[8-K] Ichor Holdings Reports Material Event

Rhea-AI Filing Summary

Ichor Holdings reported the appointment of David Lee as Senior Vice President, Sales and Marketing as part of Mr. Smith's transition. Mr. Lee is expected to begin duties on August 29, 2025. The filing states Mr. Lee has 30 years of experience in the semiconductor manufacturing equipment industry and supply chain, a track record of building businesses that delivered revenue growth and profitable performance, a Masters Degree in Engineering Mechanics from Columbia University, a Bachelors Degree in Engineering Science from the United States Air Force Academy, and four years of prior service in the US Air Force as an aerospace engineer.

Positive

• Appointment announced: David Lee named Senior Vice President, Sales and Marketing with a clear start date of August 29, 2025.
• Extensive industry experience: Mr. Lee has 30 years in the semiconductor manufacturing equipment industry and its supply chain.
• Relevant technical credentials: Holds a Masters Degree in Engineering Mechanics from Columbia University and a Bachelors Degree in Engineering Science from the United States Air Force Academy.
• Military engineering background: Spent four years in the US Air Force as an aerospace engineer.

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Senior leadership change announced; experienced industry executive to assume sales and marketing role on August 29, 2025.

The filing discloses a straightforward leadership appointment with clear start date and detailed background. Mr. Lee's 30 years in the semiconductor manufacturing equipment sector and explicit educational credentials present relevant operational and technical experience for a sales and marketing leadership role. The disclosure is limited to biographical and start-date facts and does not include compensation, reporting structure, or transitional operational plans, which are material details investors may expect in a full leadership-change disclosure.

Industry Specialist (Semiconductor Equipment)

TL;DR: The hire brings extensive industry and supply-chain experience; immediate operational impact is plausible but not quantified in the filing.

Mr. Lee's stated 30 years of experience in semiconductor equipment and supply chain is directly relevant to Ichor's market. His engineering background and prior Air Force engineering experience suggest technical fluency that can support customer-facing strategy. The filing does not provide performance metrics, specific responsibilities, or integration timeline beyond the start date, so the actual business impact cannot be assessed from this notice alone.

0001652535FALSE3185 Laurelview Ct.FremontCalifornia00016525352025-08-152025-08-15

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

___________________________________________________________________________________________________________________________________________________

FORM 8-K

___________________________________________________________________________________________________________________________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 15, 2025

___________________________________________________________________________________________________________________________________________________

ICHOR HOLDINGS, LTD.

(Exact name of registrant as specified in its charter)

___________________________________________________________________________________________________________________________________________________

Cayman Islands			001-37961			Not Applicable
(State or other jurisdiction of incorporation)			(Commission File Number)			(IRS Employer Identification No.)

3185 Laurelview Ct. Fremont, California			94538
(Address of principal executive offices)			(Zip Code)

Registrant’s telephone number, including area code: (510) 897-5200

Not Applicable

(Former name or former address, if changed since last report)

___________________________________________________________________________________________________________________________________________________

Check the appropriate box below if the Form 8‑K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Ordinary Shares, par value $0.0001

ICHR

The NASDAQ Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b‑2 of the Securities Exchange Act of 1934 (§ 240.12b‑2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

Transition of Chief Commercial Officer

On August 15, 2025, Ichor Holdings, Ltd. (the “Company”) announced that Christopher Smith will step down from his role as Chief Commercial Officer and transition to a new role as Strategic Advisor to the CEO, effective as of September 2, 2025 (the "Transition Date"). To provide for a smooth transition, Mr. Smith has agreed to remain with the Company for up to six months following the Transition Date. Mr. Smith’s transition is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.

Appointment of Senior Vice President, Sales and Marketing

In connection with Mr. Smith's transition, the Company appointed David Lee as Senior Vice President, Sales and Marketing. Mr. Lee is expected to commence his duties with the Company on August 29, 2025.

Mr. Lee has 30 years of experience in the semiconductor manufacturing equipment industry and the associated supply chain. Mr. Lee has a demonstrated track record of building businesses with positive results in both revenue growth and profitable performance. Mr. Lee holds a Master’s Degree in Engineering Mechanics from Columbia University and a Bachelor’s Degree in Engineering Science from the United States Air Force Academy. Prior to starting his career in the semiconductor industry, Mr. Lee spent four years in the US Air Force as an aerospace engineer.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

			ICHOR HOLDINGS, LTD.
Date: August 15, 2025			/s/ Greg Swyt
			Greg Swyt
			Chief Financial Officer

FAQ

Who was appointed as Senior Vice President, Sales and Marketing at ICHR?

The filing states David Lee was appointed as Senior Vice President, Sales and Marketing.

When will David Lee commence duties at ICHR?

David Lee is expected to commence his duties on August 29, 2025.

What industry experience does David Lee have according to the filing?

The filing states Mr. Lee has 30 years of experience in the semiconductor manufacturing equipment industry and the associated supply chain.

What educational background does the filing list for David Lee?

Mr. Lee holds a Master's Degree in Engineering Mechanics from Columbia University and a Bachelor's Degree in Engineering Science from the United States Air Force Academy.

Did the filing disclose Mr. Lee's prior military service?

Yes; the filing states he spent four years in the US Air Force as an aerospace engineer.