AMAT — Applied Materials
Applied Materials: what they do, key numbers, and conditions we are monitoring.
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AMAT — Applied Materials
Semiconductor Manufacturing Equipment • Monitoring
What They Do
Applied Materials is the second-largest semiconductor manufacturing equipment (WFE) supplier after ASML, providing deposition, etch, CMP, and inspection tools. AI chip manufacturing requires massive WFE investment, and TSMC's $56B+ capex flows through AMAT, LRCX, and ASML.
Key Numbers
| Market Cap | ~$150B |
| Position | 2nd largest WFE supplier |
| Key Growth | Advanced packaging (CoWoS) equipment |
| Next Earnings | May 2026 (est.) |
What We’re Watching
- China revenue exposure and export restriction impact
- Leading-edge vs mature node equipment mix
- CoWoS and advanced packaging equipment orders
Sources: Applied Materials 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (AMAT)
Last Updated: April 17, 2026
This page contains publicly available information organized for research purposes. It is not investment advice, analysis, or a recommendation. Do your own work.