reports
Applied Materials Appoints Jim Anderson to Board of Directors
Applied Materials Appoints Jim Anderson to Board of Directors SANTA CLARA, Calif., July 22, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the appointment of Jim Anderson to serve on its board of directors. Mr. Anderson brings over 25 years of experience in the technology sector and semiconductor ecosystem. Mr. Anderson has also been appointed to the board’s Strategy and Investment Committee. “We are excited to welcome Jim to our board,” said Tom Iannotti, Chairman of the Board. “Jim’s extensive experience in innovation-driven technology businesses will be invaluable ...
- Pierre FerraguÊ
Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...
We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.
- Pierre FerraguÊ
- Pierre FerraguÊ
Deep dive into Chinese Semicap: How much of a headwind for Western pla...
Chinese WFE spending quadrupled in five years to $41bn, driven by aggressive local deployments, while domestic vendors rapidly gained traction, capturing 13% of local spending already, mostly in deposition, etch, and CMP. In this deep dive, we assess the competitiveness of key Chinese vendors, including Naura, AMEC, and SiCarrier. We estimate first the pace (and the scope) at (and on) which they could close the gap with their western peers. On that basis we estimate the share they can gain ov...
Applied Materials and CEA-Leti Expand Joint Lab To Drive Innovation in...
Applied Materials and CEA-Leti Expand Joint Lab To Drive Innovation in Specialty Chips Based at CEA-Leti, Collaboration Focuses on Materials Engineering Solutions To Enable More Energy-Efficient AI Data Centers SANTA CLARA, Calif. and GRENOBLE, France, June 16, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. and CEA-Leti today announced the next phase of their longstanding collaboration to accelerate innovation in specialty semiconductors. Under a memorandum of understanding (MOU), the organizations plan to expand their and develop materials engineering solutions to address emerging i...
Applied Materials Announces Cash Dividend
Applied Materials Announces Cash Dividend SANTA CLARA, Calif., June 10, 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 Sept. 11, 2025 to shareholders of record as of Aug. 21, 2025. 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...
- Pierre FerraguÊ
Bible 1Q25 – Memory: all set for the upcoming HBM run.
Today, we are publishing the Memory section of our 27th 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. DRAM COGS increased 9% YoY but was down 15% QoQ, along usual seasonality and with China curbs hurting Samsung’s HBM. The outlook remains strong, with all manufacturers expecting HBM revenues to more than d...
- Pierre FerraguÊ
Bible 1Q25 – Semicap: Not everyone can gain market share.
Today, we are publishing the Semicap section of our 27th 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. Semicap equipment revenues were down 7% QoQ, with Chinese spending declining 17% sequentially after two years of elevated demand. Vendors maintain their view of slight WFE spending growth, with memory and...
Applied Materials to Participate in Upcoming Investor Conferences
Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., May 22, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of management will participate in fireside chats at upcoming investor conferences. Gary Dickerson, President and CEO, will participate at the Bernstein Strategic Decisions Conference on Thursday, May 29 beginning at 7:00 a.m. PT / 10:00 a.m. ET. Brice Hill, Senior Vice President and CFO, will participate at the BofA Securities Global Technology Conference on Wednesday, June 4 beginning at 10:40 a.m. PT / 1:40 p.m. ET...
- Pierre FerraguÊ
Applied Materials Announces Second Quarter 2025 Results
Applied Materials Announces Second Quarter 2025 Results Revenue $7.10 billion, up 7 percent year over yearGAAP gross margin 49.1 percent and non-GAAP gross margin 49.2 percentGAAP operating margin 30.5 percent and non-GAAP operating margin 30.7 percentRecord GAAP EPS $2.63 and record non-GAAP EPS $2.39, up 28 percent and 14 percent year over year, respectivelyGenerated $1.57 billion in cash from operations and distributed $2.00 billion to shareholders including $1.67 billion in share repurchases and $325 million in dividends SANTA CLARA, Calif., May 15, 2025 (GLOBE NEWSWIRE) -- Applied M...
- Pierre FerraguÊ
- Pierre FerraguÊ
Applied Materials to Report Fiscal Second Quarter 2025 Results on May ...
