AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 1M | Chokepoints |
|---|---|---|---|---|---|---|
| ASML | ASML Holding N.V. | core | $1687.43-2.4% | $710.0B | -6.2% | lithography-euv · foundry-leading-edge |
| KLAC | KLA Corporation | core | $177.18-3.1% | $312.0B | -11.6% | lithography-euv |
| TRUMPF | TRUMPF SE + Co. KG | core | private | — | via — | lithography-euv |
| ZEISSSMT | Carl Zeiss SMT GmbH | core | private | — | via ASML | lithography-euv · foundry-leading-edge |
| AMAT | Applied Materials, Inc. | watch | $454.01-3.2% | $490.0B | -13.6% | lithography-euv |
| LRCX | Lam Research Corporation | watch | $298.01-5.6% | $480.0B | -4.3% | lithography-euv |
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