SEMES competitors
As of 2026-09-05, SEMES's closest competitors in Etch are Lam Research, Applied Materials and Tokyo Electron. wafergraph tracks 10 companies in Etch; SEMES is positioned as a market major there, and the largest competitor by market cap is Lam Research at $385.0B.
Data as of 2026-09-05 · peers = companies sharing SEMES's primary Etch segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with SEMES
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| Lam Research | leader | United States | $385.0B | $23.2B | — |
| Applied Materials | leader | United States | $360.9B | $28.4B | — |
| Tokyo Electron | leader | Japan | $155.1B | $15.3B | — |
| Hitachi High-Tech | major | Japan | Unpriced | — | — |
| NAURA Technology | challenger | China | $69.0B | $5.9B | — |
| AMEC (Advanced Micro-Fabrication) | challenger | China | $47.9B | $1.8B | — |
| PSK Inc | niche | South Korea | $2.7B | $334M | — |
| Oxford Instruments | niche | United Kingdom | $2.0B | $573M | — |
| Plasma-Therm | niche | United States | Unpriced | — | — |
Customers SEMES shares with its competitors
Cite as: wafergraph, “SEMES competitors — 9 rivals in Etch, compared”, https://wafergraph.com/competitors/semes (data as of 2026-09-05).
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