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Rare earth miners, silicon wafer producers, specialty chemical suppliers, photomask blanks, ultra-pure gases

Rare Earth Miners Silicon Wafer Producers Specialty Chemicals Photomask Materials Ultra Pure Gases Substrate Materials

Securities (7)

Ticker Name Sub-sector Mkt Cap ($M) AI Rev
FCX Freeport-McMoRan Inc. Photomask Materials 97,557 24%
ENTG Entegris Specialty Chemicals 18,000 55%
MKSI MKS Instruments Ultra Pure Gases 8,500 35%
LTHM Arcadium Lithium Specialty Chemicals 5,400 10%
SUMCO SUMCO Corp (ADR proxy) Silicon Wafer Producers 4,500 40%
MP MP Materials Rare Earth Miners 3,200 30%
CREE Wolfspeed Substrate Materials 2,800 15%

Signal Summary

Signal analysis for Raw Materials & Components is available to signed-in users.

Supply Chain Context

Downstream: Semiconductor Manufacturing

Capex cycle: 8 quarters

Analysis as of 2026-02-26 14:32. Live data.

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