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AMAT

+33 pts



Applied Materials Inc $amat broke out

By silverquest on Jan. 16, 2022, 7:20 p.m.
Tagged topics: chip shortage , semi-conductors

Views: 15, Votes: 2, Responses: 0, Attachments: 1
TSM , AMAT , KLAC , LRCX

+37 pts



TSMC 4Q21 Impact on SCE: CapEx Hike Supports Secular Growth Thesis

By bbern3 on Jan. 14, 2022, 12:28 p.m.
Tagged topics: semiconductors

Views: 24, Votes: 2, Responses: 0, Attachments: 1
TSM , AMAT , ASML , KLAC , LRCX , TER

+45 pts



$TSM's results are a positive read for $AMAT $ASML $KLAC $LRCX and $TER

By bbern3 on Jan. 13, 2022, 12:09 p.m.
Tagged topics: semiconductors

Views: 157, Votes: 6, Responses: 0, Attachments: 1
MU , ASML , LRCX , AMAT , DELL , CSCO , AAPL , HPE

+36 pts



DRAM likely to have a positive inflection in mid-2022 and next upcycle expected to last until 2023

By bbern3 on Jan. 11, 2022, 12:39 p.m.
Tagged topics: deep dive

Views: 152, Votes: 3, Responses: 0, Attachments: 2
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+99 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 70, Votes: 8, Responses: 1, Attachments: 1
AMAT

+33 pts



AMAT : F4Q/F1Q Earnings Preview – Semi Supply Still Tight – Don’t Over Complicate It

By KHUN on Nov. 16, 2021, 5:26 a.m.
Tagged topics: valuations , analyst checks , analyst raises target

Views: 20, Votes: 3, Responses: 0, Attachments: 1
AMAT , KLAC , NVMI , NVDA , LRCX , ENTG , ONTO , VECO

+60 pts



Accelerated computing, AI, and the Omniverse will reach all markets in "Industry 4.0" over the next decade, bullish on semis

By bbern3 on Nov. 12, 2021, 11:54 a.m.
Tagged topics: secular growth , semiconductors , omniverse , Industry 4.0

Views: 436, Votes: 10, Responses: 1, Attachments: 1
AMD , AMAT , ADI , LRCX , MU , TSM , NXPI

+48 pts



Semiconductors's weighting in ESG funds should increase as its role as a green enabler is better understood

By bbern3 on Nov. 11, 2021, 11:43 a.m.
Tagged topics: buying opportunity , deep dive , semiconductors , ESG investors

Views: 190, Votes: 10, Responses: 0, Attachments: 2
ASML , AMAT , KLAC , LRCX , TSM , INTC , MU , ENTG

+60 pts



Goldman says use of Extreme Ultraviolet (EUV) lithography in semiconductors is more extensive than previously thought

By bbern3 on Sept. 22, 2021, 12:45 p.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 302, Votes: 7, Responses: 2, Attachments: 2
INTC , DELL , AMD , NVDA , TSM , AVGO , MRVL , AMAT

+36 pts



RayJay sees upside to estimates for semis through year-end given strong demand, increasing supply, and low inventory

By bbern3 on Sept. 21, 2021, 11:47 a.m.
Tagged topics: supply constrained , Raymond James , strong demand , semiconductors , inventory levels

Views: 133, Votes: 2, Responses: 0, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 454, Votes: 6, Responses: 1, Attachments: 2
TSM , AMAT , LRCX , TER , ENTG

+40 pts



Goldman raises estimates for Wafer Fab Equipment to reflect capex upside, remains constructive on semiconductors

By bbern3 on Sept. 16, 2021, 11:05 a.m.
Tagged topics: analyst raises estimates , Goldman Sachs , semiconductors , wafer fab equipment

Views: 184, Votes: 3, Responses: 0, Attachments: 2
AMAT

+40 pts



$AMAT - Morgan Stanley raises target to $150 following largely expected strength from #foundry and #DRAM

By bbern3 on Aug. 20, 2021, 11:32 a.m.
Tagged topics: DRAM , analyst raises estimates , analyst raises target , Morgan Stanley , foundry industry

Views: 164, Votes: 5, Responses: 0, Attachments: 2
AMAT , LRCX , TER , ENTG

+37 pts



$AMAT, $LRCX, $TER, $ENTG - Goldman raised estimates on Wafer Fab Equipment market, and see upside to street estimates

By mooreideas on June 2, 2021, 10:47 a.m.
Tagged topics: Goldman Sachs , semiconductors , upside to estimates , WFE , wafer fab equipment

Views: 181, Votes: 3, Responses: 1, Attachments: 6
AMAT

+34 pts



$AMAT - Goldman expects Applied Materials to extend is WFE market share gains following another beat-and-raise quarter

By mooreideas on May 21, 2021, 2:40 p.m.
Tagged topics: earnings results , market share gains , beat and raise , Goldman Sachs , semiconductors

Views: 192, Votes: 4, Responses: 0, Attachments: 5
AMAT

+31 pts



$AMAT - Needham says conservative outlook is a 'blessing in disguise', sees continued re-rating of stock, raises target to $153

By mooreideas on April 7, 2021, 5 p.m.
Tagged topics: conservative guidance , market share gains , Needham , buy the dip , wafer processing , sell the news

Views: 131, Votes: 3, Responses: 1, Attachments: 9
QRVO , SWKS , ADI , MU , AMAT , LRCX , TER , ENTG , Semiconductors , Autos

+72 pts



Goldman says current semi shortage span across wide range of devices, but most severe for automotive MCU

By mooreideas on Feb. 16, 2021, 12:21 p.m.
Tagged topics: China , electric vehicles , supply constrained , Goldman Sachs , semi shortage , worse than expected

Views: 210, Votes: 3, Responses: 0, Attachments: 38