Stock Data
$13.61 (2.48%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
SEMICONDUCTOR EQUIPMENT & MATERIALS
Applied Materials Inc is a leading provider of manufacturing equipment, services, and software for the semiconductor and display industries. With a focus on innovation, it offers solutions across three main segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. Its products are essential for making semiconductor chips, liquid crystal displays, and organic light-emitting diodes used in a wide range of consumer electronics. Headquartered in Santa Clara, California, Applied Materials serves customers globally, emphasizing the enhancement of equipment performance and productivity.
Management sees $10.25 billion in Q4 revenue, a step up from a record quarter that grew 24.8% year over year and cleared both consensus lines. Semiconductor Systems margin expanded to 38.0% from 33.2% as DRAM, leading-edge logic and advanced packaging orders accelerated, and China's revenue share eased to 28% from 35%. Calendar 2026 systems expectations were raised again.
ACM Research reports at 6:00 AM ET, and the $5.1 billion cleaning-tool maker is the cleanest public read on whether Chinese fabs are still buying through export controls. Gross margin and the full-year outlook matter more than the quarter itself, with read-throughs to Lam Research and Applied Materials.
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