AMAT - アプライド・マテリアルズ (Applied Materials Inc.) アプライド・マテリアルズ

 AMATのチャート


 AMATの企業情報

symbol AMAT
会社名 Applied Materials Inc. (アプライド・マテリアルズ)
分野(sector) Technology   ハイテク
産業(industry) Semiconductors  
業種 半導体製造装置_試験装置   IT・通信(IT_Communications)
概要 事業概要 アプライド・マテリアルズ(Applied Materials Inc.)はグローバル半導体、ディスプレー及び関連産業へ製造機器、サービス及びソフトウェアを提供する。同社は4つの事業区分により構成される。半導体システム事業はエッチング、急速熱処理、堆積、化学機械平坦化、計測と検査、ウェーハパッケージングおよびイオン注入のための半導体の資本設備を含む。応用グローバルサービス事業は設備と工場のパフォーマンスと生産性を最適化する統合ソリューションを提供する。ディスプレイ・隣接市場事業はテレビ、パソコン、スマートフォン及びその他の消費者向けの液晶ディスプレイ、有機発光ダイオード、アップグレードとロールツーロールウェブコーティングシステム、及びその他のディスプレイ技術を製造するための製品を含む。法人と他の事業には製品からの収入、太陽光発電セル及びモジュールを製造するために販売される製品の費用、並びに特定の営業費用が含まれる。   アプライド・ マテリアルズは半導体、フラットパネルディスプレイ、太陽電池の製造に用いられる装置、サ―ビス、ソフトウエアを提供。事業は4部門で構成。半導体チップ(IC)の各種加工に使用される製造装置、半導体、液晶ディスプレイ(LCD)、太陽電池の各製造工場向けに自動化システム、テレビやパソコン用の薄幕トランジスタを使用したLCD製造用機器の製造などを行う。   
本社所在地 3050 Bowers Avenue P.O. Box 58039 Santa Clara CA 95052-8039 USA
代表者氏名 Thomas J. Iannotti トーマス・イアノッティ
代表者役職名 Independent Chairman of the Board
電話番号 +1 408-727-5555
設立年月日 24777
市場名 NASDAQ National Market System
ipoyear 1972年
従業員数 18400人
url www.appliedmaterials.com
nasdaq_url https://www.nasdaq.com/symbol/amat
adr_tso
EBITDA EBITDA(百万ドル) 5530
終値(lastsale) 36.6
時価総額(marketcap) 35977453068.6
時価総額 時価総額(百万ドル) 35112.42
売上高 売上高(百万ドル) 17208
企業価値(EV) 企業価値(EV)(百万ドル) 36436.42
当期純利益 当期純利益(百万ドル) 4508
決算概要 決算概要 BRIEF: For the 39 weeks ended 29 July 2018 Applied Materials Inc. revenues increased 25% to $13.24B. Net income before extraordinary items increased 44% to $3.53B. Revenues reflect Semiconductor Systems segment increase of 21% to $8.59B Applied Global Services segment increase of 27% to $2.78B Display and Adjacent Markets segment increase of 47% to $1.8B China segment increase of 76% to $3.78B Japan segment increase of 67% to $1.68B.

