Semiconductor Manufacturing
Ichor Systems
A precision manufacturer of fluid delivery subsystems and other critical components for the semiconductor capital equipment market, supplying major wafer fab equipment makers as a key upstream link in the chip manufacturing supply chain. Q1 2026 sales grew to $256.07 million (from $244.47 million) with net loss narrowing to $2.47 million; the company is in the midst of one of its steepest revenue ramps ever, with unconstrained Q2 2026 demand exceeding $300 million (30%+ growth in two quarters), driven heavily by AI hyperscaling demand for etch and deposition applications and gate-all-around architecture complexity.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 61% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Ichor Holdings FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- InvestSnips small-cap semiconductor equipment overview — Ichor Holdings company profile48% source confidence
- InvestSnips — Ichor Systems positioned in AI-driven capex cycle46% source confidence
- Investing.com / Seeking Alpha — Ichor Q1 2026 beats estimates; steepest revenue ramp in company history on AI hyperscaling demand56% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Ichor Systems depends on below, and who depends on Ichor Systems above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.