Applied Materials (AMAT) is becoming one of the biggest beneficiaries of the A.I. semiconductor buildout, supplying the advanced manufacturing equipment needed to produce next-generation chips. In this Tech Corner, George Tsilis breaks down how Applied Materials is capitalizing on surging demand for advanced packaging, DRAM, and leading-edge foundry technologies, along with the record earnings and raised outlook fueling the stock's rally. Check out George Tsilis' prior coverage on AMAT here: https://schwabnetwork.com/video/tech-corner-amat-s-place-in-china-a-i-trade
02 Jul 2026
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