AMAT · News · 20260929N

Competition and Market Share

APPLIED MATERIALS INC /DE · 2026-09-29 · Importance 17 · Surprise 24

Applied 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 investment and improving semiconductor-equipment demand, with additional positioning in process control and advanced packaging. The competitive backdrop suggests strong peer demand and potential pressure on Applied Materials to maintain growth and share across AI-related equipment markets.