Earnings And GuidanceIchor reported earnings that beat Street estimates on both the top and bottom line while also guiding above consensus, signaling strong financial performance.
NAND Recovery And Market PositioningManagement expects a strong year driven by a recovery in NAND, to which Ichor is over-indexed, enhancing its growth prospects.
Technological AdvancementsICHR's significant exposure to dep/etch technology positions it well as investments in Gate All Around and Backside Power Delivery increase, alongside a recovering NAND market.