Key Takeaways AMAT has risen 6.2% YTD, outpacing the technology sectors's 2.5% return over the same period. AMAT leads in AI chipmaking tech, with DRAM revenues expected to grow 40% in fiscal 2025. China sales fell 37.3% YoY as U.S. export curbs weighed, cutting China's revenue share to 25%.Applied Materials (AMAT) has gained 6.2% in the year-to-date period, outperforming the Zacks Computer and Technology sector's return of 2.5%.This outperformance raises the question: Should investors accumulate AMAT sha ...

Key Takeaways AMAT expects more than 40% growth in advanced DRAM revenues in FY25, led by DDR5 and high-bandwidth memory. The Sym3 Magnum etch system has surpassed $1.2B in revenues since launching in February 2024. AMAT hit record Process Diagnostics revenues, driven by Cold Field eBeam tech and 3D DRAM advances.Applied Materials (AMAT) expects significant growth in its memory segment as it leans into rising customer demand for advanced dynamic random-access memory (DRAM) technologies. In the second quar ...

Applied Materials, Inc. (NASDAQ:AMAT) BofA Securities Global Technology Conference June 4, 2025 1:40 PM ET Company Participants Brice A. Hill - Senior VP, CFO & leads Global Information Services Conference Call Participants Vivek Arya - BofA Securities, Research Division Vivek Arya I guess it's still morning and good morning, everyone. Thank you for joining us for this session with Applied Materials. I'm Vivek Arya from BofA semiconductor and semi-cap equipment research team. I really delighted and honored ...

Applied Materials (AMAT) 2025 Conference June 04, 2025 01:40 PM ET Speaker0 I guess it's still morning, and good morning, everyone. Thank you for joining us for this session with Applied Materials. I'm Vivek Arya from BFA Semiconductor and Semi Cap Equipment Research team. I'm really delighted in order to have Bryce Hill, the Chief Financial Officer of Applied Materials join us. Typical fireside format, I have many of my questions, but please feel free to raise your hand if you would like to bring something ...

Key Takeaways AMAT's advanced tools and $2.5B in AI chip revenues position it for continued growth in fiscal 2025. ONTO faces tool slot losses in AI packaging and revenue headwinds tied to US-China tensions.Applied Materials (AMAT) and Onto Innovation (ONTO) are key players in the semiconductor supply chain, both offering comprehensive solutions for metrology and inspection for ensuring precision, yield, and process control across semiconductor manufacturing.With the artificial intelligence (AI) boom to co ...

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行业趋势 - 半导体设备行业在过去5年多经历显著复兴 目前进入成熟阶段 但仍保持周期性特征 [2] - 行业基础增长和资本密集度已实质性提升 材料驱动的创新成为工艺技术发展前沿 [2] - 半导体行业近期关注焦点包括中国市场需求动态 竞争格局 关税及地缘政治因素 [2] 公司定位 - 应用材料公司(AMAT)在材料创新领域贡献日益关键 成为新技术转折点的核心推动者和受益者 [2][3] - 行业长期潜力逐渐被重新评估 从纯周期性视角转向结构性增长视角 [3]

Applied Materials (AMAT) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Our guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I wanna mention, if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you can submit those. We'll have time for q and a at the end. So as many as you many of you know, semi cap is a is a sort of an area that's sort of near and dear to my heart. My in a prior life, t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 27, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-06920 Applied Materials, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdict ...

Applied Materials (AMAT) shares have lost 5.3% since it reported financial results for the second quarter of fiscal 2025 on May 15. Though the company’s second-quarter top and bottom lines surpassed the Zacks Consensus Estimate, declining revenues in the Chinese market weighed on the investors’ sentiments.The year 2025 has remained highly volatile for AMAT stock, with its share price rising mere 1.9% year to date. The stock has also underperformed other semiconductor players, including Lam Research (LRCX) , ...