Browsing Tag
AMAT
3 posts
Could DRAM and advanced packaging make AMAT a bigger AI infrastructure winner?
Applied Materials’ new DRAM, packaging and eBeam systems strengthen AMAT’s role in AI chip manufacturing, HBM scaling and semiconductor equipment growth.
Why new US export rules could erase $600m from Applied Materials’ China business
Applied Materials warns of $600M China revenue hit from US export curbs. AMAT stock falls as investors weigh geopolitics vs AI growth.
Applied Materials Q2 FY2025: Record earnings fueled by AI, stock slides on outlook concerns
Applied Materials Q2 FY2025 revenue jumps 7% on AI demand, but shares fall on cautious Q3 outlook and China headwinds. Read full stock analysis now.