Which Semiconductor Equipment Stock Has More Upside in 2026?

Cleanroom semiconductor fab with wafer-handling equipment and stacked silicon wafers, highlighting lithography tools. Key Points Three key makers of semiconductor manufacturing equipment have rallied by at least 65% in the last year, making them prime targets for investors in 2026. Of these, ASML and Lam Research have unique corners of the fabrication market that could prove essential as AI chip demand continues to grow. Applied Materials has so far lacked the same niche focus, which could be partially ...