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Applied Materials (AMAT)
Sector Focus
Chip recovery to help manufacturing turn corner in 2024
Singapore's semiconductor segment has already seen a bottoming and is staging a return in the coming year.
December 20, 2023
Tech
Applied Materials' sales shortfall linked to cyberattack at MKS Instruments
AMAT said a breach at one of its suppliers would shave US$250 million ($333.8 million) from second-quarter sales.
February 17, 2023
Tech
Applied Materials to build new $600 mil facility in Singapore by 2024
The facility is expected to open its doors by 2024.
December 22, 2022
Tech
Applied Materials cuts forecast, blaming China export curbs
The company estimates that the new export regulations will reduce sales by about US$400 million ($574.69 million) in the 4Q.
October 13, 2022
Broker's Calls
DBS optimistic on UMS as semicon upswing continues
DBS is optimistic that UMS Holdings will benefit from the semicon upswing, raising its TP to $1.83 from $1.57
May 11, 2021
Broker's Calls
KGI sees further upside for UMS Holdings on semiconductor prospects
KGI is maintaining ‘outperform’ on UMS with higherTP of $1.40 from $1.22 previously.
March 19, 2021
Semiconductor
PhillipCapital identifies Intel, TSMC, Applied Materials and Lam Research as beneficiaries on production ramp-ups
PhillipCapital says it remains positive on the semiconductor sector’s long-term outlook.
March 04, 2021
Broker's Calls
This firm’s key customer leads the WFE market as of 2020
Management expects a robust year for semiconductors in FY2021, with global chip sales seen to grow 8.4% y-o-y in 2021.
March 01, 2021
Broker's Calls
Analysts positive on UMS Holdings, RHB predicts possible dividend growth
Maybank Kim Eng has maintained its “buy” call on UMS with an unchanged target price of $1.41, pointing to an 'upswing'
November 25, 2020
Broker's Calls
Maybank Kim Eng still 'positive' on prospects of UMS Holdings
Maybank Kim Eng remains positive on UMS Holdings, and believes it can capitalise on opportunities from key customer AMAT.
October 01, 2020