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from24/7 Wall St.
1 month ago

Live: Will Applied Materials (AMAT) Pop After Tonight's Earnings?

AI-driven demand is expected to strengthen foundry/logic and DRAM, despite weaknesses in ICAPS.
Gross margin forecast at 48.3% is under scrutiny due to market pressures.
Management is optimistic about H2 performance, increasing focus on Q3 results.
fromTheregister
1 month ago

Japan's Rapidus says 2nm chip tech on track for 2027

Rapidus aims to provide alternatives to established foundries like TSMC and Samsung, reaching a milestone in 2nm technology production after licensing foundational tech from IBM.
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