AI investment boom spreads upstream, with shares of 7 US-listed semiconductor equipment companies doubling this year

Odaily Planet Daily reports that since the beginning of this year, AI hardware sectors such as semiconductors and optical communications in the US stock market have risen, and the upstream semiconductor equipment sector has also risen in tandem. Among the nine US-listed semiconductor equipment companies with a total market capitalization exceeding US$10 billion, their stock prices have all risen by more than 75% this year. Among them, seven stocks—Applied Materials, Lam Research, KLA Corporation, Teradyne, MKS Instruments, Entegris, and Onto Innovation—have doubled in price this year.