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Price · 1Y
$474.38
Thesis
Applied Materials is the broadest semiconductor-equipment supplier, with tools spanning deposition, etch, ion implant, and packaging. Its breadth gives it exposure to nearly every step of leading-edge AI chip manufacturing.
Catalysts
- Leading-edge logic and gate-all-around transitions
- Advanced-packaging tool demand tied to AI accelerators
- Memory capex cycle recovery
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Aug 27LeadershipSEC
8-K filing with Item 5.02 disclosure on officer or director changes, plus Reg FD and exhibits.
- Aug 13Financial resultsSEC
Applied Materials files 8-K with Item 2.02 results of operations and Item 9.01 exhibits.
- May 14Financial resultsSEC
8-K filing (items 2.02, 9.01) reporting results of operations.