AMAT · Technology
APPLIED MATERIALS INC /DE
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-06
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Applied Materials is increasing its investment in BE Semiconductor Industries N.V. (Besi) to approximately 20 percent of Besi's outstanding shares. The expanded investment builds on the companies’ long-standing…
News · 2026-11-05
- Segment Revenue PerformanceImportance 20 · Surprise 24Applied Materials’ sales growth eventually reflected the AI-chip demand described in the report, although no revenue amount or growth rate was provided. Semiconductor Systems revenue reached record highs, but the…
- Market Demand TrendsImportance 20 · Surprise 24Applied Materials’ systems target leading-edge logic, memory, and advanced packaging used in AI chip production. The report says rising AI-chip demand ultimately coincided with record-high Semiconductor Systems…
News · 2026-11-03
- Revenue Performance and MixImportance 72 · Surprise 100Applied Materials recently reported 52% DRAM revenue growth, a year-over-year increase exceeding the 10% inclusion threshold. The company also reported 41% growth in adjusted earnings per share. The report said Applied…
- Market Demand TrendsImportance 51 · Surprise 64The report cites 52% growth in Applied Materials’ DRAM revenue, indicating strong demand in the DRAM market. It does not provide a regional breakdown, order trends, or market-wide data to distinguish demand growth from…
8-K · 2026-10-26
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Applied Materials agreed to purchase additional shares of BE Semiconductor Industries (Besi), increasing its stake to approximately 20% of Besi’s outstanding shares; the purchase would add to Applied’s initial…
- Acquisitions and PartnershipsImportance 34 · Surprise 42Applied Materials entered into an accelerated share purchase agreement to increase its investment in BE Semiconductor Industries (Besi) to approximately 20% of Besi’s outstanding shares, adding to its investment first…
- EPIC Partner Ecosystem ExpansionImportance 23 · Surprise 24Applied Materials and BE Semiconductor Industries (Besi) expanded their collaboration, which began in 2020, with Besi joining Applied’s EPIC Center as an Innovation Partner. The collaboration extends beyond hybrid…
News · 2026-10-22
- Segment Revenue PerformanceImportance 55 · Surprise 48Applied Materials’ Semiconductor Systems segment generated $7.04 billion in fiscal third-quarter 2026 revenue. Segment revenue increased approximately 27% year over year. Growth was supported by demand for advanced…
- Market Demand TrendsImportance 55 · Surprise 48Applied Materials’ Semiconductor Systems business generated $7.04 billion of revenue in fiscal third-quarter 2026, up approximately 27% year over year. Demand is being supported by investment in leading-edge…
- Supply Chain ConstraintsImportance 40 · Surprise 42Semiconductor equipment suppliers are facing near-term supply-chain constraints that are limiting revenue and delivery schedules. Lam Research said its $8.6 billion quarterly revenue outlook would have been higher…
- Product Launch and TransitionImportance 31 · Surprise 42Applied Materials is expanding its semiconductor equipment portfolio to address advanced logic, DRAM and high-bandwidth-memory applications. The Centris Spectral SiN ALD system supports advanced logic manufacturing.…
News · 2026-10-21
- Guidance / OutlookImportance 75 · Surprise 60Applied Materials unveiled a 2030 plan targeting more than $12 billion in service revenue. The plan targets a 54% non-GAAP gross margin. Management’s Q4 results on November 12 will provide the next reported checkpoint…
News · 2026-10-20
- EPIC Partner Ecosystem ExpansionImportance 64 · Surprise 42Applied Materials opened its $5 billion EPIC Center in Sunnyvale, California, a collaborative semiconductor R&D facility. The center brings TSMC, Intel, Samsung, Micron, and SK hynix together with Applied Materials to…
- E-Beam Inspection Market GrowthImportance 45 · Surprise 64The global e-beam wafer inspection systems market is forecast to expand from $1.3 billion in 2024 to $3.6 billion by 2030, representing a 17.6% compound annual growth rate. Inspection applications above 10 nanometers…
- Flexible Electronics Market GrowthImportance 42 · Surprise 64The global flexible-electronics market is projected to grow from $32 billion in 2024 to $89.4 billion by 2030, implying a nearly threefold expansion. Consumer electronics is expected to represent $60.3 billion, while…
