On June 21, reflecting on the US stock market from the beginning of the year to now, not only have sectors like semiconductors and optical communications surged due to AI hardware, but the upstream semiconductor equipment sector has also shown impressive growth. According to statistics from the 'Science and Technology Innovation Board Daily', nine semiconductor equipment companies in the US with a total market value exceeding $10 billion have seen their stock prices rise by more than 75% this year. Among them, seven stocks, including Applied Materials, Lam Research, KLA, Teradyne, MKS Inc, Integra, and Onto Innovation Inc, have doubled their stock prices within the year. From an industry perspective, various signs indicate that semiconductor equipment is entering what institutions refer to as a 'seller's market'.
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AI Investment Boom Expands to Upstream, Major US Semiconductor Equipment Firms Double Their Stock Prices This Year
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