COMPANY

Applied Materials

AMAT:US

Primary coverage by Pierre Ferragu

Research

Events

Jan
26
Technology

Strengthening AI infrastructure outlook: Implications for semicap

January 26, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details
Nov
22
Technology

AI BIG Idea Series: Vincent DiCaprio, VP Advanced Packaging, AMAT

November 22, 2024 — Virtual
Hosted by Pierre Ferragu

Watch Replay
Nov
13
Technology

Semicap in 2025: All the headwinds the Street ignores

November 13, 2024
Hosted by Pierre Ferragu

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Mar
15
Technology

Replay - Conf Call: $400bn spent on datacenter AI chips in 2027? Part III: Implications for Semicap equipment

March 15, 2024
Hosted by Pierre Ferragu

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Jan
16
Technology

Replay: Semicap in 2024 and beyond, with TechInsights.

January 16, 2024
Hosted by Rolf Bulk

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Dec
19
Technology

Replay: Semicap sector initiation - Excellent fundamentals & long-term outlook, but 2 years of muted growth ahead

December 19, 2023
Hosted by Pierre Ferragu

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Oct
11
Technology

CoWoS, HBM, Hybrid Bonding and the A.I. boom.

October 11, 2023 — Virtual
Hosted by Pierre Ferragu

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Jun
20
Technology

Conf Call - Semicap Equipment: muted outlook and elevated multiples - Downgrade to Neutral

June 20, 2023 – June 20, 2023 — Virtual
Hosted by Pierre Ferragu and Rolf Bulk

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Oct
25
Technology

Time to buy Semicap equipment? Upgrading AMAT & ASML to buy - Conf Call

October 25, 2022
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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Sep
20
Technology

Semiconductor Big Idea Conference 2022: Session 5 - Applied Materials - Artificial Intelligence & Chip Manufacturing

September 20, 2022
Hosted by Pierre Ferragu

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Sep
12
Technology

The Tech Infrastructure Quarterly Bible 2Q22

September 12, 2022
Hosted by Pierre Ferragu

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Jul
1
Technology

Semicap in the next 5 years. Secular drivers, the next peak, the upcoming down cycle.

July 1, 2022
Hosted by Pierre Ferragu

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Jun
7
Technology

BESI CEO Unplugged Conference Call

June 7, 2022
Hosted by Pierre Ferragu

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Nov
5
Technology

3Q21 VLSI Conference Call

November 5, 2021
Hosted by Pierre Ferragu

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Oct
18
Technology

Semiconductors - Time to talk cycle again

October 18, 2021
Hosted by Pierre Ferragu

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Sep
9
Technology

Semiconductor Big Ideas Conference: Intro & Session 1 - AMAT - From Materials to Systems - The PPACt Playbook

September 9, 2021
Hosted by Pierre Ferragu

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May
11
Technology

Semiconductor Manufacturing & Capital Equipment - Virtual Event with VLSI

May 11, 2021
Hosted by Pierre Ferragu

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Jun
6
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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Feb
20
Technology

Tech Infrastructure Quarterly Bible 4Q18

February 20, 2019
Hosted by Pierre Ferragu

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Nov
28
Technology

The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

November 28, 2018
Hosted by Pierre Ferragu

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May
22
Technology

AMAT & ASML Deep Dive

May 22, 2018
Hosted by Pierre Ferragu

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May
4
Technology

Initiation Presentation

May 4, 2018
Hosted by Pierre Ferragu

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Applied Materials

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