ENTITY
Applied Materials

Applied Materials (AMAT US)

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Analysis
Information Technology • United States
Applied Materials, Inc. develops, manufactures, markets, and services semiconductor wafer fabrication equipment and related spare parts for the worldwide semiconductor industry. The Company's customers include semiconductor wafer and integrated circuit manufacturers, flat panel liquid crystal displays, solar photovoltaic cells and modules and other electronic devices manufacturers.
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•26 Jun 2026 04:23

Circuit Fabology H Share Listing (9630 HK): Trading Debut

Circuit Fabology priced its H Share at HK$252.73, raising HK$3,245 million (US$414 million) in gross proceeds. The international oversubscription...

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•25 Aug 2020 14:18

Semiconductor Wafer Fab Equipment. Solid Second Quarter, Strong July, On Track For >10% YoY Growth.

After contracting just over 10% in the first quarter, second quarter 2020 revenues for the top 5 semiconductor equipment manufacturers amounted to...

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bullish•S&P 500 INDEX
•05 Aug 2020 05:44

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

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bullish•S&P 500 INDEX
•23 Jun 2020 20:57

U.S. Equity Strategy: S&P 500 A Coiled Spring

Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...

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•22 Jun 2026 04:18

Circuit Fabology H Share Listing (9630 HK): Valuation Insights

Circuit Fabology, a leading Chinese lithography equipment manufacturer, has launched an H Share listing to raise US$414 million. In this note, I...

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