@IsabelLynn 1 month ago
Applied Materials looking strong lately
Applied Materials looking strong lately
it is really interesting to see how Applied Materials is bouncing back with the higher wafer fab rates. i am keeping a close eye on to see if this advanced node production ramp keeps the momentum going through the quarter. what do you all think about the equipment outlook right now?
@TallDrive706 1 month ago
Outlook’s strong, AI-driven capex is real, but it’s still a cyclical business, so expect momentum with some volatility.
@BrianHoward 1 month ago
very encouraging news for anyone watching applied materials lately. the demand for advanced nodes is clearly not slowing down anytime soon.
