-
Applied Materials Inc. (AMAT $203.42)
-
Lam Research Corporation (LRCX $132.15)
-
Skyworks Solutions Inc. (SWKS $76.57)
-
Ichor Holdings (ICHR $17.10)
-
Brooks Automation Inc. (BRKS)
-
Ultra Clean Holdings Inc. (UCTT $26.68)
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.