AI investment boom spreads upstream, seven US semiconductor equipment companies see their stock prices double this year

Odaily Planet Daily News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications in the US stock market have risen, and the upstream semiconductor equipment sector in the industrial chain has also risen simultaneously. Among the nine US-listed semiconductor equipment companies with a total market capitalization of over $10 billion, all have seen stock price increases of more than 75% year-to-date. Seven of these stocks, including Applied Materials, Lam Research, KLA Corporation, Teradyne, MKS Instruments, Entegris, and Onto Innovation, have doubled in price within the year.