ICHR
Semiconductor Equipment & Materials · Technology
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Edward Yang is recorded as Analyst at Oppenheimer. Edward Yang has spoken on 21 earnings calls across 5 companies, most recently for Onto Innovation Inc. on November 9, 2026. Those appearances were for Ichor Holdings, Ltd. (ICHR), Onto Innovation Inc. (ONTO), Entegris Inc (ENTG), Qnity Electronics, Inc. (Q) and Aehr Test Systems (AEHR). The companies whose calls Edward Yang spoke on are classified in the Technology sector.
“First one is, you mentioned some strong 3DI metrics and just wondering what's driving that growth. Is it market or share gain?”
“The first one would just be circling back to Jim's earlier question on gross margin, which was a very nice surprise. You were looking for some seasonal softness there from higher consumer electronics mix.”
“My first one, just on this benchmark AI processor opportunity, seems to be progressing very nicely, but can you help us understand the pacing with the Taiwan installation not planned until early next year?”
“I just wanted to follow up on Charles's question. What would be the customer benefit of taking delivery of the gas panel without the MSC? Would they want an unfinished subsystem?”
“Just a final question on this, you know, first quarter revenue moderation you're seeing, talking about the seasonality. Could you split that between MS and APS?”
Oppenheimer
Analyst
Source not stated
ICHR
Semiconductor Equipment & Materials · Technology
ONTO
Semiconductor Equipment & Materials · Technology
ENTG
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
AEHR
Semiconductor Equipment & Materials · Technology