Jul. 29 at 10:53 PM
These five companies play critical roles across the semiconductor manufacturing process supporting the AI boom. Many are still trading 30% to 40% below their previous highs.
$ASML
Supplies advanced lithography systems used to print chip patterns onto silicon wafers.
$AMAT
Provides deposition, materials engineering, and polishing equipment used to build semiconductor layers.
$LRCX
Specializes in plasma etching technology that creates extremely small chip structures.
$KLA
Develops inspection and metrology tools to detect defects and improve chip manufacturing yields.
$TER
Tests completed chips to verify performance, quality, and long-term reliability.
