Applied Materials Tops Estimates, Underscoring Chip Strength_老虎社区_美港股上老虎

Applied Materials Tops Estimates, Underscoring Chip Strength

Bloomberg2021-08-20

CEO Dickerson says business to remain solid into next year Company revenue at record as chipmakers look to boost output Applied Materials Inc., the biggest maker of machinery used to manufacture ...

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Juvie
·2021-08-20
yes
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1
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ppyy
·2021-08-20
Ok
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3
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- ppyy:
  👍
  2021-08-20
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1Man2Stonks
·2021-08-20
Buy let's go
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2
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WKB
·2021-08-20
This stock smaller risk compare to Taiwan Semiconductor
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4
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- 1Man2Stonks:
  agreed
  2021-08-20
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15517e1d
·2021-08-20
It’s going down pls like
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3
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- choiyizhang:
  ok
  2021-08-20
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- Akong:
  Good to make chips now
  2021-08-20
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croissant
·2021-08-20
Very good figures. Ums has hope.
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kaido
·2021-08-20
Like for like back
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5
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许哲东
·2021-08-20
@UMS holdings
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6
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Someonelse
·2021-08-20
Good
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- PKLim:
  yeah
  2021-08-20
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- Lsh12:
  good
  2021-08-20
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Analysts have estimated $6.04 billion on average, according to data compiled by Bloomberg. Profit will be $1.87 to $2.01 a share in the fiscal fourth quarter, excluding some items, compared with an average estimate of $1.81.\nChipmakers have filled Applied Materials’ order books as they rush to add production capacity. A surge in demand for semiconductors has led to unprecedented shortages of the vital electronic components, forcing the industry to play catch-up.\nThe expansion is set to continue as the economy shifts to a greater reliance on automation and computing, Chief Executive Officer Gary Dickerson said in an interview. While not every quarter will deliver a spike in revenue, the company is confidence that long-term growth will continue.\n“We’re in the biggest inflection of our lifetimes,” he said. “We see strength through the end of the year and into next year.”\nSome investors are concerned that previous patterns will return. In the past, spikes in equipment demand have been followed by painful contractions. Applied Materials’ revenue shrank 15% in 2019. Dickerson said the market for semiconductors has expanded into so many new areas that “the industry’s future will not be like the past.”\nApplied Materials’ customers include Samsung Electronics Co., Taiwan Semiconductor Manufacturing Co. and Intel Corp., making its projections a window into the spending plans and confidence levels of some of the biggest companies in technology.\n\nThe share fell 1.1% in extended trading after closing at $129.20 in New York. They stock has gained 50% this year.\n\nTwo years of slowing investment -- and extra caution during the pandemic’s peak last year -- mean that many semiconductor makers can’t keep up with orders, particularly for car components. It takes months to build and install equipment made by Applied Materials and other chip-equipment producers. 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let's go","listText":"Buy let's go","text":"Buy let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838403653","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838409002,"gmtCreate":1629422190806,"gmtModify":1633684972715,"author":{"id":"3580984813011332","authorId":"3580984813011332","authorIdStr":"3580984813011332","name":"WKB","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580984813011332"},"htmlText":"This stock smaller risk compare to Taiwan Semiconductor&nbsp;","listText":"This stock smaller risk compare to Taiwan Semiconductor&nbsp;","text":"This stock smaller risk compare to Taiwan Semiconductor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838409002","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5585507,"gmtCreate":1629422218430,"gmtModify":1631894060901,"authorId":3576990637797737,"author":{"id":3576990637797737,"authorId":3576990637797737,"name":"1Man2Stonks","avatar":"https://static.tigerbbs.com/2c93182b4ac6670e37860fa9cbdfd2d4","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838409002,"type":1,"supId":0,"prevId":0,"content":"<u>agreed</u>","text":"<u>agreed</u>","html":"<u>agreed</u>"}],"langContent":"EN"},{"id":838544046,"gmtCreate":1629421451485,"gmtModify":1633684982884,"author":{"id":"3584755669313626","authorId":"3584755669313626","authorIdStr":"3584755669313626","name":"15517e1d","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584755669313626"},"htmlText":"It’s going down pls like","listText":"It’s going down pls like","text":"It’s going down pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838544046","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5585393,"gmtCreate":1629421678296,"gmtModify":1635147344292,"authorId":3569478830719997,"author":{"id":3569478830719997,"authorId":3569478830719997,"name":"choiyizhang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838544046,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":5585395,"gmtCreate":1629421692961,"gmtModify":1635147344073,"authorId":3581597141239825,"author":{"id":3581597141239825,"authorId":3581597141239825,"name":"Akong","avatar":"https://static.tigerbbs.com/96ef9576f2a71f64f1eef29ae49cf365","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838544046,"type":1,"supId":0,"prevId":0,"content":"Good to make chips now","text":"Good to make chips now","html":"Good to make chips now"}],"langContent":"EN"},{"id":838542486,"gmtCreate":1629421373745,"gmtModify":1631889095518,"author":{"id":"3581200262553112","authorId":"3581200262553112","authorIdStr":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581200262553112"},"htmlText":"Very good figures. Ums has hope.&nbsp;","listText":"Very good figures. Ums has hope.&nbsp;","text":"Very good figures. Ums has hope.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838542486","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838542232,"gmtCreate":1629421368326,"gmtModify":1633684984188,"author":{"id":"3574926290820486","authorId":"3574926290820486","authorIdStr":"3574926290820486","name":"kaido","avatar":"https://static.tigerbbs.com/b3866436a9d4f9acaf05b97581f52f9d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574926290820486"},"htmlText":"Like for like back","listText":"Like for like back","text":"Like for like back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838542232","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838542970,"gmtCreate":1629421333790,"gmtModify":1633684984412,"author":{"id":"3555237785078725","authorId":"3555237785078725","authorIdStr":"3555237785078725","name":"许哲东","avatar":"https://static.tigerbbs.com/9061503cb3d4f9ac3d7d9de3f72b29ab","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3555237785078725"},"htmlText":"@UMS holdings","listText":"@UMS holdings","text":"@UMS holdings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838542970","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838543362,"gmtCreate":1629421080856,"gmtModify":1633684987536,"author":{"id":"3572697049328629","authorId":"3572697049328629","authorIdStr":"3572697049328629","name":"Someonelse","avatar":"https://static.tigerbbs.com/565912489d2649d83bea8e52f43f2e6c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3572697049328629"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838543362","repostId":1199338345,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5585273,"gmtCreate":1629421150648,"gmtModify":1635147353309,"authorId":3572491001882551,"author":{"id":3572491001882551,"authorId":3572491001882551,"name":"PKLim","avatar":"https://static.tigerbbs.com/fd59d359589b55bc6c2e8e1c92a14009","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838543362,"type":1,"supId":0,"prevId":0,"content":"<u>yeah</u>","text":"<u>yeah</u>","html":"<u>yeah</u>"},{"id":5585492,"gmtCreate":1629422161488,"gmtModify":1635147336916,"authorId":3583572791217717,"author":{"id":3583572791217717,"authorId":3583572791217717,"name":"Lsh12","avatar":"https://static.tigerbbs.com/6321d7615da9181e53013ad0f965085b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838543362,"type":1,"supId":0,"prevId":0,"content":"<u>good</u>","text":"<u>good</u>","html":"<u>good</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":92,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}