The primary drivers of wafer fab equipment (WFE) demand are the strength of semiconductor demand and the existing capacity level. As far as the demand for semiconductors is concerned, it will be hugely boosted by ongoing transitions adopting AI, IoT, EVs and renewable energy. Government regulations and funding around the world will support this trend.The future of warfare is also in the most advanced electronics. Therefore, strategic necessity will continue to boost demand and production around the world, p ...

SANTA CLARA, Calif., June 13, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.40 per share payable on the company's common stock. The dividend is payable on Sept. 12, 2024 to shareholders of record as of Aug. 22, 2024. The cash dividend is a key component of Applied's capital allocation strategy. In March 2023, Applied announced a 23-percent increase in the quarterly dividend, and in March 2024, Applied announced a 25- ...

SANTA CLARA, Calif., June 13, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.40 per share payable on the company’s common stock. The dividend is payable on Sept. 12, 2024 to shareholders of record as of Aug. 22, 2024. The cash dividend is a key component of Applied’s capital allocation strategy. In March 2023, Applied announced a 23-percent increase in the quarterly dividend, and in March 2024, Applied announced a 25- ...

As Nvidia’s (NASDAQ:NVDA) growth goes hyperbolic, the semiconductor industry seems left behind. After all, much of Nvidia’s excitement and value generation comes from its dominance in the graphic process unit sector of semiconductor technology. However, Nvidia is a fabless company. This means it relies on highly sophisticated manufacturers, which, in turn, rely on suppliers to produce the GPUs that drive Nvidia’s market dominance. With Nvidia’s growth looking unlikely to slow down, according to analysts, ke ...

Applied Materials, Inc. (NASDAQ:AMAT) BofA Securities Global Technology Conference June 6, 2024 11:40 AM ET Company Participants Brice Hill - SVP & CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Very good morning. Welcome to this session. I'm Vivek Arya from BofA’s semiconductor team. I'm absolutely delighted to have the team from Applied Materials join us this morning. Brice Hill, Senior Vice President and CFO of Applied Materials. What I thought we would do is go through some of ...

CHINA - 2023/11/03: In this photo illustration, the American semiconductor corporation Applied ... [+] Materials (NASDAQ: AMAT) logo seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesApplied Materials stock has had a solid year thus far, rising by over 31% year-to-date. In comparison, Applied’s semiconductor industry peer Texas Instrument ...

Applied Materials could be gearing up for a big run of earnings growth.When it comes to all things accelerated computing and artificial intelligence (AI), Nvidia (NVDA 4.89%) has rightfully stolen the spotlight. But an entire supply chain ecosystem is hard at work helping Nvidia bring its AI systems to market. And a company called Applied Materials (AMAT -0.41%) is one of those critical pieces of the supply chain.Applied is the largest U.S.-based supplier of semiconductor manufacturing equipment -- Netherla ...

Applied Materials, Inc. (NASDAQ:AMAT) Bernstein's 40th Annual Strategic Decisions Conference May 30, 2024 2:30 PM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Stacy Rasgon Thank you for coming. Good afternoon, I'm Stacy Rasgon, I cover the U.S. Semiconductor and semi cap equipment space here at Bernstein. And it's been a great honor to introduce our guest, the President and CEO of Applied Materials, Mr. Gary Dickerson. B ...

At this point, directly betting against semiconductor stocks – especially if they’re named Nvidia (NASDAQ:NVDA) – should first come with a warning. The sector continues to defy gravity, with demand seemingly pointing to a limitless ceiling.Nevertheless, one must figure that even mighty Nvidia will reach a saturation level where the upside returns can no longer justify the downside risks. However, we know that technology continues to march perpetually forward, which puts investors in a quandary. Still, I sho ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 28, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-06920 Applied Materials, Inc. (Exact name of registrant as specified in its charter) Delaware 94-1655526 (Stat ...