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US Semiconductor Equipment Stocks in 2026

Global semiconductor equipment sales are forecast to reach a record $165.9 bn in 2026, up 23.2%, as chipmakers expand capacity for AI. This creates opportunities for equipment suppliers, but reliance on a few large customers can make orders volatile. In this article, we will explore US semiconductor equipment stocks, the leading companies, their growth drivers and key risks.

List of US Semiconductor Equipment Stocks in 2026

US Semiconductor Equipment Stocks

Explore US semiconductor equipment stocks involved in developing and manufacturing machinery, tools and systems used to produce and test semiconductors. Analyse companies using live share price, market cap, returns, valuation, profitability and other key financial metrics.

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Showing 1 - 20 of 30 results

last updated at 8:30 AM IST 
NameUS Stocks (30)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE Ratio (TTM)PE Ratio (TTM)↓↓1M Return1M Return↓↓1D Return1D Return↓↓Return on EquityReturn on Equity↓↓PB RatioPB Ratio↓
1.ASML Holding N.V. New York Registry SharesASMLSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials6,28,554.666,28,554.661,676.691,676.6940.1340.13-4.07-4.07-6.88-6.8865.6465.6426.7826.78
2.Lam Research CorpLRCXSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials3,29,687.763,29,687.76230.15230.1545.7445.74-25.99-25.99-11.70-11.7065.0765.0731.2031.20
3.Applied Materials IncAMATSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials3,21,391.103,21,391.10408.94408.9434.9434.94-13.44-13.44-8.15-8.1541.0741.0712.9312.93
4.KLA CorporationKLACSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials2,11,071.752,11,071.75147.83147.8345.4345.43-21.50-21.50-10.03-10.0387.5087.5038.7538.75
5.Teradyne IncTERSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials52,622.7352,622.73308.75308.7546.2346.23-22.56-22.56-10.76-10.7636.4736.4718.1318.13
6.Qnity Electronics, IncQSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials24,764.0224,764.02108.78108.7842.2842.28-12.88-12.88-9.56-9.566.726.723.593.59
7.Entegris IncENTGSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials21,835.1221,835.12128.31128.3171.4571.45-15.09-15.09-13.17-13.177.677.675.555.55
8.Onto Innovation IncONTOSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials10,777.6910,777.69198.67198.6782.5682.56-30.00-30.00-10.60-10.606.836.833.493.49
9.Amkor Technology IncAMKRSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials10,360.4710,360.4743.7343.7318.7018.70-19.89-19.89-9.61-9.6112.5112.512.852.85
10.Nova LtdNVMISemiconductor Equipment & MaterialsSemiconductor Equipment & Materials10,178.9310,178.93310.13310.1340.0040.00-16.17-16.17-6.53-6.5321.1121.117.957.95
11.FormFactor IncFORMSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials8,395.738,395.7395.0395.0374.2874.28-24.59-24.59-15.28-15.2810.9910.999.239.23
12.Camtek LtdCAMTSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials5,968.865,968.86133.09133.09196.77196.77-12.07-12.07-10.29-10.297.577.579.669.66
13.Kulicke and Soffa Industries IncKLICSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials4,208.834,208.8373.4073.4036.8936.89-18.03-18.03-9.93-9.9313.2313.235.145.14
14.Acm Research IncACMRSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials3,827.923,827.9254.6954.6925.9225.92-27.85-27.85-10.23-10.2311.6311.633.023.02
15.AXT IncAXTISemiconductor Equipment & MaterialsSemiconductor Equipment & Materials3,743.573,743.5759.2859.281,427.251,427.25-23.79-23.79-12.93-12.931.011.015.425.42
16.Axcelis Technologies IncACLSSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials3,487.453,487.45116.58116.5837.9037.900.730.73-10.18-10.188.898.893.353.35
17.IPG Photonics CorporationIPGPSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials3,083.333,083.3369.4169.41111.52111.52-11.24-11.24-6.20-6.201.301.301.541.54
18.Ambarella IncAMBASemiconductor Equipment & MaterialsSemiconductor Equipment & Materials2,790.592,790.5966.0066.00---1.58-1.58-4.36-4.36-9.41-9.414.814.81
19.Veeco Instruments IncVECOSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials2,720.262,720.2641.1541.15120.46120.46-7.24-7.24-11.71-11.712.642.643.183.18
20.Cohu IncCOHUSemiconductor Equipment & MaterialsSemiconductor Equipment & Materials2,496.632,496.6355.2955.29---14.33-14.33-16.34-16.34-4.84-4.843.943.94
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Disclaimer: Please note that the above table is for informational purposes only and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape US Stock Screener and is subject to real-time updates.

