Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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From: Elroy	2/4/2024 9:04:54 AM
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High level question about semiconductor equipment stock / companies. This sector is dominated by the big boys - AMAT, KLAC, LRCX and ASML, and perhaps KLIC in the back end. Does anyone know of small cap semi equipment stocks that are growing at or above the big boys' revenue growth rate? The two small cap semi equipment names I own are NVMI and AEHR. Gotta admit, I hardly know what they do, I just like the income statements, and hope revenue will go up. But I'm curious if there are any other small cap names in semiconductor equipment that are worth following, and may help us to follow developments in the space. Have the big boys acquired lots of small cap names over the past 15-20 years? I'm sure they have, but are the targets usually private or public companies?

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