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Applied Materials (AMAT) | Silicon Nexus

AMAT

Applied Materials

어플라이드머티어리얼즈

Price

Supply Chain Position

Equipment (WFE/Test/Inspection)

Designs and manufactures wafer fabrication equipment for deposition, etch, ion implantation, CMP, and inspection used in chip production.

Suppliers

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↓

Applied Materials

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Customers

TSMC
Samsung Electronics
Intel
SK Hynix
Micron

Competitors

ASMLLam ResearchTokyo Electron

Recent Disclosures (7)

May 21, 2026medium
Applied Materials — Q2 FY26 10-Q Filing
Quarterly report covering the period ended 2026-04-26, expected to detail wafer fab equipment (WFE) revenue mix, China exposure, leading-edge logic/foundry demand, and DRAM/HBM-related tool shipments. PMs should watch for segment commentary on ICAPS vs. leading-edge, services (AGS) growth, and any updated color on export controls. Full filing body not analyzed; description inferred from form + item codes.

KLA

ASM International

Notes

Largest US-based wafer fab equipment vendor and global #1 or #2 in WFE by revenue, with leadership in deposition (CVD/PVD), epitaxy, and ion implant. Heavily exposed to China revenue and US export controls on advanced node tools to Chinese customers. Key growth drivers include gate-all-around transistors, advanced packaging (HBM, hybrid bonding), and backside power delivery.

See Applied Materials in the full network map

Dec 12, 2025medium

Applied Materials — FY2025 Annual Report (10-K) Filed

AMAT's annual 10-K covering fiscal year ended 2025-10-26. PMs should focus on WFE outlook, China revenue exposure and export-control commentary, ICAPS vs leading-edge mix, services (AGS) growth, and FY2026 capex/buyback signals. Full filing body not analyzed; description inferred from form + item codes.

Feb 12, 2026high

Applied Materials — Reg FD Update With Forward Commentary and Other Material Disclosure

Full filing body not analyzed; description inferred from form + item codes. AMAT filed an 8-K combining Reg FD (7.01) forward-looking commentary with an 'Other Events' (8.01) disclosure and supporting exhibits (9.01), which typically signals updated guidance, conference remarks, or a notable business update ahead of/around earnings. PMs should check for any revision to WFE outlook, China exposure commentary, or services/AI-leverage datapoints that could move sell-side models.

Feb 12, 2026high

Applied Materials — Q1 FY26 Earnings Release

8-K under Item 2.02 indicates Applied Materials issued quarterly earnings, with Item 9.01 covering the press release exhibit. PMs should focus on WFE demand commentary, China revenue mix, and any guidance read-through for SK Hynix, Samsung, and TSMC capex. Full filing body not analyzed; description inferred from form + item codes.

Feb 19, 2026medium

Applied Materials — Q1 FY26 10-Q quarterly results filed

Full filing body not analyzed; description inferred from form + item codes. AMAT's Q1 FY26 10-Q likely details WFE segment revenue mix (Semi Systems, AGS, Display), gross margin trends, China exposure, and updated backlog/guidance commentary — key reads for PMs tracking the leading-edge logic/DRAM capex cycle and US export-control impact.

Mar 13, 2026low

Applied Materials — Annual Meeting Vote Results Disclosed

Routine 8-K reporting outcomes of shareholder votes at the annual meeting (director elections, auditor ratification, say-on-pay, etc.). Full filing body not analyzed; description inferred from form + item codes. Typically non-market-moving unless a proposal was unexpectedly defeated.

May 14, 2026high

Applied Materials — Q2 Earnings Release

Filing covers a quarterly earnings release (Item 2.02) with supporting exhibits (Item 9.01), likely including the press release with revenue, EPS, segment breakdown, and next-quarter guidance. As a top WFE vendor, results and outlook are a key read-through for memory/foundry capex trends affecting Samsung, SK hynix, and TSMC. Full filing body not analyzed; description inferred from form + item codes.