Core Viewpoint - To address sales slowdown and trade turmoil, Applied Materials plans to cut 4% of its global workforce, impacting over 1,400 employees [1] Group 1: Company Actions - The company aims to become a more efficient and productive organization through these layoffs [1] - As of July 31, Applied Materials had 36,100 employees, indicating that the layoffs will affect a significant portion of its workforce [1] - The expected cost of the layoffs is between $160 million to $180 million, primarily for severance and one-time termination benefits [1] Group 2: Financial Implications - The company plans to account for most of the layoff costs in the fourth quarter [1] - The layoff plan is set to be completed by the first quarter of fiscal year 2026 [1]

智通财经APP获悉，美国最大芯片制造设备生产商应用材料(AMAT.US)宣布计划裁减全球4%的员工， 以应对销售放缓及贸易环境动荡。根据周四提交的监管文件，截至7月底公司员工总数为36,100人，按 4%计算，此次裁员人数可能超过1400人。 该公司表示此举旨在"提升竞争力与生产力"，并预计相关费用将达1.6亿至1.8亿美元，主要涉及遣散费 及一次性解雇福利，大部分费用将在2025年第四季度计入，裁员计划将于2026财年第一季度完成。 此次调整背景中，本月早些时候应用材料公司曾披露，美国扩大对华出口限制将导致其2026财年(截至 明年10月)损失约6亿美元收入。作为华盛顿限制中国发展本土芯片供应能力举措的一部分，应用材料及 其同业正面临愈发严格的监管约束，这些限制直接影响了它们在中国的供货能力及客户支持服务。 然而，该公司预测第四财季营收约为67亿美元，不及分析师平均预期的73.2亿美元;预计调整后每股收 益约为2.11美元，不及分析师平均预期的2.38美元。 首席执行官加里·迪克森在员工备忘录中强调："尽管面临短期挑战，但半导体行业预计将在未来十年实 现显著增长。应用材料公司正通过优化组织架构，打造更具竞争 ...

Core Viewpoint - Bank of America has raised the target price for Applied Materials from $180 to $250 and upgraded its rating from "Neutral" to "Buy" [1] Group 1 - The target price increase reflects a positive outlook on Applied Materials' performance [1] - The upgrade in rating indicates a stronger confidence in the company's future growth potential [1]

来源：市场资讯 应用材料公司凭借其技术创新和市场需求的精准把握，再次证明了其在芯片制造领域的重要地位。在当 前技术变革迅速、市场竞争激烈的背景下，公司持续的技术推动和市场扩展策略或将为投资者带来更为 理想的回报。 尽管有观点担忧人工智能可能存在泡沫风险，但应用材料公司并未观察到行业投资的放缓迹象。当前， 全世界有多达100家晶圆厂正在兴建，彰显出市场对人工智能计算需求的强大信心。公司企业战略与发 展集团副总裁特里斯坦·R·霍尔特曼认为，人工智能的应用领域广阔，构建相应技术基础设施可能会长 达30年，这为相关企业带来了可观的长期发展机遇。 应用材料全新推出的芯片制造工具系列旨在提升人工智能芯片的性能。该系列产品包括业界首个集成式 芯片到晶圆混合键合系统、新型材料沉积系统以及提供亚纳米成像的计量工具。这些技术创新有望使客 户在高复杂性逻辑芯片、高带宽存储器芯片和3D芯片堆叠的研发及生产中提升质量。这一系列产品正 被全球领先的芯片制造商，如台积电、英特尔、三星和美光等广泛应用。 （来源：美股情报站） 10月13日，应用材料公司(AMAT)的股价强劲上涨了4.54%。这显然给市场带来了不少关注，也引发了 投资者对其未 ...

总的来说，全球事件和政策变动对应用材料的影响不可小觑，但在市场震荡中，投资者或许可以通过捕 捉其技术优势所带来的机会，实现更为长远的投资目标。 尤其是，美国商务部下属的工业与安全局（BIS）出台了新的出口管制措施，规定被列入出口管制实体 清单的企业，其拥有50%及以上股权的子公司也将受到相同的限制。此举显然意在阻止中国科技企业通 过子公司或国际合作绕开禁令，继续其业务活动。 这种管制措施的实施，使得美国的科技企业同样面临压力，应用材料便是其中之一。在提交给美国证券 交易委员会的8-K文件中，应用材料详细说明了新政策对公司的潜在影响。预计到2025财年第四财季， 公司收入将减少1.1亿美元，而到2026财年，损失总额可能达到6亿美元。这无疑是一个沉重的打击。 应用材料表示，新规限制了其向某些未获得许可证的地区出口产品的能力，进而影响了其向特定中国客 户提供零部件和服务的业务。这一限制不仅影响了应用材料自身，也可能对其他半导体设备制造商如 ASML、泛林集团、科磊等造成不同程度的影响。 从投资的角度来看，尽管应用材料面临政策阻力和收入下滑的挑战，但其在技术创新方面的持续投入， 以及在全球半导体设备市场上的领先地位 ...

