Companies exposed to Deposition & etch equipment
The AI stocks the model maps to Deposition & etch equipment — part of the chips layer, ranked by how strongly each name is exposed.
6 companies · ranked by exposure
The machines that build a chip layer by layer — laying thin films down (deposition) and carving them away (etch). Three companies dominate the market.
Full explainer: what Deposition & etch equipment is & who makes it →Every new fab and every node transition needs thousands of deposition and etch chambers installed and qualified; they are the bulk of fab capex after lithography. When Deposition & etch equipment tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Deposition & etch equipment
Frequently asked
What are the top Deposition & etch equipment stocks?
By modeled exposure to Deposition & etch equipment: Applied Materials, Lam Research, Tokyo Electron, TSMC, Samsung Electronics, Intel. The full ranked list of 6 names is below.
Which companies make Deposition & etch equipment?
The names the model tags as producers or suppliers of Deposition & etch equipment: Applied Materials, Lam Research, Tokyo Electron.
What is Deposition & etch equipment?
The machines that build a chip layer by layer — laying thin films down (deposition) and carving them away (etch). Three companies dominate the market.
What happens if Deposition & etch equipment runs short?
Export-control expansion or an order collapse at the big three stalls fab ramps — and shows up in their guidance before it shows anywhere else in the chain.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.