The Zhitong Finance App learned that Applied Materials (AMAT.US), one of the world's largest semiconductor equipment manufacturers, released its latest quarterly results and future outlook report after the US stock market closed on Thursday. The data showed that applied materials companies covering almost a full range of high-end semiconductor devices gave more than expected quarterly results and extremely strong future performance guidance ranges, highlighting the ongoing wave of AI computing power infrastructure construction around the world and the “memory chip supercycle”. In the macro context of the “memory chip supercycle”, semiconductor equipment manufacturers will also usher in a super growth cycle. They will be AI chips (covering AI) GPU/AI ASIC) and DRAM/NAND memory chip production capacity are the biggest beneficiaries of the rapid expansion trend.

The Zhitong Finance App learned that Applied Materials (AMAT.US), one of the world's largest semiconductor equipment manufacturers, released its latest quarterly results and future outlook report after the US stock market closed on Thursday. The data showed that applied materials companies covering almost a full range of high-end semiconductor devices gave more than expected quarterly results and extremely strong future performance guidance ranges, highlighting the ongoing wave of AI computing power infrastructure construction around the world and the “memory chip supercycle”. In the macro context of the “memory chip supercycle”, semiconductor equipment manufacturers will also usher in a super growth cycle. They will be AI chips (covering AI) GPU/AI ASIC) and DRAM/NAND memory chip production capacity are the biggest beneficiaries of the rapid expansion trend.