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Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Pokedex/Semicap
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Semicap

Wafer fab, process control, test, and advanced packaging equipment used to build AI silicon.

61Companies6Segments6Shown
All Semicap6Litho1Etch / Dep / Clean3Inspection1Test / Probe1Packaging0Other0
Market capAll caps61> $10B25> $100B6
6 companiesSorted by market cap
  • ASML.ASASML Holding N.V.Litho$677.9BAMS·NL›
  • LRCXLam Research CorporationEtch / Dep / Clean$391.8BNASDAQ·US›
  • AMATApplied Materials, Inc.Etch / Dep / Clean$390.4BNASDAQ·US›
  • KLACKLA CorporationInspection$240.5BNASDAQ·US›
  • 6857.TAdvantest CorporationTest / Probe$163.4BJPX·JP›
  • 8035.TTokyo Electron LimitedEtch / Dep / Clean$155.2BJPX·JP›
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