Applied Materials Inc

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  • uploads///Series  A
    Company & Industry Overviews

    What Pushed Applied Materials’ Services Revenue So High?

    Applied Materials provides services that help manufacturers maintain and optimize equipment. AMAT reports earnings from these services in its AGS segment.

    By Puja Tayal
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    Company & Industry Overviews

    What Are Analysts Saying about iPhone 7 Demand?

    Many analysts aren’t very optimistic about the iPhone 7 demand. Apple is facing technology stagnation in the smartphone market, which has led to longer upgrade cycles.

    By Puja Tayal
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    Technology & Communications

    MU Belongs in the Top 5 Semiconductor Stocks, and Here’s Why

    The stocks that have the largest market capitalization or market cap generally trade in large volumes but may not be the highest-traded stocks.

    By Puja Tayal
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    Company & Industry Overviews

    Micron Stock Fell Due to Temporary Sales Ban in China

    The semiconductors industry is cautious amid rising trade tensions between the US and China.

    By Puja Tayal
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    Earnings Report

    Semiconductor Earnings Watch: TER and LRCX

    This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT efficiency ratio
    Company & Industry Overviews

    Can Applied Materials Maintain High Efficiency Ratios in 2019?

    In fiscal 2018, AMAT’s revenue rose 19% YoY to $17.25 billion, while its non-GAAP (generally accepted accounting principle) net income rose 29.6% YoY to $4.57 billion.

    By Puja Tayal
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    Company & Industry Overviews

    George Davis Is Intel’s New CFO

    Intel announced the appointment of Qualcomm CFO George Davis as its new CFO. Two months ago, Intel’s CFO Bob Swan became the CEO.

    By Puja Tayal
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    Consumer

    Why Glenview Capital adds new stake in Applied Materials

    Applied Materials Inc. provides manufacturing equipment, services, and software to the global semiconductor, flat panel display, solar photovoltaic (or PV), and related industries.

    By Samantha Nielson
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    Technology & Communications

    Semiconductor Stocks Fall as US-China Trade War Intensifies

    Escalating US-China trade tensions have seen semiconductor stocks fall significantly on July 11.

    By Puja Tayal
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    Earnings Report

    Operating Efficiency Drives Applied Materials’ Profitability

    In the March quarter, AMAT had an operating expense ratio of 16.6%, which was the lowest operating expense ratio AMAT has ever achieved.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_price ratios May
    Company & Industry Overviews

    What Price Ratios Say about Applied Materials’ Stock Valuation

    On May 9, AMAT had a forward PE ratio of 12.0x, which is lower than KLAC’s ratio of 13.7x but higher than LRCX’s ratio of ~11.4x.

    By Puja Tayal
  • uploads///Micron
    Earnings Report

    Five Things to Look for in Micron’s Upcoming Results

    Micron Technology (MU) stock is in the spotlight this week, as the company is set to release its fiscal 2019 fourth-quarter results on Thursday after markets close.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Semi trend
    Company & Industry Overviews

    AMAT Feels the Impact of the Shift from Mobile Era to AI Era

    The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.

    By Puja Tayal
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    Earnings Report

    Applied Materials’s position in the semiconductor space

    AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.

    By Anne Shields
  • uploads///E_Semiconductors_equiment spending  forecast
    Earnings Report

    Why AMAT’s Weak Guidance Alarmed Semiconductor Investors

    Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_beta May
    Company & Industry Overviews

    The Impact of US–China Trade Tensions on Applied Materials Stock

    Applied Materials (AMAT) earned 21% of its 2016 revenues and 19% of its 2017 revenues from China. Any major shift in this market could hurt AMAT.

    By Puja Tayal
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    Technology & Communications

    Is the Growth Cycle for Applied Materials Here to Stay?

    Trade war jitters between the US and China sent Applied Materials stock to $55.40 on March 23 from its 52-week high of $62.40 on March 12.

    By Puja Tayal
  • uploads///Graphics
    Earnings Report

    AMAT’s Weak Fiscal Q4 2018 Guidance Makes Investors Cautious

    Applied Materials, the world’s largest chip manufacturing equipment vendor, reported strong fiscal Q3 2018 earnings but lowered its fiscal Q4 2018 guidance.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT KLAC LRCX rev Growth Q YoU est
    Earnings Report

    Reduced Memory Spending to Hit Earnings of AMAT, KLAC, and LRCX

    The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.

