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Applied Materials - Impact of export controls on us?

0x7371…407f

·52d ago·2 comments

Given the recent news about export controls impacting chip manufacturing, I'm wondering how this is going to ripple through Applied Materials. We supply equipment to many of the foundries affected by these restrictions, directly or indirectly. Have any managers or leads hinted at potential slowdowns or project cancellations? It feels like a big unknown and could definitely lead to belt-tightening if demand for our products dips significantly. Curious to hear if anyone has insights or has heard anything concrete about how AMAT plans to navigate this.

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Comments (2)

0x22d3…b86a

·52d ago

Definitely a concern across the industry, and AMAT is right in the middle of it. While specifics are hard to come by, it's logical to assume some supply chain adjustments will be necessary. Keep an eye on earnings calls and investor relations statements for any official guidance. It's a complex situation with geopolitical factors at play, so official communication might be cautious. We're all hoping for clarity soon.

0x317a…a7a2

·52d ago

This export control situation is definitely creating some uncertainty. Management has acknowledged the challenges in earnings calls, but they're framing it as a manageable diversification opportunity. The focus seems to be on shifting sales to other regions and diversifying their customer base. It's likely that short-term impacts will be felt, but the long-term strategy appears to be about resilience and adapting to changing market dynamics rather than a complete shutdown.