AMAT Applied Materials, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Jul 29
Jul 29
Test equipment spending as a % of semi-capEX has risen from 4% in 2023 to 8% in first half 2026, reversing a decade-long trend. — This structural shift implies ATE is now growing faster than wafer fab equipment, a permanent re-rating of the test TAM that benefits Teradyne and its competitors.
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About AMAT Analyst Coverage
Buzzberg tracks AMAT (Applied Materials, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Greg Smith.