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.
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AMAT Cuts Workers, Faces $600M China Export Hit Q2
- Applied Materials (AMAT) announced a ~4% workforce reduction and flagged a possible $600M revenue impact tied to U.S. export restrictions to China, even after reporting record FY2024 revenue. This article breaks down the recent actions, why export controls matter for AMAT, the spillover from peer strength (ASML), and what investors should watch next.
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Applied Materials: Q4, China Cuts & Angstrom Tools
Applied Materials reported record FY2025 results but showed Q4 softness and significant China revenue decline. Management announced a 4% workforce reduction and warned of about $600M in FY2026 sales at risk due to U.S. export curbs. The company is advancing angstrom-era tools (Kinex, Centura Xtera, PROVision 10) that underpin future growth but are restricted from Chinese customers. Investors should weigh near-term headwinds against long-term product leadership in AI and advanced logic.
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AMAT Cuts 1,400 Jobs; Warns $600M China Rev Hit Q4
Applied Materials announced a workforce reduction of about 1,400 roles and flagged a multi-hundred-million dollar revenue hit tied to U.S. export restrictions to China, while highlighting AI-focused partnerships and product launches ahead of its upcoming earnings.