AI chips - 나만의 최고의 투자전략

[2026년 06월 재분석] Applied Materials DRAM and Advanced Packaging Systems Launch: Why AMAT Hit Its $620 Base Case and Where the $790 Bull Case Stands

Applied Materials (AMAT) DRAM and advanced packaging systems launch reanalysis: $620 base case hit at $694, six new AI memory systems, and the $790 bull case.

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Applied Materials AI Semiconductor Equipment Dominance: Why 30% WFE Market Share and $156B Industry Tailwind Make This a Core Portfolio Holding

Applied Materials commands 30% of the B semiconductor equipment market. With record Q2 revenue of .91B, 50%+ advanced packaging growth, and AI-driven capex acceleration, AMAT offers compelling exposure to the chip supercycle.

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Lam Research AI Semiconductor Etch Equipment Investment Thesis 2026: A Wide-Moat Leader Priced for Perfection — Why We Rate the $145B WFE Supercycle Play a Hold at the Consensus Target

Lam Research (LRCX) dominates AI semiconductor etch equipment with 80%+ market share in sub-5nm nodes. Q1 2026 revenue beat at .84B (+24% YoY) signals multi-year growth runway.

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