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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-amat-fy26q3-earnings-wafer-equipment-ai-capex@catalyst-calendar.local
DTSTAMP:20260720T200648Z
DTSTART:20260813T200000Z
DTEND:20260813T220000Z
SUMMARY:Applied Materials FY2026 Q3财报与AI DRAM/先进封装设备指引窗口
DESCRIPTION:Applied Materials官方财务日历显示FY2026 Q3财季截至7月26日，财报电话会预计在8月13日。其DRAM和先进封装设备展望将验证AI芯片和HBM资本开支强度。\\nImpact score: 70\\nExpected: DRAM、HBM、先进封装和逻辑设备订单展望将影响半导体设备、存储和AI服务器供应链。\\nAffected: AMAT(subject\, unknown\, score 84)\; SOXX(etf\, unknown\, score 72)\; KLAC(peer\, mixed\, score 70)\; LRCX(peer\, unknown\, score 68)\; 2330.TW(customer\, mixed\, score 66)\; 000660.KS(customer\, mixed\, score 65)\\nSources: Applied Materials Investor Events: https://ir.appliedmaterials.com/events/event-details/q1-2026-applied-materials-earnings-conference-call\\nPublic Applied Materials Earnings Calendar: https://public.com/stocks/amat/earnings\\nMarketChameleon AMAT Earnings Dates: https://marketchameleon.com/Overview/AMAT/Earnings/Earnings-Dates/\\nApplied Materials events calendar: https://ir.appliedmaterials.com/events\\nApplied Materials Q2 2026 results: https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-announces-second-quarter-2026-results\\nApplied Materials Quarterly Results: https://ir.appliedmaterials.com/financial-information/quarterly-results\\nApplied Materials investor relations: https://ir.appliedmaterials.com/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-amat-fy26q3-earnings-wafer-equipment-ai-capex
CATEGORIES:earnings\,US\,earnings\,guidance\,semiconductor equipment\,advanced packaging\,AI capex\,AMAT\,semiconductor_equipment\,advanced_packaging\,AI_capex\,WFE\,HBM\,AI infrastructure\,半导体设备\,先进封装\,DRAM\,AI芯片\,AI supply chain\,AI chips
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Applied Materials FY2026 Q3财报与AI DRAM/先进封装设备指引窗口
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ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Applied Materials FY2026 Q3财报与AI DRAM/先进封装设备指引窗口
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