每经AI快讯，8月15日，应用材料公司股价下跌14%，创下自2020年3月以来的最大跌幅。 ...

本文源自：金融界AI电报 应用材料美股盘前跌超13%，现报162.35美元。应用材料第三财季净销售73亿美元，分析师预期72.1亿 美元。第三财季半导体系统（Semiconductor Systems）净销售54.3亿美元，分析师预期53.9亿美元。 ...

花旗集团将应用材料(AMAT.US)目标价从220美元下调至205美元。 ...

格隆汇8月15日｜美国最大芯片设备生产商应用材料本财季销售和利润展望令人失望，再度引发对于贸 易争端正在抑制需求的担忧。该公司股价盘后大跌。应用材料预计截至10月底的财季营收约为67亿美 元，远低于分析师平均预估的73.2亿美元。公司预计剔除部分项目后每股收益为2.11美元，也低于分析 师预估的2.38美元。应用材料首席执行官Gary Dickerson接受采访时表示，来自某些客户的需求正在减 少，同时技术出口也面临审批延迟的问题。此外，关税谈判久拖不决以及其他经济因素促使大客户推迟 了部分采购。应用材料股价盘后一度重挫12%。应用材料上财季营收同比增长7.7%，至73亿美元，高于 分析师预估均值72.1亿美元；每股收益为2.48美元，也高于预估的2.36美元。 ...

Core Viewpoint - Applied Materials (AMAT.US), the largest semiconductor manufacturing equipment producer in the U.S., provided disappointing sales and earnings forecasts, raising concerns about demand suppression due to U.S.-China trade tensions [1][3]. Financial Performance - For Q3 FY2025, Applied Materials reported a revenue of $7.302 billion, an 8% increase from $6.778 billion in Q3 FY2024, exceeding analyst expectations of $7.21 billion [2]. - The adjusted net income for the same period was $1.989 billion, a 13% increase year-over-year, with adjusted earnings per share (EPS) of $2.48, surpassing the expected $2.36 [2]. - The company forecasts Q4 FY2025 revenue to be approximately $6.7 billion, below analyst expectations of $7.32 billion, and adjusted EPS is expected to be around $2.11, also below the anticipated $2.38 [3]. Market Dynamics - Applied Materials' customer base includes major semiconductor manufacturers like TSMC, Samsung, and Intel, making its performance guidance a key indicator of future demand [3]. - The CEO, Gary Dickerson, indicated a decline in demand from Chinese customers and delays in technology export approvals to China, contributing to uncertainty in procurement plans [3][4]. - Competitor Lam Research (LRCX.US) also projected lower revenue for the upcoming quarter, citing reduced spending from Chinese clients following a previous surge in orders [3]. Long-term Outlook - Despite current challenges, the long-term demand for computing power remains strong, with Chinese customers having significantly increased their purchases in recent years, currently in a phase of inventory digestion [4]. Strategic Initiatives - Recently, Applied Materials announced plans to invest over $200 million in a factory in Arizona as part of Apple's expansion of manufacturing in the U.S., reinforcing its position as a key supplier for advanced semiconductor manufacturing [5]. - The company is optimistic about the U.S. government's focus on enhancing domestic semiconductor supply chains [5].

格隆汇8月7日｜苹果(AAPL.US)：通过新的美国制造计划与供应商合作，加速美国本土制造。首批美国 本土制造合作伙伴包括康宁、Coherent和环球晶圆美国。首批芯片合作伙伴包括应用材料、德州仪器和 三星。 ...