Semiconductor Equipment & Materials
Ultra Clean Holdings
30-Second Executive Brief
Executive Assessment
Ultra Clean Holdings functions as a regional institution within Semiconductor Equipment & Materials, backed by 0% sourcing coverage, with a stable competitive position.
- Maintains 2 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Semiconductor Equipment & Materials category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 2
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
Contract manufacturer of critical subsystems and components for semiconductor capital equipment makers. Ultra Clean Holdings reported Q2 2026 revenue of $644.9 million, up 24.3% year-over-year and above estimates, driven by strong AI-related semiconductor equipment demand, and guided Q3 2026 revenue to $700-750 million; the company appointed Michael Keogh as CFO effective August 5, 2026.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Advanced Micro Devices
“The long-term outlook for semiconductor manufacturing remains compelling as AI continues to drive investment across the industry.”
SEC 8-K exhibit (0001628280-26-051853) · Aug 3, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
1 source
- TradingView / PR Newswire — Ultra Clean Holdings posts Q2 2026 revenue beat on AI-driven demandcompany
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding Ultra Clean Holdings — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
Ultra Clean Holdings's Timeline
A sourced, dated history of Ultra Clean Holdings's key moments — founding to present.
Jan 2026 · Reports Q2 2026 revenue growth on AI demand
Ultra Clean Holdings reported second-quarter 2026 revenue of $644.9 million, up 24.3% year-over-year and above the $599.4 million estimate, driven by stronger semiconductor market demand tied to AI capital equipment spending, and guided Q3 2026 revenue to $700-750 million.