
What smart money is saying about Entegris
2 funds in our archive have pitched Entegris — most recently Artisan Partners U.S. Mid‑Cap Growth Strategy in June 2026.
Entegris, Inc. is a global enterprise that develops, manufactures, and supplies critical solutions for microcontamination control, specialty chemicals, and advanced material handling. The company operates extensively across North America, Taiwan, China, South Korea, Japan, Europe, and Southeast Asia. Its operations are structured into three primary segments: Specialty Chemicals and Engineered Materials (SCEM): This division delivers high-performance, ultra-pure process chemistries, specialized gases, and advanced materials, along with their associated delivery systems, crucial for semiconductor fabrication and other sophisticated manufacturing processes. Microcontamination Control (MC): The MC unit focuses on providing systems designed to filter and purify essential liquid chemicals and gases utilized within the semiconductor industry and various other high-technology sectors. Advanced Materials Handling (AMH): This segment creates solutions for the monitoring, protection, transport, and precise delivery of vital liquid chemicals, silicon wafers, and a range of other critical substrates. These offerings support industries such as semiconductors, life sciences, and other high-tech applications. Entegris serves a diverse clientele, prominently including manufacturers of logic and memory semiconductor devices, semiconductor equipment builders, gas and chemical producers, and wafer growers. They also cater to the flat panel display industry, encompassing equipment and panel manufacturers, alongside producers of hard disk drive components and their related ecosystems. Furthermore, the company's services extend to clients in the solar sector, electrical discharge machining (EDM), glass and glass container manufacturing, aerospace, and the development of biomedical implantation devices. Founded in 1966, Entegris, Inc. maintains its corporate headquarters in Billerica, Massachusetts.
Fund coverage · 2 theses
- Artisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
Entegris supplies semiconductor materials and filtration systems and has long-term growth potential from node transitions and memory recovery.
Read the full thesis - The London CompanyMarch 2025
Entegris, Inc. is a well-positioned semiconductor spending play, producing specialty materials for the microelectronics industry with high margins and strong management.
Read the full thesis
Read every full thesis on Entegris
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→