Overviews of Top US Semiconductor Equipment Stocks

ASML Holding N.V. New York Registry Shares

ASML was founded in 1984 in the Netherlands as a joint venture between Philips and ASM International. It makes photolithography machines, which print circuit patterns onto silicon wafers, and is the leading supplier of extreme ultraviolet (EUV) systems.

Applied Materials Inc

Applied Materials was founded in 1967 and is based in Santa Clara, California. It makes equipment used to build chips on wafers, covering deposition, etching, ion implantation and inspection, and it also supplies equipment for displays and solar panels.

Lam Research Corp

Lam Research was founded in 1980 by David Lam. It makes wafer fabrication equipment for thin film deposition, plasma etching and cleaning, which chipmakers use to build the layers of memory and logic chips.

KLA Corporation

KLA took its present form in 1997 through the merger of KLA Instruments, founded in 1975, and Tencor, founded in 1976. It makes process control and yield management systems that inspect wafers and masks to find defects during chip production.

Teradyne Inc

Teradyne was founded in 1960 by Alex d'Arbeloff and Nick DeWolf. It makes automatic test equipment that checks chips and electronic systems for faults, and it also sells industrial robots.

What are US Semiconductor Equipment Stocks?

US semiconductor equipment stocks are shares of US-listed companies that make the machines used to fabricate, inspect, test and package chips. Unlike many other semiconductor companies, they do not design or sell chips themselves, and their customers are the chipmakers and foundries. Compared with other semiconductor stocks and chip stocks, they sit upstream, so their sales follow how much chipmakers spend on new factories and upgrades.

How to Evaluate and Invest in US Semiconductor Equipment Sector Stocks?

Here's how to invest in the US semiconductor equipment stock market from India, step by step:

  1. Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
  2. Search for Semiconductor Equipment Stocks: Use the Tickertape US Stock Screener and select 'Semiconductor Equipment & Materials' under the sector filter.
  3. Analyse the Stocks: Each stock page provides information such as the live market price, 52-week range, financial performance, peer comparison and recent news.
  4. Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
  5. Place Your Order: Select the semiconductor equipment stock you want to invest in and click on 'Buy' to place the order through Tickertape.

Taxation of US Semiconductor Equipment Stocks for Indian Investors

The tax treatment of US semiconductor equipment stocks generally depends on the holding period, the investor's applicable income-tax rate and US withholding rules on dividend income.

Income / Action Holding Period / Condition Tax Rate in the US Tax Rate in India
Long-Term Capital Gains (LTCG) Held for > 24 months 0% (Taxed only in India under DTAA) 12.5% (+ applicable surcharge & cess)
Short-Term Capital Gains (STCG) Held for < 24 months 0% (Taxed only in India under DTAA) Taxed as per your applicable income slab rate

Advantages of Investing in US Semiconductor Equipment Stocks

Critical Manufacturing Role

Chipmakers rely on specialised equipment to manufacture, measure and inspect semiconductors. As chip designs become more complex, demand for precision tools creates opportunities for suppliers, although orders depend on factory investment and technology upgrade cycles.

Recurring Service Revenue

Installed equipment needs maintenance, spare parts and upgrades throughout its operating life. These services create repeat revenue opportunities and can help cushion weaker equipment sales, although income also depends on factory utilisation and customer spending.

