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
Applied Materials reported that its Semiconductor Systems segment generated $7.04 billion in revenue for the fiscal third quarter ended July 26, 2026, up 26.5% on the same quarter of fiscal 2025. The segment makes the equipment chipmakers use for deposition, etch and inspection when building chips.
Verified 2026-09-12
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Chip factories must buy these machines before they make anything, so tool sales are an early signal of future chip output.
- Price
- $423.19
- 30D
- -26.30%
- AI share of revenue
- Not disclosed
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