DHR - Entegris Offers An Exceptional Growth Story And A Rich Valuation

• Leveraged to both underlying chip volume growth and increasing material and process intensity at advanced nodes, Entegris should see strong revenue growth across the next decade.
• Semiconductor manufacturers aren't the only companies that need ultra-pure ingredients, intense filtration/packaging, and specialty packaging, and Entegris has started to apply its capabilities to the bioproduction market.
• Between increasing manufacturing intensity for advanced semiconductor nodes, chip volume growth, and opportunities in the fast-growing bioproduction market, Entegris can generate double-digit long-term revenue growth.
• While the shares look (and are) expensive, that's often the price of entry for high-quality growth stories; there are risks here, but the growth opportunity is intriguing.

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