Applied Materials

Fact sheet

• Founded in 1967↗ Applied Materials↗ Frequently Asked Questions↗ Applied Materials
• HQ in Santa Clara, California, USA↗ Applied Materials↗ Frequently Asked Questions↗ Applied Materials
• Key products include semiconductor fabrication equipment, display manufacturing systems, and factory automation software↗ Applied Materials↗ Frequently Asked Questions↗ Applied Materials
• Publicly traded on NASDAQ under the ticker AMAT↗ Applied Materials Fell 6% on Friday. Here’s What Could Drive the Stock in 2026 | TIKR.com · 2026-07-18↗ Mizuho Raises PT on Applied Materials (AMAT) - BeyondLink · 2026-07-16↗ Applied Materials↗ Frequently Asked Questions↗ Applied Materials
• Completed acquisition of NEXX (semiconductor packaging equipment company)↗ Does Applied Materials' Expanded AI Packaging Push with TSMC and NEXX Acquisition Change The Bull Case For AMAT? - Simply Wall St News · 2026-07-16
• Entered long-term collaboration with TSMC on advanced AI chip packaging↗ Does Applied Materials' Expanded AI Packaging Push with TSMC and NEXX Acquisition Change The Bull Case For AMAT? - Simply Wall St News · 2026-07-16
• Entered long-term collaboration with EssilorLuxottica on augmented reality and AI glasses↗ Does Applied Materials' Expanded AI Packaging Push with TSMC and NEXX Acquisition Change The Bull Case For AMAT? - Simply Wall St News · 2026-07-16
• Launched advanced 3D chip manufacturing equipment (as of mid-2026)↗ Applied Materials (AMAT) Stock Climbs on Launch of Advanced 3D Chip Manufacturing Equipment - BitRss - Crypto World News · 2026-07-14
• Introduced new DRAM and advanced packaging tools (as of mid-2026)↗ Does Applied Materials' Expanded AI Packaging Push with TSMC and NEXX Acquisition Change The Bull Case For AMAT? - Simply Wall St News · 2026-07-16

Connections

• Broadcom Inc. — Applied Materials has entered a partnership with Broadcom focused on AI semiconductor manufacturing.↗ Hybrid-bonding integrated tool jointly with BESI — AI Supply Chain Thesis | Macroplane

Recent developments

• California Public Employees Retirement System (CalPERS) reduced its position in Applied Materials by 10.0% during Q1, selling approximately 205,980 shares and retaining 1,852,818 shares.

  Read more ↗watchlistnews.com18 Jul

• Applied Materials stock fell approximately 6% on Friday to around $530, briefly touching ~$513, as investors questioned whether AI infrastructure spending can sustain premium valuations for semiconductor equipment companies. About 10 million shares changed hands during the session.

  Read more ↗tikr.com18 Jul

• Applied Materials shares fell 5.6% on Friday after Chinese AI startup Moonshot AI published a foundation model rivaling US systems, reigniting fears about AI infrastructure spending and dragging the broader chip equipment sector lower (SOXX -1.6%).

  Read more ↗startuphub.ai17 Jul

• Applied Materials launched advanced 3D chip manufacturing equipment, driving a climb in AMAT stock; Mizuho also raised its price target on AMAT, which has gained more than 18% over the past month amid strong demand commentary and analyst EPS growth projections of over 36% for the next year.

  Read more ↗beyondlink.live16 Jul

• Applied Materials announced a long-term collaboration with EssilorLuxottica focused on augmented reality and AI glasses manufacturing.

  Read more ↗simplywall.st16 Jul

• Applied Materials announced a long-term collaboration with Taiwan Semiconductor Manufacturing Company (TSMC) on advanced AI chip packaging and completed the acquisition of NEXX, while also introducing new DRAM and packaging tools.

  Read more ↗simplywall.st16 Jul

• Applied Materials posted record Q2 fiscal 2026 revenue of $7.91 billion, up 11% year over year, beating Street EBIT estimates by 6% with $2.54 billion in operating income. Gross margins crossed 50% at the company level for the first time in over 25 years.

  Read more ↗tikr.com15 Jul

• Applied Materials has acquired NEXX, expanding its advanced packaging portfolio. The deal broadens Applied Materials' capabilities in the advanced packaging market.

  Read more ↗bankb.it16 Jul

• Linked to Broadcom Inc.: Applied Materials has entered a partnership with Broadcom focused on AI semiconductor manufacturing.

  Read more ↗macroplane.com14 Jul

• Applied Materials CEO reinforced the AI investment thesis, and the company has announced a hybrid-bonding integrated tool developed jointly with BESI, while also entering a partnership with Broadcom targeting AI semiconductor manufacturing.

  Read more ↗macroplane.com14 Jul

Links