COMPANY
Applied Materials
AMAT:US
Primary coverage by Pierre Ferragu
Research
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AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.November 17, 2025 — Pierre Ferragu
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AMAT 4FQ25: 2026 outlook uncertain; we maintain a cautious view. Neutral, $220 TP.November 14, 2025 — Rolf Bulk and Pierre Ferragu
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TEL 2FQ26: HBM drives beat. More positive tone on 2026. Neutral, ¥33,750.November 1, 2025 — Rolf Bulk and Pierre Ferragu
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TEL 2FQ26 QT: HBM drives beat. More positive tone on 2026.October 31, 2025 — Rolf Bulk and Pierre Ferragu
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How much WFE is required to produce a 1 GW datacenter?October 28, 2025 — Pierre Ferragu
Events
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Nov
22TechnologyNovember 22, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
20TechnologyJune 20, 2023 – June 20, 2023 — VirtualHosted by Pierre Ferragu and Rolf BulkWatch Replay -
Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jul
1TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Jun
7 -
Nov
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Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
9TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
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