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

   Applied Materials brings AI and big data into semiconductor inspection machines  2021/03/16 11:30:56 VentureBeat
Applied Materials has launched a new generation of optical semiconductor wafer inspection machines that incorporate AI.
   Applied Materials Is Raising Its Dividend 9%  2021/03/13 12:30:00 Barron's
Colgate-Palmolive and Qualcomm were other big U.S. companies that declared dividend increases in a busy week for payout news.
   US-China tech war: Suppliers to SMIC said to be struggling to get export licenses  2021/03/05 01:48:34 South China Morning Post
The US government has been slow to approve licenses for American companies like Lam Research Corp and Applied Materials Inc to sell chipmaking equipment to China semiconductor giant SMIC, sources said, as the impact of a global chip shortage spreads.Many licenses for US suppliers to ship an estimated US$5 billion dollars’ worth of equipment and materials have not come through, according to more than half a dozen industry sources, though numerous companies submitted applications soon after the…
   U.S. Exporters Of Semi Chipmaking Tools Struggle To Get Licenses To Sell To China Chip Giant SMIC  2021/03/04 19:10:00 Zero Hedge
U.S. Exporters Of Semi Chipmaking Tools Struggle To Get Licenses To Sell To China Chip Giant SMIC Despite the fact that the global semiconductor industry remains significantly constrained in terms of production output, the U.S. government has been dragging its feet in approving licenses for companies to sell chipmaking equipment to Chinese semi company SMIC. SMIC is "the largest foundry in mainland China, is an important player in the global semiconductor supply chain, which is under pressure as pandemic lockdowns drive up demand for electronics such as laptops and phones", according to Reuters . Lam Research and Applied Materials are among companies trying to sell about $5 billion of parts and components to help make chips - but licensing has been a hold up. Semiconductor Manufacturing International Corp had been blacklisted by the U.S. in December over concerns it was helping China's military, and its future under a Biden administration remains unclear, the Reuters report states. Equipment that is used to make advanced 10 nm and smaller chips is "likely to be denied licenses", and applications are taken on a case-by-case basis, according to the report. “Lam Research is still in the application process and has not yet received a response,” a company spokesperson said.
   US Delays SMIC Suppliers With Export Licenses Despite Chip Crisis: Reuters  2021/03/04 18:14:56 Benzinga
The U.S. government remained sluggish in approving licenses for companies like Lam Research Corp (NASDAQ: LRCX ) and Applied Materials Inc (NASDAQ: AMAT ) for selling chipmaking equipment to China’s semiconductor giant Semiconductor Manufacturing International Corp (SMIC) (OTC: SMICY ) (OTC: SIUIF ) despite a demand spike triggered by the global chip crisis, Reuters reports . Licenses for U.S. suppliers to ship parts and components worth an estimated $5 billion remain outstanding since the company’s blacklisting in December. Certain permits have been approved, including for small numbers of expensive equipment in recent days. The company got blacklisted … Full story available on Benzinga.com
   Insights on the Wafer-level Packaging Equipment Global Market to 2027 - Featuring Applied Materials, EV Group and Suss MicroTec Among Others - ResearchAndMarkets.com  2021/01/29 11:31:00 Business Wire
DUBLIN--(BUSINESS WIRE)--The "Wafer-level Packaging Equipment - Global Market Trajectory & Analytics" report has been added to ResearchAndMarkets.com's offering. The publisher brings years of research experience to the 9th edition of this report. The 97-page report presents concise insights into how the pandemic has impacted production and the buy side for 2020 and 2021. A short-term phased recovery by key geography is also addressed. Global Wafer-level Packaging Equipment Market to Reach $
   DA Davidson Upgrades Applied Materials On 'Unprecedented Strength' In Sector  2021/01/26 21:04:43 Benzinga
Applied Materials, Inc. (NASDAQ: AMAT ) is poised to benefit from unprecedented strength in the semiconductor capital equipment industry, according to D.A. Davidson. The Applied Materials Analyst: Thomas Diffely upgraded Applied Materials from Neutral to Buy and raised the price target from $90 to $130. The Applied Materials Thesis: Given the recent increase in capital spending by Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM ) and the dynamic random access memory (DRAM) recovery at Samsung, the spending growth … Full story available on Benzinga.com
   Applied Materials, Apache, Bed Bath & Beyond, Palo Alto Networks and More of Tuesday Afternoon’s Analyst Calls  2021/01/26 21:04:22 24/7 Wall street
   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.
   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

 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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