equitybuy

MKSI

Trust-weighted public proof page for MKSI. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity

58 / 100

Current score

1.03

Thesis calls

Active decisions

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

www.nist.govwebopen

NIST/CHIPS Program Office amended the NOFO for “Facilities for Semiconductor Materials and Manufacturing Equipment,” re-opening and extending concept plan acceptance through Nov 1, 2026 (previously Dec 1, 2023–Feb 1, 2024). Only concept plans are currently being accepted; full-application timelines are communicated case-by-case to invited applicants. This is a multi-year policy tailwind for US-based semiconductor materials/equipment supply-chain capex, but near-term trading impact is limited bec

Mentioned: Sep 29, 2023, 6:34 AM EDTConviction: 50 / 100

View source

Source: Frequently Asked Questions: Facilities for Semiconductor Materials and Manufacturing Equipment