The semiconductor equipment supplier projects second-half volumes at least 25% higher than the first half of 2026.
Ichor Holdings forecast Q3 2026 revenue between $315M and $345M, with gross margins of 14.5%-15.5%. The outlook reflects a strategic push to capitalize on the next semiconductor growth cycle, targeting at least a 25% volume increase in the second half of the year compared to the first half.
Management attributed the guidance to improved operating efficiency and stronger demand in the semiconductor sector. Earlier projections had not specified such a sharp volume rebound, signaling confidence in market recovery.
The company’s gross margin target remains steady, aligning with prior quarters but reflecting optimism about cost controls and pricing power.