-
Applied Materials Inc. (AMAT $293.34)
-
Lam Research Corporation (LRCX $201.66)
-
Skyworks Solutions Inc. (SWKS $58.36)
-
Ichor Holdings (ICHR $23.47)
-
Brooks Automation Inc. (BRKS)
-
Ultra Clean Holdings Inc. (UCTT $32.80)
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.