COMPANY
Applied Materials
AMAT:US
Primary coverage by Pierre Ferragu
Research
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LAM Research 2025 CMD - what did we learn?February 20, 2025 — Pierre Ferragu
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Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Weekly Wrap-UpFebruary 18, 2025 — Pierre Ferragu
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AMAT 1FQ25: prudent 2025 view, in line with our thesis. Neutral, $200.February 14, 2025 — Pierre Ferragu
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Chinese WFE imports almost doubled MoM in December. Our take.January 21, 2025 — Pierre Ferragu
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Semi cycle update 4Q24: Recovery weaker but still on for 2025January 16, 2025 — Pierre Ferragu
Events
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Nov
22TechnologyNovember 22, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
20TechnologyJune 20, 2023 – June 20, 2023 — VirtualHosted by Pierre Ferragu and Rolf BulkWatch Replay -
Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jul
1TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Jun
7 -
Nov
5 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
9TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
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