Semiconductor manufacturing equipment

Hello my dears,

Again and again I see the question, which machine manufacturer from the semiconductor industry should I buy now?

And ASML $ASML (-0,5 %) has been bought frequently in recent weeks due to the correction because it is supposedly the market leader with a monopoly.

That's why I've put together a comparison chart of the mechanical engineering companies over the last 5 years.

It is noticeable here that almost all of them are performing relatively similarly and that ASML is not the only one in the correction.

In terms of performance, however, Applied Materials and KLA stand out somewhat.

$AMAT (+0,29 %)
$KLAC (+0,65 %)

Of course, this is only a historical perspective and may look different in the future.

The most important manufacturers of semiconductor production equipment include:

Applied Materials, Inc. (USA)

ASML (Netherlands)

Tokyo Electron Limited (Japan)

Lam Research Corporation (USA)

KLA Corporation (USA)

SCREEN Holdings Co, Ltd (Japan)

Teradyne, Inc. (USA)

Advantest Corporation (Japan)

Hitachi High-Tech Corporation (Japan)

Plasma-Therm (USA)

The market for semiconductor manufacturing equipment is expected to grow from USD 109.24 billion in 2024 to USD 155.09 billion in 2029, at a CAGR of 7.3% during the forecast period.

Expansion of semiconductor manufacturing facilities, upsurge in the automotive semiconductor market and rising demand for advanced and efficient chips are some of the major factors driving the market growth. In addition, the expansion of advanced packaging technologies and government support for the domestic semiconductor industry provide ample opportunities to drive market growth.

https://www.marketsandmarkets.com/ResearchInsight/semiconductor-manufacturing-equipment-market.asp