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An Introduction

There are 5 segments in the semiconductor value chain whose pure-play constituent stock performances are tracked and commented on by munKNEE in its frequent articles on the category. The equipment and materials suppliers category is one of the 5 and the other 4 are semiconductor foundries (see my latest article here), fabless semiconductor companies; integrated device manufacturers ( see my latest article here); and electronic design automation software designers (see my latest article here).
 

What Is A Pure-Play Semiconductor Equipment and Materials Supplier?

A pure-play semiconductor equipment and materials supplier provides essential equipment for manufacturing semiconductors exclusively to that segment which include, in this case, things such as lithography machines, etching, test and packaging equipment, automation and inspection systems and production materials such as chemicals, gases, wafers and packaging.
 

The munKNEE Pure-Play Semiconductor Equipment and Materials Suppliers Portfolio

There are only 5 pure-play semiconductor equipment and materials suppliers trading on U.S. stock exchanges and they are outlined below as to their stock performances in June, and YTD along with their current market capitalizations, and any recent news, analyses and commentary on them where available:

1. Lam Research (LRCX): UP 14.2% in June; UP 36.0% YTD
   • provides equipment for wafer processing, including etching and deposition systems
   • Current Market Capitalization; $136B
   • Recent News, Analyses and Commentary:
     • Looking for a Top Momentum Pick? Lam Research is a Great Choice
2. Applied Materials (AMAT): UP 9.7% in June; UP 45.6% YTD
   • provides machinery for manufacturing semiconductors, flat panel liquid crystal displays, and solar photovoltaic cells and modules
   • Current Market Capitalization; $197B
   • Recent News, Analyses and Commentary:
     • Applied Materials Outpaces Stock Market Gains: What You Should Know
3. KLAC Corp. (KLAC): UP 8.6% in June; UP 41.8% YTD
   • provides equipment that detects defects, measures critical dimensions, and optimizing production processes
   • Current Market Capitalization; $112B
   • Recent News, Analyses and Commentary:
     • KLAC Knows How To Allocate Capital Effectively
4. ASML Holding (ASML): UP 6.5% in June; UP 35.1% YTD
   • supplies photolithography equipment used in semiconductor manufacturing to create integrated circuits on silicon wafers
   • Current Market Capitalization; $401B
   • Recent News, Analyses and Commentary:
     • Stock-Split Watch: Is ASML Holding Next?
5. Entegris (ENTG): UP 3.9% in June; UP 9.6% YTD
   •  supplies high-purity chemicals, gases, and other materials used in cleanroom environments
   • Current Market Capitalization; $20B
   • Recent News, Analyses and Commentary:
     • Is It Time To Consider Buying Entegris

On average, the Portfolio was UP 9.5% in June and is now UP 36.4% YTD

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