AMAT · 10-Q · 2026Q3 · Full report

Geographic Market Commentary

APPLIED MATERIALS INC /DE · 2026-08-20 · Importance 42 · Surprise 14

Asia Pacific remained Applied Materials’ dominant customer region, accounting for $20.0 billion of the first nine months of fiscal 2026 revenue versus $18.4 billion in the prior-year period. Taiwan revenue rose to $5.9 billion from $5.0 billion, and Korea revenue increased to $4.6 billion from $4.4 billion, reflecting stronger regional semiconductor-equipment demand. China revenue was relatively stable at $6.7 billion for the nine-month period and declined 2% in the third quarter to $2.5 billion, while U.S. nine-month revenue increased to $3.0 billion from $2.4 billion.