- India Manufacturing ExpansionImportance 31 · Surprise 42Applied Materials plans to give its India teams ownership of semiconductor-equipment product lines serving global customers. The company intends to expand local engineering capabilities, develop an India-based supply…
News · 2026-10-19
- AI Materials FoundryImportance 58 · Surprise 42Applied Materials opened a $5 billion EPIC Center in Sunnyvale, California, comprising 600,000 square feet of semiconductor-equipment and process R&D facilities. The co-innovation center brings chipmakers, suppliers…
- EPIC Partner Ecosystem ExpansionImportance 58 · Surprise 42Applied Materials has opened a $5 billion EPIC Center in Sunnyvale, California, comprising a 600,000-square-foot semiconductor equipment and process research-and-development hub. The facility brings chipmakers,…
- Research and Development ExpenseImportance 37 · Surprise 6Applied Materials reported $1.10 billion of research, development and engineering expense in its July quarter. R&D represented 12.1% of the company’s $9.115 billion quarterly revenue, exceeding the materiality…
News · 2026-10-18
- Competition and Market ShareImportance 10 · Surprise 6Applied Materials supplies semiconductor manufacturing equipment rather than chips, serving hundreds of separate process steps in a modern fab. Its product portfolio spans more process steps than major rivals, which…
News · 2026-10-16
- AI Infrastructure InvestmentImportance 64 · Surprise 42Applied Materials activated its EPIC Center, a U.S. process-innovation facility representing a stated US$5 billion investment. The facility is intended to support next-generation semiconductor manufacturing and…
- EPIC Partner Ecosystem ExpansionImportance 58 · Surprise 42Applied Materials activated its $5 billion EPIC Center in the United States as a process-innovation facility for next-generation semiconductor manufacturing. The company is expanding work with NVIDIA and other…
- Interest Rate EnvironmentImportance 17 · Surprise 24Federal Reserve Chairman Kevin Warsh emphasized price stability as the central bank’s primary mandate and avoided signaling the future path of interest rates after an earlier rate hike. The prospect of persistently…
News · 2026-10-15
- Advanced Packaging Strategic ExpansionImportance 58 · Surprise 42Applied Materials is targeting more than US$5 billion in advanced-packaging revenue in the coming years. The opportunity is being driven by the shift toward multi-die designs in artificial-intelligence chips. Advanced…
- Interest Rate EnvironmentImportance 15 · Surprise 14September U.S. wholesale prices increased 1.3% month over month and 6.3% year over year, exceeding the 5.5% economist forecast. The inflation data pushed the 10-year Treasury yield above 5.27%, increasing borrowing…
News · 2026-10-13
- Guidance / OutlookImportance 100 · Surprise 100Applied Materials expects its revenue to double in the coming years by using AI tools for product development, quality control, productivity, and semiconductor-yield improvement without a comparable increase in…
- Capital Expenditures ProgramImportance 84 · Surprise 74Applied Materials opened a $5 billion Equipment and Process Innovation and Commercialization (EPIC) Center in Sunnyvale, California. The facility provides collaborative R&D space for chipmakers, equipment suppliers,…
- EPIC Partner Ecosystem ExpansionImportance 84 · Surprise 74Applied Materials opened its $5 billion EPIC Center in Sunnyvale, California, a 600,000-square-foot collaborative research and development facility for chipmakers, system companies, equipment suppliers, and…
- Strategic InitiativesImportance 84 · Surprise 74Applied Materials opened its $5 billion Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley on October 12, 2026. The 600,000-square-foot facility brings together chipmakers, system…
- Acquisitions and PartnershipsImportance 31 · Surprise 42Applied Materials expanded collaboration with Intel on next-generation transistors, interconnects, and chip packaging. Packaging-equipment specialist Besi also expanded its longstanding collaboration with Applied…
- AI Materials DiscoveryImportance 31 · Surprise 42Applied Ventures invested in Flexcompute to support the company’s Physics World Model AI platform. The partnership is intended to use AI-driven engineering simulation to make semiconductor research and development…
- AI-Driven WFE DemandImportance 31 · Surprise 32Applied Materials expects sustained semiconductor equipment demand from global AI infrastructure investment, particularly in leading-edge foundry-logic, DRAM, and advanced packaging. The company expects wafer…
