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-0.00039461175059606 0.0010091998069356 0.00291293092100444 0.00349563411387867 0.00130172149010543 0.0023694256336751 0.00235479954951663 0.00547015547527462
Stock impact report

Applied Materials Is Back in the Spotlight [Yahoo! Finance]

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) 
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Mizuho bumped AMAT to Outperform and raised its price target to $370 from $275, pointing to a clear pickup in wafer fab equipment spending across the U.S., Taiwan, and Japan. The firm now expects WFE spending to grow 13% in 2026 and another 12% in 2027, taking the total market to about $134 billion next year and $150 billion the year after. That's a meaningful acceleration after a choppy couple of years. Is AMAT fairly valued? Test your thesis with our free DCF calculator. What's driving it is exactly what you'd expect. AI demand is pushing chipmakers to spend aggressively at the leading edge, especially below 2nm. Mizuho sees Taiwan Semiconductor Manufacturing and Intel doing much of the heavy lifting. At the same time, China is becoming less of a headwind, with ex-China WFE spending, roughly 70% of the market, growing faster than before. Memory adds another layer of support. DRAM spending, which makes up about 29% of AMAT's revenue, is also expected to rise over the next two Show less Read more
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