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2개의 글

28 de abril de 2026

AMAT Applied Materials Perspectivas 2026: En el Centro del Ciclo de Capex de Chips de IA

Análisis de Applied Materials 2026: participación en nodos avanzados 2nm, capex HBM, controles de exportación a China, WFE TAM según SEMI World Fab Forecast, y fiscalidad para inversores españoles.

AMAT Applied Materials Equipos Semiconductores

April 28, 2026

AMAT Stock Outlook 2026: Applied Materials at the Center of the AI Chip Capex Cycle

Applied Materials 2026 analysis: 2nm/advanced node equipment share, HBM capex demand, China export control exposure, WFE TAM from SEMI World Fab Forecast, and how US investors should think about semiconductor equipment.

AMAT Applied Materials Semiconductor Equipment