I played with a stock screener and looked for semi equips with market cap >$100M. moneycentral.msn.com
Here's what it found. The column headers don't line up, sorry about that.
Symbol Market Cap EPS Growth Next Yr Rev Growth Year vs Year Rating Style Fundamental Grade Valuation Grade Technical Grade Ownership Grade Risk Expectation Return Expectation AMAT 18,671,851,204 153.4 -23.2 4 Growth C B F C High Low KLAC 5,087,166,528 33.1 -22.2 4 Growth B C F C High Low NVLS 2,937,687,750 202.9 14.1 3 Growth D NA F C High Very Low ASML 2,860,974,000 NA -19 TER 1,460,789,000 NA -52.7 4 Growth C B F C High Low ASX 1,396,987,354 325 -28.6 3 F D F C High Very Low LRCX 950,212,000 217 -37.9 4 Growth C B F C High Low CREE 876,384,464 61.9 -12.3 3 Growth F D D C Very High Very Low SPIL 848,328,750 153.8 -16.9 CYMI 625,287,187 65.2 -26.7 4 Growth B C F C High Low MKSI 525,233,000 NA -12.3 4 Growth C B F C High Low VSEA 515,745,831 NA -10.3 3 Growth F B F C High Very Low STTS 498,201,401 NA -56 4 Growth C B F C High Low CMOS 444,423,000 NA -55.6 4 Growth C B F C High Low ACLS 415,667,000 NA -46.3 6 Growth C B F B High High ATMI 404,116,000 NA -28.8 4 Growth C B F C High Low ASMI 401,080,000 NA -43.2 BRKS 372,364,724 NA 18.9 4 Growth C B F D High Low DPMI 330,170,000 271.2 -16.2 3 Growth D C F C High Very Low VECO 304,457,000 813 16.2 3 Value F C F C High Very Low PHTN 294,739,213 NA -13.6 6 Growth D B C C High High PLAB 275,968,000 99 14.1 6 Value B C F A High High HELX 233,882,881 NA -55.4 4 Growth C B F C High Low COHU 222,836,646 NA -56.3 5 Growth D B F C High Average OSIS 219,640,045 24.1 11.8 6 Growth B C D C High High |