COMPANY
Applied Materials
AMAT:US
Primary coverage by Pierre Ferragu
Research
-
Semicap and the AI cycle: How does the HBM boom impact WFE spending?April 12, 2024 — Pierre Ferragu
-
Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
-
Chinese WFE spending: steep decline in February. Risk of a 1Q24 miss?March 20, 2024 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
-
AI services taking off, PC recovery second half weighted, uncertain near-term IT spending environment and more. The Tech Weekly Wrap-up.March 4, 2024 — Pierre Ferragu
Events
-
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
01TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Jun
07 -
Nov
05 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
09TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 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
04
