{ "schema": "5lc-selection-review/1", "sublayer": "tools", "asOf": "2026-10-21", "status": "source-and-consistency-reviewed; editorial-review-pending; representative-set-with-open-cutoff", "scope": "Global commercial inputs to semiconductor design and front-end manufacture: design software/IP, lithography, wafer processes, process control, automated test, materials and precision optics. Back-end assembly equipment is covered in Packaging; processor architecture IP principally in Chip Design.", "commercialEligibility": "Actual commercial products, services or manufacturing activity supported by primary reports. A launch, partnership or funding announcement alone is insufficient. Private suppliers and operating businesses qualify on the same basis as public companies.", "predefinedFunctions": [ { "id": "design", "definition": "Commercial electronic design automation, verification and reusable design IP. Broad system simulation is separately identified.", "minimumRepresentatives": 2 }, { "id": "lithography", "definition": "Pattern exposure equipment used in commercial semiconductor manufacturing.", "minimumRepresentatives": 1 }, { "id": "process", "definition": "Deposition, etch, cleaning and thermal processes used in wafer manufacture.", "minimumRepresentatives": 2 }, { "id": "control", "definition": "Inspection and metrology used to manage process yield and defects.", "minimumRepresentatives": 1 }, { "id": "test", "definition": "Semiconductor automated test equipment, excluding unrelated robotics.", "minimumRepresentatives": 1 }, { "id": "materials", "definition": "Semiconductor wafers, photoresists and associated manufacturing materials.", "minimumRepresentatives": 1 }, { "id": "optics", "definition": "Precision optical systems that enable advanced lithography and process control.", "minimumRepresentatives": 1 } ], "universe": [ { "companyId": "asml", "name": "ASML Holding N.V.", "functions": [ "lithography" ], "eligibility": "commercial-current", "evidence": [ "packet:asml" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "applied-materials", "name": "Applied Materials, Inc.", "functions": [ "process", "control" ], "eligibility": "commercial-current", "evidence": [ "packet:applied-materials" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "lam-research", "name": "Lam Research Corporation", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "packet:lam-research" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "tokyo-electron", "name": "Tokyo Electron Limited", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "packet:tokyo-electron" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "kla", "name": "KLA Corporation", "functions": [ "control" ], "eligibility": "commercial-current", "evidence": [ "packet:kla" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "advantest", "name": "Advantest Corporation", "functions": [ "test" ], "eligibility": "commercial-current", "evidence": [ "packet:advantest" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "synopsys", "name": "Synopsys, Inc.", "functions": [ "design" ], "eligibility": "commercial-current", "evidence": [ "packet:synopsys" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "cadence", "name": "Cadence Design Systems, Inc.", "functions": [ "design" ], "eligibility": "commercial-current", "evidence": [ "packet:cadence" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "shin-etsu", "name": "Shin-Etsu Chemical Co., Ltd.", "functions": [ "materials" ], "eligibility": "commercial-current", "evidence": [ "packet:shin-etsu" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "naura", "name": "NAURA Technology Group Co., Ltd. (北方华创科技集团股份有限公司)", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "packet:naura" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "zeiss-smt", "name": "ZEISS Semiconductor Manufacturing Technology (Carl Zeiss SMT)", "functions": [ "optics", "control" ], "eligibility": "commercial-current", "evidence": [ "packet:zeiss-smt" ], "disposition": "Reviewed current dossier and dated role activity; final treatment below." }, { "companyId": "asm", "name": "ASM International", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "asm-q2", "asm-fy25" ], "disposition": "Commercial deposition tools; current comparable euro revenue retained." }, { "companyId": "screen", "name": "SCREEN Holdings", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "screen" ], "disposition": "Commercial cleaning and related tools; use external SPE revenue, not consolidated or intersegment totals." }, { "companyId": "teradyne", "name": "Teradyne", "functions": [ "test" ], "eligibility": "commercial-current", "evidence": [ "teradyne" ], "disposition": "Commercial semiconductor test; robotics excluded from scale comparison." }, { "companyId": "entegris", "name": "Entegris", "functions": [ "materials" ], "eligibility": "commercial-current", "evidence": [ "entegris" ], "disposition": "Materials and contamination control; semiconductor-only revenue not fully isolated." }, { "companyId": "lasertec", "name": "Lasertec", "functions": [ "control" ], "eligibility": "commercial-current", "evidence": [ "lasertec" ], "disposition": "Commercial semiconductor inspection; service allocation bounds retained." }, { "companyId": "kokusai", "name": "Kokusai Electric", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "kokusai" ], "disposition": "Commercial deposition and thermal tools; recent quarter observed, no invented TTM." }, { "companyId": "siemens-eda", "name": "Siemens EDA", "functions": [ "design" ], "eligibility": "commercial-current", "evidence": [ "siemens" ], "disposition": "Current broad EDA portfolio; relevant revenue remains unknown, not zero. Parent Siemens revenue excluded." }, { "companyId": "jsr", "name": "JSR / Inpria", "functions": [ "materials" ], "eligibility": "commercial-current", "evidence": [ "jsr" ], "disposition": "Private parent consolidated with controlled Inpria; current photoresist role and patent agreement. Private status does not exclude it." }, { "companyId": "tok", "name": "Tokyo Ohka Kogyo", "functions": [ "materials" ], "eligibility": "commercial-current", "evidence": [ "tok" ], "disposition": "Current EUV, ArF, KrF and i-line resist portfolio; unsupported precise market share not inferred." }, { "companyId": "sumco", "name": "SUMCO", "functions": [ "materials" ], "eligibility": "commercial-current", "evidence": [ "sumco" ], "disposition": "Current semiconductor wafer production; scale claim not independently converted into numerical share." }, { "companyId": "globalwafers", "name": "GlobalWafers", "functions": [ "materials" ], "eligibility": "commercial-current", "evidence": [ "globalwafers" ], "disposition": "Current wafer supplier with current primary financial data; business differs from mixed Shin-Etsu Electronics Materials." }, { "companyId": "acm-research", "name": "ACM Research", "functions": [ "process" ], "eligibility": "commercial-current", "evidence": [ "acm" ], "disposition": "Current cleaning, plating and thermal product offering; full comparable current financial series not established before access block." }, { "companyId": "amec", "name": "AMEC", "functions": [ "process" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "siltronic", "name": "Siltronic", "functions": [ "materials" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "sk-siltron", "name": "SK Siltron", "functions": [ "materials" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "nikon", "name": "Nikon", "functions": [ "lithography" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "canon", "name": "Canon", "functions": [ "lithography" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "smee", "name": "SMEE", "functions": [ "lithography" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "mks", "name": "MKS Instruments", "functions": [ "process" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "ebara", "name": "Ebara", "functions": [ "process" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "hitachi-high-tech", "name": "Hitachi High-Tech", "functions": [ "control" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "onto", "name": "Onto Innovation", "functions": [ "control" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "nova", "name": "Nova", "functions": [ "control" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "formfactor", "name": "FormFactor", "functions": [ "test" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "camtek", "name": "Camtek", "functions": [ "control" ], "eligibility": "screening-unresolved", "evidence": [ "reviewed annual competitor and supplier descriptions; further issuer-specific comparison required" ], "disposition": "Included to prevent the inherited list defining the candidate universe. Specialist scope or a sufficiently current comparable activity measure was not fully established in this review; cannot be assigned a zero or definitively declared below the cutoff." }, { "companyId": "arm", "name": "Arm", "functions": [ "design" ], "eligibility": "relevant-adjacent-scope", "evidence": [ "cross-sublayer scope register" ], "disposition": "Architectural CPU IP is primarily compared in Chip Design. If Tools is expanded to all processor-architecture IP, Arm must be reconsidered here, with no aggregate double-counting." }, { "companyId": "disco", "name": "DISCO", "functions": [ "process" ], "eligibility": "relevant-adjacent-scope", "evidence": [ "packet:disco" ], "disposition": "Dicing and grinding operate principally at wafer preparation/back-end boundaries and are represented in Packaging. A front-end-only Tools scope avoids duplicate role slots." }, { "companyId": "besi", "name": "BE Semiconductor