Sneha Shah
Long/short equity, research analyst, tech, solar

Brooks Automation - Cheap Technology Stock With A Good Yield

Brooks Automation (NASDAQ:BRKS) is a small semiconductor capital (semicap) equipment company supplying vacuuming and automation systems to OEM's and semiconductor manufacturers. Semiconductor fabs are multibillion dollar factories where silicon chips for electronic products are made. These factories use sophisticated equipment which is made by a handful of suppliers such as Applied Materials (NASDAQ:AMAT), Tokyo Electron etc. BRKS has been operating in a small niche segment for many years. The company has started to expand into life sciences businesses by supplying sampling equipment. The semicap industry is prone to periodic ups and downs, as the semi industry faces peaks and troughs due to intermittent phases of oversupply and undersupply. BRKS wants to reduce its complete dependence on...

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