The turnaround has begun for the Turnaround

Ichor Holdings (ICHR) is one of the most exciting turnaround candidates within the semiconductor industry. The company, which specializes in fluid delivery systems, enables the supply of ultra-pure gases or liquid chemicals for etching and deposition processes and already claims a market share of 30%. With the proliferation of AI and more complex chip architectures, demand is on the rise. The critical deposition and etching processes are expected to grow by an average of 14-16% per year over the next few years. I appreciate the shift from a purely...