Recently, the capital heat and discussion around semiconductor equipment have been very high, including multiple mentions by a trader I greatly admire, @labubu_trader.

This article summarizes the equipment manufacturers I have recently come across and their basic businesses. The ranking is based on personal preference and does not constitute investment advice.
First, we need to understand that the logic behind the hype of equipment manufacturers is that memory manufacturers have made too much money this year. Whether driven by their own business choices or government initiatives, expanding factories is an inevitable choice and a high priority. This primarily benefits equipment manufacturers.
I will first divide these equipment manufacturers into two major categories:
🌟 Raw materials/front-end core equipment (SUMCO, Kokusai, TEL, AMAT, LRCX, KLAC, ONTO).
🌟 Equipment components and key subsystems (ICHR, UCTT).