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 | 6M | Chokepoints |
|---|---|---|---|---|---|---|
| ASML | ASML Holding N.V. | core | $1655.26-8.2% | $710.0B | +16.3% | lithography-euv · foundry-leading-edge |
| KLAC | KLA Corporation | core | $203.36-7.0% | $312.0B | +42.4% | 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 | $516.89-8.2% | $490.0B | +60.4% | lithography-euv |
| LRCX | Lam Research Corporation | watch | $291.61-8.8% | $480.0B | +24.9% | lithography-euv |
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