 AMATのテクニカル分析


 AMATのニュース

   Chip Stocks Soar To Record After Taiwan Semi Unveils $28BN Spending Blitz  2021/01/14 17:55:33 Zero Hedge
Chip Stocks Soar To Record After Taiwan Semi Unveils $28BN Spending Blitz Chip equipment stocks soared on Thursday, and the Philly Semiconductor index surging to a new all time high, after Taiwan Semiconductor Manufacturing (TSMC), the world’s largest contract chipmaker, disclosed massive capital spending plans up to $28 billion into capital spending this year which Bloomberg called "a staggering sum", aimed at expanding its technological lead and constructing a plant in Arizona to serve key American customers. The company announced that its capital spending for 2021 would be between $25 billion to $28 billion, compared with $17.2 billion the previous year. About 80% of the outlay will be devoted to advanced processor technologies, suggesting TSMC anticipates a surge in business for cutting-edge chipmaking. One reason for this is that Intel, which on Wednesday announced a new CEO, is said to be contemplating a departure from tradition and outsourcing manufacture to the likes of TSMC. For the December quarter, the company reported net income of NT$142.8 billion ($5.1 billion), up 23%, and well above expectations of NT$137.2 billion.
   Applied Materials, II-VI Are BofA's Favorite Semiconductor Plays For 2021  2021/01/12 04:10:58 Benzinga
Tech stocks are poised to outperform yet again as the industry sees accelerating growth, according to an analyst at BofA Securities. Factors Favoring The Outperformance: The semiconductor industry will see an accelerating compounded annual growth rate of 8% from the calendar year 2020 through 2022, compared to the 2% growth of the past three years, analyst Vivek Arya said in a note. Looking ahead, global GDP growth is set to accelerate to 5.4% in 2021, marking the highest growth rate since 1973, BofA estimates. Inventory levels are lean, Arya said. The industry is also likely to benefit from enhanced investments in 5G, as phone units increase to double that of the previous year, the analyst said. Arya also sees secular tailwinds from cloud, AI gaming, IoT and digitization of the global economy. "While COVID-19 recovery could be uneven and rising rates impact trading multiples, we expect greater investor interest in semis as a source of high-quality alpha generation," Arya wrote in the note.
   Global Semiconductor Equipment and Materials Market Report 2020-2024 Featuring Key Players | Applied Materials, ASML Holding, Tokyo Electron and Lam Research  2021/01/06 16:00:00 PR Newswire
DUBLIN, Jan. 6, 2021 /PRNewswire/ -- The "Global Semiconductor Equipment and Materials Market: Size & Forecast with Impact Analysis of COVID-19 (2020-2024)" report has been added to ResearchAndMarkets.com's offering. "Global Semiconductor Equipment and Materials Market: Size & Forecast…
   Why ASML Holdings, Applied Materials, and Micron Technologies Surged By as Much as 64.8% in 2020  2021/01/06 14:55:00 The Motley Fool
Semiconductors emerged from the 2018–2019 downturn, despite COVID-19.
   KeyBanc Stick to Their Buy Rating for Applied Materials By Investing.com  2021/01/06 12:31:07 Investing.com
KeyBanc Stick to Their Buy Rating for Applied Materials
   Global Semiconductor Equipment and Materials Market Report 2020-2024 Featuring Key Players | Applied Materials, ASML Holding, Tokyo Electron and Lam Research  2021/01/06 16:00:00 PR Newswire
DUBLIN, Jan. 6, 2021 /PRNewswire/ -- The "Global Semiconductor Equipment and Materials Market: Size & Forecast with Impact Analysis of COVID-19 (2020-2024)" report has been added to ResearchAndMarkets.com's offering. "Global Semiconductor Equipment and Materials Market: Size & Forecast…
   Why ASML Holdings, Applied Materials, and Micron Technologies Surged By as Much as 64.8% in 2020  2021/01/06 14:55:00 The Motley Fool
Semiconductors emerged from the 2018–2019 downturn, despite COVID-19.
   KeyBanc Stick to Their Buy Rating for Applied Materials By Investing.com  2021/01/06 12:31:07 Investing.com
KeyBanc Stick to Their Buy Rating for Applied Materials
   RBC Capital Stick to Their Buy Rating for Applied Materials  2021/01/05 12:35:36 Investing.com
RBC Capital Stick to Their Buy Rating for Applied Materials
   Why Applied Materials Is Needham's Top SemiCap Pick For 2021  2020/12/30 19:50:25 Benzinga
As the wafer fab equipment industry dynamics evolves, Applied Materials, Inc. (NASDAQ: AMAT ) is a potential winner in 2021, according to a Needham analyst. The Applied Materials Analyst: Quinn Bolton maintained a Buy rating on Applied Materials and upped the price target from $82 to $110. Needham named the stock as its top semiconductor capital equipment pick for 2021 and also added Applied Materials to its Conviction List. The Applied Materials Thesis: Applied Materials faced headwinds in the last WFE cycle, as NAND, its weakest segment, led industry growth, Bolton said in a Wednesday note. Additionally, extreme ultraviolet lithography insertion squeezed the company's share in the foundry/logic segment, the analyst said. Related Link: Mizuho's Top Semiconductor Stocks For 2021: Do You Own Them? In 2021-2022, the industry … Full story available on Benzinga.com
   Why Applied Materials Is Needham's Top SemiCap Pick For 2021  2020/12/30 19:50:25 Benzinga
As the wafer fab equipment industry dynamics evolves, Applied Materials, Inc. (NASDAQ: AMAT ) is a potential winner in 2021, according to a Needham analyst. The Applied Materials Analyst: Quinn Bolton maintained a Buy rating on Applied Materials and upped the price target from $82 to $110. Needham named the stock as its top semiconductor capital equipment pick for 2021 and also added Applied Materials to its Conviction List. The Applied Materials Thesis: Applied Materials faced headwinds in the last WFE cycle, as NAND, its weakest segment, led industry growth, Bolton said in a Wednesday note. Additionally, extreme ultraviolet lithography insertion squeezed the company's share in the foundry/logic segment, the analyst said. Related Link: Mizuho's Top Semiconductor Stocks For 2021: Do You Own Them? In 2021-2022, the industry … Full story available on Benzinga.com
   Top Analyst Upgrades and Downgrades: Applied Materials, Caterpillar, Costco, JPMorgan, Opendoor, Spotify, Vornado, Whiting Petroleum and More  2020/12/30 14:01:12 24/7 Wall street
   Applied Materials, Inc. (NASDAQ:AMAT) SVP Sells $69,200.00 in Stock  2020/12/25 11:24:41 Watchlist News
Applied Materials, Inc. (NASDAQ:AMAT) SVP Omkaram Nalamasu sold 800 shares of the stock in a transaction on Monday, December 21st. The shares were sold at an average price of $86.50, for a total transaction of $69,200.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this […]
   Al Gore’s Firm Bought Cisco, Analog Devices, and Applied Materials. Here’s What It Sold.  2020/11/22 12:00:00 Barron's
Generation Investment initiated a position in Cisco stock, and increased investments in Analog Devices and Applied Materials stock in the third quarter.
   How to invest smart in stocks during COVID | EmergingGrowth.com  2020/11/20 13:35:11 Emerging Growth
How to invest smart in stocks during COVID Google and Microsoft seem possible candidates, while Applied Materials and other chip-gear names are prospering. Data-center chip makers are struggling, but Apple (NASDAQ: AAPL) chipmakers such as Qualcomm (NASDAQ: QCOM) and Taiwan Semiconductor are faring better.

