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Applied Materials Research and Development

Featured/ AMAT/ 10/03/2025 · 5:57 AM

Applied Materials Forecasts $600M Revenue Hit from Expanded China Export Curbs

Applied Materials expects a $600 million revenue loss in fiscal 2026 due to new U.S. rules restricting exports of chip manufacturing machinery to China-based affiliates aimed at preventing circumvention of controls.

A close up of the production facility at the Bristol Robotics Laboratory

AMAT/ 09/22/2025 · 7:45 AM

Why Morgan Stanley Is More Optimistic About Semiconductor Equipment Sales

Morgan Stanley hiked its 2026 chip equipment sales forecast to +10% (from +5%) because memory markets are improving. They upgraded Applied Materials and Lam Research, but lowered KLA Corp. due to high valuation despite strong growth.