Industry's first use of ruthenium in high-volume production enables copper chip wiring to be scaled to the 2nm node and beyond and reduces resistance by as much as 25%New enhanced low-k dielectric material reduces chip capacitance and strengthens logic and DRAM chips for 3D stacking SANTA CLARA, Calif., July 08, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced materials engineering innovations designed to increase the performance-per-watt of computer systems by enabling copper wiring to sca ...

Industry’s first use of ruthenium in high-volume production enables copper chip wiring to be scaled to the 2nm node and beyond and reduces resistance by as much as 25%New enhanced low-k dielectric material reduces chip capacitance and strengthens logic and DRAM chips for 3D stacking SANTA CLARA, Calif., July 08, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced materials engineering innovations designed to increase the performance-per-watt of computer systems by enabling copper wiring to sca ...

Nanotech stocks are among the hottest plays in the market right now, thanks to analysts predicting astronomical growth for the market. For example, Fortune Business Insights forecasted the market would grow to $91.18 billion in 2024 and reach $332.73 billion by 2032.The CHIPS Act and other legislative moves by the U.S. are further bolstering the appeal of investing in nanotech stocks, committing $52.7 billion in semiconductors, including $39 billion in manufacturing incentives and $13.2 billion in R&D and w ...

While it’s easy to get locked into semiconductor stocks to buy thanks to the mercurial rise of Nvidia (NASDAQ:NVDA), there’s more to the sector than just one enterprise focused on artificial intelligence. Fundamentally, the chip-manufacturing ecosystem is enticing because it represents the building blocks of innovation.With progress always pointing in one direction – forward – investors ought to concentrate the growth portion side of their portfolio on semiconductor stocks to buy. Basically, the canvas prov ...

• Company's latest Sustainability Report outlines efforts to reduce the semiconductor industry's carbon emissions SANTA CLARA, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. has published its latest Sustainability Report, detailing the company's progress over the past year in reducing its carbon emissions and collaborating with customers and partners to drive a more sustainable semiconductor industry. "As technology transforms our world at an unprecedented pace, the semiconductor industry ...

• Company’s latest Sustainability Report outlines efforts to reduce the semiconductor industry’s carbon emissions SANTA CLARA, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. has published its latest Sustainability Report, detailing the company’s progress over the past year in reducing its carbon emissions and collaborating with customers and partners to drive a more sustainable semiconductor industry. “As technology transforms our world at an unprecedented pace, the semiconductor industry ...

报告公司投资评级 - 首次覆盖，给予"增持"评级[6] 报告的核心观点 公司业务概况 - 公司主要为半导体、显示器及相关行业提供制造设备及服务，客户包括晶圆、芯片、显示器及其他电子设备制造商[6] 业绩表现 - FY24Q2公司营收66.46亿美元，同比+0.24%，环比-0.91%；归母净利润17.22亿美元，同比+9.33%，环比-14.71%[1] - 公司半导体设备业务依旧强劲，离子注入设备销售额创历史新高[1] - 公司毛利率维持较高水平，FY24Q2为47.4%，同比+0.7pct[1] - 公司研发费用维持较高水平，主要用于保持技术领先地位及实现盈利增长[1] 行业趋势 - 人工智能、物联网、电动汽车和新能源等技术变革推动对高性能、高能效新型芯片需求增长，带动公司设备需求提升[2] - 公司正在推动与客户和合作伙伴开展更深入合作，加快新技术的创新和商业化[2] - 公司能够提供更完整、更互联的解决方案，帮助客户更快导入新技术并进行量产[2] 技术发展 - 在先进逻辑方面，公司在晶体管和互连器件的材料工艺方面长期处于领先地位[3] - 公司在GAA节点和HBM堆叠技术方面占据领导地位，相关收入有望快速增长[3][5] - 公司预计GAA节点收入将从今年的25亿美元翻倍至2025年[3][4] - 公司HBM封装收入预计2024年将是2023年的6倍，超过6亿美元[5] - 先进封装产品组合业务的营收贡献有望再次翻倍[5] 财务数据总结 - 预计2024-2026年归母净利润分别为69.23亿美元、78.72亿美元、85.83亿美元，EPS分别为8.36美元、9.51美元、10.37美元[7] - 预计2024-2026年PE分别为28X、25X、23X[7]

文章核心观点 - 公司过去10年来一直保持稳定的收入和每股收益(EPS)增长 [7][8][9] - 公司在人工智能(AI)领域有巨大的增长潜力,但市场对其增长预期过于保守 [10][11][12][13][14] - 公司在半导体制造设备的关键领域拥有领先地位,将从半导体行业为AI而进行的大规模改造中获益 [15][16][18][19][20][21] - 公司的估值水平低于行业中位数,但其增长前景优于行业 [17][22][23][24] 根据目录分别总结 公司背景 - 公司过去10年来一直保持稳定的收入和每股收益(EPS)增长 [7][8][9] - 公司的三大业务板块包括半导体系统、应用全球服务和显示及相邻市场 [7] 增长前景 - 公司在人工智能(AI)领域有巨大的增长潜力,但市场对其增长预期过于保守 [10][11][12][13][14] - 公司在半导体制造设备的关键领域拥有领先地位,将从半导体行业为AI而进行的大规模改造中获益 [15][16][18][19][20][21] 估值分析 - 公司的估值水平低于行业中位数,但其增长前景优于行业 [17][22][23][24]

The primary drivers of wafer fab equipment (WFE) demand are the strength of semiconductor demand and the existing capacity level. As far as the demand for semiconductors is concerned, it will be hugely boosted by ongoing transitions adopting AI, IoT, EVs and renewable energy. Government regulations and funding around the world will support this trend.The future of warfare is also in the most advanced electronics. Therefore, strategic necessity will continue to boost demand and production around the world, p ...

SANTA CLARA, Calif., June 13, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.40 per share payable on the company's common stock. The dividend is payable on Sept. 12, 2024 to shareholders of record as of Aug. 22, 2024. The cash dividend is a key component of Applied's capital allocation strategy. In March 2023, Applied announced a 23-percent increase in the quarterly dividend, and in March 2024, Applied announced a 25- ...