Company: Applied Materials

Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging
October 7, 2025

Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging

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...
Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns
August 26, 2025

Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns

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...
Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain
August 14, 2025

Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain

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...
Will Applied Materials Meet Expectations in the AI Capex Boom
August 12, 2025

Will Applied Materials Meet Expectations in the AI Capex Boom?

Insights on assessing Applied Materials’ Q3 2025 outlook amid AI-driven HBM demand and advanced packaging momentum....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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