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 […]
Entegris’ Sensible Merger With Versum Materials
There are plenty of reasons to see synergies in the combination of the two firms, both short term and longer term. While Versum has attractive margins, it seems to be […]
A Buying Opportunity Is Opening Up In Entegris
At the time of Q2, there was little sign of any significant slowdown. While China is a fast-growing market for the company, we don’t think their sales (12% of revenue) […]