Applied Materials (AMAT) and Lam Research (LRCX) stand out as pivotal players in the semiconductor supply chain, both offering a comprehensive range of equipment and services. Both AMAT and LRCX develop Chemical Vapor Deposition, Atomic Layer Deposition (ALD), Physical Vapor Deposition, Chemical Mechanical Planarization Epitaxy and etching tools and services for various stages of semiconductor fabrication.With the artificial intelligence (AI) boom to continue driving growth for the semiconductor industry, t ...

如果您希望可以时常见面，欢迎标星收藏哦~ 后摩尔时代，随着芯片制程微缩逼近物理极限，先进封装技术成为突破性能瓶颈的关键路径。作为其中 的前沿方向，混合键合技术正迎来加速发展期。 SK海力士、三星等HBM存储巨头，英伟达、博通等行业领军企业，已相继释放明确需求信号并展开技 术规划，标志着这项能实现芯片高密度、低功耗互连的创新技术，正从研发阶段迈向规模化应用的重要 节点。 近日，应用材料收购BESI股份的消息，再次为混合键合技术的发展增添了一股助力。 混合键合技术，多方入局 混合键合技术又称为直接键合互连，是后摩尔时代先进封装领域的核心技术之一，其核心原理是通过 铜-铜直接键合与介质键合的协同作用，实现芯片间的高密度垂直互连。 因为混合键合无需传统焊料凸块，直接通过铜-铜键合和介质-介质键合的双重机制，将芯片间的互连间 距缩小至亚微米级甚至纳米级。 混合键合技术优势体现在几个方面： 极致互连密度与性能突破： 混合键合可实现1μm以下的互连间距，相较传统凸块键合（20μm以 上），单位面积的I/O接点数量提升千倍以上，这种高密度互连使芯片间数据传输带宽大幅提升。 热管理与可靠性提升： 紧凑的垂直堆叠结构和直接导电路 ...

Core Insights - The stock market adage "sell in May and go away" is highlighted, with a focus on identifying stocks that typically perform well during this month [1] - Applied Materials Inc (AMAT) and Broadcom Inc (AVGO) are noted as strong performers in May, having finished higher in nine of the last ten years with average gains of 6.3% and 7.2% respectively [2] Company Performance - AMAT has an average return of 7.37% and a median return of 6.29% in May, with a 90% positive return rate over the past decade [3] - AVGO has an average return of 7.65% and a median return of 7.23% in May, also with a 90% positive return rate over the past decade [3] - AMAT is currently trading near breakeven at $150.77, having experienced a 21.9% year-over-year deficit, but recently bounced back from a 52-week low of $123.95 [3] - AVGO has seen a 3.8% increase in May, trading at $199.81, marking its highest level since March, and boasts a 61% year-over-year gain [4] Options Trading Sentiment - AMAT's 50-day put/call volume ratio of 1.96 indicates a strong appetite for bullish bets, ranking higher than 97% of readings from the past year [5] - AVGO's 10-day put/call volume ratio is the highest among all annual readings, suggesting a potential unwinding of pessimism that could benefit the stock in the near term [6]

Applied Materials, Inc. (AMAT) shares have plunged 17.1% in the past three months, underperforming the Zacks Computer and Technology sector’s decline of 13%.Applied Materials Performance ChartImage Source: Zacks Investment ResearchApplied Materials’ recent decline stems from a mix of broader market weakness. A widespread sell-off in tech stocks, triggered by fears of rising trade tensions and slowing economic growth concerns, has put pressure on the entire sector, including Super Micro Computer.This decline ...

Investment Rating - Industry Rating: Outperform the Market (maintained rating) [7] Core Insights - The semiconductor industry is experiencing opportunities driven by the ongoing US-China technology competition and signs of recovery in Q1, with expectations for growth momentum in Q2 [14][15] - The wafer foundry sector is seeing high capacity utilization rates, with leading domestic companies like Huahong Semiconductor exceeding 100% utilization in some plants, and SMIC operating at 85%-95% [15][19] - In the packaging and testing segment, leading firms are expanding advanced packaging capabilities, with capacity utilization rates for major domestic players increasing by 5%-10% year-on-year [15][20] - The memory sector anticipates a significant increase in contract prices for DRAM/NAND in Q2 2025, with expected month-on-month growth of 3-8% [16][23] - The System on Chip (SoC) market is seeing strong performance from leading companies, with notable revenue growth driven by increased demand for AI applications and automotive electronics [17][39] - The equipment and materials sector is benefiting from mergers and acquisitions, enhancing global competitiveness, with leading firms like Northern Huachuang reporting a 37.9% year-on-year revenue increase [18][40] Summary by Sections Wafer Foundry - High capacity utilization rates are observed, with Huahong Semiconductor exceeding 100% and SMIC at 85%-95% [15][19] - Price increases are expected as leading foundries reach full capacity [15] Packaging and Testing - Major domestic players are expanding advanced packaging capabilities, with capacity utilization rates increasing by 5%-10% year-on-year [15][20] - Optimistic outlook for Q2 orders and performance trends [15] Memory - Anticipated increase in contract prices for DRAM/NAND in Q2 2025, with month-on-month growth expected at 3-8% [16][23] - AI server demand is driving HBM requirements, with significant growth in DRAM capacity [16][25] System on Chip (SoC) - Strong Q1 performance from leading firms, with revenue growth driven by AI demand and automotive electronics [17][39] - Expectations for continued growth in Q2 and beyond, particularly in AI-related applications [17][40] Equipment and Materials - Leading firms are experiencing significant revenue growth, with Northern Huachuang reporting a 37.9% increase [18][40] - The sector is undergoing consolidation, enhancing competitiveness and resource optimization [18][40]

