Applied Materials

Fact sheet

• Founded in 1967↗ Applied Materials↗ Frequently Asked Questions↗ Applied Materials
• HQ in Santa Clara, California, USA↗ Applied Materials to Report Fiscal Third Quarter 2026 Results on Aug. 13, 2026 | Markets Insider · 2026-07-23↗ 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↗ Is Lam Research's AI Surge Quietly Redefining Applied Materials' Competitive Moat (AMAT)? - Simply Wall St News · 2026-08-02↗ AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump — TradingView News · 2026-07-24↗ 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
• 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↗ TSMC Raises 2026 Capex Target After Record Q2, Signaling Deeper AI Chip Bottleneck Fix | Via News · 2026-07-21↗ 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)↗ Advancing DRAM Performance With Logic-Class Technologies · 2026-07-27↗ 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
• Applied Materials India is actively engaged in India's upstream semiconductor manufacturing equipment market↗ Beyond Design & Assembly: How Applied Materials India is Driving the Nation’s Upstream Semiconductor Manufacturing Equipment Leap - Matribhumi Samachar English · 2026-07-20
• AMAT stock up approximately 121% year-to-date as of mid-2026, with shares having since pulled back ~19.7% over a 30-day period amid a semiconductor sector sell-off↗ Applied Materials (AMAT) Stock May Not Be A Bargain Despite AI Materials Foundry News · 2026-07-30↗ Semiconductor Equipment Stocks Slide as Applied Materials (NASDAQ:AMAT) Falls 8% Today · 2026-07-29↗ Applied Materials (AMAT) Drops -19.7% in 30 Days Amid Semiconductor Sell-Off · 2026-07-25↗ TSMC Raises 2026 Capex Target After Record Q2, Signaling Deeper AI Chip Bottleneck Fix | Via News · 2026-07-21
• Scheduled to report fiscal Q3 2026 earnings on August 13, 2026↗ Applied Materials Has Beaten Estimates 5 Quarters Straight. Here’s Where the Stock Could Go | TIKR.com · 2026-08-08↗ Applied Materials is about to report earnings. How to trade it ahead of results · 2026-08-07↗ What Determines Applied Materials' Resilience on Aug 13 Earnings - 24/7 Wall St. · 2026-08-06↗ Applied Materials: We Expect Upside Heading Into July-Quarter Results | Morningstar · 2026-08-03↗ Will Applied Materials (AMAT) Beat Estimates Again in Its Next Earnings Report? · 2026-08-03↗ Surging AI Chip Equipment Demand and Upbeat Q3 Outlook Could Be A Game Changer For Applied Materials (AMAT) - Simply Wall St News · 2026-07-25
• China has begun mass production of domestically developed immersion DUV lithography machines, posing a competitive threat to Applied Materials' China market↗ Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks | 104.5 & 96.1 The Point · 2026-08-05↗ Exclusive-China starts production of home-grown immersion DUV chipmaking tools - source · 2026-07-28
• AMAT shares fell approximately 8% on July 29, 2026, during a broader semiconductor equipment sector sell-off, then surged ~15% on July 30, 2026, lifted by Samsung's earnings warning signaling semiconductor demand recovery↗ Applied Materials jumped 15% on July 30 without saying a word - Startup Fortune · 2026-08-01↗ Semiconductor Equipment Stocks Slide as Applied Materials (NASDAQ:AMAT) Falls 8% Today · 2026-07-29
• U.S. Representative Jared Moskowitz (D-FL) disclosed a purchase of AMAT shares (reported July 30, 2026)↗ https://www.marketbeat.com/instant-alerts/applied-materials-nasdaqamat-shares-acquired-rep-jared-moskowitz-2026-07-30/ · 2026-07-30
• Reported record Q2 fiscal 2026 results with highest gross margin in more than two decades↗ Is Applied Materials (AMAT) Undervalued On Record Q2 Results And AI Demand? - Simply Wall St News · 2026-08-01
• AMAT shares surged ~15% on July 30, 2026, lifted by Samsung's earnings warning signaling semiconductor demand recovery↗ Applied Materials Stock Jumped 15% as the Memory Trade Roared Back. Is the Bounce Real? | TIKR.com · 2026-07-31
• AMAT closed at $501.77 on July 30, 2026, following its ~15% single-session gain↗ Applied Materials Stock Jumped 15% as the Memory Trade Roared Back. Is the Bounce Real? | TIKR.com · 2026-07-31
• Citi added AMAT to a 90-day catalyst watch list (as of August 3, 2026)↗ Applied Materials in spotlight as Citi adds 90-day catalyst watch (AMAT:NASDAQ) | Seeking Alpha · 2026-08-03
• Wall Street Zen downgraded AMAT from 'buy' to 'hold' (as of August 4, 2026)↗ Applied Materials (NASDAQ:AMAT) Cut to “Hold” at Wall Street Zen - BBNS · 2026-08-04
• Samsung and SK Hynix are testing Chinese-made chip tools (including etching equipment) as a hedge against U.S. supply risks, threatening Applied Materials' position as a key etching tool supplier to their China factories↗ Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks | 104.5 & 96.1 The Point · 2026-08-05
• Morningstar expects upside for AMAT heading into July-quarter (fiscal Q3 2026) earnings results (as of August 3, 2026)↗ Applied Materials: We Expect Upside Heading Into July-Quarter Results | Morningstar · 2026-08-03
• Applied Materials' Endura Trillium ALD system supports 2nm gate-all-around (GAA) semiconductor processes↗ Eugene Technology Completes Development of TiN ALD Tool for Sub-10nm DRAM < Supply Chain < 기사본문 - The Elec Inc. · 2026-08-04
• Eugene Technology (a competitor) has completed development of a TiN ALD system for sub-10nm DRAM, competing with Applied Materials in the ALD tool market↗ Eugene Technology Completes Development of TiN ALD Tool for Sub-10nm DRAM < Supply Chain < 기사본문 - The Elec Inc. · 2026-08-04
• Applied Materials equipment is reportedly appearing inside Russia, linked to a potential new semiconductor fabrication plant being built in Alabuga (as of August 2026)↗ Why ASML, Lam Research, and Applied Materials Are Appearing Inside Russia Again · 2026-08-07
• Options markets are pricing approximately a 7.5% move in AMAT shares around the fiscal Q3 2026 earnings release (as of August 6, 2026)↗ Applied Materials is about to report earnings. How to trade it ahead of results · 2026-08-07↗ Applied Materials options signal 7.5% move on earnings release By Investing.com · 2026-08-06
• Wall Street consensus expects year-over-year earnings and revenue growth for fiscal Q3 2026 (as of August 2026)↗ Applied Materials (AMAT) Reports Next Week: Wall Street Expects Earnings Growth
• Applied Materials divested its roll-to-roll vacuum coating equipment business (operated under Applied Materials WEB Coating GmbH) to VON ARDENNE GmbH↗ VON ARDENNE GmbH continues the Roll-to-Roll Vacuum Coating Equipment Business of Applied Materials WEB Coating GmbH - PR-Web · 2026-08-06
• AMAT shares closed at $539.14 on August 7, 2026, recovering most of the steep July slide↗ Applied Materials Has Beaten Estimates 5 Quarters Straight. Here’s Where the Stock Could Go | TIKR.com · 2026-08-08
• Applied Materials has beaten Wall Street earnings estimates for 5 consecutive quarters (as of August 2026)↗ Applied Materials Has Beaten Estimates 5 Quarters Straight. Here’s Where the Stock Could Go | TIKR.com · 2026-08-08
• AMAT rose approximately 6.2% in the week ending August 9, 2026, highlighting strong cash conversion following earnings↗ Applied Materials (NASDAQ:AMAT) Weekly Gain Highlights Cash Conversion After Earnings · 2026-08-09

