Semiconductors
Price
$454.71
+4.31%Market Cap
$345.94B
Day High
$460.20
Day Low
$443.36
Applied Materials delivered broad-based revenue growth and margin expansion in Q3 FY2026, but a swing to unrealized losses on equity investments weighed on other income.
Key risk: High dependence on Semiconductor Systems and semiconductor capital equipment cycle
Semiconductor Systems accounted for 79.8% of segment revenue, making results highly sensitive to swings in wafer fab equipment demand from foundry, logic, and memory customers.
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