semiconductor manufacturing equipment suppliers

A chip factory is a chain of specialized tools. Lithography prints patterns. Deposition adds thin films. Etch removes selected material. Cleaning removes particles. Inspection finds defects. Test and packaging connect finished dies and reject bad parts. No one supplier covers the full chain.

market evidence as of september 2026

total equipment: SEMI forecasts $165.9 billion of new equipment sales in 2026, up 23.2% from 2025¹
wafer-fab equipment: $143.9 billion of the 2026 forecast
test equipment: $15.3 billion forecast for 2026
assembly and packaging: $6.7 billion forecast for 2026
forecast, not revenue: the figures can change as factory plans and demand change

the manufacturing chain

step	what the tool does	example suppliers
lithography	projects a circuit pattern onto light-sensitive material	asml, canon, nikon
deposition	adds controlled layers of conductor or insulator	applied materials, lam research, tokyo electron
etch	removes exposed material to form features	lam research, applied materials, tokyo electron
clean and coat	removes contamination and applies photoresist	tokyo electron, screen
inspection and measurement	finds defects and measures process variation	kla, asml, hitachi high-tech
test and packaging	tests dies and connects them into usable packages	advantest, teradyne, asmpt, besi

The supplier lists are examples, not market-share rankings. A company may lead one narrow tool category and compete in another. Market shares also depend on how analysts divide product classes.

asml and lithography

Extreme-ultraviolet (EUV) lithography uses 13.5 nanometer light to print the smallest production features. ASML is the only commercial supplier of EUV scanners. Deep-ultraviolet (DUV) tools remain necessary for many other layers and process nodes.

ASML reported €9.3 billion of sales in the second quarter of 2026. It sold 86 new lithography systems, including one High-NA EUV system. High numerical aperture, shortened to High-NA, increases the optical system’s ability to resolve small features.²

The company said its 2026 production capacity was about 65 low-NA EUV systems and 130 DUV immersion systems. It planned to add 30% to each capacity in 2027. These are company plans, not a count of systems already sold.

deposition, etch, and clean

Applied Materials, Lam Research, and Tokyo Electron sell overlapping sets of process tools. Their equipment shapes transistors, wires, memory cells, and the layers used in advanced packages.

Applied Materials said in May 2026 that it expected its semiconductor-equipment business to grow by more than 30% during calendar 2026.³ Tokyo Electron’s fiscal 2026 materials also identified investment in memory and advanced packaging for generative AI as a demand source.⁴ These company statements describe demand exposure; they do not prove that every AI hardware order uses a particular supplier.

inspection and process control

Inspection tools find particles, pattern defects, and electrical faults before more manufacturing cost is added. Measurement tools track dimensions, film thickness, alignment, and other process variables. This work becomes harder as features shrink and packages combine more dies.

KLA reported $3.66 billion of revenue for the quarter ending June 30, 2026.⁵ Revenue is a useful measure of company scale, but it is not a market-share estimate for each tool category.

hbm and advanced packaging

High-bandwidth memory (HBM) adds manufacturing demand outside the logic die. Suppliers need tools for thin wafers, vertical connections, bonding, molding, inspection, and final test. SEMI forecasts 2026 sales of:

$38.8 billion for DRAM equipment;
$15.3 billion for semiconductor test equipment;
$6.7 billion for assembly and packaging equipment.¹

Those categories overlap the AI supply chain, but not all of their sales serve AI products.

geographic and policy risk

Equipment moves through a cross-border supply chain. Tool modules, light sources, optics, chemicals, and replacement parts may come from different countries. Export controls can restrict a tool, component, service, or destination. Earthquakes, power failures, logistics problems, and factory interruptions can also stop delivery or service.

The practical risk is not captured by a single country percentage. For each process step, ask:

which exact tool and configuration does the factory require?
can another qualified tool run the same process?
how long would qualification take?
are spare parts and field engineers available?
does an export license apply to the tool, software, update, or service?

reading market forecasts

SEMI’s July 2026 forecast expects total equipment sales to reach $229.5 billion in 2028. It uses supplier input, reported market statistics, and factory-project data.¹ The number is a forecast, not booked industry revenue. It should be cited with its publication date and market definition.

The September 2025 version of this page mixed total-equipment forecasts, fab spending, company revenue, and narrow product shares. Those measures answer different questions. This revision keeps them separate and removes unsupported shares and supplier revenue dependencies.