Analysis: Applied Materials, Inc.

US:AMAT

Why is Applied Materials, Inc. stock rising?

  • Commissioning of the EPIC Center in Silicon Valley, with the first R&D tool moving in and operations starting in the coming months.
  • Expansion of manufacturing and customer-support capacity to enable doubling of quarterly system output by 2028.
  • Advanced packaging revenue expected to grow more than 70% in calendar 2026, driven by HBM, 3D chiplet stacking and panel-level formats.
  • Process diagnostics and control business expected to grow more than 50% in calendar 2026 as customers use e-beam and optical inspection to improve yield and output.
  • Applied Global Services expected to grow more than 20% in calendar 2026, supported by AIx software, connected chambers and ramp-readiness services.

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