Twenty equipment vendors and EPCs, ranked against the projects on the Top-50 screen that are actually tendering: filed backlog, capacity expansions and delivery risk, not a press release. Score is an eight-dimension rubric — demand fit, order momentum, slot availability, capacity expansion, tariff exposure, supply resilience, financial reliability, integrity — and tier is the resulting engagement call. Named-project ties are the paid Vendor Intelligence product; this page shows aggregates only.
Category demand is capex on the Top-50 screen's projects × that category's modeled share of the bill of quantities for the project's archetype. "Open" means not yet awarded to a named vendor.
| Category | Demand | Share | Projects |
|---|---|---|---|
| Deposition, etch, CMP and other wafer processing tools | $27bn | 13% | 10 |
| MV switchgear, e-houses, substations | $22.5bn | 11% | 46 |
| Liquid cooling, CDUs, CRAH | $21bn | 10% | 34 |
| Chillers and heat rejection | $19.5bn | 9% | 46 |
| UPS and power conversion | $18bn | 9% | 44 |
| LV switchboards, busway, PDUs, power distribution | $17.5bn | 8% | 34 |
| Standby generator sets (diesel / gas) | $14bn | 7% | 34 |
| Lithography (EUV / DUV) | $13bn | 6% | 10 |
| Large-frame gas turbines (F/H/J class) | $10.4bn | 5% | 4 |
| Cleanroom design-build and fab facility EPC | $9.6bn | 5% | 10 |
| Large power transformers / GSUs (HV, EHV) | $8bn | 4% | 46 |
| Building / plant controls and DCIM | $7.6bn | 4% | 46 |
"Fit" counts how many of the 46 screened projects sit inside this vendor's categories — the number of doors, not which ones. Backlog and capacity are the vendor's own SEC/press disclosures, not a Setcoin estimate.
Setcoin's vendor scores and tiers are available in the vendor and capital workspaces.
Procuring for a project at shovel-ready or later? Setcoin screens vendors against filed backlog and capacity, not marketing decks, and matches them to your bill of quantities.
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