# Applied Materials

> Markdown twin of https://roboterminal.app/companies/applied-materials · https://roboterminal.app/companies/applied-materials.md

## On shared sources

- [Lam Research](https://roboterminal.app/companies/lam-research) (4)
- [Intel](https://roboterminal.app/companies/intel) (3)
- [TSMC](https://roboterminal.app/companies/tsmc) (3)
- [KLA](https://roboterminal.app/companies/kla) (2)
- [Micron](https://roboterminal.app/companies/micron) (2)
- [MKS](https://roboterminal.app/companies/mks) (2)
- [UBS](https://roboterminal.app/companies/ubs) (2)
- [Absolics](https://roboterminal.app/companies/absolics) (1)
- [Advantest](https://roboterminal.app/companies/advantest) (1)
- [Amkor](https://roboterminal.app/companies/amkor) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Camtek](https://roboterminal.app/companies/camtek) (1)
- [ENF Technology](https://roboterminal.app/companies/enf-technology) (1)
- [Hanmi Semiconductor](https://roboterminal.app/companies/hanmi-semiconductor) (1)
- [HPSP](https://roboterminal.app/companies/hpsp) (1)
- [Kioxia](https://roboterminal.app/companies/kioxia) (1)
- [MiCo](https://roboterminal.app/companies/mico) (1)
- [Murata](https://roboterminal.app/companies/murata) (1)
- [Nova](https://roboterminal.app/companies/nova) (1)
- [Onto Innovation](https://roboterminal.app/companies/onto-innovation) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [SK hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SKC](https://roboterminal.app/companies/skc) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Stanford](https://roboterminal.app/companies/stanford) (1)
- [TDK](https://roboterminal.app/companies/tdk) (1)
- [Teradyne](https://roboterminal.app/companies/teradyne) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)

## Pulse

- [@smsehy on X](https://x.com/smsehy/status/2112908007856025923)
  Demanding Korean suppliers beat Chinese pricing while building 100,000 wafers per month misunderstands semiconductor supply economics. Wafer fab tools and pure chemical consumables are priced by yield…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112826478564171790)
  Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Aus…
- [@tphuang on X](https://x.com/tphuang/status/2112587167201423590)
  How does Yttrium crunch on Japanese suppliers affect downstream players? For Semi: TEL/Lam/AMAT will all have lower reliability if they use something other than Y2O3 For AI: MLCC production for Murata…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112394879116431532)
  UBS: WFE suppliers are preparing for 30%+ annual growth for the foreseeable future, with parts of the supply chain being asked to support a potential $500B/year WFE market. $LRCX $AMAT $ONTO $KLAC $MK…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111210826992394437)
  Takeaways | SEMICON WEST 2026 What do the companies have to say about capacity and supply/demand dynamics? Link in replies 👇 $AMAT $TER $CAMT $MKSI
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109939721115934751)
  $AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109631168886808926)
  UBS: CoPoS vs EMIB-T Supply Chain $AMAT $AMKR $KLAC $LRCX
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100555569492787689)
  Applied Materials to invest $5bn in India as country ups chip support https://t.co/ETWDcdzZus via @NikkeiAsia
- [@ricci_nov on X](https://x.com/ricci_nov/status/2096009120604447180)
  SKC will put 280.98bn won into glass substrate unit Absolics, its share of a 400bn won rights offering; Applied Materials is allocated about 120bn won at its 29.95% stake. First tranche of a planned 5…

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Source: Roboterminal · https://roboterminal.app/companies/applied-materials.md