Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

Published
29 May 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$24.17
25.7% undervalued intrinsic discount
15 Aug
US$17.95
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1Y
-43.3%
7D
2.9%

Author's Valuation

US$24.2

25.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25

Analysts maintained Ichor Holdings’ price target at $24.17, citing optimism over improving semiconductor demand, memory market recovery, and anticipated revenue growth. Analyst Commentary Encouragement from improving NAND and enterprise solid-state drive demand signals heading into the second half of 2025.

Shared on08 Aug 25

Despite encouraging demand signals for NAND and enterprise solid-state drives entering the second half of 2025, the consensus analyst price target for Ichor Holdings remained unchanged at $24.17. Analyst Commentary Encouraging demand signals for NAND and enterprise solid-state drives entering the second half of 2025.

Shared on08 Aug 25

Analysts maintain a stable price target of $24.17 for Ichor Holdings, citing improving demand visibility, expectations of a cyclical semiconductor recovery, and anticipated margin expansion as key drivers of their confidence. Analyst Commentary Bullish analysts are optimistic due to improving demand signals for NAND and enterprise solid-state drives heading into the second half of 2025.