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The quality stock Applied Materials (AMAT) could now initiate a trend continuation as a leading machinery manufacturer for chip and display production for several reasons: According to CEO Gary Dickerson and the Semiconductor Industry Association, the semiconductor market could surpass the mark of $1 trillion much earlier than 2026. BofA analysts raised their forecasts for global spending on wafer fab equipment (WFE) for 2026 from $131 billion to 140 billion. By 2030, this number could reach $201 billion. Additionally, Elon Musk's new Terafab,...
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