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Company

Applied Materials and Lam Research

4 articles decelerating

Applied Materials and Lam Research has appeared in 4 articles since 2023-05. Coverage peaked in 2024Q3 with 2 articles. Frequently mentioned alongside China.

Articles
4
mentions
Velocity
-50.0%
growth rate
Acceleration
-1.500
velocity change
Sources
2
publications

Coverage Timeline

2026-09-18
Bloomberg 3 related

At India's Semicon, Narendra Modi launches a charm offensive for investors, drawing pledges from Applied Materials and Lam Research for billions in investments

2024-07-14
Nikkei Asia

China accounts for 40%+ of sales at Applied Materials and Lam Research, as they boost shipments of legacy chipmaking equipment not targeted by US export curbs

Kosuke Shimizu / Nikkei Asia :

2024-07-13
Nikkei Asia

China accounts for 40%+ of sales at Applied Materials and Lam Research, as they boost shipments of legacy chipmaking equipment not targeted by US export curbs

Kosuke Shimizu / Nikkei Asia :

2024-03-08
Bloomberg 7 related

Sources say SMIC used equipment from California-based Applied Materials and Lam Research to manufacture an advanced 7nm chip in China for Huawei in 2023

- SMIC used Applied Materials and Lam equipment to make 7nm chip  — US wants to further limit China's access to foreign chip tech

2023-05-22
Nikkei Asia

Analysts expect a Q2 sales decline at seven out of the top nine chip equipment makers, including Applied Materials and Lam Research, as memory demand slumps

Kentaro Tsutsumi / Nikkei Asia :

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 6 tech news articles mentioning Applied Materials and Lam Research, dating back to May 2023. The biggest stories include At India's Semicon, Narendra Modi launches a charm offensive for investors, drawing... and Sources say SMIC used equipment from California-based Applied Materials and Lam Research.... Coverage has shifted toward safety, funding themes and away from enterprise.

Key Moments

2024Q3enterprise +100pts
2026Q3enterprise -100pts; safety +100pts; funding +100pts

Relationships

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