TSMC TSM
TSMC fabricates the advanced processors behind the AI boom, including Nvidia GPUs, AMD accelerators, and Google's TPUs u...
Foundries and chip equipment.
The fabs and lithography tools that make advanced AI silicon possible. Capacity here constrains the whole industry.
ASML ASML
ASML holds a near-monopoly on extreme ultraviolet (EUV) lithography, the equipment required to pattern the most advanced...
Applied Materials AMAT
Applied Materials is the world's largest maker of wafer fabrication equipment. Every major chip fab expansion, from TSMC...
Lam Research LRCX
Lam Research makes etch and deposition equipment critical to advanced semiconductor manufacturing. Its tools are used at...