    By Puja Tayal
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    Earnings Report

    Applied Materials Stock Rallies on Optimism about H2 2019

    In this series, we’ll see what investors should expect from Applied Materials’ upcoming earnings.

    By Puja Tayal
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    Miscellaneous

    Why Is Lockheed Martin Investing in IQ-Analog?

    Lockheed Martin (LMT) recently disclosed buying a stake in chipmaker IQ-Analog. IQ-Analog develops chips capable of relaying data at very high speeds.

    By Ruchi Gupta
  • uploads///A_Semiconductors_AMAT_efficiency ratios May
    Company & Industry Overviews

    Does AMAT Stock Deliver Better Returns than Its Peers?

    AMAT increased its stock buyback authorization by $6.0 billion, doubled its dividend per share, and is working to improve its profits to improve its ROE.

    By Puja Tayal
  • uploads///Graphics
    Technology & Communications

    Why Semiconductor Stocks Fell on April 9

    The tech-heavy NASDAQ Composite Index fell 0.37% in the early trading session on April 9 driven by declines in semiconductor stocks.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_ Key growth drivers
    Company & Industry Overviews

    Applied Materials: In the Middle of a Growth Cycle

    In this series, we’ll see how the strong demand environment in the SME market could impact Applied Materials’ (AMAT) fiscal 3Q17 earnings. AMAT plans to release its earnings on August 17, 2017.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM_capex
    Company & Industry Overviews

    What TSMC’s Reduced Capital Spending Means for Applied Materials

    Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).

    By Puja Tayal
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    Company & Industry Overviews

    NetApp’s Key Driver: Clustered Data ONTAP

    In 2013, NetApp (NTAP) introduced its own scale-out storage solution, Clustered Data ONTAP.

    By Adam Rogers
  • uploads///Graphics
    Technology & Communications

    What’s behind Semiconductor Stocks’ Rise?

    Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Moving average May
    Company & Industry Overviews

    Understanding Applied Materials’ Stock Price Movement

    Because Applied Materials (AMAT) is positioned at the beginning of the supply chain, its stock is among the first to be impacted by any industry-wide news.

    By Puja Tayal
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    Company & Industry Overviews

    Finding the Stable Source of Applied Materials’ Revenue Stream

    Among Applied Materials’ four business segments, Services is the only segment where the operating margin showed growth.

    By Puja Tayal
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    Technology & Communications

    Chip Stocks Fall on Fears of a Two-Year Growth Trend Slowdown

    NVIDIA and Applied Materials published their latest earnings results on August 16. Their weaker guidances have spooked investors.

    By Puja Tayal
  • uploads///cyber _
    Technology & Communications

    Why AMAT Stock Rose 5% despite Weak Q2 Results

    Applied Materials (NASDAQ:AMAT) stock gained around 5% in after-hours trading on Thursday following its second-quarter results.

    By Ambrish Shah
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    Technology & Communications

    What Can Investors Expect from Applied Materials’ Q2 Earnings?

    Applied Materials (NASDAQ:AMAT) stock fell 3.1% on Tuesday and closed at $52.33. The stock was trading 24.6% below its 52-week high of $69.44.

    By Ambrish Shah
  • uploads///AMD stock
    Technology & Communications

    AMD Stock Started 2020 with a Bang: Will It Continue?

    Advanced Micro Devices (AMD) stock started 2020 on a high note. The stock rose by 7.06% on Thursday and touched a 52-week high of $49.25.

    By Sophia Nicholson
  • uploads///D NAND
    Technology & Communications

    Why 3D NAND should drive Applied Materials’s growth

    The market share for 3D NAND is expected to reach 20% in 2015, and this technology is expected to account for the majority of total flash shipments by 2017.

    By Anne Shields
  • uploads///tokyo electron market share
    Technology & Communications

    What Tokyo Electron acquisition means for Applied Materials

    Applied Materials’s merger with Tokyo Electron is expected to provide Eteris with a 25% market share in the chip manufacturing equipment market.

    By Anne Shields
  • uploads///AMAT Q
    Company & Industry Overviews

    AMAT’s Q1 Revenue Outlook Surprises Investors

    Applied Materials (AMAT) posted a fiscal 2019 fourth-quarter revenue beat and a strong fiscal 2020 first-quarter outlook yesterday.

