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Q: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D
Read Answer Asked by Dawn on January 15, 2026
Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?
Read Answer Asked by Adam on August 27, 2025
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