AI investment boom spreads upstream; seven US-listed semiconductor equipment companies see share prices double year-to-date

Odaily reports that since the beginning of the year, AI hardware sectors such as semiconductors and optical communications in the US stock market have risen, with the upstream semiconductor equipment segment also rising in tandem. Among the nine US-listed semiconductor equipment companies with a total market cap exceeding $10 billion, all have seen share price gains of over 75% year-to-date, with seven stocks—Applied Materials, Lam Research, KLA Corporation, Teradyne, MKS Instruments, Entegris, and Onto Innovation—more than doubling in price during the same period.