Market Analysis by covering: Applied Materials Inc. Read 's Market Analysis on Investing.com ...

今天下午，针对最近的中国业务留言，应用材料发布了澄清声明。 应用材料表示，近期，部分媒体发布了不准确的文章和标题，错误地描述了应用材料公司在中国的 业务情况。应用材料公司始终为中国客户提供高质量的产品和优质的服务，并遵守适用的法律与法 规。 在过去的 12 个月里，多项美国的贸易规则变化已经缩小了美国企业在中国可开展业务的市场规 模，但应用材料公司目前预计关于市场的限制在 2026 年不会出现重大变化。 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容来自半导体芯闻综合 。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ ...

今日，美国半导体设备巨头应用材料公司针对部分媒体对其中国业务的不实报道发布澄清声明。 在中美半导体贸易政策持续调整的背景下，这家全球芯片设备领域的核心企业，其在华业务的每一步动向都牵动着产业链神经。从年初的政策冲击到年末 的财报争议，应用材料的中国业务轨迹如何？澄清声明又传递出哪些关键信号？ 进入2025年第四季度，新的政策变量再次扰动市场。 10月，美国推出"50%股权穿透"出口管制规则，这一更为严苛的限制使得应用材料第四财季约1.1亿美元的产品无法按时交付中国客户，公司更预估该规则 将导致2026财年营收再减6亿美元。 雪上加霜的是，11月14日应用材料发布的2025财年第四财季及全年财报，因同时包含"中国市场销售额占比回落至25%左右"和"中美会晤后管制规则暂 停、受阻产品将后续发货"等复杂表述，被部分媒体误读，进而出现了关于其中国业务"全面收缩""战略撤离"等不实报道，最终促使公司在11月20日紧急 发布澄清声明以正视听。 澄清声明的核心 尽管此次澄清声明未罗列详尽的经营数据，但结合应用材料此前财报信息及高管公开表态，其针对舆论争议的回应精准且指向明确： 首先是 明确在华业务的核心立场 。声明中着重强 ...

针对近期"断供中国"的市场传闻，全球半导体设备巨头应用材料公司于11月20日作出澄清，表示其始终 为中国客户提供高质量的产品和优质的服务，并遵守适用的法律与法规。应用材料公司表示，在过去的 12个月里，多项美国的贸易规则变化已经缩小了美国企业在中国可开展业务的市场规模，但应用材料公 司目前预计关于市场的限制在2026年不会出现重大变化。 ...

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter. A copy of the letter can be downloaded here. The US equity market continued the rally in the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The value equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) in the quarter, while the Russell 1000 Value and S&P 500 returned 5.3% ...

Bridgewater Associates, the hedge fund founded by Ray Dalio, quietly opened a new stake in Applied Materials (AMAT) in Q3 2025. Its latest 13F filing shows Bridgewater added roughly $94.9 million of AMAT shares. This is notable because Bridgewater recently trimmed big bets in Nvidia (NVDA) and other mega-cap tech names at the same time. The stock jumped on the news, which reflects the buzz in chip-making circles. Applied Materials, a leading supplier of equipment for building semiconductors and displays, ...

Investors with a lot of money to spend have taken a bullish stance on Applied Mat (NASDAQ:AMAT).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMAT, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spot ...

Core Insights - Jim Cramer has expressed optimism about Applied Materials Inc (NASDAQ:AMAT) due to the increasing demand for AI chips and high bandwidth memory [2][3] - Despite the positive outlook, Cramer noted concerns regarding slowing sales in China, which could impact the company's performance [2] Company Overview - Applied Materials Inc is a provider of semiconductor manufacturing equipment, positioned to benefit from the growing demand for AI-related technologies [2] - The company is part of a sector that includes memory chip manufacturers, which are also experiencing heightened demand [2] Market Sentiment - Cramer highlighted that the recent earnings report from Applied Materials was disappointing, particularly due to the sales slowdown in China [2] - He believes that the market reaction to related companies, such as Lam Research, may be overblown, suggesting that both companies have strong prospects despite current challenges [2] Investment Perspective - Cramer views Applied Materials as a potentially strong investment, especially given the unexpected surge in demand for high bandwidth memory [3] - However, there is a belief that other AI stocks may offer better returns with lower risk compared to AMAT [3]

Core Insights - Applied Materials, Inc. will have Brice Hill, Senior Vice President and CFO, participate in a fireside chat at the UBS Global Technology and AI Conference on December 2, 2025 [1] - A live audio webcast of the session will be available on the Applied Materials website, with a replay accessible the same day [1] Company Overview - Applied Materials, Inc. is a leader in materials engineering solutions, essential for semiconductor and advanced display technologies [2] - The company's technology is crucial for advancing AI and the commercialization of next-generation chips [2] - Applied Materials focuses on pushing the boundaries of science and engineering to deliver material innovations that impact the world [2]

Core Insights - Applied Materials (AMAT.US) expects stable performance in its semiconductor business before growth materializes, with AGS business projected to grow modestly at a low double-digit rate (11-13%) throughout the year [1] - Significant improvements in semiconductor business are anticipated in Q4 and the first quarter of the next fiscal year, particularly in advanced technology areas [1][10] - The company is well-positioned to gain market share in DRAM and high-bandwidth memory (HBM) sectors due to its strong product offerings and technological innovations [1][19] Semiconductor Business Outlook - The semiconductor business is expected to remain stable in the short term, with a notable uplift expected in Q4 and the following fiscal year's first quarter [1][10] - DRAM business is projected to strengthen, driven by customer investments and innovations in I/O and capacitor scaling [1][19] - Advanced factories are expected to see significant production increases starting in the second half of 2026, enhancing visibility for the company [3] Customer Engagement and Market Dynamics - AI is a major focus for customers, driving demand in wafer fabrication equipment (WFE) and advanced logic sectors [2] - Improved visibility in customer demand has been noted, with clients planning for large-scale production increases [2][3] - The company maintains strong collaborative relationships with clients, ensuring readiness for future production demands [2] Financial Performance and Margins - The company anticipates maintaining a gross margin of 48.4% in Q1, with expectations for improvement as production volumes increase in the second half of the fiscal year [11][22] - Long-term strategies include pricing optimization and cost control to enhance profitability [11][22] - The company expects to see a 120 basis point increase in gross margin in 2025 compared to 2024, driven by improved pricing processes [22] Competitive Landscape - Applied Materials ranks first in both advanced logic and DRAM sectors, with expectations for continued growth despite trade restrictions affecting the Chinese market [5][19] - The company is confident in its ability to maintain market share in competitive markets, particularly in the context of emerging technologies [5][19] - The PVD business is expected to continue growing, with the company integrating various technologies to meet customer needs [12]