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    1. Chip equipment stocks drop on ASML's guidance cut, commentary


      Wed, 16 Apr 2014

      keeping a lid on capex for some time; recent price pressure might encourage them to do so. Chip equipment peers Applied Materials ( AMAT -2% ), KLA-Tencor ( KLAC -2.5% ), Lam Research ( LRCX -2.5% ), Axcelis ( ACLS -2.6% ), Camtek

    2. BRIEF-TSMC orders equipment from Applied Materials , United Integrated Services totalling T$860 mln


      Wed, 9 Apr 2014

      April 9 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd

    3. BRIEF-TSMC orders machinery equipment worth T$512 mln from Applied Materials South East Asia Pacific


      Tue, 1 Apr 2014

      April 1 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd

    4. Intel, others slow migration to 450mm chip wafers


      Thu, 13 Mar 2014

      offer 125% more wafer space (and thus better economies of scale) than current-gen 300mm wafers. Likewise, Applied Materials ( AMAT ) CEO Gary Dickerson says the 450mm migration "has definitely been pushed out from a timing standpoint." Due

    5. New Morningstar Analyst Report for KLA-Tencor Corporation

      Stock Reports

      Tue, 11 Mar 2014

      Competitors like Applied Materials and Hitachi have been trying for years to wrest away KLA's ..... for demand. It also faces a number of competitors (including Applied Materials and Hitachi) that have been attempting for years to penetrate

    6. Applied Materials Reports First-Quarter Results; Maintaining Fair Value Estimate


      Wed, 12 Feb 2014

      Applied Materials reported fiscal first-quarter results at the upper end of our expectations. We are maintaining our fair value estimate of

    7. New Morningstar Analyst Report for Applied Materials , Inc.

      Stock Reports

      Wed, 12 Feb 2014

      always been successful when entering new segments. Applied Materials is the chip equipment industry's standard bearer ..... it is a fair deal from a valuation perspective. Applied Materials is the world's largest supplier of semiconductor

    8. A Deeper Look at the Applied Materials -Tokyo Electron Merger


      Fri, 13 Dec 2013

      Applied Materials AMAT and major Japanese chip equipment maker Tokyo Electron are planning ..... help chipmakers scale down Moore's law. A Merger of Two Majors Applied Materials and TEL are two of the three largest chip equipment firms in the

    9. Applied Materials Reports Fourth-Quarter Results


      Thu, 14 Nov 2013

      Applied Materials reported fiscal fourth-quarter results that were within the range of our expectations. We are maintaining our fair value estimate

    10. New Morningstar Analyst Report for Lam Research Corporation

      Stock Reports

      Tue, 5 Nov 2013

      Lam faces major competition from Applied Materials and Tokyo Electron.The firm operates in the deeply ..... While we expect some competitive pressures from Applied Materials and Tokyo Electron over the long term, we forecast

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