Picks and shovels of chip manufacturing — the machines that make the machines.
AMAT | LRCX | KLAC | ASML | |
|---|---|---|---|---|
| AMAT | · | 0.86 | 0.84 | 0.77 |
| LRCX | 0.86 | · | 0.85 | 0.80 |
| KLAC | 0.84 | 0.85 | · | 0.75 |
| ASML | 0.77 | 0.80 | 0.75 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.