-
Applied Materials Inc. (AMAT $188.12)
-
Lam Research Corporation (LRCX $97.78)
-
Skyworks Solutions Inc. (SWKS $72.34)
-
Ichor Holdings (ICHR $21.05)
-
Brooks Automation Inc. (BRKS)
-
Ultra Clean Holdings Inc. (UCTT $23.70)
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.