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    1. BRIEF-TSMC orders equipment for T$926.8 mln from Applied Materials South East Asia Pacific Ltd


      Thu, 24 Jul 2014

      July 24 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd

    2. Ultra Clean Holdings: Double-Digit Upside Potential With Positive Reward/Risk


      Thu, 17 Jul 2014

      integration of complete systems form the backbone of UCTT's products portfolio. The largest customers include Applied Materials (NASDAQ: AMAT ) and Lam Research Corporation (NASDAQ: LRCX ), each accounting for roughly a third of total sales

    3. Weitz Letter to Shareholders – July 2014


      Tue, 15 Jul 2014

      Applied Materials sees solar equipment as an opportunity to boost growth.

    4. BRIEF-UMC orders machinery equipment worth T$1.29 bln


      Mon, 14 Jul 2014

      * Says orders machinery equipment worth T$781.1 million ($26.08 million) from Applied Materials South East

    5. IBM to Invest $3 Billion in Chip Research to Support Cloud and Analytics Growth


      Thu, 10 Jul 2014

      engineers, which is really difficult to quantify at this point. While Intel has talked about 5nm manufacturing and Applied Materials has even mentioned 3nm, the headwinds are formidable and a lot of the work is exploratory at this point. Importantly

    6. Chip equipment roundup: AMAT bulls, KLAC caution, 3D NAND, SEMI forecast


      Tue, 8 Jul 2014

      Applied Materials ( AMAT ) "made a compelling case that technology ..... Semicon West conference). Pitzer adds AMAT sees $10B+ in cumulative revenue opportunities ..... spend, "argues more re-rating for AMAT and the sector in general ." At the

    7. Applied Materials ticks higher on JPMorgan upgrade


      Mon, 7 Jul 2014

      Applied Materials ( AMAT +1.1% ) has been upgraded to Overweight by JPMorgan. The firm cites AMAT 's chip equipment market positioning ..... growth over the next 18 - 24 months." AMAT now +32% YTD, aided by solid order

    8. BRIEF-Taiwan's UMC orders equipment from Applied Materials for T$770.8 mln


      Mon, 30 Jun 2014

      * Says orders equipment from Applied Materials for T$770.8 million ($25.82 million)

    9. BRIEF-Taiwan's TSMC orders machinery equipment from Applied Materials for T$2.15 bln


      Fri, 27 Jun 2014

      June 27 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd

    10. Top Holdings of Four All-Weather Ultimate Stock-Pickers


      Tue, 17 Jun 2014

      Narrow 92.29 1.06 High 556,478 4.9 NC AppMats AMAT 2 Wide 21.75 1.21 Medium 26,478 4 NC CHRobnsn ..... outperformance from top 10 holdings Apple AAPL, Applied Materials AMAT , and Qualcomm all have contributed to Parnassus Core

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