<div id="readability-page-1"><div><div><p>On Thursday Applied Materials issued a Q2 outlook that was well above expectations, driven by rising demand for semiconductor manufacturing equipment, fueled by the boom in artificial intelligence and a global memory shortage. The company expects revenue of about $7.65bn, plus or minus $500m, compared with the $7.01bn forecast by analysts. EPS is expected at around $2.64, with a margin of $0.20, well above the consensus of $2.28.</p><p>The stock jumped over 11% in after-hours trading, lifting other sector players such as Lam Research and KLA, up over 2%. Chief Executive Gary Dickerson said ramping investment in AI infrastructure is boosting demand for advanced logic technologies, high-bandwidth memory (HBM) and sophisticated packaging techniques. HBM, which is essential to high-end AI processors such as Nvidia's, is at the center of a sharp squeeze in global supply. </p><p>Applied Materials posted Q1 revenue of $7.01bn, above expectations, and adjusted EPS of $2.38, versus $2.20 expected. Revenue from the division focused on DRAM memory tools rose 34%, accelerating from the 27% recorded a year earlier. Against a backdrop of strong demand and targeted shortages, the group says it is well positioned in the strategic AI market, with solid near-term prospects.</p></div></div></div>

半導體 3 倍做多 - Direxion

應用材料

LRCU

科磊

半導體 ETF - VanEck Vectors

費城交易所 半導體 ETF - iShares

標普半導體 ETF - SPDR

KLAG

泛林集團

<p>應用材料預計第二季度將表現強勁，預計收入約為 76.5 億美元，主要受人工智能需求和全球內存短缺的推動。該展望超出了分析師對 70.1 億美元的預期。每股收益預計為 2.64 美元，超過市場共識的 2.28 美元。該股在盤後交易中上漲超過 11%，對行業同行如泛林集團和科磊產生了積極影響。首席執行官 Gary Dickerson 強調了對人工智能基礎設施的增加投資，推動了對先進技術的需求。公司報告第一季度收入為 70.1 億美元，DRAM 內存工具的收入增長了 34%，顯示出在人工智能市場中的強勁定位</p>

Applied Materials forecasts a strong quarter on AI demand and a memory shortage

marketscreener

Tradr 2X Long LRCX Daily ETF

Leverage Shares 2X Long KLAC Daily ETF

應用材料公司預測，由於人工智能需求的增長和內存短缺，公司將在本季度表現強勁