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5 Best Semiconductor Equipment Stocks to Buy

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In this article, we will list the 5 Best Semiconductor Equipment Stocks to Buy. Please visit 7 Best Semiconductor Equipment Stocks to Buy if you’d like to see an extended list.

For this article, we screened U.S.-listed semiconductor equipment and materials stocks and ranked them by short interest as a percentage of float, with lower short float ranking higher on the list. Short float was used as the primary ranking metric because it indicates lower bearish positioning in a stock. We sourced short float figures from stockanalysis.com.

5. Onto Innovation Inc. (NYSE:ONTO)

Percentage of Short Float: 2.39%

Onto Innovation Inc. (NYSE:ONTO) is one of the best semiconductor equipment stocks to buy.

Onto Innovation Inc. (NYSE:ONTO) gave investors a fresh semiconductor-equipment angle on May 5, when it reported record quarterly revenue of $291.9 million for the first quarter of 2026, up 9.5% from $266.6 million in the prior-year period and nearly 10% higher sequentially. The company’s results were helped by demand across process-control markets tied to advanced nodes, advanced packaging, and memory, the exact parts of the chip supply chain where complexity tends to make inspection and metrology more important. Tiny defects, giant financial consequences. Semiconductor physics is not a forgiving landlord.

Photo by JESHOOTS.COM on Unsplash

The company also said its Dragonfly G5 system was qualified at a leading 2.5D logic customer and a high-bandwidth memory customer, while its Atlas G6 system was selected by a second logic customer for gate-all-around metrology. Onto said advanced nodes grew 13% in the quarter and are positioned for about 25% growth for the full year. For the second quarter of 2026, the company guided revenue to $320 million to $330 million, and non-GAAP diluted EPS to $1.65 to $1.73.

Onto’s April 20 partnership with Rigaku adds another layer to the story. The company agreed to buy a 27% stake in Rigaku for about $710 million, while the two companies work on X-ray process-control solutions for increasingly complex logic, memory, and advanced packaging structures.

Onto Innovation Inc. (NYSE:ONTO) provides process-control equipment, inspection systems, metrology tools, lithography systems, software, and related solutions used across the semiconductor manufacturing value chain.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

Since March 2017, my stock picks have returned 16.5% annually. Today, I’ve found an opportunity even bigger than my British American Tobacco call.

Two years ago, Wall Street wrote off British American Tobacco (BTI) as a “melting ice cube.” The stock had crashed 40% from its peak, and consensus said the business was dying.

We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

Get the ticker for our new “Underdog” pick and the full BTI case study for just 99 cents.

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