Earnings And Financial PerformanceIchor reported 3Q24 earnings that beat Street estimates on both the top and bottom line while also guiding 4Q24 above consensus.
Growth Potential And Industry TrendsIchor is well-positioned in AI tech requiring more etching, deposition, and EUV, which boosts fluid delivery systems.
Market Position And OpportunitiesICHR's exposure to dep/etch technology is a huge positive as we head into Gate All Around/Backside Power Delivery investments along with NAND bouncing off the bottom.