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

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.

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.

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…

Semiconductors emerged from the 2018–2019 downturn, despite COVID-19.

KeyBanc Stick to Their Buy Rating for Applied Materials

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…

Semiconductors emerged from the 2018–2019 downturn, despite COVID-19.

KeyBanc Stick to Their Buy Rating for Applied Materials

RBC Capital Stick to Their Buy Rating for Applied Materials

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

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

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 […]

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 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.