The BalancedInvestor Club

Semiconductor Equipment Materials Industry Analysis

29 companies analyzed • Returns from +35.6% to +428.7% • Data through May 1, 2026

Company List (29 Results)

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Industry Performance

(29/29 companies)
2025-05-05 → 2026-05-01
Weighted Avg
+91.9%
Best
+428.7%
Worst
+35.6%
Returns Distribution
Top 5
1. AXTI+428.7%2. AEHR+242.2%3. ASYS+162.3%4. FORM+152.8%5. TER+152.1%
Bottom 5
1. AMBA+35.6%2. DQ+40.5%3. ENTG+52.8%4. IPGP+66.6%5. ASML+73.6%

AXTI

+428.7%

AXT Inc

AEHR

+242.2%

Aehr Test Systems

ASYS

+162.3%

Amtech Systems Inc

FORM

+152.8%

FormFactor Inc

TER

+152.1%

Teradyne Inc

UCTT

+138.8%

Ultra Clean Holdings Inc

AMKR

+138.6%

Amkor Technology Inc

LRCX

+124.5%

Lam Research Corp

INTT

+119.2%

inTest Corporation

ICHR

+112.8%

Ichor Holdings Ltd

CAMT

+102.5%

Camtek Ltd

COHU

+102.1%

Cohu Inc

ACLS

+98.9%

Axcelis Technologies Inc

ACMR

+97.3%

Acm Research Inc

TRT

+97.3%

Trio-Tech International

KLIC

+96.9%

Kulicke and Soffa Industries Inc

PLAB

+96.6%

Photronics Inc

VECO

+95.1%

Veeco Instruments Inc

NVMI

+92.5%

Nova Ltd

AMAT

+92.3%

Applied Materials Inc

1–20 of 29
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Methodology

The Weighted Average return (+91.9%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

29 companies with market cap data included: AXTI, AEHR, ASYS, FORM, TER, UCTT, AMKR, LRCX, INTT, ICHR and 19 more...

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