Semiconductor Equipment Oligopoly Index

official

“Three companies that form a near-impenetrable oligopoly in semiconductor manufacturing equipment — EUV lithography, deposition/etch, and Japanese precision tooling.”

built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30

creator narrative

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rf = 4.50%

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attribution factsheet

holdings · 3

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NameAllocationRationale

ASMLASML HoldingTechnology33.34%

Sole supplier of EUV lithography systems; 100% share at advanced nodes.AMATApplied MaterialsTechnology33.33%

Broadest portfolio in deposition, etch, and process control across the whole fab line.TOELYTokyo ElectronTechnology33.33%

Japanese specialist in coater/developer and etch tools indispensable for advanced logic and memory.

weighting · equal

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holdings · 3i

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attribution factsheet

holdings · 3