Themes

Foundries & equipment iA group of companies in the same business area, for browsing — not advice, and not a prediction about the group.

Chip manufacturers and the makers of the equipment used to fabricate semiconductors.

A group of companies in the same business area — not advice, and not a prediction about the group. Each row links to that company’s own dated forecast. The list is sortable by name, industry, uncertainty and date — never ranked by expected performance.

TickerCompanyIndustryTypical moveIQR90% rangeAs of
AMATApplied Materials, Inc.Semiconductors+2.5%16.4%−15.6% to +22.3%2026-08-13
KLACKLA CorporationSemiconductors+2.8%14.5%−14.4% to +22.4%2026-08-13
LRCXLam Research CorporationSemiconductors+3.1%16.1%−17.5% to +23.8%2026-08-13
TERTeradyne, Inc.Semiconductors+2.6%19.2%−18.4% to +25.8%2026-08-13

Typical move, IQR (middle-50% spread) and the 90% range are each name’s own climatology forecast as of the date shown — see the full page for the cone, the confidence interval and the scored record.

Foundries & equipment — Themes — TickerCove · TickerCove