Applied Materials

83 atoms · 跨 32 天 · 首见 2026-04-17 · 最近 2026-07-05

三色: 🟦 fact 71 · 🟥 take 12 · stance ▲30/▼1/◆15

叙事状态: 🌱 forming (形成中) · 📈 加速 · 策展近14d 2 atom · 🐦 X 近14d 2

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 81 · News 2

时态: fresh:80 · aging:3

标签: 好数字:38 · 好信源:33 · 好观点:14 · 好思考:5

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 6 位作者 (KOL5 · 媒体1) vs ▼ 0 位作者

⚖️ 多头 5/6 来自KOL

📄 广泛报道的事实 · 2 个

🔗 因果传导 (causal map)

*Applied Materials 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (1)

• 🟢 DRAM manufacturers · 传导 · 1 次陈述
  Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips

↑ 上游·近期陈述 (1)

• 🟢 Samsung Electronics · 产能依赖 · 1 次陈述
  Samsung Electronics recently shared its 1.4nm process plans with major semiconductor equipment makers such as Applied Ma

🟦 客观事实 (facts) (30)

• <a id="atom-fe8854e571272211"></a>🟦 2026-06-04 X·@Techmeme ⭐ · 2026 Southeast Asia workforce expansion · 供给产能/资本开支
  Applied Materials plans to expand its Southeast Asia workforce by 25% in 2026, hiring ~1,000 workers mainly in Singapore
  tags: 好数字·好信源 · → daily
  value: qty=25% · date=2026
• <a id="atom-267871564d7542ce"></a>🟦 2026-05-22 X·@Techmeme ⭐ · 参与的联合体投入金额 · 资本开支/合作客户
  Meta, Broadcom, Applied Materials, GlobalFoundries, and Synopsys launch a $125M "Semiconductor Hub" at UCLA
  tags: 好数字·好信源 · → daily
  value: qty=$125M · date=2026-05-22
• <a id="atom-8a9be5edab50eb7b"></a>🟦 2026-06-11 X·@trendforce · 新加坡园区投资额 · 资本开支
  Applied Materials just opened a $500M campus in Singapore
  tags: 好数字·好信源 · → daily
  value: qty=$500M · date=2026-06-11
• <a id="atom-5db8d93ce863595f"></a>🟦 2026-05-20 X·@AIStockSavvy · new Silicon Valley EPIC Center expected operational in 2026 · 产能/资本开支
  New Silicon Valley EPIC Center expected operational in 2026
  tags: 好数字·好信源 · → daily
  value: date=2026
• <a id="atom-92691a86146e22e9"></a>🟦 2026-05-17 X·@Alisvolatprop12 · CEO forecast: semiconductor demand environment will persist strongly for years · 订单需求/供给产能
  게리 디커슨 어플라이드 머티어리얼즈 CEO는 14일 2026회계연도 2분기 실적발표 컨퍼런스콜에서 "반도체 수요가 발생하는 환경이 향후 수년간 강력하게 지속될 것"이라며 "최근 일부 고객사는 연산능력 수요 증가로 2030년까지 반도체 공급 상황을 우려하고 있다"고 밝혔다.
  tags: 好观点·好信源 · → daily
• <a id="atom-881f8eda990371f8"></a>🟦 2026-06-11 X·@trendforce · 半导体业务增长预期 · 营收/业绩指引
  expects 30%+ semiconductor business growth this year and beyond
  tags: 好数字·好观点 · → daily
  value: qty=30%+ · date=this year and beyond
• <a id="atom-7c19163292e4b1a4"></a>🟦 2026-06-04 X·@zubo_semicon · 东南亚半导体人才增员比例 · 产能扩张/人事变动
  米アプライドマテリアルズ、東南アで半導体人材25%増員
  tags: 好数字 · → daily
  value: qty=25% · date=2026-06-04
• <a id="atom-964f131d06b7fbbf"></a>🟦 2026-05-17 X·@Alisvolatprop12 · number of new fab projects globally currently engaged with · 供给产能/资本开支
  어플라이드가 현재 소통하고 있는 전세계 신규 공장 프로젝트는 100개 이상이다.
  tags: 好数字 · → daily
  value: qty=100+ · date=current
• <a id="atom-aa1b558a5a87da4d"></a>🟦 2026-05-17 X·@Alisvolatprop12 · new projects added in last quarter · 供给产能/资本开支
  지난 1분기에만 10개 이상의 신규 프로젝트가 추가됐다.
  tags: 好数字 · → daily
  value: qty=10+ · date=Q1 2026
• <a id="atom-b65ab3c885242bc4"></a>🟦 2026-05-04 X·@jukan05 · 持有 BESI 股份比例 · 股权结构
