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1-Year Return
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5-Year Return
Note: Industry performance is calculated based on the previous closing price of all industry constituents
Largest Companies in This Industry
Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 212.08 | 223.23 | 35.99% | Buy | ||||
| 912.07 | 986.49 | 24.35% | Buy | ||||
| 747.68 | 755.31 | 20.56% | Buy | ||||
| 131.91 | 120.81 | 4.21% | Buy | ||||
| 129.50 | 147.12 | 3.99% | Buy | ||||
| 223.50 | 247.00 | 2.25% | Buy | ||||
| 32.68 | 38.67 | 1.64% | Buy | ||||
| 196.23 | 197.17 | 1.16% | Buy | ||||
| 97.10 | 103.63 | 0.90% | Buy | ||||
| 88.61 | 101.71 | 0.82% | Hold |
Investing in the Semiconductor Equipment & Materials Industry
Start Investing in Semiconductor Equipment & Materials Through These Companies
Top Performing Companies
Name | Last Price | 1Y Target Est. | YTD Return |
|---|---|---|---|
| 223.50 | 247.00 | ||
| 196.23 | 197.17 | ||
| 97.10 | 103.63 | ||
| 45.10 | 54.33 | ||
| 212.08 | 223.23 |
High Growth Companies
Name | Last Price | Growth Estimate | YTD Return |
|---|---|---|---|
| 45.10 | |||
| 223.50 | |||
| 97.10 | |||
| 129.50 | |||
| 32.68 |
Semiconductor Equipment & Materials Research
Discover the Latest Analyst and Technical Research for This Industry
Analyst Report: Applied Materials, Inc.
Applied Materials is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.
RatingPrice TargetAnalyst Report: Teradyne, Inc.
Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.
RatingPrice TargetAnalyst Report: Lam Research Corp.
Lam Research supplies wafer fabrication equipment and services that are vital to the production of semiconductors. It offers a range of products used in thin film deposition, plasma etch, photoresist strip, and wafer cleaning processes. Lam has grown its addressable market to about 34% of total industry spending on wafer fabrication equipment, partly by merging with Novellus Systems in 2012. The customer base includes makers of memory and logic chips, with system shipments representing 75%-85% of revenue and services the remaining 15%-25%.
RatingPrice TargetMarket Digest: BFH, BYD, CLS, HON, TT, ITW, LRCX, MMM, SANM, NXPI
The Nasdaq 100 (QQQ) rebounded to its 21-day exponential average and a 50% retracement of the recent pullback on Friday, April 26, and then stalled. As long as the index does not make a lower low, the next and more-important resistance is the breakdown level up at 435 -- which is also a 61.8% retracement and the location of the 50-day moving average. The two most-common pullbacks are a three-wave and a five-wave decline. It is still unclear what is currently in play, but we would lean toward a new pullback low.