$79B
Conviction5 / 5
Semiconductor equipmentAI compute
Read profileApplied Materials, Inc.AMAT
Market cap$376B
Conviction5 / 5
Semiconductor equipment
Read profileASML Holding N.V.ASML
Market cap$670B
Conviction5 / 5
Semiconductor equipment
Read profileKLA CorporationKLAC
Market cap$245B
Conviction5 / 5
Semiconductor equipment
Read profileLam Research CorporationLRCX
Market cap$385B
Conviction5 / 5
Semiconductor equipment
Read profileAdvantest CorporationATEYY
Market cap$154B
Conviction4 / 5
Semiconductor equipment
Read profileBE Semiconductor Industries N.V.BESI
Market cap$17B
Conviction4 / 5
Semiconductor equipmentInterconnect
Read profileKeysight Technologies, Inc.KEYS
Market cap$60B
Conviction3 / 5
Quantum enablersSemiconductor equipment
Read profileAehr Test SystemsAEHR
Market cap$3.2B
Conviction3 / 5
AI computePower semiconductorsSemiconductor equipment
Read profileMagnachip Semiconductor CorporationMX
Market cap$118M
Conviction2 / 5
Semiconductor equipmentEdge compute
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