ENTITY
Applied Materials

Applied Materials (AMAT US)

312
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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•22 Oct 2016 10:43

Reasons Why DRAM Price Might Be Better than NAND in 2017

Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...

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Andrew Lu
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•14 Oct 2016 17:11

Tech M&A Targets

In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...

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bearish•Ingram Micro Inc Cl A
•11 Oct 2016 16:16

No Let Up in Antitrust Merger Investigation or the Duration of Merger Investigations

 Fast Facts In the first three quarters of 2016, there were 24 significant merger investigations, which is on pace to challenge the record of 37...

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bearish•Skyworks Solutions
•29 Sep 2016 13:19

Reversing S&P Long to Short

Chartonics flashThursday 29 September 2016NDX and S&P sell levels with action pointsCycles - Base case called for strength into late this week...

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•28 Sep 2016 09:03

Snapshot on 15 New Guidances for Autonomous Vehicles; Takeaways

In September 2016, US DOT issued 15 performance guidances for highly automated vehicles manufacturers to follow in addition to complying with all...

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Andrew Lu
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