Semiconductor capital equipment company Applied Materials Inc. (AMAT) saw its stock soar 5.16% on Wednesday, outperforming the broader market. This surge came amidst positive analyst sentiment and projections for the sector's growth fueled by the rising demand for AI technologies.
BofA Securities analyst Vivek Arya, in a preview of the upcoming earnings season for semicap companies, highlighted several factors contributing to the improved outlook. Key among them was the potential impact of DeepSeek's AI breakthrough, which could catalyze a device upgrade cycle and subsequently drive demand for leading-edge wafer fab equipment (WFE).
Arya maintained his $105 billion WFE forecast for 2025 and raised price targets for several semicap companies, including KLA Corp, Nova Ltd, and Camtek Ltd. The analyst cited robust spending on leading-edge foundry/logic and high-bandwidth memory (HBM) as the primary growth drivers, favoring exposure in those areas.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。