AMAT · News · 20261019N

AI Materials Foundry

APPLIED MATERIALS INC /DE · 2026-10-19 · Importance 58 · Surprise 42

Applied 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 and universities into a shared cleanroom complex to accelerate commercialization of AI-focused manufacturing technologies. Applied Materials targets more than two percentage points of WFE market-share gains by 2030, $2 billion in eBeam equipment revenue by 2026 and more than $12 billion in service revenue by 2030.

Key facts

• Applied Materials remains up nearly 60% year-to-date. source
• Applied Materials generated a one-year total return of 79.4%. source
• Applied Materials (AMAT) has experienced a 37% drop since July. source
• Applied Materials Inc. fell 19.3% (reported in the cited article). source
• Yahoo Finance's September 17 valuation snapshot puts AMAT at 23.42 times forward earnings, compared with 23.92 in October 2025. source
• Applied Materials (AMAT) experienced net ETF selling on October 15 totaling $58.8 million, following a $20.3 million net selling day on October 14. source