Investors looking for stocks in the Electronics - Semiconductors sector might want to consider either Qualcomm (QCOM) or Applied Materials (AMAT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on ...

来源：内容来自 businesskorea ，谢谢。 2025年1月，美国政府出台了一系列针对半导体行业的严格监管规定，重点加强了对先进半导体和 集成电路的审查措施。这些规定要求对先进芯片进行检查，确保由主要晶圆代工厂生产的芯片不会 流向中国等受制裁国家的企业。此举是美国为在持续的贸易摩擦和技术竞争中维护技术领导地位、 保障国家安全而采取的更广泛战略的一部分。 3月13日，三星电子向美国商务部工业与安全局（BIS）提交了一份意见函，表达了对这些监管规 定的担忧，认为此类规定"可能导致意想不到的后果并阻碍创新"。该函件主要针对《临时最终规 则》（IFR），呼吁放宽监管，并强调"明确术语和适用范围"的必要性。三星还提交了机密文件， 说明相关规定可能对其业务带来的影响。 在完成意见征集程序后，美国商务部预计将很快公布最终规则。相关各方正在等待这一公布，并希 望新的监管措施能在保障国家安全与促进行业增长和创新之间找到平衡。 韩国芯片，遭受冲击 特朗普政府于4月10日宣布新一轮关税，对钢铁等产品征收25%的关税，并计划将这些关税扩大到 半导体。预计此举将首先针对智能手机和个人电脑中使用的ICT芯片，可能会扰乱全球供应链 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自asu ，谢谢。 近60年来，全球巨头应用材料公司（Applied Materials）一直致力于开发不断改变微芯片制造方 式的技术。 他们的产品广泛应用于平板电视、智能手机和电动汽车等各类设备。应用材料已获得超过22,000 项专利，其20世纪80年代推出的Precision 5000芯片制造系统更被永久收藏于史密森学会。 富尔顿学院的教师获得了应用材料的研究资助，用于推动创新、促进产业与学术进步。目前，已有 多个旨在开发新材料、改进制造工艺的项目在进行中。 在ASU物质、传输与能源工程学院，Seth Ariel Tongay教授与该公司合作开展多项研究，探索二 维材料在先进半导体制造中的应用。这类材料的厚度可达原子级，有望提升电流传输效率，提高速 度与能效。 但这家美国最大的半导体设备制造商也在推进另一项事业：创新精神。 该 公 司 正 在 亚 利 桑 那 州 立 大 学 （ ASU ） 艾 拉 · 富 尔 顿 工 程 学 院 （ Ira A. Fulton Schools of Engineering）发起一系列投资项目，旨在加速科研发现、帮助研究 ...

SANTA CLARA, Calif., April 24, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal second quarter 2025 earnings conference call on Thursday, May 15, 2025, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: https://ir.appliedmaterials.com. A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (NASDAQ:AMAT) is the leader in materials engineering solutions used to produce virtu ...

Core Viewpoint - Applied Materials' stock performance is being affected by a price target cut from an analyst, which has dampened market sentiment despite a general market increase [1][2]. Group 1: Analyst Insights - Barclays analyst Tom O'Malley reduced the price target for Applied Materials from $190 to $160 per share while maintaining an equal-weight recommendation [2]. - The analyst's adjustment is based on updated business models that account for the impact of current U.S. tariffs on trading partners, which are expected to negatively affect the company's business [3]. Group 2: Company Response - Applied Materials management is projecting confidence by announcing a 15% increase in dividends and a new $10 billion share buyback program, signaling stability despite market turbulence [4]. - These strategic moves indicate that the company is attempting to reassure investors about its resilience in the face of potential challenges from tariffs [5].