AMAT
어플라이드머티어리얼즈
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Applied Materials
Customers
Competitors
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.
Applied Materials filed an 8-K covering Regulation FD disclosure (Item 7.01) — likely a business update or commentary on near-term outlook shared with analysts or at a conference — alongside an officer or director change (Item 5.02) and supporting exhibits (Item 9.01). PMs should watch for any shift in WFE spending commentary or equipment demand signals; the leadership change warrants attention if it involves a C-suite or divisional head role. Full filing body not analyzed; description inferred from form + item codes.
Applied Materials filed its 10-Q for the quarter ended approximately July 2026, covering revenue, margins, segment performance (Semiconductor Systems, Applied Global Services, Display), and forward-looking guidance. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for WFE demand signals, advanced-node tool shipment trends, and any China export-control commentary.
Applied Materials filed an 8-K disclosing its fiscal Q3 2026 results of operations (Item 2.02), accompanied by financial exhibits (Item 9.01). As the world's largest semiconductor equipment maker, AMAT results serve as a leading indicator for WFE (wafer fab equipment) spending trends and are closely watched by PMs holding positions in foundry, memory, and equipment names across US, KR, and TW markets. Full filing body not analyzed; description inferred from form + item codes.
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.
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.
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.
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.
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.
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.
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.