OBPAI Geek Team•2026/8/12•0 阅读
Global Semiconductor Equipment of 2026
FY2025: ASML ~$35.3B leads; Applied $28.4B, Lam $18.4B, TEL ~$16.2B, KLA $12.2B.
semiconductor equipmentASMLApplied Materials2026
Main table: FY2025 semiconductor equipment revenue
Compiled 2026-08-12. Ranked by latest full-year net sales; EUR/JPY converted at ~1.08 and ~150 for USD comparison. Chip vendors: semiconductor companies; foundries: foundry ranking.
| # | Company | ~$B | Reported | YoY | FY end |
|---|---|---|---|---|---|
| 1 | ASML | 35.3 | €32.67B | +15.6% | 2025-12-31 |
| 2 | Applied Materials | 28.4 | $28.37B | +4% | 2025-10-26 |
| 3 | Lam Research | 18.4 | $18.44B | +24% | 2025-06-29 |
| 4 | Tokyo Electron | 16.2 | ¥2.4315T | +32.8% | 2025-03-31 |
| 5 | KLA | 12.2 | $12.16B | +24% | 2025-06-30 |
| 6 | Advantest | 7.5 | ¥1.1286T | +44.7% | 2026-03-31 |
| 7 | SCREEN (SPE) | 3.5 | ¥519.5B SPE | +24.4% | 2025-03-31 |
| 8 | ASM International | 3.4 | €3.17B | +8% / +12% cc | 2025-12-31 |
| 9 | Teradyne | ~3.8 | ~$3.8B class | — | calendar 2025 peer |
| 10 | Disco | ~2.8 | dicing/grinding peer | — | FY2025 peer |
How we ranked
Latest full fiscal year sales; SCREEN uses SPE segment. ATE (Advantest / Teradyne) sits beside front-end WFE with notes. Board defaults to S–D.
| Source | When | Used for |
|---|---|---|
| ASML AR 2025 | 2026 | €32.7B net sales |
| AMAT FY2025 | 2025-11 | $28.37B |
| ASM FY2025 | 2026-03 | €3.173B |
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文章来源：OBPAI TierList