    By Anjana Viswanathan
  • Financials

    D. E. Shaw initiates a new position in Ally Financial

    D. E. Shaw initiated a new position in Ally Financial that accounts for 0.13% of the company’s U.S. long portfolio. Ally Financial is an automotive financial services company with ~95 years of experience.

    By Samantha Nielson
  • uploads///Graphics
    Earnings Report

    Micron Slumps 11% after Q4 Earnings, Analysts Upbeat

    Micron (MU) stock dipped 11% after its Q4 of fiscal 2019 earnings. This slump occurred after the stock rallied about 20% in September on analysts’ optimism.

    By Puja Tayal
  • uploads///Micron
    Technology & Communications

    Micron: Q4 Earnings Send Semiconductor Stocks Lower

    Micron shares fell more than 9% in early market trading today. The stock is trading at $44.09, which is 14% below its 52-week high.

    By Adam Rogers
  • uploads///earnings
    Earnings Report

    Micron Stock Fell on Disappointing Guidance

    Micron Technology reported upbeat fourth-quarter fiscal 2019 results on September 26 after the market closed. Micron stock fell 1.76% to $48.60 on the day.

    By Sophia Nicholson
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    Consumer

    Can Investors Expect a ‘Black Monday’ Tomorrow?

    Tech and semiconductor stocks have significant exposure to China during this trade war. Investors should expect these stocks to trade lower on Monday.

    By Adam Rogers
  • uploads///TRADE WAR
    Consumer

    Markets in the Red Today, Trade War Escalates

    The trade war between the US and China has escalated again. As expected, technology stocks were hit the worst in early market trading today.

    By Adam Rogers
  • uploads///AMAT
    Earnings Report

    AMAT Stock Fell More than 4% after Q3 Results

    Applied Materials (AMAT) shares have fallen more than 4% on Friday. The company announced its third-quarter results after the market closed on Thursday.

    By Adam Rogers
  • uploads///Tech War
    Technology & Communications

    Economist Warns of Cold Tech War

    The trade war between China and the United States continues to impact markets.

    By Adam Rogers
  • uploads///FEATURED
    Consumer

    Yet Another Analyst Cautions about Tech Slowdown

    AB Bernstein analyst Tony Sacconaghi has warned investors to stay away from tech stocks with high valuations.

    By Adam Rogers
  • uploads///NASDAQ
    Company & Industry Overviews

    Tech Stocks Drove the Nasdaq to New Heights Today

    Tech stocks are driving today’s stock market rally. As of 3:52 PM ET, the tech-heavy the Nasdaq Composite Index is up 0.81%, driven by a surge in tech stocks.

    By Sushree Mohanty
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    Technology & Communications

    Goldman Sachs Turns Bullish on Semiconductor Stocks

    The US markets are up today as Wall Street braces for a busy earnings week. The S&P 500 ETF is up 0.3%, and semiconductor stocks lead the market’s gains.

    By Adam Rogers
  • uploads///bank _
    Macroeconomic Analysis

    Powell’s Testimony Drives US Stock Market to All-Time High

    This morning, US index futures surged after Federal Reserve Chair Jerome Powell’s testimony raised the possibility of a near-term cut in interest rates.

    By Jitendra Parashar
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    Company & Industry Overviews

    Chip Equipment Suppliers’ Stocks Rise despite Micron’s Capex Cut

    On June 25, Micron Technology (MU) reported better-than-expected earnings results for the third quarter of fiscal 2019, which sent the stock up 13.3% a day after its earnings release.

    By Puja Tayal
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    Earnings Report

    AMAT’s Global Services Revenue Rises Even in a Downturn

    Applied Materials has noted that the semiconductor industry is transitioning to a new era of AI.

    By Puja Tayal
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    Technology & Communications

    Why Chip Stocks Continue to Surge

    Stock markets were choppy on March 20, after the Fed’s dovish comments worried investors about an economic slowdown.

    By Sanmit Amin
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    Earnings Report

    What Made Memory Stocks the Top Gains of the S&P 500 Index?

    Micron Technology (MU) and Western Digital (WDC) stocks were among the top five gainers of the S&P 500 Index on March 21 in the first half of the trading session.

    By Puja Tayal
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    Earnings Report

    Applied Materials’ Q2 Guidance Signals Semiconductor Weakness

    On February 14, in after-hours trading, Applied Materials stock fell 2% as its fiscal 2019 second-quarter guidance missed estimates.

