The stack / layer 3 of 10, silicon
Chip equipment and design software
AIX-equipment 3,105.06 −6.24% (−206.65 today)
1M −15.52% · YTD +36.62% · 1Y +42.77%
Layer index against AIX and QQQ
Percent change from the start of the range
Upstream and downstream
Index change today. Money flows right to left, supply left to right.
Buys from
Nothing upstream. This is the base of the stack.
This layer
Listed companies
Weight in AIX-equipment, from the previous close. Select a column to sort.
| Roles | ||||||||
|---|---|---|---|---|---|---|---|---|
| ASML ASML | 1,565.90 | −6.55% | −11.6% | +46.4% | +48.8% | $608B | 25.0% | |
| Applied Materials AMAT | 390.09 | −7.49% | −19.9% | +51.8% | +71.4% | $310B | 23.4% | |
| Lam Research LRCX | 239.11 | −6.01% | −24.0% | +39.7% | +53.6% | $299B | 22.5% | |
| KLA KLAC | 157.91 | −5.69% | −16.5% | +30.0% | +30.9% | $206B | 15.6% | |
| Cadence Design Systems CDNS | 327.89 | −4.34% | +0.4% | +4.9% | −3.9% | $90.0B | 6.79% | |
| Synopsys SNPS | 467.61 | −4.61% | +12.0% | −0.4% | +2.4% | $89.6B | 6.76% |
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If you only skimmed the headlines about Applied Materials lifting growth outlooks and opening a US$5b EPIC Center, you might assume the share price simply tracked those upbeat stories. For Applied Materials shareholders, the return over the past year was 68.3%, including dividend…
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Both power the AI chip boom and pay dividends. One trades at a steeper premium. Here’s how ASML and Applied Materials stack up.
- What Would It Take For Onto Stock To Do It Again?
For questions about this article or underlying research, email help@trefis.com.
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