MKS Instruments - Chip Demand Recovery Provides Strong Outlook!

Business Driver: MKS Instruments (MKSI) has established itself as a provider of proprietary high-precision vacuum, photonics, laser, chemical, and packaging subsystems for the chip and semiconductor industry. Heavyweights such as Applied Materials, ASML, Lam Research, and KLA are part of MKS Instruments' customer base. Overall, MKS Instruments should benefit from the emerging recovery in demand for high-end chips for AI applications. Recently, they surprised in Q3 with a significant increase from $1.72 to $1.93, while the analyst consensus was at...