    By Puja Tayal
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    Technology & Communications

    A Look at Applied Materials’ Stock Returns and Valuations

    Semiconductor (SMH) company Applied Materials (AMAT) has been on a bull run between September 2015 and March 2018.

    By Adam Rogers
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    Technology & Communications

    Cree Stock Fell 5% on September 17

    Cree (CREE), the maker of lighting-class LED (light-emitting diode) and semiconductor products, fell 5.2% on September 17.

    By Adam Rogers
  • uploads///A_Semiconductors_AMAT_Key growth drivers
    Earnings Report

    What’s Applied Materials’ Strategy to Tap the AI Trend?

    Applied Materials (AMAT), KLA-Tencor (KLAC), and Lam Research (LRCX) are witnessing strong growth in the memory and logic segments.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Rev by geo Q
    Earnings Report

    China: One of Applied Materials’ Key Revenue Drivers

    Applied Materials (AMAT) supplies SME (semiconductor manufacturing equipment) to chip makers all over the world.

    By Puja Tayal
  • uploads///A_Semiconductors_global Supply chain
    Technology & Communications

    How Tax Reform Could Impact Semiconductor Companies

    There could be a favorable business environment for the US semiconductor industry in 2018 in the wake of tax reform at the end of 2017.

    By Puja Tayal
  • uploads///A_Semiconductors_Terrirotial tax System
    Technology & Communications

    Territorial Tax System: Important for US Semiconductor Companies?

    The semiconductor industry welcomed the Tax Cuts and Jobs Act that President Trump signed into law on December 22, 2017.

    By Puja Tayal
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    Technology & Communications

    Why Qualcomm Could Exit the List of Top 5 Cash-Rich Semi Companies

    In calendar 3Q17, Qualcomm (QCOM) was the richest semiconductor company in terms of cash, with net cash of $17.9 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_top  semi stocks DAily volume
    Technology & Communications

    What Made Intel the Most-Traded Semi Stock This Year?

    Most large-cap stocks have high trading volumes, but it’s not necessary that all highly traded stocks are large-cap stocks.

    By Puja Tayal
  • uploads///A_Semiconductors_top  semi stocks by beta
    Technology & Communications

    Why AMD and Intel Are in the Top 5 Most Volatile Semi Stocks

    Short-term investors and traders are interested in highly volatile stocks as they look to profit from strong price movements through options trading.

    By Puja Tayal
  • uploads///A_Semiconductors_Top  stocks by net cash
    Technology & Communications

    The Top 5 Cash-Rich Semiconductor Stocks Today

    In calendar 2Q17, TSMC (TSM) was the richest semiconductor company in terms of cash, with net cash of $18.5 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_Industry_SME stock performance
    Technology & Communications

    Understanding the Role of AMAT, LRCX, and KLAC in Semiconductor Growth

    According to SEMI’s estimates, the global semiconductor market is expected to grow at a CAGR (compound annual growth rate) of 6.7% between 2015 and 2025.

    By Puja Tayal
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    Company & Industry Overviews

    What AMAT’s Price Ratios Say about Its Valuation

    On August 7, 2017, AMAT had a PS ratio of ~3.7x.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q earnings from display segment
    Earnings Report

    Could the OLED Display Act as AMAT’s Revenue Catalyst in the Future?

    AMAT expects demand for OLED displays to remain high for the coming few years as the market faces a supply shortage.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q semiconduct system rev by end market
    Earnings Report

    Is AMAT Losing Market Share to Lam Research and KLA-Tencor?

    The emergence of the IoT (Internet of Things), self-driving cars, AR/VR (augmented/virtual reality), and AI (artificial intelligence) is driving demand for logic and memory chips.

    By Puja Tayal
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    Company & Industry Overviews

    What AMAT’s Sequential Revenue Growth Indicates

    Applied Materials (AMAT) witnessed strong 45% year-over-year growth in 1Q17 while the overall SME market witnessed growth of 110% YoY.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_KLAC LLTC Q revenue
    Earnings Report

    Could AMAT Achieve New Revenue Milestones in Fiscal 2017?

