Applied Materials was founded in 1967 and is the world’s largest supplier of semiconductor manufacturing equipment and services. The main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
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Four chip companies account for one-third of S&P 500 gains so far this year
As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.
Why is AMD’s performance so jaw-dropping?
The market has strong demand for artificial intelligence chips, and AMD’s newly released artificial intelligence chip MI 300 series products are regarded as another option to break Nvidia’s monopoly in this area, and have won immediate purchase order from several of the largest customers in the market.
How does the ubiquitous Arm make money?
Without Apple, there would be no Arm
Excluding top tech behemoths, US market grew almost zero in 2023
the U.S. stock market will have zero growth in 2023 excluding the tech behemoth. Among them, the magnificent 7 is the most critical and are also the protagonists of this article.
The reasons for Nvidia’s monopoly and the challenges it faces
Nvidia will continue to focus on the field of artificial intelligence chips
Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics
Nvidiacan be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.
Traitorous Eight, the origin of the semiconductor and venture capital industries
The birth of Silicon Valley, and the technology industry as we know it now, actually started with these Traitorous Eight who deviated from the norm.
Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics
EDA software can be said to be the most upstream of the entire modern semiconductor industry. Without it, there would be no modern semiconductors., Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics
Major artificial intelligence companies in US stocks market
Generative artificial intelligence, Barriers to Entry Are Too High