The Equipment Champion for the AI-Driven Semiconductor Revolution!
Applied Materials is the indispensable toolmaker behind every AI chip – and benefits from multi-year investment cycles in semiconductor manufacturing capacities!
Reading Time: 2 minutes
Applied Materials continues to impress me as the perfect beneficiary of the AI boom – in a way that many investors underestimate. While everyone focuses on chip designers like NVIDIA , AMAT provides the indispensable tools without which none of these cutting-edge AI chips could even be produced. CEO Gary Dickerson succinctly puts it: "The race to build the AI infrastructure is driving unprecedented spending on semiconductors and manufacturing capacities." What I particularly like: AMAT benefits multiple times from structural megatrends. The...
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