Industries", "functions": [ "process" ], "eligibility": "relevant-adjacent-scope", "evidence": [ "cross-sublayer scope register" ], "disposition": "Assembly and die-attach equipment belongs in the Packaging comparison." }, { "companyId": "asmpt", "name": "ASMPT", "functions": [ "process" ], "eligibility": "relevant-adjacent-scope", "evidence": [ "cross-sublayer scope register" ], "disposition": "Packaging and assembly equipment belongs in Packaging; ASM International’s equity interest is not consolidation of ASMPT revenue." } ], "universeConstruction": "Expanded beyond the ten inherited entries using current issuer results and competitor/portfolio descriptions before selecting. Forty candidates and adjacent roles are retained; unresolved screenings stay visible and prevent a claim that every possible challenger was measured. This is a reproducible representative set with explicit alternatives, not a census establishing an exact top-ten cutoff.", "observations": [ { "companyId": "asml", "metric": "Consolidated semiconductor lithography revenue", "lower": 39473.5, "upper": 39473.5, "unit": "EUR million", "period": "TTM to September 2026", "classification": "calculated", "scope": "Systems, installed-base management and service; current optical supply is an upstream input, not a separate additive share.", "sourceIds": [ "packet:asml" ], "presentationUSDmillion": [ 44437.1268363, 44437.1268363 ], "additiveAcrossSuppliers": false }, { "companyId": "applied-materials", "metric": "Semiconductor Systems through Systems plus AGS", "lower": 20798, "upper": 27183, "unit": "USD million", "period": "FY2025", "classification": "bounded", "scope": "Lower: Semiconductor Systems; upper adds all Applied Global Services, including scope that cannot be cleanly assigned to semiconductor tools. Display segment excluded.", "sourceIds": [ "packet:applied-materials" ], "presentationUSDmillion": [ 20798, 27183 ], "additiveAcrossSuppliers": false }, { "companyId": "lam-research", "metric": "Wafer fabrication equipment and services", "lower": 23232.69, "upper": 23232.69, "unit": "USD million", "period": "FY ended June 2026", "classification": "reported", "scope": "Consolidated semiconductor process-equipment and support business.", "sourceIds": [ "packet:lam-research" ], "presentationUSDmillion": [ 23232.69, 23232.69 ], "additiveAcrossSuppliers": false }, { "companyId": "tokyo-electron", "metric": "Semiconductor equipment and services", "lower": 2626335, "upper": 2626335, "unit": "JPY million", "period": "TTM to June 2026", "classification": "calculated", "scope": "Current reported business; different fiscal timing remains visible.", "sourceIds": [ "packet:tokyo-electron" ], "presentationUSDmillion": [ 16640.277342885, 16640.277342885 ], "additiveAcrossSuppliers": false }, { "companyId": "kla", "metric": "Semiconductor Process Control", "lower": 12244.733, "upper": 12244.733, "unit": "USD million", "period": "FY ended June 2026", "classification": "reported", "scope": "Segment includes associated services; do not add service revenue a second time. Other KLA businesses excluded.", "sourceIds": [ "packet:kla" ], "presentationUSDmillion": [ 12244.733, 12244.733 ], "additiveAcrossSuppliers": false }, { "companyId": "advantest", "metric": "Test Systems", "lower": 1019380, "upper": 1019380, "unit": "JPY million", "period": "FY ended March 2026", "classification": "reported", "scope": "Test-system segment, excluding separately reported services. Not all chip-test roles are interchangeable.", "sourceIds": [ "packet:advantest" ], "presentationUSDmillion": [ 6458.721342780001, 6458.721342780001 ], "additiveAcrossSuppliers": false }, { "companyId": "advantest", "metric": "Test Systems", "lower": 333562, "upper": 333562, "unit": "JPY million", "period": "April–June 2026", "classification": "reported", "scope": "Current-quarter semiconductor test systems; comparison with Teradyne remains scope-qualified.", "sourceIds": [ "packet:advantest" ], "presentationUSDmillion": [ 2113.4258162220003, 2113.4258162220003 ], "additiveAcrossSuppliers": false }, { "companyId": "synopsys", "metric": "Design Automation", "lower": 2003.0, "upper": 2003.0, "unit": "USD million", "period": "Quarter ended July 2026", "classification": "reported-mixed", "scope": "Includes broad Ansys simulation; no semiconductor-only allocation. Not comparable to Core EDA as a pure EDA value.", "sourceIds": [ "packet:synopsys" ], "presentationUSDmillion": [ 2003.0, 2003.0 ], "additiveAcrossSuppliers": false }, { "companyId": "synopsys", "metric": "Design IP", "lower": 473.8, "upper": 473.8, "unit": "USD million", "period": "Quarter ended July 2026", "classification": "reported", "scope": "Reported IP segment, affected by disposals.", "sourceIds": [ "packet:synopsys" ], "presentationUSDmillion": [ 473.8, 473.8 ], "additiveAcrossSuppliers": false }, { "companyId": "cadence", "metric": "Core EDA plus Semiconductor IP", "lower": 4396.30997, "upper": 4502.24515, "unit": "USD million", "period": "FY2025", "classification": "bounded", "scope": "5296.759 × [0.83,0.85]; nearest-integer percentage rounding. All SDA excluded although some is chip-related.", "sourceIds": [ "packet:cadence" ], "presentationUSDmillion": [ 4396.30997, 4502.24515 ], "additiveAcrossSuppliers": false }, { "companyId": "shin-etsu", "metric": "Electronics Materials", "lower": 1054742, "upper": 1054842, "unit": "JPY million", "period": "TTM to June 2026", "classification": "bounded-mixed", "scope": "Includes semiconductor wafers/resists and unrelated rare-earth magnets. Upper proxy, not semiconductor-only revenue.", "sourceIds": [ "packet:shin-etsu" ], "presentationUSDmillion": [ 6682.772534802, 6683.406127902001 ], "additiveAcrossSuppliers": false }, { "companyId": "naura", "metric": "Semiconductor process revenue bound", "lower": 20000, "upper": 36731.21988881, "unit": "CNY million", "period": "FY2025", "classification": "bounded", "scope": "Strict lower bound: disjoint etch and deposition each exceeded CNY10bn. Upper includes mixed Electronic Process Equipment. Lower endpoint is open.", "sourceIds": [ "packet:naura" ], "presentationUSDmillion": [ 2982.9374, 5478.34647769776 ], "additiveAcrossSuppliers": false }, { "companyId": "zeiss-smt", "metric": "Semiconductor Manufacturing Technology segment", "lower": 5055, "upper": 5055, "unit": "EUR million", "period": "FY ended September 2025", "classification": "reported", "scope": "Private economic operating business; optical columns and semiconductor inspection. Intercompany supply to ASML cannot be added to ASML revenue for market coverage.", "sourceIds": [ "packet:zeiss-smt" ], "presentationUSDmillion": [ 5690.6450190000005, 5690.6450190000005 ], "additiveAcrossSuppliers": false }, { "companyId": "asm", "metric": "Semiconductor equipment and services", "lower": 3363.9, "upper": 3363.9, "unit": "EUR million", "period": "TTM to June 2026", "classification": "calculated", "scope": "800.0 + 698.3 + 862.5 + 1003.1; ASMPT equity interest not consolidated.", "sourceIds": [ "asm-fy25", "asm-q2" ], "presentationUSDmillion": [ 3786.89629662, 3786.89629662 ], "additiveAcrossSuppliers": false }, { "companyId": "screen", "metric": "Semiconductor Production Equipment external sales", "lower": 485344, "upper": 485344, "unit": "JPY million", "period": "FY ended March 2026", "classification": "reported", "scope": "Excludes 637m intersegment sales and other printing/display businesses.", "sourceIds": [ "screen" ], "presentationUSDmillion": [ 3075.106095264, 3075.106095264 ], "additiveAcrossSuppliers": false }, { "companyId": "teradyne", "metric": "Semiconductor Test", "lower": 1122, "upper": 1122, "unit": "USD million", "period": "April–June 2026", "classification": "reported", "scope": "Excludes product test and robotics; quarterly period matches Advantest.", "sourceIds": [ "teradyne" ], "presentationUSDmillion": [ 1122, 1122 ], "additiveAcrossSuppliers": false }, { "companyId": "entegris", "metric": "Materials Solutions plus Advanced Purity Solutions", "lower": 883.2, "upper": 883.2, "unit": "USD million", "period": "April–June 2026", "classification": "reported-mixed", "scope": "371.3+514.6−2.7 eliminations; includes some non-semiconductor uses.", "sourceIds": [ "entegris" ], "presentationUSDmillion": [ 883.2, 883.2 ], "additiveAcrossSuppliers": false }, { "companyId": "lasertec", "metric": "Semiconductor products through products plus all services", "lower": 168090, "upper": 226736, "unit": "JPY million", "period": "FY ended June 2026", "classification": "bounded", "scope": "Lower semiconductor products; upper adds all 58646 services, allocation not disclosed.", "sourceIds": [ "lasertec" ], "presentationUSDmillion": [ 1065.00664179, 1436.5836512160001 ], "additiveAcrossSuppliers": false }, { "companyId": "kokusai", "metric": "Semiconductor process equipment and services", "lower": 75414, "upper": 75414, "unit": "JPY million", "period": "April–June 2026", "classification": "reported", "scope": "Quarter only; no artificial annualization.", "sourceIds": [ "kokusai" ], "presentationUSDmillion": [ 477.817900434, 477.817900434 ], "additiveAcrossSuppliers": false }, { "companyId": "globalwafers", "metric": "Semiconductor wafers", "lower": 58194, "upper": 58194, "unit": "TWD million", "period": "TTM to June 2026", "classification": "calculated", "scope": "60598+29199−31603; wafer revenue not directly comparable to all Electronics Materials.", "sourceIds": [ "globalwafers" ], "presentationUSDmillion": [ 1830.230397, 1830.230397 ], "additiveAcrossSuppliers": false }, { "companyId": "siemens-eda", "metric": "Relevant current activity", "lower": null, "upper": null, "unit": "USD million", "period": "Current portfolio; quantitative