{ }
001122334455554433221100
001122334455554433221100
Symbol AMAT
Name Applied Materials, Inc.
Currency USD
Sector Information Technology
IndustryGroup Semiconductors & Semiconductor Equipment
Industry Semiconductors & Semiconductor Equipment
Market NASDAQ Global Select
Country United States
State CA
City Santa Clara
Zipcode 95052-3299
Website http://www.appliedmaterials.com

Morgan Stanley upgrades KLA stock rating and raises target to 870 dollars

Morgan Stanley has upgraded KLA Corporation's stock rating from Equalweight to Overweight, raising the price target to $870 from $748, citing strong growth potential in the wafer fabrication equipment sector. The firm anticipates KLA will achieve revenue growth of 8% in 2025 and 12% in 2026, contrasting with a projected decline in the broader market. Despite recent strong financial results, KLA faces challenges from export controls affecting sales in China, with a forecasted 20% drop.

SiCarrier Technologies Emerges as Competitor in Global Chipmaking Equipment Market

SiCarrier Technologies, a Huawei-linked startup, has made a significant entrance into the chipmaking equipment market, showcasing a comprehensive catalog of wafer processing tools at Semicon China. Founded in Shenzhen, the company aims to compete with industry leaders like ASML and Applied Materials, focusing on developing a full spectrum of semiconductor manufacturing equipment, excluding lithography tools. With strong backing from the Shenzhen Major Investment Group and a commitment to building a proprietary production flow, SiCarrier is poised to impact the local semiconductor ecosystem significantly.

China's SiCarrier Develops In-House Machines to Compete with ASML

SiCarrier, a China-based firm linked to Huawei, is developing machines to replace ASML's advanced EUV equipment, aiming to reduce China's reliance on foreign technology for semiconductor manufacturing. Supported by the Shenzhen government, SiCarrier is working on a range of chip fabrication tools, with prototypes expected to enter trial production by late 2025. Despite challenges, including SMIC's current limitations with DUV equipment, these efforts could significantly advance China's chip-making capabilities.

semiconductor industry outlook investment opportunities and key players analysis

Semiconductor stocks, essential for various technologies including AI and telecommunications, present both growth opportunities and significant risks due to market volatility, geopolitical tensions, and high R&D costs. Key players like NVIDIA, TSMC, Broadcom, and ASML dominate the sector, each facing unique challenges and advantages. Investors are advised to consider these factors when investing in this rapidly evolving industry.

stocks to watch amid recession fears and recent dividend hikes

Zacks.com highlights five stocks, including Toll Brothers, DICK'S Sporting Goods, KornFerry International, Banco Santander, and Applied Materials, amid concerns over market volatility and recession fears. Each company has recently announced dividend increases, indicating strong financial health. The S&P 500 and other major indexes have faced significant declines this year, prompting investors to consider dividend-paying stocks for portfolio diversification.

mixed market signals as tech shares falter and peace talks continue

US Vice President J.D. Vance emphasized the need for a swift and lasting peace in Ukraine during a meeting with President Volodymyr Selensky, while trade tensions escalated under Trump’s new tariff policies. In the stock market, Airbnb surged over 14% after strong quarterly results, while Informatica's shares plummeted by more than 21% due to disappointing turnover. The Swiss Market Index is poised for a slight increase, driven by ongoing geopolitical developments and the upcoming earnings reports from major companies.

stock market faces sharp sell-off as yields rise and major stocks tumble

The stock market faced significant losses following the Federal Reserve's rate outlook, with the Dow Jones plunging 2.6% and the S&P 500 down 2.95%. Major tech stocks like Nvidia and Tesla also fell, while Micron's weak guidance led to a sharp decline in its shares. Despite a slight bounce in futures, the market remains volatile, with rising Treasury yields and economic uncertainty ahead.

us imposes new export restrictions on china's semiconductor industry

The U.S. is set to impose new export restrictions on China's semiconductor industry, targeting 140 companies, including key chip toolmakers like Naura Technology Group and Piotech. This crackdown aims to hinder China's chipmaking capabilities, particularly in advanced memory chips and AI applications, as the Biden administration seeks to bolster national security ahead of the upcoming Trump administration. The measures will also affect foreign manufacturers, expanding U.S. control over chipmaking equipment exports to China.

stock futures rise as dow posts best month of 2024

Stock futures rose Friday, capping a strong month for equities, with the Dow gaining 1% this week and over 7% in November, its best month since last year. Chip stocks surged following reports of potential new U.S. restrictions on semiconductor sales to China, while gold and silver prices faced significant monthly declines. Trading is expected to be light ahead of the Thanksgiving holiday.

us markets decline amid rate cut uncertainty and political appointments

US markets are experiencing declines, with the SMI in the red, driven by muted expectations for interest rate cuts and concerns over President-elect Trump's personnel policy. Federal Reserve Chairman Jerome Powell dampened hopes for immediate rate reductions, with a December cut now seen at a 60% probability, down from 80% a month ago. Additionally, the appointment of Robert Kennedy Jr. as the new Secretary of Health and Human Services has unsettled investors, while Applied Materials' bleak outlook has disappointed technology stocks.
11:36 15.11.2024

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