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Companies exposed to Foundry capacity

The AI stocks the model maps to Foundry capacity — part of the chips layer, ranked by how strongly each name is exposed.

100 companies · ranked by exposure

What is Foundry capacity?

The factory space available to actually manufacture advanced chips.

Full explainer: what Foundry capacity is & who makes it →

It is the front-end source of all advanced silicon. When Foundry capacity 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 Foundry capacity

  1. 1TSMC logoTSMCTSMProducer95
  2. 2ASML logoASMLASMLSupplier92
  3. 3Shin-Etsu Chemical Co., Ltd. logoShin-Etsu Chemical Co., Ltd.4063.TSupplier90
  4. 4SMIC (Semiconductor Manufacturing International Corp.) logoSMIC (Semiconductor Manufacturing International Corp.)0981.HKProducer90
  5. 5Tokyo Electron logoTokyo Electron8035.TSupplier90
  6. 6ASM International N.V. logoASM International N.V.ASM.ASSupplier85
  7. 7Carl Zeiss SMT logoCarl Zeiss SMTSupplier85
  8. 83436.TSUMCO Corporation3436.TSupplier85
  9. 93661.TWAlchip Technologies, Limited3661.TWIntegrator80
  10. 10Entegris, Inc. logoEntegris, Inc.ENTGSupplier80
  11. 111347.HKHua Hong Semiconductor1347.HKProducer80
  12. 12Applied Materials logoApplied MaterialsAMATSupplier78
  13. 13Air Liquide logoAir LiquideAI.PASupplier75
  14. 14HOYA logoHOYA7741.TSupplier75
  15. 15MKS Instruments logoMKS InstrumentsMKSISupplier75
  16. 16Lam Research logoLam ResearchLRCXSupplier72
  17. 17Linde plc logoLinde plcLINSupplier72
  18. 18VAT Group AG logoVAT Group AGVACN.SWSupplier72
  19. 19AMEC (Advanced Micro-Fabrication Equipment Inc.) logoAMEC (Advanced Micro-Fabrication Equipment Inc.)688012.SSSupplier70
  20. 20I(imec (Interuniversity Microelectronics Centre)R&D70
  21. 21KLA logoKLAKLACSupplier70
  22. 22MediaTek Inc. logoMediaTek Inc.2454.TWIntegrator70
  23. 23NAURA Technology Group logoNAURA Technology Group002371.SZSupplier70
  24. 24Ichor Holdings, Ltd. logoIchor Holdings, Ltd.ICHRSupplier68
  25. 25Ultra Clean Holdings, Inc. logoUltra Clean Holdings, Inc.UCTTSupplier68
  26. 26GIGigaphoton Inc.Supplier65
  27. 27COTN.SWComet Holding AGCOTN.SWSupplier62
  28. 28Kokusai Electric Corporation logoKokusai Electric Corporation6525.TSupplier62
  29. 29ACM Research, Inc. logoACM Research, Inc.ACMRSupplier60
  30. 30Advanced Energy Industries, Inc. logoAdvanced Energy Industries, Inc.AEISSupplier60
  31. 31FIFujikin IncorporatedSupplier60
  32. 326488.TWOGlobalWafers6488.TWOSupplier60
  33. 335016.TJX Advanced Metals Corporation5016.TSupplier60
  34. 34300666.SZKonfoong Materials International Co., Ltd.300666.SZSupplier60
  35. 35Nova logoNovaNVMISupplier60
  36. 36SCSEMES Co., Ltd.Supplier60
  37. 37Tokai Carbon Korea Co., Ltd. logoTokai Carbon Korea Co., Ltd.064760.KQSupplier60
  38. 38074600.KQWonik QnC Corporation074600.KQSupplier60
  39. 39Gudeng Precision Industrial Co., Ltd. logoGudeng Precision Industrial Co., Ltd.3680.TWSupplier58
  40. 40Advantest Corporation logoAdvantest Corporation6857.TServices55
  41. 41AGC Inc. logoAGC Inc.5201.TSupplier55
  42. 42Brooks Automation, Inc. logoBrooks Automation, Inc.Supplier55
  43. 43Dai Nippon Printing logoDai Nippon Printing7912.TSupplier55
  44. 44HMHana MaterialsSupplier55
  45. 45HORIBA, Ltd. logoHORIBA, Ltd.6856.TSupplier55
  46. 46Hwatsing Technology Co., Ltd. logoHwatsing Technology Co., Ltd.688120.SSSupplier55
  47. 47688037.SSKingsemi Co., Ltd.688037.SSSupplier55
  48. 48Lasertec logoLasertec6920.TSupplier55
  49. 49Photronics logoPhotronicsPLABSupplier55
  50. 50Piotech Inc. logoPiotech Inc.688072.SSSupplier55
  51. 51319660.KQPSK Inc.319660.KQSupplier55
  52. 526323.TRorze Corporation6323.TSupplier55
  53. 53Samsung Electronics logoSamsung Electronics005930.KSProducer55
