Applied Materials ( AMAT ) earned positive reviews for its latest semiconductor manufacturing tools, which target high-end chips made using extreme ultraviolet, or EUV, lithography equipment from industry peer ASML ( ASML ). AMAT stock bounced back into a buy zone on the news. Santa Clara, Calif.-based Applied Materials on Tuesday introduced two new products to its lineup. First, the Centura Sculpta system promises a simpler, faster and more cost-effective alternative to EUV double patterning. Second, the VeritySEM 10 system precisely measures the dimensions of semiconductor device features patterned with EUV and emerging High-NA EUV lithography. "We view Applied Materials’ announcements as an overall positive, as we believe both the Centura Sculpta and VeritySEM 10, albeit to a lower extent, expand the company’s opportunities in leading-edge patterning," Deutsche Bank analyst Sidney Ho said in a note to clients. He rates AMAT stock as buy. From a competitive standpoint, he sees no major implications for other semiconductor equipment players in the near term, including ASML, KLA ( KLAC ) and Lam Research ( LRCX ). The reason is it could take a couple of years before the Centura Sculpta platform is added to high-volume manufacturing process workflows at major chipmakers, […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
