Semiconductor equipment companies ASML Holding (NASDAQ: ASML), Applied Materials, Inc (NASDAQ: AMAT), KLA Corp (NASDAQ: KLAC), and LAM Research Corp (NASDAQ: LRCX) are available for AI. Become an important beneficiary of the He has become a significant beneficiary of the artificial intelligence boom. Interconnectivity of the industry ecosystem.
Recently, CNBC’s Jim Cramer flagged how the capital equipment company gained boost from Taiwan Semiconductor Manufacturing Co (NYSE:TSM)’s bright quarterly print and guidance.
It won $38 billion. Includes an increase in CAPEX for equipment that causes a gathering of supplier stocks including applicable materials, LAM research, KLA, and Cramer compared to CAPEX for fiscal year 2025 and actual CAPEX for fiscal year 2024.
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The contracted chipmaker increased its fourth quarter revenue by 39%, surpassing the $262.8 billion consensus. The company expects first quarter revenue to be $25 billion and $25.8 billion, compared to the $24.97 billion consensus.
Cramer correlated advanced process technology with equipment catering Nvidia Corp (NASDAQ:NVDA) GPUs and other accelerators.
ASML Holding, a $29.2 billion company, has 37.2 times PE multiples and 18.8 times (market capitalization of $147 billion), Lam Research ($105 billion) and market capitalization of $10.1 billion); ) It is trading at 24.2 times.
Cash-rich chip equipment manufacturers have consistently paid dividends, with dividend yields of ~1%.
ASML Holdings’ total margin was 51.7%, compared to Applied Materials’ 47.3%, KLA’s 60.30% and Lam Research’s 47.4%.
Applied materials analysts flagged the impact of strengthening geopolitical tensions between the US and China, given the company’s significant exposure to the country.
The US is already the largest market for ASML Holdings, surpassing China in the fourth quarter. The study of applied materials and LAM has contacted non-Chinese suppliers to comply with regulations.
Goldman Sachs analyst Toshiya Hari hopes Ram Research will be better than his immediate peers in 2025.
In addition to quarterly recovery across the Wafer Fab equipment market, he has been a unique driver, including the resuming 3D NAND technology transition, including the adoption of gate-all-around transistors in cutting-edge casting or logic, to bring revenue growth. I hope to support you. Overall WFE market.
According to Semi, global sales of total semiconductor manufacturing equipment by the original equipment manufacturer (OEM) could increase by 6.5% in 2024. The growth in semiconductor manufacturing equipment could reach $121 billion in 2025 and $139 billion in 2026.
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