Silicon Atlas(@Silicon_Atlas):$AMAT supplies the equipment used to make chips. Its expanded Intel partnership includes Foveros, which stacks chips vertically and needs reliable connections between them. I expect this early work on manufacturing processes to strengthen Applied's position when customers buy production equipment. The opportunity is to help develop the recipe before factories scale up; today's release discloses no order value. Watch which jointly developed processes reach volume production, the share of working packages, and the equipment orders that follow.

2026.10.07 01:01

$AMAT supplies the equipment used to make chips. Its expanded Intel partnership includes Foveros, which stacks chips vertically and needs reliable connections between them. I expect this early work on manufacturing processes to strengthen Applied's position when customers buy production equipment. The opportunity is to help develop the recipe before factories scale up; today's release discloses no order value. Watch which jointly developed processes reach volume production, the share of working packages, and the equipment orders that follow.

Applied Materials@Applied4Tech

2026.10.06 16:43

We're working with @Intel Corporation to accelerate development of chipmaking innovations for next-generation transistors, interconnects and advanced packaging technologies. The collaboration will bring together cutting-edge capabilities from our EPIC Center in Silicon Valley and Intel’s R&D campus in Hillsboro, Oregon to shorten time-to-market of advanced semiconductor technologies essential to AI computing. “Applied and Intel share a decades-long history of deep collaboration focused on pushing the boundaries of materials engineering to advance the semiconductor roadmap. Bringing our teams together at the EPIC Center will deepen that partnership and accelerate the transistor, interconnect and packaging innovations needed to drive the future of AI computing.” - Gary Dickerson, President and CEO of Applied Materials Learn more: