Ichor Holdings Ltd specializes in creating fluid delivery systems crucial for semiconductor manufacturing. Based in Fremont, California, and established in 1999, the company focuses on engineering and producing components like gas and chemical delivery systems. These systems are essential for processes such as etching, deposition, and cleaning in the production of semiconductor devices. Ichor's products, known for their precision, include machined components and technologies for blending and dispensing chemicals. They primarily serve equipment manufacturers in the semiconductor industry, especially in Japan.
Ichor sees Q3 revenue of $315 million to $345 million and non-GAAP EPS of $0.40 to $0.50, with management saying the growth it forecast for Q2 has already been booked in Q3. Gross margin widened to 13.9% from 11.3% a year ago, and customer demand visibility now runs into 2027, even as revenue landed just shy of expectations.
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Amkor Technology (NASDAQ:AMKR | AMKR Price Prediction) and Ichor Holdings (NASDAQ:ICHR) both reported Q4 2025 earnings on February 9, 2026. One packages the chips powering AI infrastructure. The other supplies the gas…
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