Wafer Fab Equipment
Makers of the deposition, etch, lithography, inspection and process tools used to fabricate wafers.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions −3.3pp, 21 sessions −19.7pp, 63 sessions −11.3pp. Participation 0%; 7 of 7 members eligible.
- 21-session excess -19.7pp
- 63-session excess -13.1pp (robust)
Economic family: Semiconductors
Member companies
Related themes
- EDA & Semiconductor IP: Lagging — 21-session vs SPY −2.8pp, participation 40%
- Analog Semiconductors: Lagging — 21-session vs SPY −5.6pp, participation 40%
- Edge AI & Embedded Processors: Lagging — 21-session vs SPY −7.6pp, participation 20%
- AI Compute Semiconductors: Lagging — 21-session vs SPY −10.1pp, participation 0%
- Power Semiconductors: Lagging — 21-session vs SPY −11.4pp, participation 14%
- Connectivity Semiconductors: Lagging — 21-session vs SPY −15.4pp, participation 0%
- Memory Semiconductors: Lagging — 21-session vs SPY −20.3pp, participation 0%
- Semiconductor Materials & Substrates: Tracked (too few stocks for a leadership state) — 21-session vs SPY −9.3pp, participation 0%