period unavailable", "classification": "unavailable", "scope": "Commercial eligibility established; missing amount does not mean zero.", "sourceIds": [ "siemens" ], "presentationUSDmillion": null, "additiveAcrossSuppliers": false }, { "companyId": "jsr", "metric": "Relevant current activity", "lower": null, "upper": null, "unit": "USD million", "period": "Current portfolio; quantitative period unavailable", "classification": "unavailable", "scope": "Commercial eligibility established; missing amount does not mean zero.", "sourceIds": [ "jsr" ], "presentationUSDmillion": null, "additiveAcrossSuppliers": false }, { "companyId": "tok", "metric": "Relevant current activity", "lower": null, "upper": null, "unit": "USD million", "period": "Current portfolio; quantitative period unavailable", "classification": "unavailable", "scope": "Commercial eligibility established; missing amount does not mean zero.", "sourceIds": [ "tok" ], "presentationUSDmillion": null, "additiveAcrossSuppliers": false }, { "companyId": "sumco", "metric": "Relevant current activity", "lower": null, "upper": null, "unit": "USD million", "period": "Current portfolio; quantitative period unavailable", "classification": "unavailable", "scope": "Commercial eligibility established; missing amount does not mean zero.", "sourceIds": [ "sumco" ], "presentationUSDmillion": null, "additiveAcrossSuppliers": false }, { "companyId": "acm-research", "metric": "Relevant current activity", "lower": null, "upper": null, "unit": "USD million", "period": "Current portfolio; quantitative period unavailable", "classification": "unavailable", "scope": "Commercial eligibility established; missing amount does not mean zero.", "sourceIds": [ "acm" ], "presentationUSDmillion": null, "additiveAcrossSuppliers": false } ], "parameters": { "maximumRepresentatives": 10, "minimumFunctions": { "design": 2, "lithography": 1, "process": 2, "control": 1, "test": 1, "materials": 1, "optics": 1 }, "roleWeights": null, "globalCoverageThreshold": null, "reasonNoCoverage": "No coherent non-overlapping market denominator combines software, upstream optics/materials, final equipment and services. No selected-company subtotal is used as a market total.", "ordering": "Relevant scale within comparable functions, with editorial choice of role breadth and number of representatives. Display sequence is functional, not scored.", "missing": "Null, not zero. No funding, valuation, parent-revenue substitution or quality discount.", "fx": { "values": { "USD": 1, "EUR": 1.1257458, "JPY": 0.006335931, "CNY": 0.14914687, "TWD": 0.0314505 }, "meaning": "USD per local currency unit for presentation only", "provider": "Cached Yahoo FX snapshot", "retrievedAt": "2026-10-03T04:32:17.937Z", "localPath": "research/universe/sublayers/top10.json / fx", "notCurrent": true } }, "methodsCompared": [ { "method": "Simple relevant revenue", "result": [ { "case": "Available annual/TTM lower endpoint in snapshot USD", "order": [ "asml", "lam-research", "applied-materials", "tokyo-electron", "kla", "shin-etsu", "advantest", "zeiss-smt", "cadence", "asm", "screen", "naura", "globalwafers", "lasertec" ], "values": [ 44437.127, 23232.69, 20798, 16640.277, 12244.733, 6682.773, 6458.721, 5690.645, 4396.31, 3786.896, 3075.106, 2982.937, 1830.23, 1065.007 ], "limitations": "Different fiscal periods, upstream/downstream sales and mixed categories; not a valid global importance ranking. Synopsys and undisclosed peers are unranked, not last." }, { "case": "Available annual/TTM upper endpoint in snapshot USD", "order": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "shin-etsu", "advantest", "zeiss-smt", "naura", "cadence", "asm", "screen", "globalwafers", "lasertec" ], "values": [ 44437.127, 27183, 23232.69, 16640.277, 12244.733, 6683.406, 6458.721, 5690.645, 5478.346, 4502.245, 3786.896, 3075.106, 1830.23, 1436.584 ], "limitations": "Different fiscal periods, upstream/downstream sales and mixed categories; not a valid global importance ranking. Synopsys and undisclosed peers are unranked, not last." } ], "assessment": "Useful within a compatible role and period. Global ordering here would reward mixed segments and count upstream intermediate sales alongside final equipment." }, { "method": "Capacity/output", "assessment": "Wafer throughput, installed tool count, design seats and optics are different units. No additive capacity denominator exists; supplier capacity announcements are not current output." }, { "method": "Normalized revenue-capacity-share composite", "assessment": "Rejected. Revenue share duplicates revenue; capacity often describes the same supply. Global normalization would manufacture comparability, and chosen weights cannot repair missing role data." }, { "method": "Function representation with documented within-role scale", "assessment": "Recommended. Fits