Applied Materials CFO: AI Chip Demand “Extremely Strong” as Leading-Edge Capacity Stays Tight [Yahoo! Finance]
Applied Materials, Inc. (AMAT)
Last applied materials, inc. earnings: 2/12 04:01 pm
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US:NASDAQ Investor Relations:
appliedmaterials.com/company/investor-relations
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Source: Yahoo! Finance
leading-edge logic, DRAM and advanced packaging effectively at ~ 100% utilization and constrained by cleanroom space—cloud AI CapEx is cited at $600B this year and $700B next, meaning the constraint could persist for more than a year. Customers are booking tool slots into 2027 and Applied is pushing for two-year demand visibility to its 2,000 suppliers; the company says ongoing supply-chain work (regional resiliency, higher inventory, reduced sole-sourcing) means it currently sees no roadblocks to supporting the expected equipment lift. High-bandwidth memory (HBM) is a major growth driver—about of DRAM wafer starts are HBM, which consumes roughly three times the wafer area and adds ~19 stacking steps (˜15 equipment steps where Applied supplies over half the value), positioning advanced packaging and HBM to outpace broader equipment growth. Interested in Applied Materials, Inc.? Here are five stocks we like better. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play
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AMAT
News
- Nomura Core Equity Fund: Q4 2025 Buys, Sells, And Standouts [Seeking Alpha]Seeking Alpha
- Nomura Core Equity Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Applied Materials (AMAT) Partners with Micron (MU), SK Hynix for Next-Gen Memory Development [Yahoo! Finance]Yahoo! Finance
- Applied Materials Announces Long-Term R&D Partnership with SK hynix [Yahoo! Finance]Yahoo! Finance
- Applied Materials, Inc. (AMAT) Enhances Manufacturing Capabilities to Capitalize on AI Demand [Yahoo! Finance]Yahoo! Finance
AMAT
Earnings
- 2/12/26 - Beat
AMAT
Sec Filings
- 3/13/26 - Form 4
- 3/13/26 - Form 4
- 3/13/26 - Form 4
- AMAT's page on the SEC website