Is Entegris (ENTG) Becoming a Key Proxy for Rising Material Intensity in Chip Manufacturing?

Simply Wall St.01-10

Ave Maria Growth Fund recently initiated a new position in Entegris, Inc., citing the company’s role in supplying consumable specialty materials for increasingly complex semiconductor manufacturing. ...

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The fund’s focus on rising material intensity in advanced and mature chip production highlights Entegris’ exposure to changing fabrication requirements across the semiconductor value chain.  We’ll now explore how this new institutional interest, tied to growing material needs in chip fabrication, could influence Entegris’ investment narrative.  The latest GPUs need a type of rare earth metal called Neodymium and there are only 39 companies in the world exploring or producing it. Find the list for free.AdvertisementEntegris Investment Narrative RecapTo own Entegris, you need to believe that rising material intensity in chipmaking will keep demand firm for its specialty consumables across both advanced and mature nodes. Ave Maria Growth Fund’s new position supports that thesis, but it does not materially change the near term catalyst around ramping new facilities or the key risks tied to trade exposure, leverage, and execution on recent capacity expansions. The most directly relevant recent announcement is Entegris’ Colorado Springs Manufacturing Center of Excellence, backed by up to US$77 million in CHIPS Act funding. That facility speaks to the same theme Ave Maria highlights: closer-to-customer, localized production that could support future growth, while also amplifying execution and margin risks if utilization or semiconductor demand recovery falls short. Yet even with growing institutional interest, investors should be aware that Entegris’ high gross leverage of about US$4,000,000,000 and associated interest costs could... Read the full narrative on Entegris (it's free!)Entegris’ narrative projects $3.9 billion revenue and $502.7 million earnings by 2028.Uncover how Entegris' forecasts yield a $100.50 fair value, in line with its current price.Exploring Other PerspectivesENTG 1-Year Stock Price Chart Three fair value estimates from the Simply Wall St Community span roughly US$64 to US$115, underscoring how far apart individual views can be. When you set those against Entegris’ reliance on successful ramp up of new facilities as a key catalyst, it becomes even more important to compare several perspectives on how execution risks might affect future performance.Explore 3 other fair value estimates on Entegris - why the stock might be worth 38% less than the current price!Build Your Own Entegris NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Entegris research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Entegris research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Entegris' overall financial health at a glance.Ready To Venture Into Other Investment Styles?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Find companies with promising cash flow potential yet trading below their fair value.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Entegris might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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