Svmuu News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications have risen in the U.S. stock market, with the upstream semiconductor equipment sector rising in tandem. The nine U.S. semiconductor equipment companies with a total market capitalization exceeding $10 billion have all seen their stock prices rise by more than 75% so far this year. Among them, seven stocks—Applied Materials, Lam Research, KLA, Teradyne, MKS Inc., Integre, and Onto Innovation Inc.—have doubled in price year-to-date.