Applied Materials (AMAT)

AUSTIN, Texas, Sept. 23, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The biggest hurdle in the AI boom has shifted. Etching the tiniest transistor is no longer the whole story. What is becoming more important is which companies can turn out packaged chips quickly, cleanly and in large enough quantities that AI data centers never run short. NVIDIA CEO Jensen Huang recently stated that the company is ramping up capacity for CoWoS-L, the high-end packaging technology used in its newest chips, and that suppliers need to improve yield and speed up output. That same expectation is now spreading to the automation and inspection tools that keep packaging lines running, a space that Nightfood Holdings Inc. (OTCQB: NGTF) (profile) plans to compete in under its TechForce Robotics operating name. Last week, the company revealed that it had formed a majority-owned subsidiary — TechForce Advanced Manufacturing Inc. — created alongside a manufacturing partner based in Taiwan. The purpose of the new subsidiary is to scale up output of automated Wafer Sorter and AOI systems for 8-inch and 12-inch wafers, and it is targeting first production and revenue in the fourth quarter of 2026. Nightfood aims to take its place among other prominent names in the wider AI/automation ecosystem, such as Applied Materials Inc. (NASDAQ: AMAT), KLA Corporation (NASDAQ: KLAC), Lam Research Corporation (NASDAQ: LRCX) and Applied Optoelectronics Inc. (NASDAQ: AAOI).

SANTA CLARA, Calif., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its executive leadership team will participate in an Investor Breakfast Presentation during SEMICON West on Tuesday, Oct. 13, 2026. The presentation will begin at 8:00 a.m. PT and will conclude at approximately 10:30 a.m. PT.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remember...

Nvidia's 55.6% net margin dwarfs Applied Materials' 24.7%, but one trades at a steep valuation premium while the other faces customer concentration risk.

I revised my estimates higher for this booming semiconductor company.

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

Applied Materials trades at a forward P/E of 35 versus Marvell's 56, but one company's exposure to AI infrastructure spending carries distinctly different risks.

Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.

What goes down fast can go back up just as quickly when sentiment recovers.

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The company's own forecast leaves room to miss the milestone. I don't expect that to happen.

One makes the tools; the other controls the bottleneck. Their vastly different risk profiles and valuations reveal why this isn't a simple choice.

Micron trades at a fraction of Applied Materials' valuation, but its heavy data center exposure and intense competition paint a riskier picture.

One trades at a 72x forward P/E with heavy customer concentration; the other generates $5.7B in free cash flow with a 37x multiple.

Applied Materials supplies the tools; Intel builds the chips and factories. One is profitable and debt-light, while the other is burning cash but has a cheaper valuation.

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