    Applied Materials’ revenues rose 45% year-over-year to $3.5 billion in fiscal 2Q17, as its foundry and display equipment sales rose in triple digits.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q earnings from display segment
    Company & Industry Overviews

    What Lies Ahead for Applied Materials’ Display Segment

    Applied Materials’ Display segment Earlier in this series, we saw that Applied Materials’ (AMAT) two core business segments, Semiconductor Systems and Applied Global Services, saw strong fiscal 2Q17 earnings as foundries and memory makers are transitioning to advanced manufacturing technologies. Amid strong growth, the Display segment, which accounts for 11% of the company’s revenue, witnessed a […]

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q earnings from service segment
    Company & Industry Overviews

    Applied Global Services Stabilizes Applied Materials’ Earnings

    Applied Materials’ Applied Global Services segment Applied Materials’ (AMAT) Semiconductor Systems segment has seen strong growth as chipmakers transition to new material-intensive 3D NAND technology and 10-nm (nanometer) and 8-nm process nodes. The chipmakers may take some time to ramp up new technology and improve yield rates. Applied Materials’ AGS (Applied Global Services) team works in sync with […]

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q earnings for semiconductor systems segment
    Company & Industry Overviews

    What Drives Applied Materials’ Semiconductor Systems Earnings?

    Factors driving demand for semiconductor systems Applied Materials (AMAT) is witnessing high growth as the semiconductor industry undergoes a multiyear inflection. Applied Materials chief financial officer Robert Halliday stated that the semiconductor industry is becoming larger and more diverse as the emergence of the IoT (Internet of Things), cloud data centers, AR/VR (augmented/virtual reality), and […]

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q revenue by geography
    Earnings Report

    A Look at Applied Materials’ Key Growth Markets in Fiscal 2017

    Applied Materials’ key growth markets In the previous part of this series, we saw that Applied Materials’ (AMAT) fiscal 2Q17 revenue rose sequentially due to strong demand from memory customers. It grew YoY (year-over-year) due to strong demand from foundry and display customers. As major foundries are located in Taiwan and South Korea (EWY), the company’s […]

    By Puja Tayal
  • uploads///A_Semiconductors_wafer fabrication equipment shipment Q
    Company & Industry Overviews

    What Pushed Applied Materials’ Stock Price to a 17-Year High

    Applied Materials (AMAT) stock has risen 86% over the past 12 months to the 17-year high of $44. In this series, we’ll look at the factors driving Applied Materials’ fiscal 2017 earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_industry trend wafer equipment
    Company & Industry Overviews

    Is AMAT’s Revenue Growth Cyclical or Seasonal?

    Applied Materials (AMAT) is in the midst of a major technology transition that is changing the industrial factors that affect its revenue.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Display growth drivers
    Company & Industry Overviews

    Is LCD Still a Growth Driver for AMAT’s Display Revenue?

    In 2016, Applied Materials’ (AMAT) display revenue rose 28% YoY (year-over-year) to $1.2 billion, whereas new orders rose 160% YoY to $2.2 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_ASML_Q Revenue by product
    Company & Industry Overviews

    How ASML’s EUV Technology Could Threaten AMAT’s Foundry Business

    ASML is seeing strong demand for its EUV technology and the strong demand was reflected in its latest fiscal 4Q16 earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q profit margins estimate
    Company & Industry Overviews

    These Factors Could Improve AMAT’s Profitability in 2017

    For fiscal 1Q17, AMAT expects its non-GAAP (generally accepted accounting principles) gross margin to rise 43.8% from 43.7% in fiscal 4Q16.

    By Puja Tayal
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    Company & Industry Overviews

    Applied Materials Is at the Peak of Its Revenue Cycle

    Intel (INTC), TSMC (TSM), Samsung (SSNLF), and Micron (MU) accounted for 51% of AMAT’s revenue in 2016.

    By Puja Tayal
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    Miscellaneous

    Will Trump’s Policies Be Good or Bad for AMAT?

    According to 2015 trade statistics, of the $482 billion in US exports to China, 28% was for electrical machinery.

    By Puja Tayal
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    Miscellaneous

    Trump’s Impending Presidency Brings Chills to Tech Stocks

    The outcome of the 2016 US Presidential election has not been welcomed by the global technology sector.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Will Donald Trump’s Victory Impact AMAT?

    AMAT is the world’s largest manufacturer of SME (semiconductor manufacturing equipment) and supplies to chipmakers around the world.

    By Puja Tayal
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    Company & Industry Overviews

    How Will Virtual Reality and Autonomous Cars Affect AMAT?

