Entegris Keeps On Growing

  • To the surprise of management, there was almost no impact of the pandemic in Q2.
  • The company is benefiting from structural tailwinds that are set to last, with wafer growth and content per wafer as drivers.
  • The company generates substantial amounts of cash.
  • Was asked by SA to write about Entegris so this will go out to the general public after a day or so.
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