  Applied Materials, the world's largest semiconductor equipment company, holds a 9% stake, making it BESI's largest shareholder
  tags: 好数字 · → daily
  value: qty=9%
  📷 原图
• <a id="atom-01ac3f1ba234ce8c"></a>🟦 2026-06-26 X·@1p_semicon · 发布用于DRAM和先进封装AI芯片的新系统 · 产品发布/供给产能
  Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-ff17fa4257ecb65a"></a>🟦 2026-06-10 X·@zubo_semicon · CEO声称可确保交期以满足需求 · 供给产能/订单需求
  米半導体装置アプライド、リードタイム確保で需要に対応可＝ＣＥＯ(ロイター)
  tags: 好信源 · → daily
• <a id="atom-0d5a45b0ce27041e"></a>🟦 2026-05-15 X·@trendforce · 先进封装成为主要增长驱动 · 技术路线/订单需求
  Advanced packaging is emerging as a primary growth driver.
  tags: 好观点·好思考 · → daily
• <a id="atom-863245ea54f52045"></a>🟦 2026-05-04 X·@1p_semicon · 收购NEXX业务 · 并购
  Applied Materials, Inc. today announced it has entered into a definitive agreement with ASMPT Limited to acquire its NEXX business
  tags: 好信源 · → daily
  value: date=2026-05-04
• <a id="atom-2795804bd56bed4c"></a>🟦 2026-06-23 X·@Techmeme · 股价跌幅 · 价格动态
  Applied Materials 8%
  tags: 好数字 · → daily
  value: qty=8% · date=2026-06-23
• <a id="atom-540dafdbc7d727f1"></a>🟦 2026-06-10 X·@1p_semicon · 新加坡制造基地扩建投资额 · 资本开支/供给产能
  The new US$500 million Tampines Campus more than doubles Applied’s advanced cleanroom capacity in Singapore and strengthens the company’s global manufacturing footprint
  tags: 好数字 · → daily
  value: qty=$500 million · date=2026-06-10
  📷 原图
• <a id="atom-432dcde0e60a8b78"></a>🟦 2026-06-10 X·@1p_semicon · 新加坡洁净室产能翻倍 · 供给产能
  The new US$500 million Tampines Campus more than doubles Applied’s advanced cleanroom capacity in Singapore and strengthens the company’s global manufacturing footprint
  tags: 好数字 · → daily
  value: qty=2x · date=2026-06-10
  📷 原图
• <a id="atom-81f1f2ea68e21017"></a>🟦 2026-06-08 X·@tengyanAI · 美国集装箱进口量同比变化 · 供应链/库存
  Applied Materials −66%
  tags: 好数字 · → daily
  value: qty=-66% · direction=down · date=last 12 months
  [图: 展示AI建设重心从芯片工厂转向数据中心的各公司美国集装箱进口量同比变化柱状图 — Foxconn (服务器组装): +243%; Inventec (服务器组装): +113%; Asia Vital (冷却): +102%; Applied Materials (晶圆厂设备): -66%; Tokyo Electron (晶圆厂设备): -77%]
  📷 原图
• <a id="atom-685973e97ae0ffcd"></a>🟦 2026-05-26 X·@pstAsiatech · revenue from China yoy gain · 营收/市场动态
  Out of the top 10 earners last year, chip giants secured six slots – Qualcomm, Nvidia, Intel, Broadcom, Applied Materials and Advanced Micro Devices (AMD), with four of them reporting year-on-year revenue gains from China.
  tags: 好数字 · → daily
  value: direction=up
• <a id="atom-37b76831d98c17e8"></a>🟦 2026-05-18 X·@semidoped · record results · 业绩指引/供给产能
  Applied Materials posts record results + forecasts shortage
  tags: 好数字 · → daily
  value: qty=record · date=May 18, 2026
• <a id="atom-507c145fea2e12d9"></a>🟦 2026-05-14 X·@TheTranscript_ · 半导体设备业务2026年增长率预估 · 供给产能/业绩指引
  Applied Materials CEO: "我们预计我们的半导体设备业务在2026年将增长超过30%"
  tags: 好数字 · → daily
  value: qty=>30% · date=2026年
  [图: Applied Materials 2026财年第二季度业绩新闻稿及财务数据摘要表 — Q2 FY2026 Revenue: $7,910 million (up 11% YoY); Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY); Q2 FY2026 Non-GAAP Diluted EPS: $2.8
