Latest News - Applied Materials
Top Corporates Hub
Applied Materials
EXCLUSIVE: TSMC Plans Up to $64 Billion in Capex and Still Isn’t ‘Building Enough,’ Says Applied Materials Veteran
08.10.2026 17:09
TSMC (NYSE:TSM) reported record third-quarter revenue of NT$1.49 trillion ($46.71 billion) Thursday, up 50% year over year and above analysts’ NT$1.46 trillion forecast. But Steve Williams, a semiconductor industry veteran who spent more than 25 years at Applied Materials with...
Can Applied Materials Sustain Momentum in Its AGS Business?
08.10.2026 14:43
AMAT' AGS business is gaining momentum as AI-enabled services, recurring revenues and fab demand support growth through 2030.
Reasons Why Investors Can Consider Buying Genpact Stock Now
08.10.2026 13:31
G's 13.6% stock rally, AI-led growth, rising earnings estimates and steady shareholder returns make it an attractive investment opportunity.
Intel (INTC) Stock Could Be 46% Overvalued As Terafab Questions Linger
08.10.2026 07:15
Intel has delivered a very large multiyear share price gain, and with the stock last closing at US$113.12 the key issue now is whether that level is supported by the cash the business is expected to generate. After such a strong run, the question for anyone looking at Intel is how today’s market value lines up with what a Discounted Cash Flow (DCF) view of its future cash flows suggests. Over the past 3 years the share price has risen 212.2%, which puts a lot of weight on the idea that...
Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple
08.10.2026 03:44
On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months. In response, Mad Money host Jim Cramer said: It’s Gary Dickerson. The earnings look like, the PE looks like it’s expensive. That’s because it’s probably going to blow away the earnings. I want you to stay […]
Elite AI Chip Stocks To Own In October 2026
08.10.2026 01:16
IMF chief Kristalina Georgieva is warning that the AI investment surge is helping only a few countries while public debt and energy costs keep pressure on inflation. That cocktail puts a premium on businesses tied to real, physical infrastructure behind AI rather than hype alone. The screener here zeros in on chip designers, foundries and equipment suppliers, and this article highlights 3 of the strongest candidates. The three stocks below are just a starting sample, since the full screen...
Intel (INTC) Ties AI Chipmaking Push To Faster Next Generation Process Rollout
07.10.2026 10:12
Intel (NasdaqGS: INTC) and Applied Materials agreed to work together on next-generation chipmaking and packaging focused on AI workloads. The collaboration will use Applied Materials' new EPIC Center alongside Intel's process R&D to speed up commercialization of new logic nodes. Both companies aim to address performance, power efficiency and rapid iteration needs for data center and AI-focused semiconductor production. Intel's decision to tap Applied Materials' EPIC Center for AI-focused...
Zacks Industry Outlook Applied Materials, Lam Research and FormFactor
07.10.2026 07:01
Applied Materials, Lam Research and FormFactor have been highlighted in this Industry Outlook article.
From Silicon to Steel: Taiwan Takes Its Physical AI Push to Silicon Valley
07.10.2026 02:35
Taiwan is taking its Physical AI ambitions to Silicon Valley, bringing semiconductor companies and AI startups together with U.S. technology leaders to explore how AI can move from models and simulations into factories, machines and other real-world environments.
3 Chip Stocks Set for an Earnings Boost, and 3 to Avoid
05.10.2026 14:12
Applied Materials and two more semiconductor sector stocks are good bets for earnings season, according to Goldman Sachs.
Management Guided Higher For KLA Stock; Does The Chart Agree?
05.10.2026 13:36
KLA (KLAC) guided to higher revenue for its September 2026 quarter when it reported results on July 28, 2026. The stock is still 1.4% below its close before that release, while the S&P 500 has gained 3.4%. A higher forecast beside a lower share price is a reason to look at the chart before taking the guide at face value. So is KLA stock still in an uptrend.
AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?
05.10.2026 12:45
LRCX sees NAND upside as AI boosts storage demand, with its served market per wafer set to double from 128 to 500-plus layers.
3 tactical chip stocks to buy ahead of earnings, according to Goldman
05.10.2026 12:14
Investing.com -- Goldman Sachs said it sees a more constructive trading setup for semiconductor stocks heading into third-quarter earnings, after a sector pullback it attributed to significant de-risking, and named Applied Materials, Seagate and Microchip as tactical ideas.
Bull of the Day: Onto Innovation (ONTO)
02.10.2026 08:20
Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging
AI Compute Expansion and Memory Shortages Extend Applied Materials’ (AMAT) Growth Runway
01.10.2026 14:34
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]
Applied Materials and Besi Expand AI Advanced Packaging Partnership Through EPIC Center
01.10.2026 14:01
The expanded collaboration moves beyond hybrid bonding into 3D IC integration, thermo-compression bonding, panel-scale packaging and photonics technologies designed to support AI system scaling. Key Investor TakeawaysApplied Materials (NASDAQ:AMAT) and Besi (EU:BESI) are expanding their AI advanced packaging partnership, with Besi becoming an Innovation Partner at Applied’s EPIC Center.
Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling
01.10.2026 13:00
Besi joins Applied's EPIC Center as an Innovation Partner, extending a collaboration that began in 2020 with the companies' joint Hybrid Bonding Center of Excellence in SingaporeExpanded collaboration targets next-generation 3D IC scaling, logic and memory integration, and photonics applications supporting AI infrastructure build-outPartnership expands beyond die-to-wafer hybrid bonding to new hybrid bonding platforms, scaling of thermo-compression bonding (TCB), and new die-on-wafer, die-on-die
Applied Materials, BE Semiconductor Industries Announce BE Joins EPIC Center As Innovation Partner
01.10.2026 09:01
Applied Materials, Inc. (Nasdaq: AMAT) and BE Semiconductor Industries N.V. (Besi) (Euronext Amsterdam: BESI) today announced an expansion of their longstanding strategic partnership, with Besi joining Applied's
Applied Materials vs. Taiwan Semiconductor Manufacturing: Which Tech Stock Is a Better Buy in 2026?
01.10.2026 01:34
Taiwan Semiconductor Manufacturing grew revenue 33%, while Applied Materials posted modest 4% growth -- a stark contrast in momentum.
Applied Materials (AMAT) Ties Its $5 Billion EPIC Center To Next Gen AI Memory
30.09.2026 08:09
Applied Materials (NasdaqGS:AMAT) has entered a major R&D partnership with KIOXIA focused on next generation memory for AI workloads. The collaboration will be based at Applied Materials' new US$5b EPIC Center, targeting memory cell structures, multi chip stacking and advanced packaging. Both companies plan to work on improving manufacturability and density of future memory technologies tailored for AI focused chip architectures. This new EPIC Center alliance with KIOXIA is only one piece of...