 関連キーワード  (半導体製造装置_試験装置 米国株 アプライド・マテリアルズ AMAT Applied Materials Inc.)

半導体は、私たちが日常的に使っている携帯電話やパソコン、家電製品から産業機器、電車などの交通インフラなど、あらゆる電機・電子機器になくてはならない部品といえる。かつては高品質と低価格から、日本製品が世界的シェアの5割以上を占める時期もあった。その後は韓国や台湾勢の台頭などで日本勢は苦境ち、業界再編にもつながったが、材料から製造装置まで関連する企業はまだ多い。なお、半導体は多くの電機・電子機器の開発で早い段階から使用されるため、半導体の市況や動向が景気の先行指標となることがある。
半導体製造装置とは、半導体の形状加工や組み立て、検査など半導体を製造する過程で使用される装置のことで、各工程に特化した装置を手掛ける企業や複数の工程の装置を手掛ける企業がある。また、半導体製造装置の専業メーカーだけでなく、精密機器メーカーや電子機器メーカーなどで半導体製造装置を手掛ける企業もあり、裾野は広い。あらゆるものがインターネットで結ばれるIoT時代の到来は、膨大な情報量と我々の日常空間が、境界線が引かれることなく同化されていく過程でもある。東京五輪が開催される2020年には全世界ベースで500億台の機器がネットとつながるとも試算されており、その前提で世界のデータ量は同年までに現在の6倍水準に膨れ上がるともいわれている。つれて半導体の大容量化・高速化が進行することとなり、近年では記憶素子が従来の平面ではなく立体方向に積層化された革新的なフラッシュメモリー3次元NANDの開発で視界が大きく変わった。半導体製造装置業界も新たなステージを迎えている。

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