7 of the 100 companies on the AI Infra 100 are in the Deposition, etch & metrology segment of Semiconductor equipment, materials & critical inputs, from 4 countries. The highest ranked is Applied Materials, rank 11 of 100 with a score of 98. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.
| Rank | Company | Category / segment | Country | Score |
|---|---|---|---|---|
| 11 | Applied MaterialsApplied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | United States | 98 |
| 17 | KLAKLA supplies semiconductor inspection, metrology and process-control equipment, including the Surfscan SP A2 system, to chip and wafer manufacturers. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | United States | 96 |
| 27 | LasertecLasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Japan | 94 |
| 32 | Lam ResearchLam Research develops and supplies semiconductor manufacturing equipment, including atomic layer deposition, plasma processing, wafer recovery, and related process-control technologies used in high-volume fabs. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | United States | 93 |
| 41 | ASM InternationalASM International supplies wafer-processing equipment, mainly atomic layer deposition (ALD) and epitaxy systems, for advanced logic and memory manufacturing. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Netherlands | 91 |
| 44 | AixtronAixtron supplies MOCVD and CVD epitaxy systems, including the G10, G5+C and CCS platforms, used to make GaN, SiC, GaAs and InP compound-semiconductor devices. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Germany | 90.5 |
| 70 | Tokyo ElectronTokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Japan | 87 |
Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →
Applied Materials ranks highest (rank 11 of 100, score 98). The Deposition, etch & metrology segment (Semiconductor equipment, materials & critical inputs) holds 7 of the 100 companies on the AI Infra 100: Applied Materials, KLA, Lasertec, Lam Research and ASM International and 2 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
Applied Materials, KLA, Lasertec, Lam Research and ASM International and 2 more. Each has a company file with scores, facts and signals. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
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