Applied Materials: High Growth Rates for High Bandwidth Storage Systems. The Q1 Figures and Outlook are Convincing. The Upward Trend Should Accelerate Thanks to the AI era.

The role of oil in previous economic cycles seems to be played by semiconductors these days. It could well be that we are really entering a new boom cycle. This is again shown by the quarterly figures and outlook of Applied Materials (AMAT). The company provides equipment, services and software for the manufacture of semiconductor products, flat panel displays, photovoltaic and glass coatings. Market dynamics are currently improving in this area. According to AMAT CEO Gary Dickerson, capital investment by cloud companies is accelerating again. The...