Goldman Sachs rates Applied Materials favorably as it announces successful partnerships with TSMC, Micron, Samsung, and Intel.
1 report, 1 independent
Updated Jun 26
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What happened
Goldman Sachs rates Applied Materials favorably as it announces successful partnerships with TSMC, Micron, Samsung, and Intel.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Intel, Micron Technology, and Applied Materials are leveraging India's talent pool and infrastructure, committing $5 billion to advanced semiconductor research and scaling up assembly in the country.Sub-event
- Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.Sub-event
AMAT expands partnerships with TSMC, Micron, Samsung, and Intel, backed by Goldman Sachs.1 source
Keep exploring
Part of
The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Also in this story
- AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.
- Broadcom and Applied Materials benefit from the arrival of artificial intelligence.
- The Yen rally has triggered forced deleveraging among major chip companies including Nvidia, Micron Technology, Broadcom, and AMD.
- A team led by Harsh Kumar is providing market coverage on Micron Technology's performance against its major competitors, including Nvidia, AMD, and Broadcom.
The entities involved
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Applied Materials
American company
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TSMC
semiconductor foundry company headquartered in Taiwan
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Micron Technology
American multinational corporation based in Boise, Idaho
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Intel
American multinational technology company
Related events
- The industry is facing challenges to TSMC's dominance in advanced chip manufacturing, with potential collaborations emerging and President Trump's comments causing market spikes.
- Intel is strategically pivoting by expanding its foundry business to compete with TSMC, facing increased rivalry from AMD and market pressure from Nvidia's AI dominance.
- TSMC manufactures chips for major tech companies, including Meta, Nvidia, and Microsoft.
- TSMC is building new AI chips for Nvidia, while industry leaders like Lutnick and Intel are also in the news.
- Apple is seeking diversification from TSMC by partnering with Intel to design and build chips, involving Elon Musk's company and Nvidia.