Company: Applied Materials

Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?
August 21, 2026

Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?

Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets...
Applied Materials Q3 FY 2026 Advanced Packaging and DRAM Accelerate Growth
August 17, 2026

Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility....
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication
June 30, 2026

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a logic-memory convergence that could double DRAM equipment spending....
Broadcom Partners With Applied Materials
May 20, 2026

Applied Materials’ EPIC Advanced Packaging Ecosystem Adds Broadcom to TSMC

Brendan Burke, Research Director at Futurum, analyzes how Applied Materials' partnership with Broadcom signals a fundamental shift in semiconductor ecosystem collaboration....
Applied Materials Q2 FY 2026 AI Capacity Expansion Fuels Equipment Demand
May 18, 2026

Applied Materials Q2 FY 2026: AI Capacity Expansion Fuels Equipment Demand

Brendan Burke, Research Director at Futurum, reviews Applied Materials Q2 FY 2026 earnings, focusing on AI-driven mix shift into leading-edge logic, DRAM, and advanced packaging, plus services growth tied to...
Applied Materials
May 11, 2026

Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap

Brendan Burke, Research Director at Futurum, examines how Applied Materials and TSMC's collaborative R&D program can compress the semiconductor materials commercialization timeline by 2x....
Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
May 7, 2026

Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition

Brendan Burke, Research Director at Futurum, examines how Applied Materials' acquisition of NEXX broadens its panel-level advanced packaging portfolio to address AI accelerator manufacturing demands....
Applied Materials Arms Chipmakers for the GAA Era With Angstrom-Class Tools
April 9, 2026

Applied Materials Arms Chipmakers for the GAA Era With Angstrom-Class Tools

Brendan Burke, Research Director at Futurum, shares his analysis of Applied Materials' new GAA deposition systems and what the shift from lithography-led scaling to materials engineering means for the $115...
Can Applied Materials and Micron Crack the Materials Barrier Holding Back HBM?
March 11, 2026

Can Applied Materials and Micron Crack the Materials Barrier Holding Back HBM?

Brendan Burke, Research Director at Futurum, shares insights on the Applied Materials and Micron partnership to co-develop advanced materials engineering for next-generation memory scaling, and what it means for the...
Applied Materials Q1 FY 2026 AI Demand Lifts Outlook
February 17, 2026

Applied Materials Q1 FY 2026: AI Demand Lifts Outlook

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q1 FY 2026, highlighting AI-driven mix to leading-edge logic, HBM, and advanced packaging, new product launches, and services leverage....
Will Applied Materials’ Transistor Breakthroughs Empower 2nm AI Chips?
February 11, 2026

Will Applied Materials’ Transistor Breakthroughs Empower 2nm AI Chips?

Brendan Burke, Research Director at Futurum, analyzes whether Applied Materials’ transistor breakthroughs will empower 2nm AI chips....
Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix
November 17, 2025

Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix

Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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