Ichor Holdings
ICHR · NASDAQ · Technology
$54.80
+$1.91 (+3.48%) today
Market Cap
$2.05B
24h Volume
$80.4M
P/E Ratio
0.0
52w High
$112.28
52w Low
$14.25
Est. AI Revenue
35%
7-Day Sparkline (Static)
Company facts
Performance
About Ichor Holdings
Ichor Holdings designs and builds fluid delivery subsystems for semiconductor equipment makers. Its gas panels and chemical delivery modules are built into the etch and deposition tools sold by companies like Lam Research and Applied Materials, so Ichor's revenue follows their shipment volumes.
The company supplies gas delivery systems, chemical delivery modules, precision machined components, and weldments. Fluid delivery is among the most complex parts of a process tool, with hundreds of components that must deliver gases and chemicals at exact pressures and purities. Rather than selling to chipmakers directly, Ichor acts as a manufacturing partner that lets the major equipment OEMs outsource that complexity.
Founded in 1999 and headquartered in Fremont, CA, Ichor employs about 1,900 people and lists on NASDAQ under ICHR.
Ichor Holdings in the AI buildout
Ichor sits in the Chip Equipment layer as a tier two supplier. It does not sell tools to fabs; it builds the gas and chemical delivery subsystems inside the etch and deposition tools that do. When AI demand pushes chipmakers to add leading edge and HBM capacity, equipment OEMs order more tools and Ichor's volumes rise with them. Its exposure is real but derivative, one step removed from the AI capex it ultimately depends on.
ICHR is tracked in Chip Equipment & Foundries, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
ICHR trades at $54.80, 41% of the way up its 52-week range of $14.25 to $112.28.
Market cap
Market capitalization is $2.05B, with an AI Exposure Score of 55 out of 100.
Next earnings
Ichor Holdings is next expected to report earnings on November 2, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Ichor Holdings do?
Ichor designs and builds fluid delivery subsystems for semiconductor equipment makers. Its gas panels, chemical delivery modules, weldments, and machined components go inside the etch and deposition tools that companies like Lam Research and Applied Materials sell to fabs.
How is Ichor Holdings exposed to AI?
Ichor's revenue tracks shipments of the fab tools now being ordered for AI driven leading edge and HBM capacity. Supercycle rates it Strategic with an AI Exposure Score of 55 out of 100, reflecting real but indirect exposure.
What are Ichor's main products?
Gas delivery systems that route process gases at exact pressures and purities, chemical delivery modules for wet processes, plus weldments, precision fittings, and machined components. These subsystems are built to the specifications of the major equipment OEMs.
Who leads Ichor and where is it based?
Philip Barros serves as CEO. Founded in 1999, the company is headquartered in Fremont, CA, employs about 1,900 people, and lists on NASDAQ under the ticker ICHR.
Is ICHR a pure play AI stock?
No. Supercycle rates Ichor as Strategic with a score of 55. Its fortunes track wafer fab equipment spending, which AI investment now dominates, but it has no differentiated AI product of its own and serves every chip end market through its OEM customers.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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