VAT specializes in high-vacuum valves that are integral to semiconductor manufacturing and hence the company is a direct beneficiary of the chip cycle being fueled by the growing needs of AI and cloud computing. This new cycle goes beyond the previous robotics and automation trend.
Data suggest that the company’s revenue will grow by 13 % on average through 2028 – this is roughly 20% higher than the average assumption of the market. In contrast to other analyses, our figures include new chip fabrication investment in the US and Europe.