Opinion on  Applied Materials Inc (AMAT)     Sector: Technology  >  Industry: Semiconductors
solar power will be popular as energy gets pricey

Yes solar is a good bet especially if we combine it with increased efficiencies like heat pumps, and supper conductors. Energy transmission by efficient means increases savings and its market vi abilities. The best supper conductor in solid hydrogen, but this requires extreme cooling. Platinum is great but rare and expensive, supper cooled copper would fit most budgets.

They're moving toward bigger panels while the technological edge of competitors is in trying to make very exotic and difficult material processes efficient enough. bigger panels = cheaper, bulk sales. Unlike a lot of competition, they actually CAN afford to waste research time on technological gambles, while in the meantime deliver a product that actually sells and establish a place in the market. A few generations of solar tech from now, when they find a process that's cheap AND more electrically efficient, AMAT will be in the position to capitalize on it, while the smaller players will be locked into their own niches... sputtering deposition, flexi-CIGS whatever.

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