Semiconductor fab equipment
Lithography, deposition, etch, metrology tools — each sub-segment a near-oligopoly (ASML litho; Applied Materials, Lam, KLA, Tokyo Electron). Mapped in The Opportunity Beyond the Fab (Techadyant Labs, 2026).
Relationships
- Manufactures / ProducesASML Holding NV— Lithography monopoly at the leading edge; ~53% gross margin.
- Manufactures / ProducesApplied Materials Inc.— Process equipment; ~48% gross margin.
- Manufactures / ProducesLam Research Corporation— Etch/deposition equipment.
- Manufactures / ProducesTokyo Electron Limited— Process equipment.
- Manufactures / ProducesKLA Corporation— Metrology/process control; ~62% gross margin.
- part ofSemiconductor Equipment (opportunity stream)— Generic fab equipment within the equipment stream.