Performance upside in Q1 was driven by early investments in labor and inventory, allowing the company to capture growth at the high end of demand forecasts. The current revenue ramp is among the steepest in company history, with unconstrained Q2 demand exceeding $300 million, representing over 30% growth in two quarters. Strategic positioning is heavily favored by AI hyperscaling, which drives demand for etch and deposition applications where Ichor has a critical role. The transition to gate-all-aro ...