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The Cryo-Control Electronics — RF, Microwave & Vacuum Systems · The Picks & Shovels of Quantum — Fridges, Lasers & Helium-3

MKSI

MKS Instruments
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Specialty vacuum, gas analysis, motion control, and photonics. The vacuum chambers and gas systems inside every dilution fridge.

What they do

Makes vacuum components, gas analyzers, motion control systems, and photonics modules — many of which are used inside dilution refrigerators and quantum chambers (also in semiconductor fabs and industrial lasers — a broader semiconductor capex play). Q1 revenue $1.08B (+15% YoY); Q2 guide $1.2B.