Ultra Clean Holdings: The Hidden Winner of the Semiconductor Boom on Record Course

Cog in the Chip Industry: Ultra Clean Holdings (UCT) develops and manufactures critical subsystems and ultra-pure cleaning components for the semiconductor industry. The business model is based on providing integrated outsourcing solutions for complex gas mixing systems and contamination controls to leading equipment manufacturers and chip makers. Strong Quarterly Numbers as a Catalyst: The recent jump to a new all-time high of $114.43 was driven by a robust first quarter, where both revenue ($533.7 million) and earnings per share ($0.31) exceeded...