  54. 54SCREEN Holdings logoSCREEN Holdings7735.TSupplier55
  55. 55SiCarrier Technologies logoSiCarrier TechnologiesSupplier55
  56. 56Socionext Inc. logoSocionext Inc.6526.TIntegrator55
  57. 57TOPPAN Holdings logoTOPPAN Holdings7911.TSupplier55
  58. 58TRUMPF logoTRUMPFSupplier55
  59. 59Air Products and Chemicals logoAir Products and ChemicalsAPDSupplier50
  60. 60Axcelis Technologies, Inc. logoAxcelis Technologies, Inc.ACLSSupplier50
  61. 61Cambricon Technologies logoCambricon Technologies688256.SSIntegrator50
  62. 62Ebara Corporation logoEbara Corporation6361.TSupplier50
  63. 63Ferrotec Holdings Corporation logoFerrotec Holdings Corporation6890.TSupplier50
  64. 64FUJIFILM Holdings logoFUJIFILM Holdings4901.TSupplier50
  65. 65Hygon Information Technology logoHygon Information Technology688041.SSIntegrator50
  66. 66Intel logoIntelINTCProducer50
  67. 67Kioxia Holdings Corporation logoKioxia Holdings Corporation285A.TProducer50
  68. 68Tower Semiconductor Ltd. logoTower Semiconductor Ltd.TSEMProducer50
  69. 69ULVAC, Inc. logoULVAC, Inc.6728.TSupplier50
  70. 70Pfeiffer Vacuum Technology AG logoPfeiffer Vacuum Technology AGPFV.DESupplier48
  71. 71Daifuku Co., Ltd. logoDaifuku Co., Ltd.6383.TSupplier45
  72. 722408.TWNanya Technology Corporation2408.TWProducer45
  73. 736254.TNomura Micro Science6254.TSupplier45
  74. 74NTNuFlare TechnologySupplier45
  75. 756590.TShibaura Mechatronics Corporation6590.TSupplier45
  76. 76XPP.LXP Power LimitedXPP.LSupplier45
  77. 77Ushio Inc. logoUshio Inc.6925.TSupplier42
  78. 78Atlas Copco AB logoAtlas Copco ABATCO-A.STSupplier40
  79. 79CICoorsTek, Inc.Supplier40
  80. 80DAIHEN Corporation logoDAIHEN Corporation6622.TSupplier40
  81. 81NGK Insulators, Ltd. logoNGK Insulators, Ltd.5333.TSupplier40
  82. 82688361.SSShenzhen Zhongke Feice Technology (Skyverse)688361.SSSupplier40
  83. 83S(SMEE (Shanghai Micro Electronics Equipment)Supplier40
  84. 84Veeco Instruments logoVeeco InstrumentsVECOSupplier40
  85. 85GlobalFoundries logoGlobalFoundriesGFSProducer38
  86. 86SMC Corporation logoSMC Corporation6273.TSupplier38
  87. 87MTRNMaterion CorporationMTRNSupplier35
  88. 88MYCR.STMycronic ABMYCR.STSupplier35
  89. 89603690.SSPNC Process Systems (Zhichun Technology)603690.SSSupplier35
  90. 90688409.SSShenyang Fortune Precision Equipment688409.SSSupplier35
  91. 91DSV A/S logoDSV A/SDSV.COSupplier30
  92. 92603986.SSGigaDevice Semiconductor603986.SSIntegrator30
  93. 93KNIN.SWKuehne + Nagel International AGKNIN.SWSupplier30
  94. 94Nikon logoNikon7731.TSupplier30
  95. 95002129.SZTCL Zhonghuan Renewable Energy Technology002129.SZSupplier30
  96. 96Tosoh Corporation logoTosoh Corporation4042.TSupplier30
  97. 97600641.SSWanye Enterprises (Kingstone Semiconductor)600641.SSSupplier30
  98. 98Canon logoCanon7751.TSupplier25
  99. 99688233.SSThinkon Semiconductor Jinzhou688233.SSSupplier25
  100. 100000725.SZBOE Technology Group000725.SZProducer20

Frequently asked

What are the top Foundry capacity stocks?

By modeled exposure to Foundry capacity: TSMC, ASML, Shin-Etsu Chemical Co., Ltd., SMIC (Semiconductor Manufacturing International Corp.), Tokyo Electron, ASM International N.V.. The full ranked list of 100 names is below.

Which companies make Foundry capacity?

The names the model tags as producers or suppliers of Foundry capacity: TSMC, ASML, Shin-Etsu Chemical Co., Ltd., SMIC (Semiconductor Manufacturing International Corp.), Tokyo Electron, ASM International N.V..

What is Foundry capacity?

The factory space available to actually manufacture advanced chips.

What happens if Foundry capacity runs short?

Capacity or geopolitical shocks ripple through the entire chip supply.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0
All companiesWhat is Foundry capacity? →