Benchmark Electronics, Inc. (NYSE:BHE)
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The Company is in the business of manufacturing electronics & provides its services to original equipment manufacturers of computers & related products for business enterprises, medical devices, industrial control equipment, testing & instrumentation.
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Chip makers are getting so many orders that it has been hard to keep up with throughput demand. BHE does not make the chips but they do use them in the OEM work that they do! They are the user creating the demand and one of the top OEMS performing in this market.