  📷 原图
• <a id="atom-ebaa154d82886158"></a>🟦 2026-05-14 X·@TheTranscript_ · 第二财季营收 · 营收/财报
  Q2 FY2026 Revenue: $7,910 million (up 11% YoY)
  tags: 好数字 · → daily
  value: qty=$7,910M · date=Q2 FY2026
  [图: Applied Materials 2026财年第二季度业绩新闻稿及财务数据摘要表 — Q2 FY2026 Revenue: $7,910 million (up 11% YoY); Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY); Q2 FY2026 Non-GAAP Diluted EPS: $2.8
  📷 原图
• <a id="atom-b9be966ca2cd929f"></a>🟦 2026-05-14 X·@TheTranscript_ · 第二财季GAAP稀释每股收益 · 盈利能力/财报
  Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY)
  tags: 好数字 · → daily
  value: qty=$3.51 · date=Q2 FY2026
  [图: Applied Materials 2026财年第二季度业绩新闻稿及财务数据摘要表 — Q2 FY2026 Revenue: $7,910 million (up 11% YoY); Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY); Q2 FY2026 Non-GAAP Diluted EPS: $2.8
  📷 原图
• <a id="atom-4d21ba225589b1e5"></a>🟦 2026-05-14 X·@TheTranscript_ · 第二财季Non-GAAP稀释每股收益 · 盈利能力/财报
  Q2 FY2026 Non-GAAP Diluted EPS: $2.86 (up 20% YoY)
  tags: 好数字 · → daily
  value: qty=$2.86 · date=Q2 FY2026
  [图: Applied Materials 2026财年第二季度业绩新闻稿及财务数据摘要表 — Q2 FY2026 Revenue: $7,910 million (up 11% YoY); Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY); Q2 FY2026 Non-GAAP Diluted EPS: $2.8
  📷 原图
• <a id="atom-ee308efd0cd8affc"></a>🟦 2026-05-14 X·@TheTranscript_ · 第二财季净利润 · 营收/财报
  Q2 FY2026 Net Income: $2,806 million
  tags: 好数字 · → daily
  value: qty=$2,806M · date=Q2 FY2026
  [图: Applied Materials 2026财年第二季度业绩新闻稿及财务数据摘要表 — Q2 FY2026 Revenue: $7,910 million (up 11% YoY); Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY); Q2 FY2026 Non-GAAP Diluted EPS: $2.8
  📷 原图
• <a id="atom-88da063b77098a9b"></a>🟦 2026-05-14 X·@TheTranscript_ · 第二财季GAAP毛利率 · 毛利率/财报
  Q2 FY2026 GAAP Gross Margin: 49.9%
  tags: 好数字 · → daily
  value: qty=49.9% · date=Q2 FY2026
  [图: Applied Materials 2026财年第二季度业绩新闻稿及财务数据摘要表 — Q2 FY2026 Revenue: $7,910 million (up 11% YoY); Q2 FY2026 GAAP Diluted EPS: $3.51 (up 33% YoY); Q2 FY2026 Non-GAAP Diluted EPS: $2.8
  📷 原图
• <a id="atom-e0fb08e8da3e7175"></a>🟦 2026-05-12 X·@lithos_graphein · 半导体工具研发园区投资 · 资本开支
  Applied's $5 billion semitool R&D campus in Silicon Valley starts operations later this year.
  tags: 好数字 · → daily
  value: qty=$5 billion · date=2026年下半年
  📷 原图
• <a id="atom-2cfe36f210cb55c6"></a>🟦 2026-05-12 X·@OmerCheeema · EPIC Center 投资金额 · 资本开支
  Applied is investing $5 billion to build its EPIC Center in Silicon Valley
  tags: 好数字 · → daily
  value: qty=$5 billion · date=2026-05-12
• <a id="atom-0dda49ab82efa803"></a>🟦 2026-05-11 X·@AIStockSavvy · EPIC Center planned R&D investment · 资本开支
  Applied Materials EPIC Center represents planned $5B R&D investment
  tags: 好数字 · → daily
  value: qty=$5B
• <a id="atom-8faf97bbbfcffa4f"></a>🟦 2026-05-11 X·@semi_journal_jp · CY2025 营收 · 营收
  2位 Applied Materials売上: 26.93 Billions of US$
  tags: 好数字 · → daily
  value: qty=26.93 Billions of US$ · date=CY2025
  [图: CY2025年半導体製造装置メーカー売上高トップ15のランキング棒グラフ — 1位 ASML売上: 35.96 Billions of US$; 2位 Applied Materials売上: 26.93 Billions of US$; 3位 Lam Research売上: 20.56 Billions of US$; 4位 東京エレクトロン売上:
  📷 原图

