5 Semiconductor Equipment & Materials companies within the Technology sector.
| Symbol | Company | Price | 1‑day | 1‑month |
|---|---|---|---|---|
| ASML | ASML | $1,741 | +2.15% | -3.38% |
| AMAT | Applied Materials | $539.14 | +2.21% | -8.41% |
| LRCX | Lam Research | $311.35 | +1.82% | -11.84% |
| KLAC | KLA | $198.11 | +2.53% | -13.69% |
| AEHR | Aehr Test Systems | $103.07 | +3.34% | +35.24% |
Equipment and materials suppliers sell to the chipmakers rather than to end markets, which places them one step further up the chain and one step later in the cycle. Their revenue is the capital budget of the fab owners, so it responds not to how many chips are being sold today but to how much capacity the industry has decided to build for two years from now.
That makes the group more volatile than the chipmakers it supplies. Capacity decisions are made in discrete large commitments and cancelled the same way, and a single customer deferring a fab build can remove a material share of a supplier's year. Export licensing adds a second layer, since tooling is subject to controls that can close a geography to a supplier by regulation.
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