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...
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...
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....
Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
In our latest Market Brief, Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging, developed in partnership with Applied Materials, Futurum Research explores how hybrid bonding is transforming...
Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China...
Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American...
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