First Trust Multi Cap Value Alpha

应用材料AMAT

Deep Research

AMAT

INTC

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SSNGY

00981

AVGO

04335

HSMD

688981

Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

Applied Materials

Intel

NVIDIA

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Taiwan Semiconductor

Samsung Electronics 

Outfront Media

Micron Tech

SMIC

Broadcom

United Microelectronics

INTEL-T

SMIC HK SDR 5to1

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Intelligent Bio Solutions

Anghami

UTime

ESH ACQUISITION CORP COM USD0.0001 CL A (S/R 13/06/2028)

Northann

FG MERGER II CORP COM USD0.0001 11/02/2030 (SUBS/RTS)

ESH Acquisition

INFLECTION POINT ACQUISITION CORP V COM USD0.0001 CL A (SUB/RIGHST)

RISING DRAGON ACQUISITION CORP COM USD0.0001 15/11/2028 (SUBS/RT)

Datavault AI

First Trust Multi Cap Value Alpha(FAB.US)