Revenue $7.10 billion, up 7 percent year over yearGAAP gross margin 49.1 percent and non-GAAP gross margin 49.2 percentGAAP operating margin 30.5 percent and non-GAAP operating margin 30.7 percentRecord GAAP EPS $2.63 and record non-GAAP EPS $2.39, up 28 percent and 14 percent year over year, respectivelyGenerated $1.57 billion in cash from operations and distributed $2.00 billion to shareholders including $1.67 billion in share repurchases and $325 million in dividends SANTA CLARA, Calif., May 15, 2025 (GL ...

As the world’s largest chip-equipment maker, the success of Applied Materials Inc (NASDAQ:AMAT) on the charts is tied to how U.S.-China trade tensions thaw out. After the close today, the company steps into the earnings confessional for its second-quarter report, where analysts expect revenue of $7.13 billion and earnings of $2.31 per share, both within the company’s previously issued guidance.AMAT has a history of negative post-earnings reactions, with declines in three of its last four next-day sessions - ...

Applied Materials, Inc. AMAT will release its second-quarter financial results after the closing bell on Thursday, May 15.Analysts expect the Santa Clara, California-based company to report quarterly earnings at $2.31 per share, up from $2.09 per share in the year-ago period. Applied Materials projects quarterly revenue of $7.12 billion, compared to $6.65 billion a year earlier, according to data from Benzinga Pro.On April 22, Barclays analyst Tom O’Malley maintained the stock with an Equal-Weight rating an ...

Investment Rating - The industry rating is maintained as "Outperform" [7] Core Insights - The global semiconductor industry is expected to continue its optimistic growth trajectory in 2025, with significant recovery in terminal demand and ongoing domestic substitution efforts [5][15] - The demand for AI-related hardware is driving strong growth in the data center sector, with companies like NVIDIA and Broadcom experiencing increased orders for GPUs and related chips [3][13] - The industrial control market is showing signs of recovery, particularly in China, driven by the transition to smart vehicles and strong demand for industrial chips [3][14] Summary by Sections 1. IC Design - Digital logic chip sector shows strong performance, with AMD reporting a net profit of $709 million, up 476% year-over-year, and Qualcomm achieving a net profit of $2.812 billion, up 21% year-over-year [12][26] - Storage chip sector highlights include Micron's revenue of $8.053 billion, up 38% year-over-year, and SK Hynix's net profit of 8.11 trillion KRW, up 323% year-over-year [12][48] - Analog chip sector sees Texas Instruments reporting a net profit of $1.179 billion, up 7% year-over-year [12][53] 2. Equipment - Applied Materials (AMAT) reported revenue of $7.166 billion, up 7% year-over-year, while ASML's net profit reached €2.4 billion [12] 3. Foundry and IDM - TSMC's net profit was NT$361.56 billion, up 60.3% year-over-year, while Intel's revenue remained flat at $12.7 billion [12][19] 4. Testing and Packaging - ASE Technology's net profit was NT$7.554 billion, up 33% year-over-year [12] 5. Market Outlook - The semiconductor industry is expected to benefit from strong AI demand, with global data center spending projected to reach $1 trillion by 2028 [3][13] - The recovery in the industrial market is evident, with Texas Instruments noting strong demand in home appliances and power transmission [3][14] - The renewable energy sector is anticipated to see stable demand, particularly in overseas markets, with companies like Infineon expecting gradual recovery in the second half of 2025 [14] 6. Recommendations - Focus on SoC and supporting solution providers such as Hengxuan Technology and Rockchip Technology, as well as ASIC companies like Aojie Technology [6] - Attention to semiconductor storage firms like Jiangbolong and Shannon Semiconductor, and IDM foundries like Huahong Semiconductor and SMIC [6]

Explore the exciting world of Applied Materials (AMAT 3.03%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of April 2, 2025. The video was published on May. 13, 2025. ...

Applied Materials (AMAT) is scheduled to report second-quarter fiscal 2025 results on May 15.For the fiscal second quarter, AMAT expects revenues to be $7.1 billion (+/- $400 million). The Zacks Consensus Estimate for revenues is pegged at $7.12 billion, suggesting a rise of 7.13% from the year-ago quarter’s reading.Applied Materials projects non-GAAP earnings to be $2.30 (+/- 18 cents). The Zacks Consensus Estimate for earnings is pegged at $2.31 per share, indicating growth of 10.5% from the year-ago quar ...

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Core Viewpoint - The market anticipates that Applied Materials (AMAT) will report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate for quarterly earnings is $2.31 per share, reflecting a year-over-year increase of +10.5%, while revenues are expected to reach $7.12 billion, up 7.1% from the previous year [3]. - The consensus EPS estimate has been revised 0.23% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model suggests that a positive Earnings ESP reading indicates a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [5][8]. - For Applied Materials, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.94% [10][11]. Historical Performance - In the last reported quarter, Applied Materials exceeded the expected earnings of $2.28 per share by delivering $2.38, resulting in a surprise of +4.39% [12]. - The company has beaten consensus EPS estimates in all of the last four quarters [13]. Conclusion - While an earnings beat is a positive indicator, other factors can influence stock performance, making it essential to consider the broader context [14][16].

FerdiS invests in dividend growth stocks and writes options to boost dividend income. He manages DivGro, a portfolio of mainly dividend growth stocks created in January 2013. He tracks his portfolio at DivGro-2-0.com. With investment and trading experience spanning more than 20 years, FerdiS enjoys writing articles about dividend growth investing, options trading, stock selection, portfolio management, and passive income generation. FerdiS collaborates with the founders of Portfolio Insight, an online platf ...

此前，HBM 生产的堆叠工艺依赖于 SEMES、韩美半导体和韩华光辉等设备供应商生产的热压 (TC) 键合机。然而，目前尚无任何韩国公司展示出混合键合设备的量产能力。随着美国半导体设 备巨头应用材料公司宣布进军 HBM 混合键合市场，预计未来供应链主导权的竞争将愈演愈烈。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自chosun ，谢谢 。 三星电子和 SK 海力士正在考虑采用混合键合技术用于下一代高带宽存储器（HBM），此举有望 重塑全球半导体设备供应链。 混合键合技术无需使用"凸块"即可连接高密度块 (HBM) 堆栈中的 DRAM 芯片，而是依靠铜对铜 的直接键合。这种方法可以减小芯片尺寸，同时将功率效率和整体性能提高一倍以上。 据业内人士5月7日透露，三星电子和SK海力士正合作将混合键合技术应用于其下一代HBM产品的 量产。预计三星最早将于明年将该技术应用于HBM4（第六代HBM），而SK海力士则可能将其应 用于其第七代HBM（即HBM4E）。 目前，TC键合机用于制造最新的HBM3E（第五代HBM）产品。这些设备通过加热和加压来连接 单个DRAM芯片，并使用凸块连接将它们以固定间隔堆叠。 ...