Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Entegris
So what: Riding a wave of upgraded semiconductor manufacturing lines across the chip industry, materials handler Entegris reported strong sales in the third quarter with more to come in the fourth.
Now what: We know that major customer Taiwan Semiconductor Manufacturing
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