Applied Materials Partners with TSMC to Advance Semiconductor Technologies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Applied Materials (AMAT) announced a new partnership with TSMC (TSM) to accelerate the development and commercialization of semiconductor technologies required for the next era of AI. Working together at Applied's EPIC Center in Silicon Valley, the companies will co-innovate to advance materials engineering, equipment innovation, and process integration technologies designed to deliver performance from the data center to the edge. Through the EPIC Center engagement, Applied and TSMC will collaborate on materials engineering innovations. Areas of focus include: process technologies that enable continuous power, performance and area improvements across logic nodes, addressing the growing demands of AI and high-performance computing; new materials and next-generation manufacturing equipment enabling precise formation of increasingly complex 3D transistor and interconnect structures and advanced process integration approaches that improve yield, variability control and reliability as devices move toward vertically stacked and highly scaled architectures. Applied's new, $5B EPIC Center in Silicon Valley represents the largest-ever U.S. investment in advanced semiconductor equipment R&D.
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Analyst Views on AMAT
Wall Street analysts forecast AMAT stock price to fall
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 440.560
Low
190.00
Averages
288.05
High
425.00
Current: 440.560
Low
190.00
Averages
288.05
High
425.00
About AMAT
Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates through two segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment provides integrated solutions to optimize equipment and fab performance and productivity, including services, spares and factory automation software for semiconductor and other products. Its products include personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- New Projects Surge: In the past 90 days, AMAT added over 10 new fab projects to its pipeline of more than 100 globally, signaling robust demand and a strong outlook for sustained growth in the coming years.
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See More
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