educational coverage and current commercial importance while retaining missing-data peers and publishing conditional selections instead of invented scores." } ], "selectedCompanyIds": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "cadence", "shin-etsu", "zeiss-smt" ], "selected": [ { "companyId": "asml", "displayOrder": 1, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Current advanced and mature lithography supply; indispensable defined patterning function, not an investment judgment." }, { "companyId": "applied-materials", "displayOrder": 2, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Broad commercial deposition, materials engineering and associated process support." }, { "companyId": "lam-research", "displayOrder": 3, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Large measured etch/deposition business serving logic and memory manufacturing." }, { "companyId": "tokyo-electron", "displayOrder": 4, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Large measured commercial process portfolio including deposition, etch, cleaning and coater/developer systems." }, { "companyId": "kla", "displayOrder": 5, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Large current semiconductor process-control business and associated services." }, { "companyId": "advantest", "displayOrder": 6, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Current commercial semiconductor test, with a same-quarter disclosed scale comparison to Teradyne." }, { "companyId": "synopsys", "displayOrder": 7, "rankIsNumericallyOrdered": false, "status": "selected", "reason": "Established broad EDA, verification and IP supply; simulation scope explicitly separated." }, { "companyId": "cadence", "displayOrder": 8, "rankIsNumericallyOrdered": false, "status": "selected-provisional-role-representative", "reason": "Second broad EDA/IP representative supported by a measured FY2025 role-revenue bound and current foundry/customer evidence; Siemens EDA remains an unresolved peer." }, { "companyId": "shin-etsu", "displayOrder": 9, "rankIsNumericallyOrdered": false, "status": "selected-provisional-role-representative", "reason": "Provisional materials representative spanning wafers, resists and mask blanks. Mixed segment revenue cannot prove rank over narrower materials peers." }, { "companyId": "zeiss-smt", "displayOrder": 10, "rankIsNumericallyOrdered": false, "status": "selected-provisional-role-representative", "reason": "Private precision-optics representative with actual segment revenue and documented ASML optical-column relationship; no ownership or disclosure penalty." } ], "cutoff": { "provisional": [ "cadence", "shin-etsu", "zeiss-smt" ], "alternatives": [ "naura", "asm", "screen", "teradyne", "siemens-eda", "jsr", "tok", "sumco", "globalwafers", "entegris" ], "interpretation": "There is no uniquely identified numerical tenth company. Cadence fills a missing EDA role in the inherited list; retaining NAURA instead is defensible under a different role allocation. The materials and precision-optics allocation is also explicit and revisable.", "entryRule": "Comparable sustained role activity, evidence that a material function is absent, or completed ownership/business exits prompts reselection. Ordinary marginal replacements need two quarterly observations; new missing-role evidence or a factual correction can trigger immediate review." }, "calculations": { "advantestTeradyneQuarterComparison": [ { "jpyUSDfactor": 0.9, "advantestUSDmillion": 1902.0832345998003, "teradyneUSDmillion": 1122, "ratio": 1.6952613499106954, "interpretation": "Same-quarter segment revenue; role scopes differ and this is not a universal test-market share." }, { "jpyUSDfactor": 1, "advantestUSDmillion": 2113.4258162220003, "teradyneUSDmillion": 1122, "ratio": 1.883623722122995, "interpretation": "Same-quarter segment revenue; role scopes differ and this is not a universal test-market share." }, { "jpyUSDfactor": 1.1, "advantestUSDmillion": 2324.7683978442005, "teradyneUSDmillion": 1122, "ratio": 2.0719860943352946, "interpretation": "Same-quarter segment revenue; role scopes differ and this is not a universal test-market share." } ], "asmTTM": { "formula": "800.0+698.3+862.5+1003.1", "result": 3363.9, "unit": "EUR million" }, "globalWafersTTM": { "formula": "60598+29199−31603", "result": 58194, "unit": "TWD million" }, "cadence": { "formula": "5296.759×[0.83,0.85]", "result": [ 4396.30997, 4502.24515 ], "unit": "USD million", "meaning": "Rounding interval, not a statistical confidence interval" }, "naura": { "formula": "etch>10000 and deposition>10000; both subsets of 36731.21988881 electronic process equipment", "result": "(20000,36731.21988881]", "unit": "CNY million", "meaning": "Logical disclosure bound, not an AI revenue estimate" } }, "sensitivityTests": [ { "case": "Default