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Applied Materials stands as a leading global semiconductor equipment manufacturer within the semiconductor supply chain. The company's strong position in advanced process equipment provides critical support to global chip manufacturers. From a long-term investment perspective, Applied Materials demo

Taiwan Semiconductor Manufacturing Company (TSMC) reported another record-breaking quarter, yet the stock reacted ambivalently despite strong AI-driven revenue growth. The company's revenue is increasingly dominated by High-Performance Computing (HPC), with North America contributing 75% of total re