The chemicals, filters and subsystems a chip fab physically cannot run without.
Sorted by one-month move. “Vs target” compares the current price with the mean analyst price target — a figure from analysts, not from us.
| Company | Price · todayThe latest closing price, and how far it moved from the previous close in dollars and percent. | 1 MonthPrice change since the last close on or before the same date one month ago — a calendar month, not 21 trading days. | 1 YearPrice change since the last close on or before the same date one year ago. | Vs targetHow far the price sits below the average of analysts’ published 12-month price targets. Negative means the price has already risen past that average.Analysts’ figures, not ours. Not a forecast we make or endorse. |
|---|---|---|---|---|
| VECOVeeco | $42.06+$0.91 (+2.21%) | ▼ 8.4% | ▲ 42% | ▲ 46%$55 … $66 |
| ENTGEntegris | $134.52+$6.21 (+4.84%) | ▼ 10.9% | ▲ 49% | ▲ 34%$120 … $212 |
| FORMFormFactor | $98.51+$3.48 (+3.66%) | ▼ 25.0% | ▲ 130% | ▲ 55%$100 … $200 |
| MKSIMKS Instruments | $196.55+$0.44 (+0.22%) | ▼ 25.2% | ▲ 40% | ▲ 108%$270 … $600 |
| UCTTUltra Clean | $45.32+$0.86 (+1.93%) | ▼ 41.4% | ▲ 52% | ▲ 193%$120 … $150 |
As of close, Oct 23, 2026 · prices from Yahoo Finance
Data: daily close · Reporting, not recommendations · Not financial advice.
Materials suppliers provide the chemicals, gases, filters and precision subsystems a fab consumes continuously. Unlike equipment, which sells once per tool, materials sell every day a fab runs.
That gives the sector a different shape: less exposure to the timing of capacity decisions, more to utilisation. When fabs run hot, materials demand follows immediately.
What moves it: fab utilisation rates, new fab ramps, and qualification wins on advanced nodes.
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At leading-edge dimensions a single stray particle can ruin a die. Purity standards are extreme, qualification takes a long time, and switching suppliers mid-production is rarely worth the risk.
Equipment is a capital purchase tied to building capacity. Materials are consumed in ongoing production, so revenue tracks how much the installed base is actually running.
A precision interface used to test chips while still on the wafer, before they are cut and packaged. Testing stacked memory has made this a more demanding niche.