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02.09.26 - 21:24
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Applied Materials Just Dropped 14% in a Month. Sell Now, or Buy More? (24/7 Wall St.)
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A record quarter and above-consensus guidance haven't been enough to keep Applied Materials (NASDAQ:AMAT) shares from sliding through August. The steep drop stands out because the broader chip-equipment complex has barely moved, a pattern that points to positioning rather than a sector-wide rerating. Applied Materials stock is down 14% over the past month and trades […]...
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26.08.26 - 18:42
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Applied Materials′ China Problem Is Getting Worse (24/7 Wall St.)
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China has directed semiconductor manufacturers to use at least 50% domestically produced equipment when adding new capacity, according to a Reuters report citing people familiar with the policy. Fab projects that fail to meet that threshold are generally denied regulatory approval, although flexibility remains where no suitable Chinese tool is available. The requirement favors domestic ... Applied Materials' China Problem Is Getting Worse...
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26.08.26 - 10:42
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Applied Materials Aktie: Gemischtes Bild (Aktiencheck)
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New York (www.aktiencheck.de) - Applied Materials-Aktienanalyse von Mizuho Securities USA:
Mizuho habe das Kursziel für die Aktie von Applied Materials Inc. (ISIN: US0382221051, WKN: 865177, Ticker-Symbol: AP2, NASDAQ-Symbol: AMAT) von 650 auf 590 USD gesenkt, das "outperform"-Rating jedoch bestätigt. [mehr]...
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24.08.26 - 10:06
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AI energy bottleneck is driving semiconductor materials innovation, says Applied Materials (Digitimes)
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Rising demand for artificial intelligence (AI) computing is driving a new wave of technological transformation in the semiconductor industry, while energy is emerging as the next bottleneck for the AI sector. Applied Materials group vice president and Taiwan president Eric Yu pointed out that semiconductor technology competition in the AI era can no longer focus solely on performance and transistor counts. How to support more computing with less energy will become the core of the next stage of semiconductor innovation....
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