SIFTER FUND RESEARCH NOTE
Applied Materials (AMAT)
Applied Materials, a semiconductor equipment manufacturer, was selected for the Sifter portfolio in 2022 after passing the Sifter Fund’s stock selection process.
Sifter’s Portfolio Manager Alexander Järf produced a 50-page report discussing the company’s earnings model, competitive situation, and future growth prospects.
The future of the semiconductor industry shows that the trend towards smaller and more precise manufacturing techniques will continue for at least another ten years.
