The turnaround has begun for the Turnaround
The gross margin is expected to rise from just under 12% to 15% in the second half of 2026
Aerospace and defense offer new growth opportunities
Reading Time: 2 minutes
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...
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