Applied Materials sees rising demand for WFE tied to AI and HPC, with strength in leading-edge nodes and DRAM, though China restrictions remain a headwind.
Inflation, interest rates, and broader economic uncertainty have forced companies across many sectors to prioritize efficiency. In this environment, it can be particularly challenging for firms to maintain cash flow, which is vital to their continued healthy operations and growth.
Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Gary E. Dickerson CEO | XMIL Exchange | US0382221051 ISIN |
| US Country | 36,000 Employees | 20 Nov 2025 Last Dividend | 17 Apr 2002 Last Split | 5 Oct 1972 IPO Date |
Applied Materials, Inc. is a leading provider in the manufacturing equipment, services, and software sector for the semiconductor, display, and related industries. Founded in 1967 and headquartered in Santa Clara, California, the company has carved a niche for itself by offering a broad range of products and services that cater to the needs of the semiconductor and display manufacturing sectors. Applied Materials operates globally, with significant presences in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company’s operations are segmented into three main divisions: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets, each focusing on specific needs of its diverse client base.
This segment is focused on the development, manufacture, and sale of a variety of manufacturing equipment used in the fabrication of semiconductor chips or integrated circuits. Technologies offered include:
This segment delivers integrated solutions aimed at optimizing equipment and fabrication performance and productivity. Services include:
These services and products are designed for semiconductor, display, and other product manufacturers, emphasizing efficiency and reliability.
Applied Materials' expertise extends into the display sector, offering products for the manufacture of:
These products are vital for TVs, monitors, laptops, personal computers, electronic tablets, smartphones, and other consumer-oriented devices. The segment focuses on providing cutting-edge technologies to keep pace with the evolving demand for better and more efficient display technologies.