The BalancedInvestor Club

Semiconductor Equipment Materials Industry Analysis

30 companies analyzed • Returns from -157.4% to +291.7%

Company List (30 Results)

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Industry Performance

(30/30 companies)
2025-09-02 → 2026-08-31
Weighted Avg
+55.9%
Best
+291.7%
Worst
-157.4%
Returns Distribution
Top 5
1. AXTI+291.7%2. FORM+126.4%3. ICHR+117.9%4. AEHR+115.9%5. LRCX+113.4%
Bottom 5
1. KLAC-157.4%2. DQ-70.7%3. INDI-16.0%4. AMBA-14.3%5. IPGP-5.2%

AXTI

+291.7%

AXT Inc

FORM

+126.4%

FormFactor Inc

ICHR

+117.9%

Ichor Holdings Ltd

AEHR

+115.9%

Aehr Test Systems

LRCX

+113.4%

Lam Research Corp

AMAT

+106.8%

Applied Materials Inc

TER

+106.5%

Teradyne Inc

UCTT

+104.9%

Ultra Clean Holdings Inc

ACMR

+97.1%

Acm Research Inc

ONTO

+94.4%

Onto Innovation Inc

ASYS

+90.3%

Amtech Systems Inc

COHU

+87.0%

Cohu Inc

ASML

+84.9%

ASML Holding NV ADR

KLIC

+78.5%

Kulicke and Soffa Industries Inc

AMKR

+68.3%

Amkor Technology Inc

TRT

+63.5%

Trio-Tech International

VECO

+62.4%

Veeco Instruments Inc

CAMT

+53.5%

Camtek Ltd

ENTG

+50.1%

Entegris Inc

INTT

+42.1%

inTest Corporation

1–20 of 30
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Methodology

The Weighted Average return (+55.9%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

30 companies with market cap data included: AXTI, FORM, ICHR, AEHR, LRCX, AMAT, TER, UCTT, ACMR, ONTO and 20 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer