Applied Materials stock forecast: Besi deal meets $10.25B guide
Applied Materials expanded its Besi partnership, but disclosed no new orders. TECHi tests the October AMAT outlook against Q4 guidance and valuation.
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#Semiconductor equipment
3 articles
TECHi reporting and analysis covering Semiconductor equipment. 3 articles, newest first.
AEHR Stock Rally Prices a Backlog Conversion Test
AEHR stock surged after record bookings and a $100.6 million effective backlog. The next test is converting demand into current-year revenue and margin.
Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers
A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.