半导体需求和产能 - 半导体需求和现有产能水平是晶圆制造设备需求的主要驱动因素[1] - Gartner对2024年半导体需求的乐观预期，尤其是在存储器方面的增长[2] - 人工智能驱动的工作负载将增加对服务器和半导体的需求[3] - 预计2024年晶圆制造设备销售将下降4%，但随后将有增长[4] - 尽管汽车和工业市场放缓，但半导体设备支出仍将加速[5] - 预计2024年晶圆制造设备销售将增长3%，2025年将增长18%[6] - 社交疏远和居家经济的加速数字化推动了芯片需求[7] - 许多国家正在推动本土半导体生产，这对设备需求是一个长期利好[8] - 技术转变对设备采购是积极的，尤其是HBM的发展[10] - 半导体需求是设备采购的主要驱动因素[11] 行业趋势和展望 - 利率稳定并有望下降，鼓励公司增加资本设备支出[12] - 地缘政治紧张局势可能继续影响半导体需求[13] - 公司管理层预计半导体行业收入将在本十年末达到一万亿美元，制造复杂度将大幅增加[40] - 公司预计WFE支出将从目前水平翻倍，Lam的刻蚀和沉积市场预计将超过整体WFE增长[40] - 公司正在建设设施靠近客户的研发实验室，以促进合作并缩短解决方案的时间[40] - 2024年Zacks共识估计值比60天前增加了12美分（0.4%），2025年的估计值在同一时期增加了16美分（0.5%）[41] - 今年预计收入和盈利将下降超过15%（由于Lam受到记忆市场萧条的影响），但2025年预计将分别增长14.7%和19.9%[41] - 这家Zacks排名第2的公司股价在过去一年上涨了86.3%[41] 公司股票和前景 - 行业的股东回报领先[15] - 行业的估值较高[16] - 应用材料和Lam研究是目前看好的两只股票[17] - 应用材料拥有深厚的客户关系和广泛的产品能力[18] - Lam研究通过多元化战略更好地定位于市场[19]

The most recent trading session ended with Applied Materials (AMAT) standing at $210.25, reflecting a -0.26% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily loss of 0.14%. At the same time, the Dow lost 0.77%, and the tech-heavy Nasdaq gained 0.17%.Coming into today, shares of the maker of chipmaking equipment had gained 5.54% in the past month. In that same time, the Computer and Technology sector gained 6.81%, while the S&P 500 gained 5.34%.Investors wi ...

Shares of semiconductor-equipment stocks Lam Research (LRCX 3.53%) and Applied Materials (AMAT 2.80%), along with memory-interface chipset provider Rambus (RMBS 6.94%), were on the rise Thursday. The stocks had appreciated 3.7%, 3.2%, and 7.2%, respectively, as of 2:30 p.m. ET.All three stocks were rising along with most of the semiconductor sector in the wake of memory giant Micron's (MU 14.13%) blowout earnings report last night. As Lam and Applied are both equipment suppliers to the memory industry, and ...

公司概况 - ASML Holding是一家在半导体行业中引领创新的公司[2] - ASML的客户包括三星、台积电和英特尔等行业巨头[3] - ASML的技术优势使其成为芯片制造商的首选[5] 股价表现 - ASML的股价截至2024年3月13日为984.29美元，年初至今增长了2.25%[4] - ASML的股票在过去一年中表现出色，股价上涨超过35%[10] - ASML的股票具有增长潜力，市场信心增强，估值合理[11] 业绩增长 - ASML受益于人工智能芯片需求增长和地缘政治变化[6][7] - ASML的净销售额和净利润在2022年和2023年均有显著增长[9] - ASML的商业模式得到可持续的收入流支撑，确保长期稳定增长[8] 技术创新 - ASML的EUV技术对于生产先进的半导体至关重要[3] - ASML在半导体行业中处于AI驱动创新的前沿，具有长期增长和盈利潜力[12][13]

股息政策 - 应用材料公司最近宣布将季度股息提高25%，总额达到每股0.40美元，这是公司之前宣布的计划的一部分，旨在在未来几年内将股息翻倍[1] - 尽管股息增长幅度很大，但由于基数较低和股息收益率仍低于1%，对于寻求当前股息收入的投资者来说，其他地方可能有更好的选择[2] - 应用材料公司的股息增长速度快，而且股息支付比率适中，对于那些更关注未来收入增长的投资者来说，公司的前景看起来很有吸引力[9]

Applied Materials (AMAT) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this maker of chipmaking equipment is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earni ...

应用材料公司股价表现 - 应用材料公司股价在过去12个月已经涨幅达73%[1] - 伯恩斯坦的分析师认为未来12个月还有19%的上涨潜力[1] 应用材料公司业务情况 - 应用材料是一家领先的芯片行业硅片制造设备供应商[2] - 公司季度营收增长在2022年放缓，但行业前景的改善让一些华尔街分析师对该股的前景更加乐观[2] 人工智能芯片市场前景 - 投资于用于人工智能的先进逻辑芯片可能成为增长的催化剂[3] - 目前AI仅占新硅片启动的约6%，但预计在未来几年内每年增长超过30%[3]

Key TakeawaysApplied Materials Inc. announced Monday it was raising its quarterly dividend 25%, to 40 cents from 32 cents a share.Applied Materials finance chief Brice Hill said the semiconductor equipment maker is confident its continued growth will provide enough profit to cover the dividend increase.Shares of Applied Materials, which hit an all-time high Thursday, slipped about 2% in Monday afternoon trading but are still up about 80% over the past year. Applied Materials Inc. (AMAT) on Monday boosted it ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Applied Materials (AMAT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Applied Materials curren ...

Applied Materials Inc (NASDAQ: AMAT) is slightly down in premarket on Monday even though it just raised its quarterly dividend to 40 cents per share.Applies Materials lifts dividend up by 25%Copy link to sectionThe new cash dividend represents a 25% increase on a year-over-year basis. Brice Hill – the chief of finance at $AMAT said in a press release today: Our latest dividend increase reflects our confidence in Applied Materials’ ability to generate profitable growth and strong free cash flow.The news arri ...