Semiconductor Manufacturing
Applied Materials
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 Q2 FY2026 revenue of $7.91 billion, up 11% year-over-year, despite a forecast $600 million hit from expanded US export restrictions on China.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 78% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Applied Materials, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- PatentPC / industry research — Applied Materials' EPIC Center partners span Micron, Samsung, SK hynix and TSMC60% source confidence
- CNBC — Applied Materials reports $28.4 billion in FY2025 revenue, raises 2026 growth outlook80% source confidence
- TrendForce / Applied Materials Q2 FY2026 earnings — Applied Materials flags $600M China revenue hit in FY2026 as export rules tighten, even as equipment growth tops 30%78% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Applied Materials depends on below, and who depends on Applied Materials above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-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% confidenceApplied 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
Applied Materials's Timeline
A sourced, dated history of Applied Materials's key moments — founding to present.
Jan 1967 · Founded
Applied Materials was founded, later becoming the largest US semiconductor equipment maker by revenue.
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.
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
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.
Now
Applied Materials supplies wafer fabrication and advanced packaging equipment used across TSMC's leading-edge chip manufacturing.