Applied Materials to Report Fiscal Second Quarter 2025 Results on May 15, 2025 SANTA CLARA, Calif., April 24, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal second quarter 2025 earnings conference call on Thursday, May 15, 2025, 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 used to produce virtually every new chip and advanced...
- Pierre FerraguÊ
- Rolf Bulk
Applied Materials Announces a Strategic Investment in BE Semiconductor...
Applied Materials Announces a Strategic Investment in BE Semiconductor Industries Purchased 9 percent of outstanding shares to build upon four years of successful collaboration on hybrid bonding technology for advanced packaging SANTA CLARA, Calif., April 14, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced it has purchased 9 percent of the outstanding shares of the common stock of BE Semiconductor Industries N.V. (Besi), a leading manufacturer of assembly equipment for the semiconductor industry. Applied and Besi have been successfully collaborating since 2020, and rec...
Applied Materials Inc: 1 director
A director at Applied Materials Inc bought 50,000 shares at 137.302USD and the significance rating of the trade was 68/100. 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 year...
- Pierre FerraguÊ
Semiconductors in the crash: Relative valuations walked back 15 years...
As we brace for another tough Monday, we share with you this morning our usual quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis, although, this time, in light of the steep pullback of the last couple of days, and the last couple of months. Over the next 30 slides. We did our best to articulate our expectations for earnings revisions with where we stand on valuation already, and the fundamental backdrop, segment by segment. We conclude with a very...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
AYI ACUITY BRANDS INC.
WMS ADVANCED DRAINAGE SYSTEMS INC.
VC VISTEON CORPORATION
TRN TRINITY INDUSTRIES INC.
TMO THERMO FISHER SCIENTIFIC INC.
POWI POWER INTEGRATIONS INC.
NEOG NEOGEN CORPORATION
NDSN NORDSON CORPORATION
MKSI MKS INSTRUMENTS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
LEA LEAR CORPORATION
ICLR ICON PLC
FSS FEDERAL SIGNAL CORPORATION
FORM FORMFACTOR INC.
BRKR BRUKER CORPORATION
BMI BADGER METER INC.
AMAT APPLIED MATERIALS INC.
HPQ HP INC.
ACLS AXCELIS TECHNOLOGIES INC.
AMWD AMERICAN WOODMARK CORPORATION
ENTG ENTEGRIS INC.
FBHS FORTUNE BRANDS HOME & SECURITY INC.
KALU KAISER ALUMINUM CORPORATION
TTC TORO COMPANY
VMI VALMONT INDUSTRIES INC.
ITT ITT INC.
AA ALCOA CORPORATION
NOVT NOVANTA INC
IOVA IOVANCE BIOTHERAPEUTICS INC
ADNT ADIENT PLC
ASTL LEGATO MERGER CORP
CR CRANE HOLDINGS CO
ARM ARM HOLDINGS PLC
PRIM PRIME ENERGY P.E. LTD
ANET ARISTA NETWORKS INC
MTAL MAC COPPER LIMITED
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly for 2025 Q2
In this quarterly strategy report, we look to evaluate where we are with regards the bull market conditions, and where those indicators might be headed, factoring in the downside risks, from Trump tariffs and the US economy, BoJ actions, Japanese earnings and valuations.
AMAT APPLIED MATERIALS INC.
6146 DISCO CORPORATION
5108 BRIDGESTONE CORPORATION
7751 CANON INC.
9697 CAPCOM CO. LTD.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4755 RAKUTEN INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
6869 SYSMEX CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
6301 KOMATSU LTD.
6503 MITSUBISHI ELECTRIC CORP.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6594 NIDEC CORPORATION
7731 NIKON CORP.
8604 NOMURA HOLDINGS INC.
7733 OLYMPUS CORP.
4666 PARK24 CO. LTD.
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
1803 SHIMIZU CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
1801 TAISEI CORP
6857 ADVANTEST CORP.
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
2413 M3 INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
3769 GMO PAYMENT
6460 JP SEGA SAMMY
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
6526 SOCIONEXT INC
5032 JT ANYCOLOR INC
5838 RAKUTEN BANK LTD.
5253 JT COVER CORPORATION (5253 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
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