Halyk Finance: Applied Materials trading idea

Applied Materials (AMAT) – is one of the leading American manufacturers of equipment for the semiconductor industry. The company supplies equipment for the production of logic chips and DRAM/HBM memory, which are in demand in AI infrastructure and data centers. In addition to equipment, AMAT provides technical maintenance services, supplies components, and software solutions. Growth in semiconductor production investments and the transition to more advanced technologies create favorable prospects for the company.

Growth drivers: 

• Increased demand for equipment for advanced chips and DRAM/HBM memory
• Expansion of the service business and improved margins
• Launch of new semiconductor fabs and development of the EPIC Center research center