News · 2026-10-12
- Capital Expenditure ProgramImportance 64 · Surprise 42Applied Materials launched its $5 billion Equipment and Process Innovation and Commercialization Center (EPIC Center) in Sunnyvale, California. The 600,000-square-foot facility consolidates materials research,…
- EPIC Partner Ecosystem ExpansionImportance 58 · Surprise 42Applied Materials opened its $5 billion Equipment and Process Innovation and Commercialization Center (EPIC Center) in Sunnyvale, California, a 600,000-square-foot facility combining materials research, equipment…
News · 2026-10-11
- Competition and Market ShareImportance 35 · Surprise 48Global semiconductor equipment spending is projected to increase 23.1% in 2026 to $143.9 billion. Applied Materials’ first-half 2026 equipment revenue grew only 1%, and the report says its global market share declined…
- Intel Foundry PartnershipImportance 31 · Surprise 42Intel and Applied Materials are expanding their partnership in next-generation AI chipmaking. The collaboration covers transistors, wiring, and advanced packaging, including Intel’s Foveros technology. The initiative…
News · 2026-10-09
- Competition and Market ShareImportance 45 · Surprise 64Onto Innovation reported a backlog of $1.1 billion, described as double its prior level, driven by AI infrastructure spending and earlier customer orders. The company expects to deliver 60%–70% of the backlog in late…
- EPIC Partner Ecosystem ExpansionImportance 31 · Surprise 42UCLA Samueli School of Engineering will join Applied Materials’ Equipment and Process Innovation and Commercialization (EPIC) Center in Sunnyvale, California. The partnership gives UCLA researchers access to Applied…
News · 2026-10-08
- EPIC Partner Ecosystem ExpansionImportance 31 · Surprise 42Applied Materials announced that UCLA Samueli School of Engineering will join its EPIC Center in Silicon Valley as a research partner on October 8, 2026. The collaboration will combine UCLA semiconductor research with…
- Applied Global Services GrowthImportance 23 · Surprise 24Applied Materials’ Applied Global Services (AGS) business is described as gaining momentum from AI-enabled services and recurring revenue streams. Fab demand is identified as an additional growth driver for AGS. The…
News · 2026-10-07
- Intel Foundry PartnershipImportance 31 · Surprise 42Applied Materials and Intel are partnering on next-generation semiconductor manufacturing technologies for high-performance computing and artificial-intelligence platforms. Intel will join Applied Materials’ EPIC…
- AI Materials Foundry PartnershipImportance 31 · Surprise 42Intel is partnering with Applied Materials on next-generation semiconductor manufacturing technologies and is joining the Applied EPIC Center as a founding partner. The collaboration covers advanced logic processes,…
- Market Demand TrendsImportance 17 · Surprise 24The electronics-semiconductor industry is expected to grow as demand increases for AI-supportive chips, advanced packaging and memory solutions. Applied Materials is identified as well positioned to benefit from…
News · 2026-10-06
- Revenue Performance and MixImportance 59 · Surprise 48Applied Materials reported record fiscal third-quarter revenue of $9.12 billion. Revenue increased 25% year over year. The reported revenue level exceeded the materiality threshold of $273 million and the…
- Gross Margin DriversImportance 33 · Surprise 6Applied Materials reported a 50.3% GAAP gross margin for its fiscal third quarter. The margin figure accompanied record quarterly revenue of $9.12 billion. The digest does not identify a specific product, geographic,…
- AI Chip PartnershipsImportance 31 · Surprise 42Applied Materials and Intel are collaborating on next-generation transistor, interconnect, and advanced-packaging technologies for AI chips and systems. The work will take place at Applied Materials’ EPIC Center in…
News · 2026-10-05
- Market Demand TrendsImportance 45 · Surprise 64AI workloads are increasing demand for high-capacity storage, supporting expectations that the NAND market could double. Memory manufacturers are moving toward more complex architectures and higher layer counts,…
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Applied Materials expanded its strategic partnership with Besi on October 5, 2026.,Besi will be integrated into Applied Materials’ EPIC Center as an innovation partner.,The collaboration targets next-generation 3D integrated-circuit scaling and photonics-enabled interconnects.