🟥 多头 takes (bullish) (8)

• <a id="atom-5705e45cc146790f"></a>🟥 2026-06-23 X·@DrNHJ [老化中] · BofA 목표주가 상향 · 评级目标价
  어플라이드 머티어리얼즈(Applied Materials)의 목표주가는 540달러에서 720달러 상향
  tags: 好观点 · → daily
  value: qty=540달러에서 720달러 · date=2026-06-23
• <a id="atom-fa6cd6c5f9a0dbd0"></a>🟥 2026-07-05 News · 设备出货预期 · 产能/技术路线
  Applied Materials 预期其新平台将支持 HBM、chiplet 和多层 3D 堆叠在先进产线上实现量产
  tags: 好观点 · → daily
  value: detail=支持高带宽内存(HBM)、chiplet架构、多层3D堆叠在先进产线上量产
• <a id="atom-bb2eac54903b8692"></a>🟥 2026-07-02 X·@Alisvolatprop12 · 保持乐观看法 · 市场观点
  어플라이드 머티어리얼즈에 대한 낙관적 견해를 유지하며
  tags: 好观点 · → daily
• <a id="atom-7806d22c650fedb7"></a>🟥 2026-07-02 X·@Alisvolatprop12 · 半导体和数据处理中心设备需求仍然强劲 · 半导体需求/数据中心增长
  최근 매도 압력에도 반도체와 데이터센터 장비 수요는 여전히 강하다고 분석했다
  tags: 好观点 · → daily
• <a id="atom-a255c570c701e6cc"></a>🟥 2026-05-12 X·@derrick_dao [老化中] · 将半导体设备研发回流美国的重要性 · 供应链
  Onshoring semitool development matters more than the fabs because the equipment is where the real IP lives.
  tags: 好思考 · → daily
• <a id="atom-09251b6eeb860ce6"></a>🟥 2026-06-11 X·@trendforce · 全球产能计划 · 供给产能
  as part of its plan to nearly double global capacity
  tags: 好观点 · → daily
  value: direction=nearly double
• <a id="atom-248993a03d9c6e7b"></a>🟥 2026-05-13 X·@Monolith_Cap · 客户评论预测半导体设备订单加速 · 订单需求/业绩指引
  Given the clients' comments (Applied Materials, Kokusai Electric), I expected a spike in the next two quarters.
  tags: 好观点 · → daily
  value: date=next two quarters
  [图: GLTECHNO HOLDINGS 半导体事业受注残与受注高季度走势图 — 2026年3月期4Q受注残: 9,389百万円; 2026年3月期4Q受注高: 8,636百万円]
  📷 原图
• <a id="atom-df05efd1934ce29d"></a>🟥 2026-05-12 X·@derrick_dao [老化中] · 在硅谷投入研发产能 · 资本开支
  AMAT putting $5B of R&D capacity back in the Valley is underrated.
  tags: 好观点 · → daily
  value: qty=$5B

🟥 中性 takes (neutral) (2)

• <a id="atom-ad00cfc79c8587a3"></a>🟥 2026-05-10 X·@OnlyGod873 · 订单积压 · 供给产能
  the companies that make the tools (like ASML and Applied Materials) are also backlogged.
  tags: 好观点 · → daily
• <a id="atom-afdc91cc294bbd54"></a>🟥 2026-06-05 X·@Semicon_player · 被视为主要设备股玩家 · 竞争格局
  Amat
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 14)

⏱ 时间轴 (近 20)

• 🟦 2026-07-05 · fact · 新设备平台发布 · → daily
• 🟥 2026-07-05 · fact · 设备出货预期 · → daily
• 🟥 2026-07-02 · position · 保持乐观看法 · → daily
• 🟥 2026-07-02 · narrative · 半导体和数据处理中心设备需求仍然强劲 · → daily
• 🟦 2026-06-26 · fact · 发布用于DRAM和先进封装AI芯片的新系统 · → daily
• 🟥 2026-06-25 · refute · CPO功耗指标 · → daily
• 🟦 2026-06-25 · fact · 属于Thin Film Deposition & ALD · → daily
• 🟥 2026-06-23 · position · BofA 목표주가 상향 · → daily
• 🟦 2026-06-23 · fact · 股价跌幅 · → daily
• 🟦 2026-06-21 · fact · TSMC CoPoS 设备供应商 · → daily
• 🟦 2026-06-19 · fact · 与 EssilorLuxottica 合作 · → daily
• 🟦 2026-06-19 · fact · 与 EssilorLuxottica 共同探索未来机会 · → daily
• 🟦 2026-06-17 · fact · 与 EssilorLuxottica 合作 AR 光学 · → daily
• 🟦 2026-06-16 · fact · 推出3D芯片工具 · → daily
• 🟦 2026-06-14 · fact · supplies etch&deposition equipment to Absolics · → daily
• 🟦 2026-06-11 · fact · opens chip equipment manufacturing campus in Singapore · → daily
• 🟦 2026-06-11 · fact · 新加坡园区投资额 · → daily
• 🟥 2026-06-11 · forecast · 全球产能计划 · → daily
• 🟦 2026-06-11 · forecast · 半导体业务增长预期 · → daily
• 🟦 2026-06-10 · fact · 扩大新加坡制造业务 · → daily

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