reports
- Pierre FerraguÊ
Hybrid bonding heats up, with takeover interest emerging for Besi and ...
Reuters reported this morning that Besi has been fielding takeover interest from multiple U.S. chip-equipment makers. Besi has since then refuted these claims. Separately, ASML is reportedly entering the hybrid bonding market. Please see below for our take.
Applied Materials Raises Quarterly Cash Dividend by 15 Percent
Applied Materials Raises Quarterly Cash Dividend by 15 Percent SANTA CLARA, Calif., March 13, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 15-percent increase in the quarterly cash dividend, from $0.46 to $0.53 per share, payable on June 11, 2026 to shareholders of record as of May 21, 2026. This marks nine consecutive years of dividend increases. “With the increase announced today, Applied Materials has more than doubled its dividend per share from four years ago,” said Brice Hill, Senior Vice President and CFO. “This demons...
Applied Materials and SK hynix Announce Long-Term R&D Partnership to A...
Applied Materials and SK hynix Announce Long-Term R&D Partnership to Accelerate AI Memory Innovation at EPIC Center in Silicon Valley Joint R&D programs focused on advancing materials engineering and advanced packaging innovations for next-generation DRAM and high-bandwidth memory (HBM)Opening this year, Applied’s EPIC Center is designed to provide chipmakers and ecosystem partners with earlier access to Applied’s R&D portfolio, faster cycles of learning and accelerated transfer of next-generation technologies into high-volume manufacturing SANTA CLARA, Calif., March 10, 2026 (GLOBE NEWS...
Applied Materials and Micron Partner To Advance U.S. Innovation in Nex...
Applied Materials and Micron Partner To Advance U.S. Innovation in Next-Generation AI Memory Solutions Companies to work together at Applied’s EPIC Center in Silicon Valley to accelerate development of advanced DRAM, high-bandwidth memory and NAND storage for future AI applicationsJoint R&D efforts to leverage engineering teams across California and Idaho to strengthen U.S. leadership in semiconductor innovation SANTA CLARA, Calif., March 10, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced it is working with Micron Technology to develop next-generation DRAM, high-bandwid...
- Pierre FerraguÊ
Bible 4Q25 - Semicap: growth outlook strengthens, but less than the do...
Today, we are publishing the Semicap Equipment section of our 30th 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 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. 4Q25 semicap revenues increased 9% QoQ led by DRAM, while China...
Applied Materials Inc: 1 director
A director at Applied Materials Inc sold 2,500 shares at 391.710USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
- Pierre FerraguÊ
The Citrini report: a revival of Marxism.
The Citrini report is an interesting thought experiment. It qualifies fully as neo-marxist, calling for the tendency of profit rates to fall. Like Marx 165 years ago, the authors are nevertheless getting a couple of things wrong. Click the link below for our thoughts and our perspective on the matter.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ARM APPLE INC.
AAPL US ARM HOLDINGS PLC
APPLE INC
Applied Materials Awards Suppliers for Outstanding Performance
Applied Materials Awards Suppliers for Outstanding Performance SANTA CLARA, Calif., Feb. 24, 2026 (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, sustainability, lead time, delivery, cost and responsiveness. “Applied Materials congratulates our Supplier Excellence Award recipients for their strong performance and execution in an environment where the pace of innov...
- Pierre FerraguÊ
Applied Materials to Participate in Upcoming Investor Conferences
Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences. Dr. Prabu Raja, President, Semiconductor Products Group, will participate at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2 beginning at 3:20 p.m. PT / 6:20 p.m. ET. Brice Hill, Senior Vice President and CFO, will participate at the Cantor Fitzgerald Global Technology & Industrial Growth Conferen...
- Pierre FerraguÊ
Applied Materials Announces First Quarter 2026 Results
Applied Materials Announces First Quarter 2026 Results Revenue $7.01 billion, down 2 percent year over yearGAAP gross margin 49.0 percent and non-GAAP gross margin 49.1 percentGAAP EPS $2.54 and non-GAAP EPS $2.38, up 75 percent and flat year over year, respectivelySemiconductor Systems achieved record DRAM revenueApplied Global Services delivered record services and spares revenue SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ : AMAT) today reported results for its first quarter ended Jan. 25, 2026. First Quarter Results Applied generated revenu...
Applied Materials Reaches Resolution with the U.S. Department of Comme...
Applied Materials Reaches Resolution with the U.S. Department of Commerce SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it has reached a settlement agreement with the U.S. Department of Commerce, Bureau of Industry and Security (BIS). The settlement resolves BIS’s allegations that certain customer shipments to China between Nov. 2020 and July 2022 did not comply with the U.S. Export Administration Regulations, based on the company’s misunderstanding of the applicability of those regulations. Under the terms of the settlement, Applied h...
Applied Materials Announces Samsung Electronics Will Join the New, Mul...
Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley EPIC will provide joint R&D programs to focus on co-development of materials engineering innovations that accelerate advanced node scaling, future memory architectures and extreme 3D integrationApplied’s new, $5 billion EPIC Center is the largest-ever U.S. investment in advanced semiconductor equipment R&D designed to dramatically reduce the time from R&D to commercialization by several years SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. to...
Applied Materials Unveils Transistor and Wiring Innovations for Faster...
Applied Materials Unveils Transistor and Wiring Innovations for Faster AI Chips New chipmaking systems boost the energy-efficient performance of Gate-All-Around transistors and wiring at 2nm and beyondViva™ pure radical treatment smoothens GAA silicon nanosheets with atomic-level precision to increase transistor performanceSym3™ Z Magnum™ conductor etch system delivers angstrom-level 3D trench profile control to increase silicon nanosheet uniformity and performanceSpectral™ atomic layer deposition system replaces today’s tungsten transistor contacts with molybdenum, a new contact metal that...
- Pierre FerraguÊ
Semicap in 2026 on a single slide: the growth outlook doesn’t justify ...
Last week, we published our updated view on semicap, assessing the implications for WFE, of AI spending reaching $2-3tn in 2030. For the updated associated view on each semicap name, summarized in a single slide, follow the link below.
Applied Materials to Report Fiscal First Quarter 2026 Results on Feb. ...
Applied Materials to Report Fiscal First Quarter 2026 Results on Feb. 12, 2026 SANTA CLARA, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal first quarter 2026 earnings conference call on Thursday, Feb. 12, 2026, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live 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 that are at the foundation of virtually every new semi...
- Pierre FerraguÊ
Strengthening AI infrastructure outlook: Implications for semicap
The last earnings season provided tangible indications that both 2026 and 2027 will be very strong growth years for AI infrastructure, a view confirmed by TSMC yesterday. Please see the link for the implications and our updated view on semicap vendors.
Applied Materials Announces Cash Dividend
Applied Materials Announces Cash Dividend SANTA CLARA, Calif., Dec. 12, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.46 per share payable on the company’s common stock. The dividend is payable on March 12, 2026 to shareholders of record as of Feb. 19, 2026. The cash dividend is a key component of Applied’s capital allocation strategy. In March 2025, Applied announced a 15-percent increase in the quarterly dividend per share, from $0.40 to $0.46, marking eight consecutive years of dividend increas...
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