Chip Equipment & Foundries AI Stocks
Chip equipment and foundry AI stocks are the companies that make chipmaking possible: lithography, deposition, etch, and inspection equipment makers, materials suppliers, and the foundries that fabricate AI chips on contract. Every AI processor, whoever designs it, passes through this layer, which makes it a chokepoint of the entire buildout.
Market Cap
$3.96T
AI-Exposed Cap
$2.42T
24h Change
+0.29%
7d Change
+9.03%
Stocks
37
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | T TSM | $446.57 | -1.20% | +6.91% | $960.00B | $4.5B | |
| 2 | A ASML | $1,744.61 | +1.95% | +9.62% | $670.10B | $2.2B | |
| 3 | L LRCX | $307.28 | -1.18% | +14.13% | $384.51B | $2.8B | |
| 4 | A AMAT | $474.38 | +0.41% | +14.20% | $376.47B | $2.2B | |
| 5 | K KLAC | $187.86 | +2.11% | +11.81% | $245.45B | $1.7B | |
| 6 | L LIN | $469.72 | +2.67% | +1.46% | $216.53B | $904.5M | |
| 7 | T TOELY | $177.00 | +0.60% | +7.57% | $154.98B | $19.3M | |
| 8 | A ATEYY | $214.10 | -0.65% | +10.03% | $154.57B | $2.2M | |
| 9 | A AIQUY | $38.20 | +0.50% | -0.39% | $121.89B | $864.8K | |
| 10 | A ASX | $43.93 | +0.46% | +18.35% | $114.38B | $242.7M | |
| 11 | S SHECY | $18.55 | -1.22% | -0.11% | $67.34B | $505.4K | |
| 12 | M MKKGY | $30.20 | -0.63% | +0.13% | $65.65B | $94.3K | |
| 13 | A APD | $286.97 | +2.69% | -1.24% | $63.90B | $264.8M | |
| 14 | U UMC | $24.68 | -4.23% | +9.54% | $46.35B | $268.2M | |
| 15 | D DSCSY | $34.59 | -1.71% | +6.23% | $37.52B | $645.9K | |
| 16 | I IBIDY | $31.95 | -3.42% | +5.72% | $35.93B | $5.4K | |
| 17 | Q Q | $124.50 | +2.20% | +8.65% | $26.05B | $112.9M | |
| 18 | G GFS | $46.42 | -4.43% | +8.58% | $25.88B | $151.2M | |
| 19 | L LSRCY | $51.60 | -1.39% | +13.16% | $23.12B | $385.0K | |
| 20 | E ENTG | $150.93 | +5.44% | +16.42% | $23.06B | $286.4M | |
| 21 | M MKSI | $262.72 | +2.26% | +13.49% | $17.76B | $403.1M | |
| 22 | O ONTO | $282.31 | +2.29% | +15.62% | $17.26B | $180.8M | |
| 23 | B BESIY | $216.19 | -0.65% | +6.32% | $17.11B | $271.1K | |
| 24 | T TER | $389.14 | +1.99% | +16.91% | $15.80B | $781.2M | |
| 25 | A AMKR | $53.32 | +2.17% | +14.96% | $13.25B | $136.7M | |
| 26 | N NVMI | $365.73 | +0.80% | +9.15% | $11.63B | $114.1M | |
| 27 | A AEIS | $279.43 | +6.35% | +11.52% | $11.19B | $143.9M | |
| 28 | E ESI | $35.47 | +6.13% | +11.58% | $8.64B | $167.4M | |
| 29 | A ACMR | $80.67 | +10.86% | +26.17% | $5.62B | $223.8M | |
| 30 | M MTRN | $254.73 | +0.04% | +6.37% | $5.31B | $39.0M | |
| 31 | A AXTI | $72.98 | -6.18% | +13.50% | $4.79B | $386.9M | |
| 32 | K KLIC | $90.85 | +8.05% | +15.60% | $4.75B | $70.9M | |
| 33 | V VECO | $45.92 | +3.84% | +12.30% | $3.11B | $33.4M | |
| 34 | C COHU | $64.48 | +6.37% | +29.04% | $3.05B | $40.1M | |
| 35 | B BHE | $83.11 | +7.71% | +14.43% | $2.99B | $30.5M | |
| 36 | I ICHR | $58.40 | +4.03% | +14.31% | $2.19B | $36.2M | |
| 37 | P PLAB | $30.35 | +3.44% | +11.34% | $1.79B | $23.4M |
Frequently asked questions
Why are foundries and equipment makers a chokepoint for AI?
Advanced AI chips can only be manufactured in a handful of leading-edge fabs, and those fabs can only be built with equipment from a small set of suppliers. Demand for AI compute therefore concentrates into equipment backlogs and foundry capacity bookings years ahead, whichever chip designer ends up winning.
Do chip equipment stocks depend on one AI chipmaker succeeding?
Less than chip designers do. A foundry or equipment maker is paid for capacity, not for any single product's success, so competition among AI chip designers can raise their demand rather than threaten it. Their real sensitivity is to the overall semiconductor capital-spending cycle.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Chip Equipment & Foundries fits.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.