---
title: "Chip Equipment & Foundries stocks"
canonical: "https://supercyclehq.com/category/chip-equipment"
type: "category"
dataAsOf: "2026-11-06"
slug: "chip-equipment"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Chip Equipment & Foundries

Semiconductor manufacturing equipment, materials, and the foundries that fabricate the chips of the AI era.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 38 |
| Total market cap | $4.41T |
| AI-exposed market cap | $2.85T |
| Change 1d (cap-weighted) | +5.21% |
| Stocks in the 1d change | 37 |
| Change 7d (cap-weighted) | -8.79% |
| Stocks in the 7d change | 37 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [TSM](https://supercyclehq.com/stock/taiwan-semiconductor.md) | Taiwan Semiconductor | 78 (Core) | $1.95T | +6.33% |
| [ASML](https://supercyclehq.com/stock/asml-holding.md) | ASML Holding | 70 (Core) | $549.1B | +5.02% |
| [AMAT](https://supercyclehq.com/stock/applied-materials.md) | Applied Materials | 78 (Core) | $264.0B | +4.22% |
| [LRCX](https://supercyclehq.com/stock/lam-research.md) | Lam Research | 50 (Strategic) | $250.8B | +8.23% |
| [LIN](https://supercyclehq.com/stock/linde.md) | Linde | 20 (Peripheral) | $236.5B | -1.15% |
| [KLAC](https://supercyclehq.com/stock/kla-corporation.md) | KLA Corporation | 50 (Strategic) | $180.4B | +6.69% |
| [TOELY](https://supercyclehq.com/stock/tokyo-electron.md) | Tokyo Electron | 70 (Core) | $156.4B | n/a |
| [AIQUY](https://supercyclehq.com/stock/air-liquide.md) | Air Liquide | 20 (Peripheral) | $133.0B | -1.77% |
| [ATEYY](https://supercyclehq.com/stock/advantest.md) | Advantest | 78 (Core) | $130.1B | +8.30% |
| [MKKGY](https://supercyclehq.com/stock/merck-kgaa.md) | Merck KGaA | 15 (Peripheral) | $72.1B | -0.66% |
| [ASX](https://supercyclehq.com/stock/ase-technology-holding.md) | ASE Technology Holding | 50 (Strategic) | $69.8B | +6.43% |
| [APD](https://supercyclehq.com/stock/air-products-and-chemicals.md) | Air Products and Chemicals | 18 (Peripheral) | $67.9B | -1.50% |
| [SHECY](https://supercyclehq.com/stock/shin-etsu-chemical.md) | Shin-Etsu Chemical | 35 (Growing) | $61.6B | -0.70% |
| [UMC](https://supercyclehq.com/stock/united-microelectronics.md) | United Microelectronics | 32 (Growing) | $34.7B | +3.51% |
| [TER](https://supercyclehq.com/stock/teradyne.md) | Teradyne | 45 (Growing) | $34.1B | +2.57% |
| [DSCSY](https://supercyclehq.com/stock/disco.md) | Disco | 72 (Core) | $28.4B | +12.97% |
| [Q](https://supercyclehq.com/stock/qnity-electronics.md) | Qnity Electronics | 65 (Strategic) | $24.5B | +6.32% |
| [IBIDY](https://supercyclehq.com/stock/ibiden.md) | Ibiden | 62 (Strategic) | $22.7B | +6.08% |
| [GFS](https://supercyclehq.com/stock/globalfoundries.md) | GlobalFoundries | 40 (Growing) | $21.5B | +6.22% |
| [ENTG](https://supercyclehq.com/stock/entegris.md) | Entegris | 40 (Growing) | $19.5B | +2.59% |
| [LSRCY](https://supercyclehq.com/stock/lasertec.md) | Lasertec | 75 (Core) | $18.5B | +9.95% |
| [MKSI](https://supercyclehq.com/stock/mks.md) | MKS | 55 (Strategic) | $13.0B | +8.74% |
| [BESIY](https://supercyclehq.com/stock/be-semiconductor-industries.md) | BE Semiconductor Industries | 68 (Strategic) | $12.5B | +1.31% |
| [NVMI](https://supercyclehq.com/stock/nova.md) | Nova | 70 (Core) | $10.0B | +11.73% |
| [ONTO](https://supercyclehq.com/stock/onto-innovation.md) | Onto Innovation | 70 (Core) | $8.5B | +11.08% |
| [AMKR](https://supercyclehq.com/stock/amkor-technology.md) | Amkor Technology | 52 (Strategic) | $8.1B | +7.64% |
| [AEIS](https://supercyclehq.com/stock/advanced-energy-industries.md) | Advanced Energy Industries | 60 (Strategic) | $8.0B | +6.11% |
| [ESI](https://supercyclehq.com/stock/element-solutions.md) | Element Solutions | 30 (Growing) | $7.6B | +1.92% |
| [MTRN](https://supercyclehq.com/stock/materion.md) | Materion | 28 (Peripheral) | $3.9B | +4.87% |
| [KLIC](https://supercyclehq.com/stock/kulicke-and-soffa-industries.md) | Kulicke and Soffa Industries | 35 (Growing) | $3.3B | +6.99% |
| [ACMR](https://supercyclehq.com/stock/acm-research.md) | ACM Research | 38 (Growing) | $3.1B | +13.48% |
| [AXTI](https://supercyclehq.com/stock/axt.md) | AXT | 68 (Strategic) | $2.5B | +5.88% |
| [VECO](https://supercyclehq.com/stock/veeco-instruments.md) | Veeco Instruments | 45 (Growing) | $2.3B | +11.85% |
| [BHE](https://supercyclehq.com/stock/benchmark-electronics.md) | Benchmark Electronics | 38 (Growing) | $2.2B | +1.79% |
| [COHU](https://supercyclehq.com/stock/cohu.md) | Cohu | 35 (Growing) | $1.8B | +10.29% |
| [AEHR](https://supercyclehq.com/stock/aehr-test-systems.md) | Aehr Test Systems | 35 (Growing) | $1.7B | +8.97% |
| [PLAB](https://supercyclehq.com/stock/photronics.md) | Photronics | 30 (Growing) | $1.6B | +7.29% |
| [ICHR](https://supercyclehq.com/stock/ichor-holdings.md) | Ichor Holdings | 55 (Strategic) | $1.2B | +10.47% |

---

Source: https://supercyclehq.com/category/chip-equipment. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.