Compare the equipment suppliers behind chip manufacturing. Semiconductor Equipment Stocks are U.S.-listed suppliers of equipment used to manufacture, inspect, measure, and test semiconductors. This page ranks 6 of them by market capitalization. Together they are worth about $1.46T, roughly 1.51% of tracked market cap on MarketCapLens. Figures update daily; as of November 12, 2026.
+290.04%
All 6 companies · Nov 2021–Nov 2026.
Scroll sideways for more metrics. Company names stay visible.
| ASML Holding N.V.ASML | $591.39B | 40.47% | $1,534.42 | +1.76% | +50.08% | +84.12% | +74.46% | |
| Applied Materials, Inc.AMAT | $313.53B | 21.45% | $395.08 | +6.05% | +72.77% | +156.71% | +129.28% | |
| Lam Research CorporationLRCX | $294.65B | 20.16% | $235.88 | +6.07% | +48.18% | +284.36% | +241.88% | |
| KLA CorporationKLAC | $209.79B | 14.36% | $161.01 | +5.24% | +35.20% | +290.04% | +236.62% | |
| Teradyne, Inc.TER | $41.49B | 2.84% | $265.78 | +8.30% | +49.96% | +85.59% | +78.17% | |
| Onto Innovation Inc.ONTO | $10.56B | 0.72% | $215.06 | +8.89% | +61.17% | +143.64% | +141.97% |
Click a column to sort. Returns are share-price changes (excluding dividends); 5-year cap growth is the change in market capitalization over the period. % of group is each company's share of this list's combined market cap. As of November 12, 2026.
Business roles explain membership; companies can span several businesses.
The group’s combined market capitalization over time, stacked by company so you can see each member’s contribution to the total.
Monthly history for 6 of 6 companies · Nov 2021–Nov 2026.
Companies enter the chart when their available market-cap history begins. New listings and spin-offs can change the total alongside changes in existing companies’ market caps.
Each line shows the share-price change from the starting date, excluding dividends. 0% means no change; +100% means the price doubled, and +200% means it tripled. Shows the largest members with a full five-year history.
Chart coverage: 6 of 6 main-list companies. Shows the largest companies with a full five-year comparison.
We select U.S.-listed equipment suppliers whose products support semiconductor fabrication, process control, inspection, metrology, or testing. Chip designers, foundries, and memory manufacturers are separate businesses and are not included merely because they use these tools. Membership is an editorial research selection of companies in the current ranking; combined market cap is company size, not equipment-market revenue.
Business and membership references:
These suppliers sell equipment and services used by chipmakers. Their business exposure differs from the chip designers and memory manufacturers on related Featured pages.
Orders depend partly on fabrication capacity, technology transitions, and customer capital spending. Service revenue can behave differently from new system sales.
Complex engineering, customer qualification, and export restrictions can affect the addressable market. A large market cap does not remove those constraints.
Semiconductor Equipment Stocks are U.S.-listed suppliers of equipment used to manufacture, inspect, measure, and test semiconductors. This page tracks ASML Holding N.V., Applied Materials, Inc., Lam Research Corporation, KLA Corporation, Teradyne, Inc., and Onto Innovation Inc.. Together they are worth about $1.46T, roughly 1.5% of tracked market cap on this site.
The list covers ASML Holding N.V. (ASML), Applied Materials, Inc. (AMAT), Lam Research Corporation (LRCX), KLA Corporation (KLAC), Teradyne, Inc. (TER), and Onto Innovation Inc. (ONTO).
As of 2026-11-12, they have a combined market capitalization of about $1.46T — around 1.5% of tracked market cap here.
Led by ASML Holding N.V. (ASML). Informational only; not investment advice. See our disclaimer.
Over the past five years, KLA Corporation (KLAC) has the largest share-price return on this list, about +290.04%. That is a dated price path, not a pick.
It uses 6 of 6 names present from Nov 2021 to Nov 2026. Newer listings stay in current combined cap and the stacked chart but are omitted from that aggregate.
Equipment suppliers provide manufacturing and testing tools. Memory companies make storage chips and devices. The pages compare different parts of the same supply chain.
No. ASML supplies lithography equipment, while TSMC manufactures chips for customers. A supplier and its customer can have very different business models.