Engineering Barriers

Building tools that work at atomic scale takes years of research and large development budgets. These barriers limit the number of suppliers in many tool categories, which can help companies protect margins when demand is strong.

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Risks of Investing in US Semiconductor Equipment Stocks

Cyclical Orders

Equipment orders follow chipmaker budgets, which can change quickly when chip prices soften. A sharp pullback may leave suppliers with idle capacity and lower margins, because many of their costs are fixed.

China Dependence

China is expected to remain the largest equipment market through 2028, though its growth should moderate in 2026. Export restrictions or a slowdown in Chinese spending could cut sales and force suppliers to redirect products.

Memory Swings

Memory sales jumped 305% in the first half of 2026. A rise this steep may not last, and if memory prices reverse, chipmakers may postpone tool purchases, which could hit orders for etch and deposition.

Customer Concentration

A small number of chipmakers and foundries place most equipment orders. If one delays a factory build, a supplier can lose a large share of quarterly revenue, since orders are few but high in value.

Factors to Consider Before Investing in US Semiconductor Equipment Stocks

Chipmaker Investment

Equipment orders depend on chipmakers’ plans to build factories, expand capacity and upgrade production lines. Strong chip demand can encourage investment, while excess capacity, high inventories or weaker customer orders may lead manufacturers to delay spending.

Export Rules

Rules on selling advanced tools to certain countries decide which customers a company can serve. Tighter limits can move revenue between regions, while looser rules may reopen sales, so earnings depend on policy as well as demand.

Technology Transitions

New chip designs and manufacturing processes change the types of equipment factories need. Suppliers that meet customers’ technical requirements can win orders, while development delays or unsuccessful qualification can weaken market share and future revenue.

Research Spending

Tool makers spend heavily on research to keep pace with new chip designs. High spending can protect technology leadership but may reduce profit in the short term, so margins depend on how well sales grow against these costs.

Key Growth Drivers for US Semiconductor Equipment Stocks

AI Chip Capacity

Global equipment sales are forecast at $165.9 bn in 2026, up 23.2%, with AI infrastructure a main driver. More demand for AI processors means chipmakers need more tools, which may lift order books and factory utilisation.

Advanced Memory

Memory chip sales rose 305% in the first half of 2026. Stronger demand for high-bandwidth memory used in AI servers may encourage chipmakers to add deposition and etch tools, which these suppliers sell.

Smaller Chip Designs

The move to 2nm gate-all-around designs needs new deposition, etch and inspection steps. Each new generation can raise the equipment needed per wafer, which may increase revenue per customer even if chip volumes stay flat.

Test and Packaging

Test equipment sales are forecast to reach $20.8 bn by 2028. As chips combine several dies and grow more complex, each device needs more testing, which can widen the market for test equipment makers.

How to Track US Semiconductor Equipment Stocks From India on Tickertape?

You can track US semiconductor equipment stocks and ETFs from India on Tickertape's US Stocks & ETFs platform.

  1. Open US Stocks Screener: Visit the Tickertape US Stock Screener and explore semiconductor equipment-related companies listed on US exchanges.
  2. Search Semiconductor Equipment Stocks: Search for "Semiconductor Equipment & Materials" under the sector and select it to explore companies operating in the semiconductor equipment industry.
  3. Apply Filters: Compare companies using 60+ parameters, including market capitalisation, valuation ratios, profitability metrics, growth indicators and financial health measures.
  4. Analyse Company Metrics: Review individual stock pages to understand financial performance, revenue trends, margins, debt levels, price movements and other available insights.
  5. Create a Watchlist: Add selected semiconductor equipment stocks to your watchlist to track price updates, company developments and performance changes from India.

Conclusion

US semiconductor equipment stocks cover lithography, deposition and etch, inspection, and test equipment sold to chipmakers and foundries. Their performance is shaped by chipmaker capital spending, export controls, technology transitions and service revenue. Cyclical orders, China exposure and customer concentration are among the key risks. Investors looking to analyse semiconductor equipment companies can use the Tickertape US Stock Screener to compare stocks using 60+ unique filters and custom filters across valuation, profitability, growth, financial health and other key metrics.

