Applied Materials increases strategic investment in BE Semiconductor Industries
The company raises its stake to approximately 20 percent, reinforcing a long-term partnership in advanced packaging and AI-driven semiconductor scaling.
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Materials engineering and semiconductor equipment provider
appliedmaterials.comLast updated
In short: Applied Materials unveiled a $5B EPIC Center, raised Besi stake, and posted record Q3 revenue.
The company raises its stake to approximately 20 percent, reinforcing a long-term partnership in advanced packaging and AI-driven semiconductor scaling.
The company expects strong multi-year expansion in leading-edge foundry-logic and DRAM. Applied aims for over 2 percent market share gain and higher margins by leveraging advanced eBeam technology and service solutions.
The $5 billion facility partners with TSMC, Intel, and Samsung for collaborative semiconductor R&D.
EPS reached $3.50 non-GAAP, up 41 percent year-over-year, while the company expanded EPIC partnerships and launched new chipmaking systems for AI demand.
Applied Materials is rated a Buy, with shares trading at about 23x forward earnings despite strong revenue and EPS growth. Read more on AMAT stock...
Applied Materials opened a $5 billion EPIC Center in Sunnyvale where TSMC, Intel, Samsung, Micron and SK hynix now share R&D ...
Applied Materials presented long-term targets at its SEMICON West investor day, including adjusted gross margin of approximately 54%, operating ...
Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what...
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