    The share of logic in AMAT’s Semiconductor Systems’ revenue has been falling from 29% in 2012 to an estimated 16% in 2016.

    By Puja Tayal
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    Company & Industry Overviews

    Semiconductor Systems to Fuel AMAT’s Future Growth

    Over the past five years, AMAT’s product mix has shifted from logic to memory.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What AMAT’s Mid-Term Guidance Says about Semiconductor Industry

    Many semiconductor companies like Intel (INTC), Micron Technology (MU), and TSMC (TSM) have reported seasonal growth in their recent quarterly results.

    By Puja Tayal
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    Company & Industry Overviews

    Why Applied Materials Revised Its Wafer Fab Spending Outlook

    Applied Materials’ guidance for fiscal 4Q16 reflects the semiconductor industry’s health. It expects its 2016 wafer spending to show single-digit growth.

    By Puja Tayal
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    Company & Industry Overviews

    Applied Materials’ Efforts in OLED Are Finally Materializing

    Growth in AMAT’s Display segment was slow initially, but then it shot up in fiscal 2Q16 with the adoption of OLED by smartphone makers Samsung and Apple.

    By Puja Tayal
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    Company & Industry Overviews

    These Countries Are Applied Materials’ Key Drivers of Future Growth

    In fiscal 3Q16, Taiwan and China accounted for 57% of Applied Materials’ orders and 46% of sales. Korea accounted for 19% of new orders and 17% of sales.

    By Puja Tayal
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    Company & Industry Overviews

    How Much Are Production Cycles Impacting Applied Materials’ Earnings?

    Applied Materials’ earnings will likely increase in 2016 as the overall semiconductor industry transitions to new technology.

    By Puja Tayal
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    Company & Industry Overviews

    Which External Factors Are Influencing AMAT’s Growth?

    Earlier, we saw that Applied Materials (AMAT) had reported strong growth in orders in the Memory, Foundry, and Display segments in fiscal 2Q16.

    By Puja Tayal
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    Company & Industry Overviews

    Applied Materials Set to Tap Fresh Growth in Display Products

    In the previous part of the series, we saw that Applied Materials (AMAT) had received new orders from flash memory makers and foundries in fiscal 2Q16.

    By Puja Tayal
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    Macroeconomic Analysis

    How Will a Devalued GBP Impact Britain’s Semiconductor Industry?

    A US strong dollar would discourage British companies such as Dialog Semiconductor from acquiring US semiconductor companies.

    By Puja Tayal
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    Miscellaneous

    Britain Contributes Little to the Global Semiconductor Industry

    Europe accounted for only 10% of global semiconductor sales in April 2016, according to World Semiconductor Trade Statistics.

    By Puja Tayal
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    Company & Industry Overviews

    Which Factors Would Drive Applied Materials’ Fiscal 3Q16 Earnings?

    For fiscal 3Q16, AMAT expects to report revenue in the range of $2.79 billion–$2.89 billion, up 14% to 18% YoY and higher than analyst estimates.

    By Puja Tayal
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    Company & Industry Overviews

    TSMC Has Accelerated Advanced Technology Development

    TSMC is currently ramping up production of its 16nm technology. It expects to complete it by the end of fiscal 2Q16.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    AMAT’s Fiscal 2Q16 Guidance Topped Analysts’ Estimates

    Applied Materials (AMAT) reported declining revenues in fiscal 1Q16, but it has an optimistic outlook for fiscal 2Q16.

    By Puja Tayal
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    Fund Managers

    Your Introductory Rundown of the Parnassus Asia Fund (PAFSX)

    The Parnassus Asia Fund’s (PAFSX) documents define it as a multi-cap fund that invests in well-established companies “domiciled or headquartered in Asia.”

    By David Ashworth
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    Macroeconomic Analysis

    An Overview of FEX’s Alpha Holdings

    FEX currently manages a total portfolio of $1.76 billion distributed primarily over the financial, consumer discretionary, and industrials sectors.

    By Ivan Kading
  • uploads///Series  A
    Earnings Report

    Applied Materials Is Open to Merger Opportunities

    Applied Materials is still open to a merger. Applied Materials’ CEO, Gary Dickerson, clarified that he will be selective in the merger opportunities.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    What Are Applied Materials’ Future Growth Prospects?

    Applied Materials is a dominant player in the chip equipment market. It holds a strong position in both the foundry and memory segments.

    By Puja Tayal
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