This analyst’s top chip pick isn’t flashy, but it could benefit from
‘unprecedented’ momentum
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Applied Materials should benefit from upcycles in both the DRAM and
leading-edge foundry industries, TD Cowen says
9 minutes ago





"It goes across governance issues, economic issues, military issues. The best course of action is to engage with countries and have a free and frank discussion. We're just at the beginning of this."
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