representation", "selected": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "cadence", "shin-etsu", "zeiss-smt" ], "meaning": "Roles defined before choices; no numerical rank or global coverage claim." }, { "case": "Remove second broad EDA requirement", "selected": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "shin-etsu", "zeiss-smt", "naura" ], "meaning": "NAURA is a plausible replacement based on substantial current process activity. This is a changed role allocation, not proof that it is more important." }, { "case": "Require two materials suppliers", "selected": [ "asml", "applied-materials", "lam-research", "kla", "advantest", "synopsys", "cadence", "shin-etsu", "zeiss-smt", "jsr" ], "meaning": "Private JSR may represent distinct resist chemistry despite missing revenue; requires accepting less redundancy in process equipment. The data do not uniquely determine this allocation." }, { "case": "Collapse upstream optical supply into lithography representation", "selected": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "cadence", "shin-etsu", "asm" ], "meaning": "ASM becomes a plausible alternative; removing the optical role is a real scope choice. ZEISS revenue cannot be counted as additional final-equipment market coverage." }, { "case": "Use Siemens EDA instead of Cadence", "selected": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "shin-etsu", "zeiss-smt", "siemens-eda" ], "meaning": "Commercial role coverage remains; a comparable current Siemens EDA measure is missing. The data cannot conclusively exclude this alternative." }, { "case": "Replace broad materials representative with pure-wafer specialist", "selected": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "cadence", "zeiss-smt", "globalwafers" ], "meaning": "Current wafer production and financial disclosure support eligibility, but the portfolio loses photoresist and mask-blank breadth. Missing financial splits prevent a unique materials ranking." }, { "case": "Require strictly comparable current AI-only revenue for every entry", "selected": null, "meaning": "No ten-company quantitative ordering is supportable; return unresolved instead of imputing parent revenue." }, { "case": "Treat all missing revenue as zero", "selected": null, "meaning": "Rejected treatment: would mechanically disadvantage Siemens EDA and private materials suppliers, violating the method." }, { "case": "Change FX by ±10%", "selected": [ "asml", "applied-materials", "lam-research", "tokyo-electron", "kla", "advantest", "synopsys", "cadence", "shin-etsu", "zeiss-smt" ], "meaning": "Role membership does not change mechanically. Cross-currency revenue orders can change; same-quarter Advantest/Teradyne comparison remains above one under this stress. No claim of global rank stability follows." }, { "case": "Add unmeasured eligible challengers", "selected": null, "meaning": "SMEE, AMEC and specialist process/control suppliers keep the exact cutoff open. No closed-universe statistical confidence is claimed." } ], "changesVersusPrior": { "add": [ "cadence" ], "removeFromDisplayedTen": [ "naura" ], "retainInDirectory": [ "naura" ], "reason": "Adds a second major broad EDA/IP supplier, with the displaced process-equipment supplier retained as a current, substantial cutoff alternative. No claim that it became less important." }, "limitations": [ "No single global numerical ranking or percent coverage is established.", "Period mismatch, internal supply relationships and mixed segment scope prevent adding all observations.", "Several broad-universe candidates remain unresolved and may change the cutoff.", "Role minimums and scope allocations are editorial choices requiring publication and review, not scientific constants.", "The selected set is defensible as explicit functional representation; it is not uniquely entailed by the observations." ], "sources": [ { "id": "screen", "url": "https://hdjp-corporateweb-files.screen.co.jp/1017/7865/4129/FY2026Q4_Fr_E.pdf", "title": "FY2026 financial results", "publisher": "SCREEN", "publishedDate": "2026-05-13", "accessedDate": "2026-10-21" }, { "id": "asm-q2", "url": "https://www.asm.com/downloads/25242322-quarterly-reports/2026-q2-quarterly-report", "title": "Q2 2026 results", "publisher": "ASM", "publishedDate": "2026-07-28", "accessedDate": "2026-10-21" }, { "id": "asm-fy25", "url": "https://www.asm.com/media/yvxbavwe/20260303-asm-reports-q4-and-full-year-2025-results.pdf", "title": "Q4 and FY2025 results", "publisher": "ASM", "publishedDate": "2026-03-03", "accessedDate": "2026-10-21" }, { "id": "teradyne", "url": "https://investors.teradyne.com/news-events/press-releases/detail/445/teradyne-reports-second-quarter-2026-results", "title": "Q2 2026 results", "publisher": "Teradyne", "publishedDate": "2026-07-28", "accessedDate": "2026-10-21" }, { "id": "entegris", "url": "https://investor.entegris.com/news/news-details/2026/Entegris-Reports-Results-for-Second-Quarter-of-2026/default.aspx", "title": "Q2 