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Applied Materials Newsroom
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
10 Information Technology Stocks Whale Activity In Today's Session
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
Applied Materials, Inc.'s (NASDAQ:AMAT) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
The "new wealth password" in the chip Industry: hybrid bonding! Apple and NVIDIA both cannot do without it.
Apple and NVIDIA are iterating their chips, and semiconductor giant BE Semiconductor has entered the "money-making mode." An Analyst has stated that BE Semiconductor's semiconductor equipment may be strongly driven by chip products from technology giants such as Apple and NVIDIA.
5 Semiconductor Stocks Wall Street Analysts Predict Could Soar In 2025
Fed's Daly Reveals Her Bullishness for AI-Driven Productivity
Analysts' Top Technology Picks: Tokyo Electron (TOELF), Applied Materials (AMAT)
A new star joins Trump's economic team, who has previously criticized Powell!
Stephen Moore was nominated by Trump to be the chair of the White House Council of Economic Advisers; he had previously accused Powell of helping the Democrats in the last USA election, and he is also a "crypto supporter."
Big news in the photovoltaic industry! The Biden administration is reportedly considering reducing tariffs on CECEP Solar Energy equipment from Mexico.
If Biden exempts tariffs, the sustainability of his policy is in doubt, as Trump threatens to impose a 25% tariff on Canada and Mexico, and US manufacturers are lobbying for increased tax-exempt quotas.
Musk causes a commotion at Capitol Hill, is a "Trump 2.0" prototype emerging?
Analysis suggests that Musk's recent act of detonating a political nuclear bomb may be a rehearsal for the Trump 2.0 era of Musk's action model, intended to exert pressure on Congress. However, some also say that the consensus at Mar-a-Lago is that Musk has proven to be an effective Weapon to pressure Congress and a scapegoat for any backlash.
Unusual Options Activity: HIMS, FN and Others Attract Market Bets, HIMS V/OI Ratio Reaches 115.4
EST Dec 20th Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Top 3 Tech Stocks That Could Blast Off In Q4
Cantor Fitzgerald Adjusts Applied Materials Price Target to $220 From $250, Maintains Overweight Rating
What's Going On With Applied Materials (AMAT) Stock?
At US$165, Is It Time To Put Applied Materials, Inc. (NASDAQ:AMAT) On Your Watch List?
Trump's tariff plan is unpopular! More than half of the USA population opposes imposing taxes on commodities from Mexico.
Standard & Poor's stated that the tariffs in the USA will raise inflation rates and reduce economic output, while some individuals and businesses are stockpiling goods in anticipation of tariff concerns, leading to a significant increase in throughput at the Port of Los Angeles and Long Beach in November.
Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.