The Silicon Valley company provides the machines that make semiconductor wafers and chips, solar photovoltaic cells, liquid crystal displays and other products.
Shares in the company are up 16.6% this year, boosted by positive forecasts from the likes of iPad maker Apple (AAPL, news), computer-chip maker Intel (INTC, news) and LCD glass producer Corning (GLW, news), as well as the continued expansion of China's solar-energy market.