Core Points - A coalition of business groups has warned that the newly announced $100,000 fee for H-1B visa applications could harm the US economy and urged the administration to avoid imposing additional burdens on companies [1][2][4] - The letter from industry organizations highlights concerns that the new fee threatens to disrupt the talent pipeline of foreign skilled workers, leaving critical jobs unfilled [2][6] - The groups emphasized the need for collaboration with the administration to reform the H-1B visa program without increasing challenges for US employers in recruiting and retaining top talent [2][10] Industry Impact - The new H-1B fees are expected to significantly affect various industries, including technology, healthcare, and finance, which have relied on the skilled worker program to fill essential roles [6][9] - Cutting-edge sectors such as artificial intelligence and biomedical engineering will require a high-skilled workforce to maintain growth, and the changes to the H-1B program could hinder progress in these areas [7][8] - Major companies like Microsoft, Amazon, and Walmart have expressed concerns about the potential impact on their talent pipelines due to the changes in the H-1B program [6][9] Government Response - A White House spokesperson defended the new H-1B policy, stating it aims to help US companies access top talent while addressing issues of visa abuse [5] - The administration has indicated that certain exemptions from the new fee may apply to doctors, which is crucial for recruiting healthcare professionals in rural areas facing shortages [11]

格隆汇10月3日丨应用材料盘前股价跌超3%，此前该公司预警2026财年营收将面临6亿美元冲击。 ...

Core Viewpoint - The expansion of export restrictions on products to China by the U.S. government will lead to a significant revenue loss for Applied Materials, estimated at $600 million for the fiscal year ending in October 2026 [1] Group 1: Company Impact - Applied Materials reported a projected revenue loss of $600 million due to new export restrictions announced by the U.S. Department of Commerce [1] - Following the announcement, Applied Materials' stock price fell by 5.6% in after-hours trading, settling at $215.50, a decrease of 3.62% [1] Group 2: Regulatory Environment - The new regulations, effective from September 29, aim to prevent sanctioned companies from acquiring restricted U.S. products through subsidiaries [1] - Companies with at least 50% ownership by blacklisted firms will face the same restrictions as their parent companies, indicating a tightening of export controls [1]

Core Viewpoint - The stock of Applied Materials experienced a significant increase of 6.35% on October 1, reaching its highest point since July 2024, attracting widespread market attention [1] Group 1: Market Performance - The global semiconductor industry is undergoing a new cyclical recovery, providing growth opportunities for key suppliers like Applied Materials [1] - The demand for semiconductors is driven by the accelerated adoption of technologies such as 5G, IoT, and AI, leading to increased investment in related equipment [1] Group 2: Innovation and R&D - Applied Materials has been actively investing in research and development, driving breakthroughs in cutting-edge technologies [1] - The company's strong R&D capabilities and market insights allow it to maintain a competitive edge amid intense market competition [1] Group 3: Geopolitical Factors - Geopolitical factors are impacting the semiconductor industry, particularly in terms of supply and demand relationships [1] - Trade frictions and technological barriers are prompting companies to reassess the stability of their supply chains, making strategic adjustments essential for companies like Applied Materials [1]

据悉，此次新增信贷额度所筹集的资金将用于一般企业运营用途。 1. 选择对应计息期的定期担保隔夜融资利率(Term SOFR)，加上适用利差——利差区间为0.50%至 1.00%，具体取决于应用材料公司的公开债务信用评级; 2. 取以下四项利率中的最高值：① 高于美国联邦基金有效利率(由纽约联储银行在其官网公布)0.50%的 利率;② 贷款管理行(美国银行)公开公布的最优惠利率;③ 一个月计息期的定期担保隔夜融资利率(Term SOFR)加1.0%;④ 1.0%。 智通财经APP获悉，应用材料公司(AMAT.US)于周一盘前交易时段股价上涨1.8%。这家半导体设备企业 当天披露，已与美国银行达成合作，新增一项20亿美元的信贷额度。 该公司在向美国证券交易委员会(SEC)提交的文件中指出，这项364天期信贷额度的利率计算方式分为两 种，具体如下： ...