
Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.
The following are the minutes of the AMAT FY2025 Q4 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'Storage is 'Red Hot',......
Applied Materials (AMAT.O) released its financial report for the fourth quarter of fiscal year 2025 (ending October 2025) after the U.S. stock market closed on the morning of November 14, 2025, Beijin......
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1113 |Dolphin Research Key Focus: 🐬 Macro/Industry 1. Trump signed a temporary federal government funding bill passed by both houses of Congress at the White House, ending the longest federal governm...
Powertech, Taiwan’s 2nd biggest semiconductor packaging firm, will more than double 2026 capex to over NT$40 billion (US$1.3 billion), from NT$19 billion this year, media report, adding US$1 billion i...............
Winbond Electronics approved a new NT$35.59 billion capex budget (US$1.2 billion) to expand memory chip manufacturing capacity in Taiwan, up from NT$5.3 billion early this year, media report. The memo...............






