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Applied Materials reported record Q3 revenue of $9.12B and EPS of $3.50, beating estimates. The company raised Q4 guidance to $10.25B in revenue, citing unprecedented AI-driven demand, though shares reportedly dipped after-hours.
Research →Jefferies reportedly identifies AI, AP, and SiPho as significant long-term catalysts, noting that the investment thesis no longer requires a return to peak SiC spend. The firm highlights rising reliability-test intensity due to chiplet and HBM integration trends.
Research →TSMC reportedly aims to reach 180,000 wafers per month of 3nm capacity by early Q4, two to three months ahead of expectations, driven by strong customer orders. This supply-chain alignment supports sustained AI accelerator demand.
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