DIVISION · Chip equipment and manufacturing
Chip equipment and manufacturing
The factories and tools that make the chips.
Healthy
On 14 Oct ASML said its planned supply of chip making tools for 2027 and 2028 will not fully meet what its customers want. The same day Camtek said strong demand for AI chip packaging gave it a big order book heading into 2027.
The machines that build chips are the first step for every AI tool, and their makers say demand is more than they plan to supply.
Latest news
- ASML: Q3 2026 results announcement
we now expect that our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our customers
- Camtek: Q3 2026 revenue announcement
The exceptional order intake we have experienced this year, driven by the very strong demand for advanced packaging for AI applications, has enabled us to build a strong backlog and pipeline, giving us visibility for 2027.
Latest news
- TSMC raises its 2026 sales growth outlook to about 44% after third-quarter revenue of $46.72 billion topped its guidance, and says demand stays strong
- Camtek says strong demand for AI chip packaging gives it an initial 2027 revenue outlook of over $800 million, after what it called record third-quarter revenue
- ASML says AI-driven demand will exceed its planned chip-tool supply in 2027 and 2028, after what it called record third-quarter sales of 11.7 billion euros
- GlobalFoundries agrees to manufacture silicon interposers for TSMC's CoWoS line in Malta under what GF calls a multi-year $2 billion agreement
- Advantest
- Aehr Test Systems
- Amkor Technology
- Analog Devices
- Applied Materials
- ASE Technology
- ASM International
- ASML
- AXT
- Besi
- Cadence Design Systems
- Camtek
- Cirrus Logic
- CXMT
- Entegris
- FormFactor
- GigaDevice
- GlobalFoundries
- Hamamatsu Photonics
- JCET
- Jenoptik
- Kioxia
- KLA
- Lam Research
- Materion
- Microchip Technology
- Micron
- MKS
- Nanya Technology
- Nova
- NXP Semiconductors
- onsemi
- Onto Innovation
- PDF Solutions
- Photronics
- Samsung Electronics
- Sandisk
- SCREEN Holdings
- Seagate
- SK hynix
- Soitec
- STMicroelectronics
- Synopsys
- Teradyne
- Texas Instruments
- Tokyo Electron
- Tower Semiconductor
- TSMC
- UCT (Ultra Clean Holdings)
- UMC
- Veeco
- WD (Western Digital)
- WIN Semiconductors
- Winbond
The table
| Place | Company |
|---|---|
| 1 | Samsung Electronics Latest news: Samsung guides to about 107.4 trillion won of third-quarter operating profit Placed on whole-company size. AI is one part of the business. |
| 2 | TSMC Latest news: TSMC raises its 2026 sales growth outlook to about 44% and says demand stays strong |
| 3 | Micron Latest news: Micron's fiscal fourth-quarter revenue reaches 54.2 billion dollars, and it guides higher for next quarter |
| 4 | SK hynix Latest news: SK hynix reports record operating profit of 60.5 trillion won on AI memory demand and starts its next-generation HBM shipments |
| 5 | ASML Latest news: ASML says AI-driven demand will exceed its planned chip-tool supply in 2027 and 2028, after what it called record third-quarter sales of 11.7 billion euros |
| 6 | Applied Materials Latest news: Applied Materials brings Besi into its EPIC Center as an Innovation Partner, widening their packaging work |
| 7 | Lam Research Latest news: Lam Research reports record revenue of $6.72 billion and guides higher on AI-driven demand |
| 8 | Texas Instruments Latest news: Texas Instruments is placed mainly on its size in Chip equipment and manufacturing |
| 9 | CXMT Latest news: CXMT reports first-half revenue of 150.31 billion yuan and cites AI-driven DRAM demand |
| 10 | Sandisk Latest news: Sandisk is placed mainly on its size in Chip equipment and manufacturing |
| 11 | KLA Latest news: KLA reports $3.66 billion of quarterly revenue and says AI infrastructure is driving demand |
| 12 | Analog Devices Latest news: Analog Devices agrees to acquire Alif Semiconductor for $1.35 billion in cash to add AI-native edge processors |
| 13 | Seagate Latest news: Seagate reports fiscal 2026 revenue of $12.2 billion and says AI is driving lasting demand for mass-capacity storage |
| 14 | WD (Western Digital) Latest news: WD (Western Digital) is placed mainly on its size in Chip equipment and manufacturing |
| 15 | ASE Technology Latest news: ASE says its advanced packaging for AI is running ahead of its $3.5 billion target |
| 16 | Advantest Latest news: Advantest raises its fiscal-year sales forecast to 1,714 billion yen, citing demand for AI chip testing |
| 17 | Kioxia Latest news: Applied Materials and KIOXIA partner at EPIC Center on next-generation AI memory |
| 18 | NXP Semiconductors Latest news: NXP Semiconductors is placed mainly on its size in Chip equipment and manufacturing |
| 19 | Synopsys Latest news: Synopsys announces a strategic multi-year IP agreement with Amazon for more than $1 billion |
| 20 | Tokyo Electron Latest news: Tokyo Electron raises its first-half forecast to 1.62 trillion yen on AI chip equipment spending |
| 21 | STMicroelectronics Latest news: STMicroelectronics raises its AI data center revenue outlook to above $1 billion in 2026 |
| 22 | Cadence Design Systems Latest news: Cadence reports a record $8.1 billion backlog and raises its 2026 outlook on AI demand |
