Applied Materials INC /de: insider trades · United States · SEC (Form 4)

About Applied Materials INC /de

Applied Materials Inc. (ticker: AMAT) is a benchmark semiconductor equipment company listed on the Nasdaq in the United States (United States). For investors, it sits at the center of the global chip supply chain and is especially exposed to the highest-value technology inflections: artificial intelligence, advanced logic, DRAM, advanced packaging, and the continued scaling of next-generation devices. Founded in 1967 and incorporated in Delaware, the company is headquartered in Santa Clara, California, USA, and has built a global industrial footprint spanning 25 countries. Its business model combines highly technical capital equipment with a large installed-base service franchise, giving it both cyclical leverage and recurring revenue characteristics. Applied Materials operates through two reportable segments: Semiconductor Systems and Applied Global Services (AGS). Semiconductor Systems comprises the core wafer-fabrication equipment portfolio used to manufacture chips, while AGS provides spare parts, services, upgrades, software, and support for customers’ installed equipment base. The company previously had display-related operations, but management no longer treats Display as a significant standalone operating segment in recent reporting. The portfolio spans several critical process steps in chipmaking, including deposition, etch, materials modification, metrology, and selective processes. This breadth is strategically important because it allows Applied to participate across multiple stages of wafer processing rather than relying on a single product category. Competitively, Applied Materials is widely regarded as one of the global leaders in semiconductor manufacturing equipment, with a differentiated position in materials engineering. Management emphasizes collaboration with customers on early-stage technology development, aiming to improve power, performance, area, cost, and time-to-market. The company’s manufacturing, development, and support activities are spread across North America, Europe, Israel, and Asia, reflecting the international nature of its customer base and supply chain. Its revenues are strongly tied to capital spending cycles in semiconductors, but service and upgrades help soften volatility through the installed base. Recent developments reinforce the company’s strategic relevance. In fiscal 2025, Applied Materials reported record annual revenue of $28.37 billion and said it was preparing its operations and service organization for stronger demand beginning in the second half of calendar 2026. In 2025, it launched new semiconductor manufacturing systems designed to boost AI-oriented logic and memory chips, and in April 2026 it introduced new deposition systems for angstrom-era logic chips. In May 2026, Applied announced a strengthened collaboration with TSMC around its EPIC center in Silicon Valley, highlighting continued investment in co-development for AI scaling and the commercialization of advanced technologies.