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VAT dominates the vacuum valve market, generating 80% of its CHF 940m revenue from semiconductor sales in 2024, with a 64% gross margin. Inficon, supplying tools for vacuum environments, recorded $673m in sales for 2025, with 50% exposure to semiconductors.

Comet, also focused on chipmaker investments, reported CHF 445m in revenue for 2024, with its largest customer accounting for 23.8% of sales. Its addressable market is expected to grow from CHF 1.7bn to CHF 3.5bn by 2028. All three companies show strong growth potential but face risks from customer concentration.