Critical8/15 relationships sourcedProfile verified Aug 19, 2026
OverviewIndicatorsMore SignalsSourcesM&A fitRelationship mapStoryMilestonesHistory

30-Second Executive Brief

Executive Assessment

Applied Materials functions as a systemically important institution within Semiconductor Manufacturing, backed by 57% sourcing coverage, with accelerating strategic relevance.

  • Maintains 15 mapped relationships across the graph
  • 57% sourcing coverage across sourced relationships
  • Tracked as systemically important institution within the Semiconductor Manufacturing category

Executive Snapshot

Strategic Role
Systemically Important Institution
Sourcing Coverage
57%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
Very High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
15
Technology Domains
2

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Continued capacity expansion to meet AI-driven demand across every leading-edge fab globallyQ4 FY2026 guidance of roughly $10.3 billion in revenue would mark the highest sequential quarterly growth in company history

Top Risks

Trades at a rich forward P/E reflecting high growth expectations that leave limited room for execution missteps, underscored by the tepid stock reaction to an already-strong Q3 FY2026 beat-and-raise

Critical Dependencies

US AI Chip Export Controls (Is regulated by)Ichor Systems (Is supplied by)
Continue to Dependency Graph ↓

Applied Materials is the largest US semiconductor equipment maker by revenue, reporting $28.4 billion in FY2025 and raising its calendar 2026 growth outlook from over 20% to more than 30% as AI-driven demand triggers shortages across every fab process step its tools touch. It posted record Q3 FY2026 revenue of $9.12 billion (up 25% year-over-year) on August 13, 2026, with record operating income and EPS, and guided to roughly $10.3 billion in Q4 FY2026 revenue on what CEO Gary Dickerson called 'unprecedented' demand.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadydriven mostly by insider filing activity, down 1 since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

6 sources · 1 government/SEC filing

Latest Activity

Insider Filing Activity

9Form 4 filings, trailing 90 days-1 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Correlated Activity

Both Applied Materials and SK hynix — which it depends on — are showing accelerating Activity at the same time (4 recorded changes for SK hynix in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Applied Materials and Samsung Electronics — which it depends on — are showing accelerating Activity at the same time (3 recorded changes for Samsung Electronics in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Applied Materials and Samsung Foundry — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Samsung Foundry in the last 90 days).

Timing correlation only — not evidence of a causal link

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Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

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Relationship Map

The relationships surrounding Applied Materials — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

2 levels3 levels 🔒5 levels 🔒

Connection type

Sign in free to click a node and explore →

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

May 2026: Applied Materials flags $600M China revenue hit in FY2026 as export rules tighten, even a…→May 2026: Applied Materials reports $28.4 billion in FY2025 revenue, raises 2026 growth outlook→Jun 2026: Reported takeover interest in Dutch chip-equipment maker BESI (unconfirmed)→Jul 2026: Applied Materials Vs Lam Research: Battle Of Semicon Equipment Leaders→Aug 2026: Record Q3 FY2026 revenue of $9.12B, up 25%; guides to $10.3B for Q4→Aug 2026: Applied Materials posts record Q3 FY2026 results, guides to record Q4

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reported takeover interest in Dutch chip-equipment maker BESI

30% confidence

Applied Materials -- which already holds a roughly 9% stake in BE Semiconductor Industries (BESI) making it the company's largest shareholder -- has reportedly held renewed talks about acquiring the Dutch advanced-packaging equipment maker, alongside separate reported interest from Lam Research.

Both Applied Materials and BESI declined to comment; talks reportedly paused earlier in 2026 amid US-EU tensions before resuming, and any deal for a Dutch strategic-technology firm would face a national security review, so terms and outcome remain unsettled.

Investing.com / Reuters · Jun 1, 2026

Lam Research
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Applied Materials's Timeline

A sourced, dated history of Applied Materials's key moments — founding to present.

  1. Jan 1967 · Founded

    Applied Materials was founded, later becoming the largest US semiconductor equipment maker by revenue.

  2. Jan 2026 · Record Q2 revenue, export-rule headwinds

    Applied Materials posted record Q2 FY2026 revenue of $7.91 billion, up 11% year-over-year, but forecast a $600 million hit to fiscal 2026 revenue from expanded US export restrictions on China.

  3. Aug 2026 · Record Q3 FY2026 revenue of $9.12B, up 25%; guides to $10.3B for Q4

    Applied Materials reported record Q3 FY2026 revenue of $9.12 billion (up 25% year-over-year), record GAAP operating income of $3.08 billion (33.7% of revenue), and record non-GAAP EPS of $3.50. The company guided to approximately $10.3 billion in Q4 FY2026 revenue -- the highest sequential growth in company history -- and further raised its calendar 2026 Semiconductor Systems revenue outlook, though shares reacted tepidly given already-lofty expectations.

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How These Connections Evolved

How a relationship changed over time, not just its current state — sourced, dated, and traceable.

Applied Materials ↔ Taiwan Semiconductor Manufacturing Company

  1. 2024–2026

    Applied Materials expanded wafer fabrication and advanced packaging equipment shipments to TSMC's leading-edge nodes as AI chip demand pushed capacity investment higher industry-wide.

  2. Now

    Applied Materials supplies wafer fabrication and advanced packaging equipment used across TSMC's leading-edge chip manufacturing.