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Applied Materials Inc. (AMAT $156.11)
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Lam Research Corporation (LRCX $97.66)
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Skyworks Solutions Inc. (SWKS $73.21)
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Ichor Holdings (ICHR $16.15)
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Brooks Automation Inc. (BRKS)
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Ultra Clean Holdings Inc. (UCTT $23.20)
Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.