These companies are sitting on secular growth trends that could truly last.
News & Analysis: Applied Materials
And it's now up 64% on the year.
It's as simple as supply and demand.
Which crucial cog in the electronics supply chain has more upside potential?
Semiconductor demand is outstripping supply, leading to good things for the semi equipment sector.
Favorable semiconductor market conditions can send this tech stock higher.
Can you buy this semicap equipment leader even after its recent surge? Step back and take a look at the big picture.
The company posted strong first-quarter results along with a bullish financial forecast.
AMAT earnings call for the period ending December 31, 2020.
An increase in semiconductor demand could be a big tailwind for this company.