Applied Materials does not manufacture any memory chips itself, but it still ranks as the second-best stock on a list of the 10 best memory stocks to buy according to billionaires. The reason is that Applied Materials supplies much of the equipment and technology that memory manufacturers rely on to build their chips. That includes thermal management solutions, etching tools, and deposition equipment, all of which are essential for producing DRAM or NAND memory. Because of this role, the company is closely tied to the memory chip supply chain even though it is not a memory producer.
Applied Materials’ business is generally considered less volatile than the memory chip business itself. However, the stock has still suffered a steep decline: it has lost almost half its value in just under five months, and nearly one-third of its value in the last 30 days. Despite those recent concerns, semiconductor equipment makers are expected to perform well. Jefferies analysts believe growing AI adoption will gradually offset worries about slowing hyperscaler capital expenditures, power infrastructure constraints, and delays in data center construction. The firm has lowered its 2028 wafer fabrication market estimate from $250 billion to $220 billion, but it still expects even those reduced estimates to support strong growth over the next two years.
Applied Materials’ business is generally considered less volatile than the memory chip business itself. However, the stock has still suffered a steep decline: it has lost almost half its value in just under five months, and nearly one-third of its value in the last 30 days. Despite those recent concerns, semiconductor equipment makers are expected to perform well. Jefferies analysts believe growing AI adoption will gradually offset worries about slowing hyperscaler capital expenditures, power infrastructure constraints, and delays in data center construction. The firm has lowered its 2028 wafer fabrication market estimate from $250 billion to $220 billion, but it still expects even those reduced estimates to support strong growth over the next two years.
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คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน