Deep diveInsider
Applied Materials
AMAT · Semi Equipment
The tools one layer below the foundry: Semiconductor Systems was 77.2% of a record $9,115m quarter, China's share of revenue fell from 35% to 28% while US revenue doubled, and Applied reports no AI revenue line and no backlog total.
AllFactsAI holds no position in Applied Materials (AMAT), as at 16 October 2026.
Next results Thu 12 Nov · estimated
Inside this deep dive
- The short version
- What it sells
- The numbers
- The latest quarter
- What's working, what could break
- Verdict
- What would change our read
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