Ultra Clean Holdings, Inc.

Ultra Clean Holdings, Inc. (NASDAQ: UCT) is a leading developer and supplier of critical subsystems, components, parts, and ultra-high purity cleaning and analytical services primarily for the semiconductor industry. The company operates through two reportable segments: Products and Services. The Products segment designs, engineers, and manufactures production tools, components, modules, and subsystems for semiconductor and display capital equipment markets, including chemical delivery modules, gas delivery systems, fluid delivery systems, precision robotics, and process modules. The Services segment provides ultra-high purity parts cleaning, process tool part recoating, surface encapsulation, and high-sensitivity micro-contamination analysis for semiconductor device makers and wafer fabrication equipment markets.

Ultra Clean Holdings serves customers through an integrated outsourced solution model that emphasizes vertically integrated capabilities, improved design-to-delivery cycle times, design for manufacturability, prototyping, and component manufacturing. The company's website is www.uct.com.

As of December 26, 2025, Ultra Clean Holdings employed 7,411 people, including 3,772 in Asia Pacific and 1,663 in Europe and Middle East regions. The company maintains a global manufacturing and service footprint with facilities in the United States, Asia Pacific, Europe, and the Middle East to support local and U.S.-based customers. International revenues represented 75.9 percent of total revenues in fiscal 2025.

The company's customer base is highly concentrated within the semiconductor capital equipment industry. Applied Materials, Inc. and Lam Research Corporation are the two largest customers, collectively accounting for 58.7 percent of fiscal 2025 revenues. Approximately 95.7 percent of total revenues come from multiple segments of the semiconductor industry, including integrated device manufacturers, memory, foundry, original equipment manufacturers, and sub-tier suppliers.

Ultra Clean Holdings maintains competitive advantages through its vertically integrated solution capabilities, global supply chain management, advanced analytical and testing capabilities, local presence near major OEM facilities, precision fabrication expertise, and proprietary cleaning and analytical processes. The company holds over 100 patents and relies on trade secrets, confidentiality provisions, and proprietary know-how to protect its intellectual property.