| 23 | GlobalFoundries Latest news: GlobalFoundries agrees to manufacture silicon interposers for TSMC's CoWoS line in Malta under what GF calls a multi-year $2 billion agreement |
| 24 | UMC Latest news: UMC is placed mainly on its size in Chip equipment and manufacturing |
| 25 | Microchip Technology Latest news: Microchip Technology is placed mainly on its size in Chip equipment and manufacturing |
| 26 | ASM International Latest news: ASM International reports record quarterly revenue of about 1 billion euros, ties it to AI, and says 2027 sales will top its earlier range |
| 27 | onsemi Latest news: onsemi expects AI data center revenue to more than double in 2026 |
| 28 | Teradyne Latest news: Teradyne reports record revenue of $1.33 billion and says AI-driven demand was more than half of the total |
| 29 | Nanya Technology Latest news: Nanya reports third-quarter revenue of NT$133.649 billion |
| 30 | JCET Latest news: JCET reports record first-half revenue of 19.53 billion yuan and credits demand from AI infrastructure |
| 31 | Amkor Technology Latest news: Amkor Technology is placed mainly on its size in Chip equipment and manufacturing |
| 32 | Entegris Latest news: Entegris is placed mainly on its size in Chip equipment and manufacturing |
| 33 | Winbond Latest news: Winbond reports second-quarter revenue of NT$59.8 billion and says AI demand drove its main product line |
| 34 | SCREEN Holdings Latest news: SCREEN Holdings raises its yearly forecast, citing record inquiries and orders it ties to AI spending, though first-quarter sales fell 10.3% |
| 35 | MKS Latest news: MKS reports $1.25 billion of revenue and says AI-driven spending is growing orders |
| 36 | Tower Semiconductor Latest news: Tower and Semtech expand a chip-making partnership so Semtech has dedicated capacity for AI data center optical and copper links |
| 37 | GigaDevice Latest news: GigaDevice is placed mainly on its size in Chip equipment and manufacturing |
| 38 | Besi Latest news: Besi joins Applied Materials' EPIC Center as an Innovation Partner to widen their hybrid bonding work |
| 39 | Cirrus Logic Latest news: Cirrus Logic is placed mainly on its size in Chip equipment and manufacturing |
| 40 | Onto Innovation Latest news: Onto Innovation reports a backlog above $1 billion, tied to AI chips |
| 41 | Nova Latest news: Nova is placed mainly on its size in Chip equipment and manufacturing |
| 42 | Materion Latest news: Materion is placed mainly on its size in Chip equipment and manufacturing |
| 43 | Hamamatsu Photonics Latest news: Hamamatsu Photonics raises full-year forecasts, citing AI data center spending |
| 44 | FormFactor Latest news: FormFactor and Teradyne team up on chip testing for AI and memory chips, and Teradyne agrees to put $300 million into FormFactor |
| 45 | UCT (Ultra Clean Holdings) Latest news: UCT (Ultra Clean Holdings) is placed mainly on its size in Chip equipment and manufacturing |
| 46 | Soitec Latest news: Soitec reports first-quarter revenue of €113m as Photonics-SOI sales double on AI data center demand |
| 47 | WIN Semiconductors Latest news: WIN Semiconductors reports second-quarter revenue up 39% as data center optical parts enter mass production |
| 48 | Camtek Latest news: Camtek says strong demand for AI chip packaging gives it an initial 2027 revenue outlook of over $800 million, after what it called record third-quarter revenue |
| 49 | Jenoptik Latest news: Jenoptik is placed mainly on its size in Chip equipment and manufacturing |
| 50 | Veeco Latest news: Veeco says AI is driving robust orders and reports $200 million of advanced-packaging orders |
| 51 | Photronics Latest news: Photronics is placed mainly on its size in Chip equipment and manufacturing |
| 52 | AXT Latest news: AXT signs a six-year deal to reserve indium phosphide wafer capacity for Lumentum, with two deposits of $43.5 million each |
| 53 | Aehr Test Systems Latest news: Aehr Test Systems is placed mainly on its size in Chip equipment and manufacturing |
| 54 | PDF Solutions Latest news: PDF Solutions is placed mainly on its size in Chip equipment and manufacturing |
In the other seven divisions, each company's place comes mainly from its size, measured by stock market value or latest private valuation and by revenue, with a small capped nudge from its sourced news. Revenue is taken from the company's own filings or results. Revenue in other currencies is converted to US dollars at the Federal Reserve rate on the last day of each company's financial year.
A company with a value but no published revenue is placed on its value alone and says so. A company with published revenue but no published value is placed on its revenue alone and says so. A company with no sourced size figure is not given a place yet. Large companies with many businesses are placed on their whole size and say so.
Rankings place a company within its division by fixed factors and the sourced news. They are not a forecast or a recommendation about any security.
Rankings show where a company stands in the AI economy. They say nothing about its shares.
Private companies are placed on their latest sourced valuation, and where that valuation is about a year old or more, the line says when it was set.
Sectors in this division
Get the weekly Pulse: https://actsofevolution.substack.com/subscribe
This is general information, not investment advice.