- EPIC Partner Ecosystem ExpansionImportance 31 · Surprise 42Applied Materials expanded its strategic partnership with semiconductor assembly and packaging equipment maker Besi by adding Besi as an innovation partner in the EPIC Center. The collaboration is intended to advance…
News · 2026-10-04
- EPIC Partner EcosystemImportance 31 · Surprise 42Applied Materials expanded EPIC Center collaborations with BE Semiconductor Industries and KIOXIA. The collaborations target advanced packaging and memory technologies for AI chips, integrating Applied Materials’ R&D…
- EPIC Partner Ecosystem ExpansionImportance 31 · Surprise 42Applied Materials expanded EPIC Center collaborations with BE Semiconductor Industries and KIOXIA to co-develop advanced packaging and memory technologies for AI chips. The collaboration integrates Applied Materials’…
News · 2026-10-01
- Advanced Packaging Strategic ExpansionImportance 31 · Surprise 42Applied Materials and BE Semiconductor Industries (Besi) expanded their strategic partnership on October 1, 2026, with Besi joining Applied’s EPIC Center as an Innovation Partner. The collaboration targets…
News · 2026-09-30
- EPIC Partner EcosystemImportance 64 · Surprise 42Applied Materials and Kioxia are partnering to co-develop next-generation AI memory technology at Applied Materials’ EPIC Center in Silicon Valley. The collaboration covers advanced memory cell and structure formation,…
- AI Materials Foundry PartnershipImportance 31 · Surprise 42Applied Materials and Kioxia are co-developing next-generation AI memory technology at Applied Materials’ EPIC Center in Silicon Valley. The work covers advanced memory cell and structure formation, multi-chip stacking…
News · 2026-09-29
- Capital Expenditure OutlookImportance 83 · Surprise 82Applied Materials is reportedly allocating 9.0% of revenue to plants, up from a historical 2.8% level. The increased investment is attributed to customer demand for additional semiconductor equipment and expanded…
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42KIOXIA Corporation will join Applied Materials’ EPIC Center in Silicon Valley as an innovation partner. The companies will collaborate on advanced memory-cell and structure creation, multi-chip stacking architectures,…
- EPIC Partner EcosystemImportance 31 · Surprise 42KIOXIA will join Applied Materials’ EPIC Center in Silicon Valley as an innovation partner. The companies will collaborate on advanced memory-cell and structure creation, multi-chip stacking architectures, and new…
- Market Demand TrendsImportance 20 · Surprise 24Analyst estimates for Applied Materials were raised on stronger semiconductor equipment demand, with increased NAND demand specifically cited as a driver of higher 2027 revenue and EPS forecasts. Broader semiconductor…
- Competition and Market ShareImportance 17 · Surprise 24Applied Materials is being compared with Lam Research and ASML as a major semiconductor-equipment supplier benefiting from AI-chip demand. KLA’s reported backlog reached $12.57 billion, driven by AI infrastructure…