AMAT Gains From Traction in WFE Products: A Sign of More Upside?

Key Takeaways AMAT's WFE tools see higher demand as AI and HPC drive growth in foundry/logic, DRAM and advanced packaging.AMAT leads in GAA, HBM stacking and hybrid bonding, with new tools like Xtera epi and PROVision 10 eBeam.AMAT's growth faces limits from the US trade restrictions on China.Applied Materials’ (AMAT) latest wafer fabrication equipment (WFE) is experiencing increased demand due to rising usage of semiconductors in artificial intelligence and high performance computing (HPC). AMAT reported t ...