are the chinese winning?, page-5

what is going on ICHOR holdings has gone up 20% in the last couple of weeks, yet PWS has gone down about 15%. I realize PVS is basically illiquid, but surely there is some miss-pricing here

Ichor Holdings Ltd is engaged in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment. The product offerings include gas and chemical delivery subsystems, collectively known as fluid delivery subsystems, which are key elements of the process tools used in the manufacturing of semiconductors.

Pivotal Systems Corporation (PVS) provides the best-in-class gas flow monitoring and control technology platform for the global semiconductor industry.