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63/100 Bullish 11.05.2026 · 13:17 Finrend AI ⏱ 1 dk 👁 4 TR

Applied Materials and TSMC Form Next-Generation Chip Development Partnership

Applied Materials, a semiconductor equipment manufacturer, and TSMC, one of the world's leading chipmakers, have established a strategic partnership to develop next-generation chip technologies. The two companies will collaborate on innovative materials and equipment solutions, particularly for advanced manufacturing processes. Under the partnership, advanced manufacturing tools provided by Applied Materials aim to enhance efficiency in TSMC's next-generation chip architectures. The collaboration will focus on material deposition and patterning technologies, which are critical for producing chips at 2 nanometers and smaller nodes. Research conducted at TSMC's R&D centers will leverage Applied Materials' state-of-the-art equipment to optimize chip performance and energy efficiency. Through this partnership, the two companies plan to push technological boundaries in the semiconductor industry and gain a competitive advantage. Experts note that such strategic collaborations accelerate innovation in the semiconductor sector and strengthen supply chain integration. The partnership is expected to contribute to the development of chips used in areas such as artificial intelligence and high-performance computing. This is not investment advice.

📊 TSM — Piyasa Yorumu

▲ up · 65%

The news can be considered a positive development that reinforces TSMC's leading position in the industry. In technical indicators, the RSI is at 53.8, remaining in neutral territory, while the MACD stays positive despite being below the signal line. The price being just below the 20-day moving average (413.6) may create short-term resistance. However, the 3.68% rise in the last 24 hours and the price remaining above the 50-day moving average (403.9) suggest that upward momentum could continue. Therefore, limited upside potential can be expected in the short term.

RSI 14
53.8
MACD
1.71
24h Δ
3.68%

📊 AMAT — Piyasa Yorumu

▲ up · 70%

The news creates a positive catalyst for AMAT. A next-generation chip development partnership with an industry leader like TSMC could strengthen AMAT's technology and market position. Technical indicators also support this positive outlook; the RSI at 68 is approaching overbought territory but is not yet at dangerous levels, and the MACD continues its positive trajectory above the signal line. The price being above the 20- and 50-day moving averages confirms the short-term uptrend. However, after a 5.4% rise in the last 24 hours, short-term profit-taking may occur, so excessive optimism should be avoided.

RSI 14
67.7
MACD
7.46
24h Δ
5.43%
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