Primer: Ichor Holdings (ICHR US) - May 2026
Ichor Holdings is strategically positioned to capitalize on the anticipated cyclical recovery in the semiconductor capital equipment market,...
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Happy Thanksgiving Semicap & Semiconductors
This is a very light note, given time constraints. It's rumored that on Monday, we will have new export controls, which seem to be massively...
797 Views
Semiconductor Outlook 2024: AI's Adolescence
Its time to jog your memory. We've gone through the downturn, what does an upturn look like? The year 2023 began with a significant downturn in the...
949 Views
Why Subsystems Now
I think MKSI, UCTT, and ICHR are likely good 12+ month longs as NAND spending increases, and they blow out estimates for multiple quarters in a row.
763 Views
AI Flow Index : Sailing a Sea of Companies in AI - 2 March 2026
Water Tower AI Flow Index. We monitor ~400 public companies across tech and AI for performance and AI-related news flow. Last month (ending 2/28)...
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