COMPANY
Applied Materials
AMAT:US
Primary coverage by Pierre Ferragu
Research
-
How much WFE is required to produce a 1 GW datacenter?October 28, 2025 — Pierre Ferragu
-
LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $140 Target Price.October 23, 2025 — Rolf Bulk and Pierre Ferragu
-
AMAT model updateOctober 22, 2025 — Pierre Ferragu and Rolf Bulk
-
ASML 3Q25: 2026 outlook uncertain. Maintain cautious view. Neutral, €850 Target Price.October 16, 2025 — Rolf Bulk and Pierre Ferragu
-
Semicon West: 2026 outlook? Does AI drive growth?DRAM architectures? Chinese competition? And more.October 14, 2025 — Pierre Ferragu
Events
-
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
5 -
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
22 -
May
4
