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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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Ichor Holdings is a bargain play in the semiconductor supply chain, with operations reversing several years of decline and recent panic selling creating a buy opportunity. The company is strongly positioned for a cyclical upturn in capital equipment demand in America, with analyst forecasts pointing to a significant earnings reversal through 2028. Risks include customer concentration, international trade friction caused by Trump tariffs, and the possibility of global recession.
