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Semiconductors / Equipment

128% of break-even reached (2 entities tracked).

AI spend
AI revenue
Net position
Break-even
128%

Country leaderboard for this sector

1.🇳🇱Netherlands
€800M
Net: €400M
2.🇫🇮Finland
€160M
Net: -€130M

Company profitability mapping

Each dot represents a company. The diagonal separates profitable companies (above) from unprofitable ones (below).

Cumulative SpendCumulative Revenue
ASML (IA-attribuable)
IQM (quantique/IA)

Tracked companies

Spend: Revenue:
Spend: *Revenue: *

Verified indicators — full sector analysis

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