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Applied Materials Inc. (AMAT $354.91)
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Lam Research Corporation (LRCX $235.53)
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Skyworks Solutions Inc. (SWKS $62.10)
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Ichor Holdings (ICHR $46.77)
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Brooks Automation Inc. (BRKS)
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Ultra Clean Holdings Inc. (UCTT $55.39)
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.