Companies exposed to Yield
The AI stocks the model maps to Yield — part of the chips layer, ranked by how strongly each name is exposed.
41 companies · ranked by exposure
The share of manufactured chips that come out good and usable.
Full explainer: what Yield is & who makes it →It converts nominal capacity into real, affordable output. When Yield 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 Yield
- 1
Entegris, Inc.ENTGSupplier90 - 2
Lasertec6920.TProducer90 - 3CAMTCamtekCAMTSupplier85
- 4
NovaNVMISupplier85 - 5
ASM International N.V.ASM.ASSupplier75 - 6
Shin-Etsu Chemical Co., Ltd.4063.TSupplier75 - 7
Advantest Corporation6857.TServices72 - 86146.TDisco Corporation6146.TSupplier70
- 9HHHitachi High-Tech CorporationSupplier70
- 10
KLAKLACSupplier70 - 11
Onto InnovationONTOSupplier70 - 12
Tokyo Electron8035.TSupplier65 - 13
Air LiquideAI.PASupplier60 - 143661.TWAlchip Technologies, Limited3661.TWServices55
- 15
Amkor TechnologyAMKRSupplier55 - 16
BE Semiconductor Industries N.V.BESIR&D55 - 17
HOYA7741.TSupplier55 - 18
INFICON Holding AGIFCN.SWSupplier55 - 19
Linde plcLINSupplier55 - 20
MKS InstrumentsMKSISupplier55 - 21
ASE Technology Holding Co., Ltd.ASXProducer52 - 22
ASMLASMLSupplier50 - 23
Ibiden Co., Ltd.4062.TProducer50 - 24
Kioxia Holdings Corporation285A.TProducer50 - 25KLICKulicke & Soffa IndustriesKLICSupplier50
- 26
Park Systems Corp.140860.KQSupplier50 - 27
SCREEN Holdings7735.TSupplier50 - 283436.TSUMCO Corporation3436.TSupplier50
- 29
TechnoprobeTPROSupplier50 - 30
TeradyneTERServices50 - 31
Winbond Electronics Corporation2344.TWProducer50 - 32
AGC Inc.5201.TSupplier45 - 332408.TWNanya Technology Corporation2408.TWProducer45
- 34
PDF SolutionsPDFSSupplier45 - 35
JEOL Ltd.6951.TSupplier42 - 36
Rigaku Holdings Corporation268A.TSupplier40 - 37PRproteanTecsSupplier35
- 38301095.SZSemitronix (Hangzhou Guangli Microelectronics)301095.SZSupplier35
- 39
Bruker CorporationBRKRSupplier30 - 406223.TWOMPI Corporation6223.TWOSupplier30
- 41
Shinko Electric Industries Co., Ltd.R&D30
Frequently asked
What are the top Yield stocks?
By modeled exposure to Yield: Entegris, Inc., Lasertec, Camtek, Nova, ASM International N.V., Shin-Etsu Chemical Co., Ltd.. The full ranked list of 41 names is below.
Which companies make Yield?
The names the model tags as producers or suppliers of Yield: Entegris, Inc., Lasertec, Camtek, Nova, ASM International N.V., Shin-Etsu Chemical Co., Ltd..
What is Yield?
The share of manufactured chips that come out good and usable.
What happens if Yield runs short?
Low yield on large dies sharply reduces effective supply and raises cost.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.