AMATUSsemicappublic
Applied Materials Inc.
spillover graph 6
supplier 5competitor 1
recent signals
2026-05-29·AMAT·guidance change
not priced inmedup
Applied Materials CEO Gary Dickerson stated on CNBC's 'Mad Money' that the semiconductor industry is experiencing its...
Applied Materials CEO Gary Dickerson stated on CNBC's 'Mad Money' that the semiconductor industry is experiencing its strongest period ever, driven by AI demand.
spilloverTSMSAMSUNGINTCLRCXNVDA
window 30devidence 103AMAT $450.06 / 45d n/a
2026-05-22·AMAT·partnership
not priced inmedup
Applied Materials (AMAT) is a founding partner in a new $125 million Semiconductor Hub at UCLA Samueli School of...
Applied Materials (AMAT) is a founding partner in a new $125 million Semiconductor Hub at UCLA Samueli School of Engineering, alongside Broadcom (AVGO), Meta, GlobalFoundries, and Synopsys.
spilloverAVGO
window 30devidence 3AMAT $450.06 / 45d n/a
2026-05-17·AMAT·earnings surprise
not priced inhighneutral
AMAT IR snapshot
Fallback draft generated from 5 source(s) because normal LLM generation did not return a publishable candidate.
spilloverTSMSAMSUNGINTCMUSK_HYNIX
window 20devidence 5AMAT $450.06 / 45d n/a
2026-03-11·AMAT·partnership
not priced inhighup
Applied Materials (AMAT) announced long-term R&D partnerships with Micron Technology and SK Hynix to accelerate AI...
Applied Materials (AMAT) announced long-term R&D partnerships with Micron Technology and SK Hynix to accelerate AI memory innovation at the EPIC Center in Silicon Valley.
spilloverSK_HYNIXMU
window 60devidence 241AMAT $450.06 / 45d n/a