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Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
Verified 2026-10-31
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Stacking and bonding chips together is becoming a bottleneck for AI hardware, so big equipment makers are buying into the specialists that own this packaging know-how.
- Price
- $423.19
- 30D
- -26.30%
- AI share of revenue
- Not disclosed
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Applied Materials’s exposure cardWhat share of the business the AI build-out actually isApplied Materials deep diveRead from its own filings: what it sells, and what could breakThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Supply chain
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- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
- Amkor Technology, the outsourced chip packaging and test house scaling up advanced packaging for AI processors, reported record second-quarter 2026 net sales of $1.90 billion, up 26% year-over-year
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