Applied Materials Inc (AMAT): $144.94
Market Cap: $117.76B
Enterprise Value: $116.13B
This week, amidst continued insider buying activity across various companies we’ve covered before, we wanted to take a look at a company we haven’t quite explored before – Applied Materials (AMAT). The company is all the more interesting given how the semiconductor industry stands at the center of the global supply chain. With the new Trump tariffs and fluctuating demand influencing the outlook for tech hardware, Applied Materials, in particular, drew our attention following a substantial insider purchase by their long-serving CEO.
Applied Materials is headquartered in the heart of Silicon Valley and is one of the world’s largest providers of materials used to produce semiconductors. The company designs and manufactures the specialized equipment required to build almost every advanced chip on the market today. Applied Materials offers deposition systems, which lay down the ultra-thin layers of material that form the foundation of semiconductor devices; etching equipment, which carves precise patterns into these layers; and ion implantation tools, which modify electrical properties of silicon wafers to form transistors. Applied also produces critical metrology and inspection systems used to detect microscopic defects and ensure dimensional accuracy during production, as well as chemical mechanical planarization (CMP) tools that smooth wafer surfaces for subsequent layers. These technologies are crucial to the fabrication of chips found in everything from smartphones and high-performance computers to automotive systems and data center infrastructure.