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