Released
November 22nd, 2023
Business Breakdowns
Daniel Pilling - Entegris: Solutions for Semiconductors
Daniel Pilling is a Senior Research Analyst at Sands Capital. We cover the role of chemicals in chipmaking, how Entegris carved out a unique niche in an industry dominated by giants, and how its cyclicality, capital allocation, and margins compare with other semis businesses.
Professional Investors
Public Equity
Semiconductors
Technology
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