# Ichor increases proprietary component production as shortages restrict shipments

_Published Tuesday, November 3, 2026 at 2:18 PM EST · Products · Latest · Tier 2 — Notable_

![Ichor increases proprietary component production as shortages restrict shipments — Primary](https://s.yimg.com/lo/mysterio/api/9b6943fc4ac183fabcb3283c3c3e0b4aca263f3bfe32bd67c83481f030db57da/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fzacks.com%2F7fdce8a07454a8109180edf15d393124.jpg)

Ichor is expanding manufacturing capacity and increasing internally produced components as shortages restrict semiconductor equipment shipments, management said during its third-quarter earnings call. Revenue reached $328.7 million, up 37% year over year and 12% sequentially.

Management prioritized higher-margin component shipments over gas delivery system revenue. Non-GAAP gross margin reached 16%, improving 190 basis points sequentially, while proprietary content within gas systems exceeded 30%, compared with 25% previously. Shortages affecting advanced etch and deposition applications continue to limit shipments, including pressure-based mass flow controllers used in sophisticated semiconductor manufacturing equipment.

## Sources

- [Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/ichr-q3-earnings-call-highlights-140000984.html)

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Canonical: https://techandbusiness.org/newswire/mTdzCEbazCn_k_CVtCHtWP
Published: 2026-11-03T19:18:23.103Z
Story chronology: 2026-11-03T14:00:00.000Z
Retrieved: 2026-11-03T22:24:10.535Z
Publisher: Tech & Business (techandbusiness.org)