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AI Chip Boom Fuels MKS Inc Surge as Fund Bets Beyond Nvidia

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The Story

News Summary

  • WS Amati Global Innovation Fund's Q2 2026 letter highlights MKS Inc.
  • as top contributor, benefiting from AI-driven semiconductor demand and HBM chip innovation, though shares fell 20.87% in the past month despite 221.68% annual gain.
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212.17 +17.98% over the displayed period

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