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Applied Materials Inc. (AMAT $201.00)
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Lam Research Corporation (LRCX $127.83)
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Skyworks Solutions Inc. (SWKS $81.36)
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Ichor Holdings (ICHR $17.57)
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Brooks Automation Inc. (BRKS)
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Ultra Clean Holdings Inc. (UCTT $27.68)
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.