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Frequently Asked Questions on US Semiconductor Equipment Stocks

  1. What are US semiconductor equipment stocks?

    US semiconductor equipment stocks are shares of US-listed companies that make the machines used to build, inspect and test chips. They sell to chipmakers and foundries rather than to end consumers. Their sales depend on how much those customers spend on factories and upgrades.

  2. Who are the top 5 semiconductor equipment companies?

    As of 14th October 2026, the top 5 semiconductor equipment companies include:
    1. ASML Holding N.V. New York Registry Shares
    2. Applied Materials Inc
    3. Lam Research Corp
    4. KLA Corporation
    5. Teradyne Inc


    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  3. What is the outlook for US semiconductor equipment stocks?

    Global semiconductor equipment sales are forecast at a record $165.9 bn in 2026, and global chip sales more than doubled in the first half of 2026. AI-related chip demand is the main support. Cyclical orders, export rules and customer concentration are the main factors that could shape results.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  4. Are US semiconductor equipment stocks risky for Indian investors?

    Yes, as with any equity investment, these stocks carry risk, and for Indian investors currency movements add another layer. The sector-specific risks are cyclical chipmaker spending, export restrictions and dependence on a few large customers. Share prices can move sharply when chipmakers revise their spending plans.

  5. How can I compare US semiconductor equipment stocks on Tickertape?

    On the Tickertape US Stock Screener, you can select 'Semiconductor Equipment & Materials' under the sector filter and compare companies using 60+ parameters. Useful measures for this sector include revenue growth, gross margin, operating margin, return on capital and debt levels. Each stock page also shows price history, peer comparison and recent news.

  6. Can beginners invest in US semiconductor equipment stocks?

    Yes, beginners can invest in these stocks through Tickertape, although it helps to understand how chipmaker spending cycles affect equipment orders first. The businesses are technical, so the stock pages and the screener's fundamentals are a practical place to start.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should assess their financial goals and risk tolerance or consult a financial advisor before investing.

  7. How to invest in US semiconductor equipment stocks from India?

    Investors can invest in US semiconductor equipment stocks from India through Tickertape. The process generally involves:
    1. Create an account: Open a US investing account on Tickertape.
    2. Explore semiconductor equipment stocks: Use the Tickertape US Stock Screener to browse and compare semiconductor equipment companies.
    3. Complete KYC: Submit the identity and address documents required for US investing.
    4. Link a bank account: Connect an eligible bank account to your Tickertape account.
    5. Add funds: Transfer money to your US Wallet under the Liberalised Remittance Scheme.
    6. Place an order: Select the stock and click Buy to place your order.

  8. What are the advantages of investing in US semiconductor equipment stocks?

    The sector sits upstream of the whole chip industry, so it is linked to growth in AI, data centres and advanced electronics. Equipment makers also earn recurring service income from installed tools. Technology barriers limit the number of suppliers in several tool categories.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.

  9. What is the difference between individual US semiconductor equipment stocks and semiconductor equipment-focused ETFs?

    An individual stock gives ownership in one company, so its results depend on its own products, customers and technology position. A sector-focused ETF holds many stocks at once and spreads the effect of one company's weak quarter across the basket. ETFs in this area often include chip designers and manufacturers, so the mix can differ from a pure semiconductor equipment list.

  10. What metrics are commonly used to evaluate US semiconductor equipment stocks?

    Common metrics include revenue growth, gross margin and operating margin, since leading tool makers tend to hold high margins. Research and development spending as a share of sales shows investment in new technology. Order backlog, service revenue share and free cash flow indicate how stable sales are through the cycle.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.

  11. Do US semiconductor equipment stocks pay dividends?

    Many established semiconductor equipment companies pay regular dividends and run buybacks, while others reinvest most earnings. Dividend policies differ by company, so the stock page shows each firm's dividend yield and history. Indian investors should also note that US withholding tax applies to dividends, and the income is taxable in India as per the applicable slab rate.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.