Applied Materials Faces Rich Valuation As AI Fab Spending Accelerates

Simply Wall St.01-30

Semiconductor capital spending is surging as chipmakers commit more funds to wafer fab equipment for AI and advanced process nodes. Applied Materials (NasdaqGS:AMAT) is positioned as a key supplier of...

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Applied Materials (NasdaqGS:AMAT) is positioned as a key supplier of...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/applied-materials-faces-rich-valuation-as-ai-fab-spending-ac\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Applied Materials Faces Rich Valuation As AI Fab Spending Accelerates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Materials Faces Rich Valuation As AI Fab Spending Accelerates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/applied-materials-faces-rich-valuation-as-ai-fab-spending-ac><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor capital spending is surging as chipmakers commit more funds to wafer fab equipment for AI and advanced process nodes. Applied Materials (NasdaqGS:AMAT) is positioned as a key supplier of...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/applied-materials-faces-rich-valuation-as-ai-fab-spending-ac\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4147","symbol_name":"半导体设备","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/applied-materials-faces-rich-valuation-as-ai-fab-spending-ac","article_id":"2607018593","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/251230-main-header/1756208587743"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/applied-materials-faces-rich-valuation-as-ai-fab-spending-ac","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607018593","pubTimestamp":1769744433,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Semiconductor capital spending is surging as chipmakers commit more funds to wafer fab equipment for AI and advanced process nodes.\nApplied Materials (NasdaqGS:AMAT) is positioned as a key supplier of tools used in Gate-All-Around transistors and Backside Power Delivery technologies.\nIndustry commentary points to a structural shift in global chip manufacturing investment that goes beyond routine quarterly spending cycles.\n\nApplied Materials, listed on NasdaqGS:AMAT, supplies equipment and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4147":"半导体设备","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4543":"AI","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4516":"特朗普概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","AMAT":"应用材料","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4588":"碎股","BK4518":"OLED概念"},"translate_title":"随着人工智能晶圆厂支出加速，应用材料公司面临丰厚估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMAT":1.5},"content_text":"Semiconductor capital spending is surging as chipmakers commit more funds to wafer fab equipment for AI and advanced process nodes. Applied Materials (NasdaqGS:AMAT) is positioned as a key supplier of tools used in Gate-All-Around transistors and Backside Power Delivery technologies. Industry commentary points to a structural shift in global chip manufacturing investment that goes beyond routine quarterly spending cycles.  Applied Materials, listed on NasdaqGS:AMAT, supplies equipment and services that chip manufacturers use to produce wafers for everything from data centers to consumer devices. What is changing now is the scale and focus of capital spending as customers build out AI driven infrastructure and prepare for next generation chip designs. That puts more attention on the company’s role in enabling new manufacturing steps tied to Gate-All-Around and Backside Power Delivery. For you as an investor, the key story is not a single quarter but a possible multi year buildout in advanced fabs worldwide. As these technologies move from planning into high volume production, demand visibility for companies such as Applied Materials could become clearer, and the semiconductor supply chain may look very different from the last spending cycle. Stay updated on the most important news stories for Applied Materials by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Applied Materials. NasdaqGS:AMAT 1-Year Stock Price Chart Why Applied Materials could be great value AdvertisementQuick Assessment  ❌ Price vs Analyst Target: The current price of US$341.34 is about 7.5% above the US$317.61 analyst target, with a wide target range between US$190 and US$425. ❌ Simply Wall St Valuation: Shares are described as trading 143.2% above estimated fair value, which flags a rich valuation. ✅ Recent Momentum: The 30 day return of roughly 31.3% shows strong recent momentum into this semiconductor spending story.  Check out Simply Wall St's\nin depth valuation analysis for Applied Materials. Key Considerations  📊 Rising wafer fab equipment spending for AI and advanced nodes reinforces Applied Materials’ role in enabling Gate All Around and Backside Power Delivery tools. 📊 Watch the P/E of 38.7x versus the Semiconductor industry average of 43.3x, analyst target revisions, and any new orders tied to next generation fabs. ⚠️ One flagged risk is significant insider selling over the past 3 months, which some investors monitor when enthusiasm and valuation run hot.  Dig Deeper For the full picture including more risks and rewards, check out the\ncomplete Applied Materials analysis.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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