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Applied Materials, the chipmaking-equipment supplier whose CEO says AI continues to fuel strong demand for semiconductors, reported revenue for its fiscal fourth quarter ended 25 October 2026 of a record $10.41 billion, up 53 percent year over year

SourceApplied Materials Q4 FY2026 results·Q4 FY2026 (Nov 2026)

Verified 2026-11-13

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Why it matters

Chipmaking-equipment sales are an early signal of how much the industry is investing to build AI chips, so record tool sales point to sustained spending on new factory capacity.

Applied MaterialsAMAT
Price
$362.72
30D
-13.84%
AI share of revenue
Not disclosed

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