2026 results", "publisher": "Entegris", "publishedDate": "2026-08-04", "accessedDate": "2026-10-21" }, { "id": "lasertec", "url": "https://www.lasertec.co.jp/en/ir/plan/message.html", "title": "FY2026 results message", "publisher": "Lasertec", "publishedDate": null, "accessedDate": "2026-10-21" }, { "id": "kokusai", "url": "https://ssl4.eir-parts.net/doc/6525/tdnet/2864407/00.pdf", "title": "Q1 FY2027 results", "publisher": "Kokusai Electric", "publishedDate": "2026-08-06", "accessedDate": "2026-10-21" }, { "id": "siemens", "url": "https://www.siemens.com/en-us/solutions/electronic-design-automation/eda-ai/", "title": "EDA portfolio", "publisher": "Siemens", "publishedDate": null, "accessedDate": "2026-10-21" }, { "id": "jsr", "url": "https://jsr.co.jp/jsr_e/news/2026/20260527.html", "title": "Inpria and Entegris patent cross-license", "publisher": "JSR", "publishedDate": "2026-05-27", "accessedDate": "2026-10-21" }, { "id": "tok", "url": "https://www.tok.co.jp/eng/products/semiconductor-pre", "title": "Semiconductor photoresists", "publisher": "TOK", "publishedDate": null, "accessedDate": "2026-10-21" }, { "id": "sumco", "url": "https://www.sumcosi.com/english/", "title": "Corporate and wafer overview", "publisher": "SUMCO", "publishedDate": null, "accessedDate": "2026-10-21" }, { "id": "globalwafers", "url": "https://www.sas-globalwafers.com/wp-content/uploads/2026/08/GWC_company-profile_20260804-EN.pdf", "title": "Q2 2026 investor presentation", "publisher": "GlobalWafers", "publishedDate": "2026-08-04", "accessedDate": "2026-10-21" }, { "id": "acm", "url": "https://ir.acmr.com/", "title": "Company and investor overview", "publisher": "ACM Research", "publishedDate": null, "accessedDate": "2026-10-21" } ], "packetSourceRegister": { "asml": [ { "id": "s-20f", "url": "https://www.sec.gov/Archives/edgar/data/937966/000162828026011378/asml-20251231.htm", "title": "ASML Holding N.V. 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"sourceIds": [ "q126" ], "locator": "Financial statements and segment reconciliation pp.9–13" }, { "label": "Cash from operations", "value": "137155", "unit": "JPY million", "period": "Q1 FY2026, April–June 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Financial statements and segment reconciliation pp.9–13" }, { "label": "Purchase of property, plant and equipment", "value": "9852", "unit": "JPY million", "period": "Q1 FY2026, April–June 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Financial statements and segment reconciliation pp.9–13" }, { "label": "Purchase of intangible assets", "value": "1032", "unit": "JPY million", "period": "Q1 FY2026, April–June 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Financial statements and segment reconciliation pp.9–13" }, { "label": "Valuation gain on strategic financial instruments", "value": "41075", "unit": "JPY million", "period": "Q1 FY2026, April–June 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Financial statements and segment reconciliation pp.9–13" }, { "label": "Cash and cash equivalents", "value": "413124", "unit": "JPY million", "period": "Quarter end", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Balance sheet pp.7–8; leases 4977 + 14259" }, { "label": "Investment securities", "value": "357737", "unit": "JPY million", "period": "Quarter end", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Balance sheet pp.7–8; leases 4977 + 14259" }, { "label": "Bonds, carrying value", "value": "88930", "unit": "JPY million", "period": "Quarter end", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Balance sheet pp.7–8; leases 4977 + 14259" }, { "label": "Lease liabilities", "value": "19236", "unit": "JPY 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28, 2031; issued April 20, 2026", "asOf": "2026-04-20", "evidence": "company_stated", "sourceIds": [ "fy25" ], "locator": "Subsequent events pp.16–17" }, { "label": "Full-year revenue guidance", "value": "1714000", "unit": "JPY million", "period": "FY2026 ending March 2027; forecast issued July 29", "asOf": "2026-07-29", "evidence": "company_stated", "sourceIds": [ "q126" ], "locator": "Outlook p.6" } ], "calculations": [ { "formula": "1128610+367473−263776", "result": 1232307, "unit": "JPY million", "meaning": "TTM revenue" }, { "formula": "333562+33911", "result": 367473, "unit": "JPY million", "meaning": "External segment revenue reconciliation" }, { "formula": "137155−102548", "result": 34607, "unit": "JPY million", "meaning": "Company FCF definition: operating plus total investing flow; includes strategic investments, not operating flow minus capex" } ] }, "synopsys": { "path": "chips/packets/synopsys.json", "sha256": 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