Why the Cleanroom Crisis is Becoming a Goldmine for the Swiss!
Cleanroom capacities need to be expanded. VAT, with its valves, is a direct beneficiary of new factories.
VAT feels the increasing demand. New orders grew by 28% in the last quarter.
Reading Time: 2 minutes
Everyone is talking about Nvidia, but there is also a return opportunity in the AI cycle where it becomes physical. The latest statements from the Applied Materials management reveal an uncomfortable truth. Global cleanroom capacities are at their limit. Those looking to meet the exploding demand for AI chips must pour concrete and build new factories. This is the starting signal for the Swiss VAT Group . VAT occupies a highly specialized niche market. With a market share of 70 to 75% in high-performance valves, the company is the technological...
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