ENTGEntegris

Entegris is a critical advanced materials and process-solutions supplier. The company is primarily semiconductor-led: its 10-K says it serves semiconductor device makers, semiconductor equipment makers, gas and chemical suppliers and wafer growers, while also serving customers in solar, life sciences, electrical discharge machining, glass manufacturing, aerospace and biomedical implant manufacturing.

The only plausible Healthspan angle is the company's contamination-control / advanced-materials capability, but the disclosed economics are still dominated by semiconductor manufacturing. This is a node-migration and AI-capex story first; any bioprocess exposure is indirect and not separately disclosed.

• The 10-K says Entegris operates in two reportable segments: Materials Solutions with 2025 net sales of $1.4067B and Advanced Purity Solutions with 2025 net sales of $1.7991B. APS is described as filtration, purification and contamination-control for semiconductor manufacturing processes, the semiconductor ecosystem and other high-technology industries.
• The 10-K says TSMC alone represented 16% of 2025 net sales, and the top ten customers represented 50% of net sales. It also says supply agreements typically do not include long-term purchase commitments; instead, the company works from non-binding forecasts.
• The 10-K says field application engineers work directly with customers on product qualification and process improvements, and that the company maintains service centers, applications laboratories and technology centers to support fast turnaround.
• The 2026-04-30 EX-99.1 says revenue grew 5% year-over-year, primarily driven by increasing unit-driven volumes related to the industry's most advanced manufacturing processes; management also said the semiconductor market continues to improve, driven by accelerating AI-related demand.
• The 10-K discloses life sciences only as one of several end markets; it does not disclose a separate life-sciences segment or bioprocess revenue line.