Applied Materials, Inc. News
Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
see moreApplied Materials, Inc. Market News
6d
AMAT Falls After 52-Week High; AI Demand Tests Now
- Applied Materials surged to a 52-week high early in the week on renewed AI-driven chip demand, then retraced after mixed macro signals. Key catalysts ahead include PMI, jobs data and AMAT's February earnings — all likely to shape near-term direction for this bellwether of semiconductor equipment spending.
13d
AMAT Faces China Mandate U.S. Annual Export Shifts
Recent policy moves — U.S. annual export licenses for Samsung and SK hynix and China's informal 50% domestic equipment requirement — are creating near-term headwinds for Applied Materials (AMAT). Offsetting factors include a stronger wafer fab equipment (WFE) spending outlook and robust shareholder returns. This article breaks down the direct impacts on AMAT revenue, competitive risks from Chinese suppliers, and financial buffers that could mitigate pressure.
20d
AMAT Strengthens on SEMI Forecasts, Q4 Wins Boosts
Applied Materials (AMAT) gained momentum after SEMI’s bullish equipment spending outlook and a strong Q4 showing. Record annual margins and cash flow, sizable buybacks and a streamlined cost base offset near-term revenue softness and China exposure normalization—supporting a constructive outlook for AMAT shares.
27d
Applied Materials Rally, WFE Demand, Policy CutsQ4
Applied Materials (AMAT) saw a notable share rebound amid stronger wafer fabrication equipment demand and positive product adoption. Recent analyst forecasts lifted WFE spending projections for 2026–2027, while a $40M state funding cut to a U.S. polysilicon project underscores policy risk in the supply chain.
12 Dec at 02:31
AMAT Gains to 52-Week High; India Smart-Fab Win Up
Applied Materials (AMAT) hit a recent 52-week high after analyst upgrades and a strategic India smart‑factory contract, then pulled back modestly amid sector volatility. Key catalysts: SCL Mohali automation bid win, price-target revisions from KeyBanc/Morgan Stanley/UBS, and technical support at $267–$270. This article breaks down the concrete events shaping AMAT’s near-term trajectory and what investors should monitor.
05 Dec at 02:30
AMAT Rally: TD Cowen $315 Target & India Deals Now
Applied Materials (AMAT) surged after a cluster of analyst upgrades, a TD Cowen $315 price target, an earnings beat, and designation as an L1 bidder on India’s SCL fab upgrade. These concrete developments reinforce AMAT’s exposure to AI, DRAM, and wafer fab equipment demand while highlighting valuation and cycle risks.
28 Nov at 02:30
UBS Upgrade Spurs AMAT Rally on DRAM Demand, $285!
UBS upgraded Applied Materials (AMAT) and raised its $285 price target after identifying accelerating DRAM equipment demand tied to AI and data-center growth. The stock jumped roughly 5.5% to a 52-week high, but U.S. export controls that could shave roughly $600M from fiscal 2026 revenue and about $110M from Q4 remain a key downside. This article explains the drivers behind the rally, the export-control risk, and what investors should weigh next.