-
Applied Materials Inc. (AMAT $332.71)
-
Lam Research Corporation (LRCX $238.46)
-
Skyworks Solutions Inc. (SWKS $60.05)
-
Ichor Holdings (ICHR $31.00)
-
Brooks Automation Inc. (BRKS)
-
Ultra Clean Holdings Inc. (UCTT $45.71)
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.