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The AI investment boom is spreading to upstream sectors; many leading semiconductor equipment companies in the US stock market have doubled this year.

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Golden Finance reports that on June 21, reviewing the U.S. stock market since the beginning of the year, not only have AI hardware sectors such as semiconductors and optical communications surged collectively, but the upstream semiconductor equipment sector in the industry chain has also shown impressive upward momentum. According to the "Science and Technology Innovation Board Daily," nine semiconductor equipment companies with a total market value exceeding one billion USD have seen their stock prices increase by more than 75% so far this year. Among them, Applied Materials, Lam Research, KLA, TAI RUI DA, MKS Inc, Integra, and Onto Innovation Inc have doubled their stock prices within the year. From an industry logic perspective, various signs indicate that the semiconductor equipment sector is entering what institutions call a "seller's market."
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