AI investment boom spreads upstream, with shares of seven U.S. semiconductor equipment companies doubling in value this year

According to Odaily, since the beginning of this year, AI hardware sectors such as semiconductors and optical communications in the U.S. stock market have risen, and the upstream semiconductor equipment sector has also moved higher in tandem. Among nine U.S. semiconductor equipment companies with a total market capitalization exceeding $10 billion, all have seen their stock prices rise by over 75% year-to-date. Seven of these stocks—Applied Materials, Lam Research, KLA, Teradyne, MKS Instruments, Entegris, and Onto Innovation—have doubled in value this year.