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Applied Materials highlighted output capacity expansion as the most important point in its Q2 2026 earnings call, signaling multi-year fab tool procurement.
AMAT's capacity ramp messaging confirms hyperscalers are locking in 2027-2028 fab tool reservations; semiconductor equipment capex is a confirmed leading indicator of infrastructure expansion.
Trade pressSlicast · August 14, 2026 at 16:06 UTC · US · Source: marketscreener.com
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