reports
- Pierre FerraguÊ
- Pierre FerraguÊ
Semicap and the AI cycle: How does the HBM boom impact WFE spending?
As part of our recent series of research on the deployment of AI datacenter clusters, we published an initial view on how the AI boom would affect WFE spending. We are updating our estimates today, to account for higher HBM (High Bandwidth Memory) content than we initially expected.
- Pierre FerraguÊ
Applied Materials Earns Intel’s 2024 EPIC Distinguished Supplier Award
Applied Materials Earns Intel’s 2024 EPIC Distinguished Supplier Award Applied is one of only 27 Distinguished Award recipients across Intel’s global supply chain SANTA CLARA, Calif., March 28, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it has earned Intel’s EPIC Distinguished Supplier Award. Through its dedication to Excellence, Partnership, Inclusion and Continuous (EPIC) quality improvement, Applied has achieved a level of performance that consistently exceeds Intel’s expectations. “As one of the 27 Distinguished Supplier Award recipients in 2024, Applied ...
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q23
We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
AVGO APPLE INC.
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU WOLFSPEED INC
0967655D GRAB HLDGS LTD
WOLF ARM HOLDINGS PLC
GRAB ARMEYSKI HLDG AD
Applied Materials Increases Cash Dividend by 25 Percent
Applied Materials Increases Cash Dividend by 25 Percent SANTA CLARA, Calif., March 11, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 25-percent increase in the quarterly cash dividend from $0.32 to $0.40 per share. The dividend is payable on June 13, 2024 to shareholders of record as of May 23, 2024. “Our latest dividend increase reflects our confidence in Applied Materials’ ability to generate profitable growth and strong free cash flow,” said Brice Hill, Senior Vice President and CFO. “We believe Applied can continue t...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 4Q23 – Semicap: is AI enough to offset a trailing edge pull-back...
Today, we are publishing the Semicap Equipment section of our 22nd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. WFE spending was up 5% QoQ in 4Q23, with sustained elevated spending from Chinese customers and a recovery in DRAM. The growth outlook for 2024 is modest, with a recovery in memory and leading-edg...
Applied Materials Expands Patterning Solutions Portfolio for Angstrom ...
Applied Materials Expands Patterning Solutions Portfolio for Angstrom Era Chipmaking Applied is working with all leading-edge logic chipmakers on a growing number of applications for its Sculpta® pattern-shaping technologyIntroducing innovative new etch systems, CVD patterning films and metrology solutions to complement and improve chips made using EUV and High-NA EUV lithography SAN JOSE, Calif., Feb. 26, 2024 (GLOBE NEWSWIRE) -- Today at the SPIE Advanced Lithography + Patterning conference, Applied Materials, Inc. introduced a portfolio of products and solutions designed to a...
- Pierre FerraguÊ
$400bn spent on datacenter AI chips in 2027? Part III: Implications fo...
Lisa Su, AMD’s CEO, pitched a target addressable market for datacenter AI chips of $400bn. In Part I and II of our series on AI chip spending, we did our best to make sense of this number, describe what the world around us would look like, and took a view on what $400bn in AI chips would mean for infrastructure providers in our coverage. In this third part, we look at implications for the top 5 wafer fab equipment (WFE) vendors: ASML, AMAT, LAM, TEL, and KLA. How much WFE is needed for the AI bo...
- Pierre FerraguÊ
Applied Materials to Participate in the Morgan Stanley Technology, Med...
Applied Materials to Participate in the Morgan Stanley Technology, Media & Telecom Conference SANTA CLARA, Calif., Feb. 20, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Monday, March 4 beginning at 8:00 a.m. PT / 11:00 a.m. ET. A live audio webcast of the session will be available on the Applied Materials website at with a replay available the same day. About Applied MaterialsApplied Materials, Inc. (Nas...
- Pierre FerraguÊ
Applied Materials Announces First Quarter 2024 Results
Applied Materials Announces First Quarter 2024 Results Revenue $6.71 billion, flat year over yearGAAP operating margin 29.3 percent and non-GAAP operating margin 29.5 percent, up 0.1 points and flat year over year, respectivelyGAAP EPS $2.41 and non-GAAP EPS $2.13, up 19 percent and 5 percent year over year, respectivelyGenerated $2.33 billion in cash from operations SANTA CLARA, Calif., Feb. 15, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its first quarter ended Jan. 28, 2024. First Quarter Results Applied generated revenue of $6.71 billi...
Moody's announces completion of a periodic review of ratings of Applie...
Moody's Investors Service (Moody's) has completed a periodic review of the ratings of Applied Materials Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 6 February 2024 in which Moody's reassessed the appropriateness of the rat...
Applied Materials Announces Supplier Excellence Awards
Applied Materials Announces Supplier Excellence Awards SANTA CLARA, Calif., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of Supplier Excellence Awards for contributions made to Applied’s business over the past year. The awards reflect outstanding technical and operational performance in areas including quality, service, lead time, delivery, cost and responsiveness. The awards also include an Excellence in ESG category which is part of the SuCCESS2030 (Supply Chain Certification for Environmental and Social Sustainability) initiative, Applied’s ...
- Pierre FerraguÊ
TSLA TESLA INC
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
2330 TSMC
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
ASML ASML HOLDING N.V.
MBLY ASML HOLDING NV
ERIC.B MOBILEYE NV
ERIC-B ERICSSON
ERICB EU ERICSSON LM-B SHS
Applied Materials Announces Q1 FY2024 Earnings Webcast
Applied Materials Announces Q1 FY2024 Earnings Webcast SANTA CLARA, Calif., Feb. 02, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will hold a webcast to discuss its first quarter of fiscal 2024 financial results on Thursday, Feb. 15, 2024 at 4:30 p.m. ET / 1:30 p.m. PT. The live webcast will be accessible via the Applied Materials website at: . A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions used to produce virtually every new chip and ...
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