Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 14 Oct, 00:58 UTC

Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast for wafer fab equipment (WFE) spending, the industry-wide figure that drives demand for its tools.

hardware

Sources

• T2Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signalJP/KR/TW: Korea Herald / Taipei Times / DigiTimes14 Oct, 00:58