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
• Physical Intelligence (π) — Intel's capital expenditure increase positively impacted Applied Materials' stock, reflecting Applied Materials' role as a key supplier to Intel's chip manufacturing operations.↗ Applied Materials to Report Fiscal Third Quarter 2026 Results on Aug. 13, 2026 | Markets Insider
• Tesla — Tesla (via Musk's team) has reached out to Applied Materials as a potential supplier for the Terafab semiconductor megafactory project.↗ Tesla to open more delivery sites in Japan to deal with sales surge - Nikkei Asia

Recent developments

• Applied Materials rose 6.2% during the week ending August 9, 2026, with the weekly gain highlighting strong cash conversion following its earnings release.

  Read more ↗ts2.tech9 Aug

• Applied Materials' stock climbed following the debut of its cutting-edge 3D chip fabrication equipment, reinforcing investor confidence ahead of earnings.

  Read more ↗bitrss.com9 Aug

• AMAT shares closed at $539.14 on August 7, 2026, up 2.21% on the day, recovering most of the steep July slide ahead of fiscal Q3 2026 earnings on August 13.

  Read more ↗tikr.com8 Aug

• VON ARDENNE GmbH has taken over the roll-to-roll vacuum coating equipment business previously operated by Applied Materials WEB Coating GmbH, following a strategic decision by Applied Materials to exit that business segment.

  Read more ↗pr-web.com6 Aug

• Investor attention is focusing on Applied Materials ahead of its fiscal Q3 2026 earnings report scheduled for August 13, 2026, with AI chip investment driving a strong outlook for semiconductor equipment spending.

  Read more ↗cnbc.com7 Aug

• Wall Street expects Applied Materials to report year-over-year earnings and revenue growth when it reports fiscal Q3 2026 results next week, with consensus forecasts pointing to continued momentum.

  Read more ↗finance.yahoo.com6 Aug

• Options markets are pricing in an approximately 7.5% move in AMAT shares around its upcoming earnings release, reflecting elevated investor uncertainty ahead of the fiscal Q3 2026 report scheduled for August 13, 2026.

  Read more ↗investing.com6 Aug

• Russia may be building a new semiconductor fabrication plant in Alabuga using equipment from ASML, Lam Research, and Applied Materials, suggesting Applied Materials equipment is appearing inside Russia despite export controls.

  Read more ↗frontierindia.com7 Aug

• Ahead of its August 13 fiscal Q3 2026 earnings, AMAT shares are reported up approximately 108% year-to-date, with analysts focused on whether the results will sustain the stock's momentum.

  Read more ↗247wallst.com6 Aug

• Eugene Technology has completed development of a titanium nitride (TiN) atomic layer deposition (ALD) system for sub-10nm DRAM manufacturing, emerging as a competitor in a space where Applied Materials' Endura Trillium ALD system is a key incumbent product for advanced semiconductor processes.

  Read more ↗thelec.net4 Aug

Links