Applied Matls Inc Stock Price, News & Analysis

Applied Materials has launched the VeritySEM^® 10 CD-SEM^® Metrology System to enhance semiconductor manufacturing. This innovative system features an architecture that achieves 2X better resolution and a 30% faster scan rate than conventional CD-SEMs, addressing the challenges posed by thinner photoresists in EUV and High-NA EUV lithography. With strong commercial interest, over 30 units have been shipped to leading chipmakers, solidifying its role as a critical dimension metrology tool for advanced technologies like Gate-All-Around transistors and 3D NAND memories. This system represents a major advancement in semiconductor production.

Applied Materials, Inc. has launched the Centura Sculpta patterning system, an innovative solution that simplifies and reduces costs associated with EUV double patterning. This new technology allows chipmakers to produce high-performance transistors and interconnect wiring with fewer lithography steps, significantly lowering manufacturing complexities and environmental impact. Key benefits include:

• Capital savings of $250 million per 100K wafer starts monthly
• Manufacturing savings of $50 per wafer
• Energy savings exceeding 15 kWh per wafer
• Reduction of more than 0.35 kg CO₂ emissions per wafer
• Water savings of approximately 15 liters per wafer

High interest from leading chipmakers indicates strong market potential.

Applied Materials announced that CFO Brice Hill will participate in a fireside chat at the Morgan Stanley Technology, Media, and Telecom Conference in San Francisco.

The event is scheduled for March 8, 2023, starting at 8:00 a.m. PT / 11:00 a.m. ET. A live audio webcast will be accessible on the company's website, with a replay available on the same day.

Applied Materials, listed under the ticker AMAT, is a leader in materials engineering solutions, critical for producing advanced chips and displays, facilitating technological innovations for a better future.

Applied Materials reported Q1 FY2023 revenue of $6.74 billion, up 7% year-over-year. Despite a strong revenue figure, both GAAP and non-GAAP operating margins decreased, reaching 29.2% and 29.5% respectively, down 2.3 and 2.2 points from the previous year. GAAP EPS was $2.02, reflecting a 1% increase, while non-GAAP EPS rose 7% to $2.03. The company generated $2.27 billion in cash from operations and returned $470 million to shareholders. Looking ahead, Q2 sales are projected at approximately $6.40 billion, with potential impacts from supply chain challenges and a cybersecurity incident.

SES AI Corporation (NASDAQ: SES), a leader in lithium-metal rechargeable batteries, has been awarded cash grants from the South Korean government, including Chung-Buk Province and Chung-Ju City. This initiative, driven by the Ministry of Trade, Industry and Energy, underscores SES's role in next-generation battery technology. Following a high-profile meeting in September 2022 with South Korean President Yoon Suk Yeol, SES announced plans for increased investment to enhance its manufacturing capabilities for Apollo cells. In 2023, SES aims to expand globally while receiving recognition from South Korea, reinforcing its position within the global battery industry.

Applied Materials, Inc. will host a webcast on February 16, 2023, at 4:30 p.m. ET to discuss its Q1 fiscal 2023 financial results. The live event will be accessible through the company's website, and a replay will be available later that day starting at 8:00 p.m. ET. Applied Materials is a leader in materials engineering solutions for the semiconductor and display industries, enabling the production of advanced chips and displays.

Applied Materials announced major investments in semiconductor R&D and manufacturing, aiming to expand its capabilities in the U.S. and Singapore by 2030. The initiative includes building a new R&D center in Sunnyvale, California, and increasing equipment production at its Texas facilities. The investments will enhance collaboration with industry players and support the anticipated $1 trillion semiconductor market. The company plans to leverage government support under the CHIPS Act for these investments, underscoring its commitment to strengthen its position as a leader in materials engineering solutions.

Applied Materials has unveiled its breakthrough cold field emission (CFE) technology, enhancing nanoscale imaging by up to 50% and increasing imaging speed by up to 10 times. This innovation aids chipmakers in developing advanced 3D Gate-All-Around logic transistors and high-density DRAM and NAND memory chips. The launch includes two new products: SEMVision G10 for defect review and PrimeVision 10 for defect inspection, solidifying Applied's lead in the eBeam diagnostics market, which generated over $1 billion in revenue in 2021.

Applied Materials has announced the recipients of its Supplier Excellence Awards, recognizing outstanding contributions from suppliers in technical and operational performance. The awards highlight excellence in areas such as quality, service, and ESG achievements as part of the SuCCESS2030 initiative, aimed at enhancing sustainability across the supply chain. Dr. Paul Chhabra emphasized the importance of collaboration amid supply chain challenges faced in the semiconductor industry.

Fifteen companies were honored for their performance, showcasing Applied's commitment to building a resilient supply chain.