AMAT · News · 20261103N

Market Demand Trends

APPLIED MATERIALS INC /DE · 2026-11-03 · Importance 51 · Surprise 64

The 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 company-specific revenue performance. Applied Materials is also described as continuing to invest in capacity and hybrid bonding technology.

Key facts

• Applied Materials continued to invest in capacity and hybrid bonding technology and to increase its stake in Besi. source