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Applied Materials stock rises as AI chip demand and advanced packaging (chiplet) production drive equipment capex surge.

Equipment capex cycle front-loaded; Applied Materials benefits from both leading-edge AI accelerators and advanced packaging ramp.
Trade pressSlicast · July 20, 2026 · US · Source: Google News
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Applied Materials stock rises as AI chip demand and advanced packaging (chiplet) production drive equipment capex surge.

Equipment capex cycle front-loaded; Applied Materials benefits from both leading-edge AI accelerators and advanced packaging ramp.

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Applied Materials stock rises as AI chip… · Slicast