The Balanced Investor Club

Semiconductor Equipment Materials Industry Analysis

29 companies analyzed • Returns from -25.7% to +354.3% • Data through Mar 19, 2026

Company List (29 Results)

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Industry Performance

(29/29 companies)
2025-03-21 → 2026-03-19
Weighted Avg
+79.6%
Best
+354.3%
Worst
-25.7%
Returns Distribution
Top 5
1. AXTI+354.3%2. AEHR+144.5%3. TER+124.0%4. LRCX+112.7%5. FORM+111.7%
Bottom 5
1. ATOM-25.7%2. TRT-3.0%3. AMBA+2.9%4. DQ+9.7%5. INDI+15.7%

AXTI

+354.3%

AXT Inc

AEHR

+144.5%

Aehr Test Systems

TER

+124.0%

Teradyne Inc

LRCX

+112.7%

Lam Research Corp

FORM

+111.7%

FormFactor Inc

CAMT

+95.8%

Camtek Ltd

UCTT

+94.9%

Ultra Clean Holdings Inc

AMKR

+90.8%

Amkor Technology Inc

NVMI

+87.5%

Nova Ltd

AMAT

+85.4%

Applied Materials Inc

ASYS

+80.5%

Amtech Systems Inc

KLAC

+76.1%

KLA-Tencor Corporation

ICHR

+65.3%

Ichor Holdings Ltd

IPGP

+65.1%

IPG Photonics Corporation

ASML

+64.6%

ASML Holding NV ADR

INTT

+63.0%

inTest Corporation

KLIC

+62.4%

Kulicke and Soffa Industries Inc

COHU

+60.6%

Cohu Inc

PLAB

+56.5%

Photronics Inc

ACMR

+55.1%

Acm Research Inc

1–20 of 29
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Methodology

The Weighted Average return (+79.6%) 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, TER, LRCX, FORM, CAMT, UCTT, AMKR, NVMI, AMAT and 19 more...

Educational content · Not investment advice or recommendations

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