米国市場銘柄情報

AMAT アプライドマテリアルズ

銘柄追加

204.090
+6.180+3.12%

終値 05/03 16:00 ET

205.070
+0.980+0.48%

市場前 05:49 ET

1,695.78億時価総額24.01直近PER

アプライドマテリアルズに関するコメント

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Rockyturki

04/28 16:34

Random thoughts on semis:

1) There’s plenty of bad news within $インテル(INTC.US)$ 's report, and recent news/reports about competitors ( $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ 's A16 commentary, reported demand for $エヌビディア(NVDA.US)$ 's Arm-powered GB200, reported IPC gains for $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ 's Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...

Market alert: Major AI players and US indexes show bearish signals

PREMOSULTRAA

04/17 21:29

semiconductor world

1. $ASMLホールディング(ASML.US)$ | ASML Holding
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...

RAY Chia

04/10 16:49

Another giant "crashed"?

Global chip leader $インテル(INTC.US)$ foundry business suffered heavy losses, and its share price plunged over 13.5% in 4 trading days. Several analysts remain neutral on the stock, but have lowered their price targets.

Price volating and Intel's options trading are active. The day before yesterday, the total volume of its options reached $225,500, with 40.67% bearish and 59.33% bullish. It is worth noting that there was a large transaction of a put option with an exerci...

AI chip boom: Who will reshape the AI landscape?

ecommerceshares

04/09 20:29

Applied Materials Reconsiders $4B Silicon Valley R&D Facility Amid Funding Shortfall

$アプライドマテリアルズ(AMAT.US)$$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$$インテル(INTC.US)$
👉 Key Highlights:
📍 Applied Materials may delay or cancel its $4 billion R&D facility in Silicon Valley.
📍 Lack of government funding cited as a key reason following the Chips and Science Act adjustments.
📍 Biden administration shifted focus from funding awards due to high demand, impacting subsidy plans.
📍 The bill, signed in August 2022, wa...

lady on street

04/09 18:31

$アプライドマテリアルズ(AMAT.US)$ postphoned California R&D lab in news? really

SpyderCall

04/07 16:01

コラムIs Intel in Trouble?

$インテル(INTC.US)$
Big Red Week for Intel
Intel experienced a sharp selloff last week after reporting billions in losses from its foundry business. Apparently, investors didn't like the headlines.
Head-and-Shoulders Pattern?
The selling corresponds with the price breaking down below the neck line of a head-and-shoulders pattern as well as a long-term Fib level. There was high volume associated with the selling. This adds validity to the bearishness. Bearish candlestick pattern...

Intel's Q1 2021 financial report has been released. What are the highlights?

Cramer ETF

03/22 12:03

Cramer's Lightning Round: AMD is a buy

Super Micro Computer: "No, no, no, no. Look, I would rather buy Nvidia a hundred points higher than it is now than buy SMCI."$スーパー・マイクロ・コンピューター(SMCI.US)$
Alibaba: "It's so hard...We're going to have to hold off until it goes under 70."
$アリババ・グループ・ホールディング(BABA.US)$
Advanced Micro Devices: "I like AMD here. I think AMD has been in the penalty box long enough [buy, buy, buy!]."$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$
Applied Materials: "...It's at a high. I'd buy some and let it p...

lady on street

03/20 20:53

$アプライドマテリアルズ(AMAT.US)$ coming big rally soon if captured AI technology

Rockyturki

03/13 21:34

In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $ASMLホールディング(ASML.US)$ - monopoly in lithography machines
2. $アプライドマテリアルズ(AMAT.US)$ - makes machines across manufacturing process
3. $ラムリサーチ(LRCX.US)$ - largest etching equipment provider
4. $KLAコーポレーション(KLAC.US)$ - dominates process diagnostics & control space

In One Chart

03/13 19:59

コラムTech Giant in One Chart: Who Are the Suppliers of TSMC?

$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas:
Equipment Suppliers:
$ASMLホールディング(ASML.US)$: A leadin...