AMAT

Makes the machines and equipment that semiconductor plants around the world use to produce chips. Most revenue comes from selling chipmaking equipment and from after-sales support

Where the revenue comes from, and how much is left as profit (FY2025)

For every 100 dollars of sales: cost of sales 51 · operating expenses 19 · tax and other items 5 · leaving 25 as net profit

Investors in Thailand can buy AMAT through 20 mutual funds open to retail investors. Most of them (20 funds) don't buy the stock themselves. Instead they invest in a master fund abroad, which in turn holds AMAT.

Fund	AMAT weight	How it invests	1-year return
LHPHOTONICSLH SEMICON PHOTONICS FUND	5.69%	Via EUV	N/A
M-SEMIMFC Semiconductors Fund	4.67%	Via PSI	N/A
TSEMICONTISCO Semiconductor Fund	4.63%	Via SMH	N/A
SCBSEMI(A)SCB Semiconductor	4.45%	Via SMH	+48.10%
TLSEMICON-HTALIS SEMICONDUCTOR-HEDGE	4.41%	Via SMH	+44.29%
TLSEMICON-UHTALIS SEMICONDUCTOR-UNHEDGE	4.40%	Via SMH	+57.30%
DAOL-EVOSEMIDAOL EVOLUTION OF SEMICONDUCTOR FUND	4.03%	Via SMH	+39.37%
LHSEMICON-ALH SEMICONDUCTOR FUND	4.01%	Via SOXX	+42.56%
KKP SEMICON-HKKP SEMICONDUCTOR FUND – HEDGED	3.87%	Via SOXX	+40.67%
KKP G-THEME-HKKP GLOBAL THEMATIC OPPORTUNITIES FUND – HEDGED	3.78%	Via Lazard Global Thematic Focus Fund	−1.51%

• B-SIPRMFBualuang Sustainable Investing Portfolio RMFRMFHolds AMAT 3.38%
• USUSRMFUnited Sustainable Equity Solution Fund RMFRMFHolds AMAT 2.80%