Entities / Company
Applied Materials.
American company
- Reports this week
- 3
- Active events
- 2
- Connections
- 309
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Applied Materials, the largest global manufacturer of semiconductor equipment, was noted in a recent report.Some support2 reports
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The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Well supported98 reports12 developments inside
Earlier this month
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Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.Well supported19 reports
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Samsung Display is accelerating the development of FMM-free OLED technology.Some support1 report
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SK Hynix broke ground on a new facility in Indiana, while Intel and Applied Materials collaborated on advanced packaging.Some support1 report
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Singapore is developing a physical ecosystem in Tampines, supporting companies like Applied Materials and Nvidia through cleanroom expansions.Some support1 report1 development inside
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Insider transactions disclosed in legal filings with the SEC involving Applied Materials.Well supported7 reports1 development inside
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Amundi increased its holdings in Applied Materials stock, filing the transaction with the SEC.Some support1 report
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Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.Well supported6 reports2 developments inside
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Supply chain constraints are currently affecting the stock levels of chip equipment.Some support1 report
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Broadcom and Applied Materials are semiconductor industry players both listed on the Nasdaq exchange.Some support1 report
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Institutional investors made significant moves regarding their holdings in Applied Materials on June 12, 2026, filing with the SEC.Some support3 reports
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Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.Some support1 report1 development inside
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SK Hynix's Dalian facility utilizes tools from Lam Research, KLA, and Applied Materials, amid pressure to build US plants.Some support1 report
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Intel, Applied Materials, Marvell, and Google expanded a strategic partnership focused on developing next-generation transistors.Some support1 report
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Dickerson outlined an expanded growth strategy while Prabu Raja reported on market share growth projections.Some support1 report
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Market decline dragged chip industry lower, affecting companies like Applied Materials and trading on the Nasdaq.Well supported3 reports
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Applied Materials' valuation is being affected by better economic sentiment and analyst upgrades.Some support1 report
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Goldman Sachs rates Applied Materials favorably as it announces successful partnerships with TSMC, Micron, Samsung, and Intel.Well supported3 reports2 developments inside
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ASML is providing essential EUV lithography and materials necessary for advanced AI chip manufacturing.Some support2 reports3 developments inside
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Market analysis suggests Applied Materials is losing ground to Lam Research and KLA amid mature-node challenges and reliance on the Chinese market.Some support2 reports1 development inside
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Intel and Applied Materials are accelerating AI chipmaking innovations through collaboration between their R&D centers.Some support2 reports
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SEC filings govern IPO debuts amid AI capex wave driving semiconductor demand.Some support2 reports1 development inside
One to three months ago
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Implied market competition between Applied Materials and KLA Corporation in the semiconductor industry.Some support2 reports
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Jim Cramer discussed Lam Research and KLA's role in the semiconductor shortage and chip manufacturing technology.Some support1 report
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Intel and Applied Materials are noted to benefit from the ongoing artificial intelligence boom.Some support2 reports1 development inside
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Lam Research, Applied Materials, and KLA are semiconductor companies benefiting from the AI boom.Some support1 report
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Applied Materials revenue is accelerating relative to competitors, prompting analyst coverage and increased stock value interest.Some support1 report
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Applied Materials, MSc STO, Micron Technology, and Singapore are collaborating to establish a critical industry hub and talent pipeline for the semiconductor sector.Some support2 reports
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Applied Materials machines are working to resolve a current shortage situation.Some support1 report
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EssilorLuxottica and Applied Materials signed a joint development agreement for smart eyewear.Some support2 reports
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Federal Reserve policy is impacting the performance of tech stocks and consumer spending across various industries.Well supported13 reports2 developments inside
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Applied Materials filed reports with the SEC on June 15, 2026.Well supported7 reports
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ABR is calculated based on analyst recommendations, using Zacks Rank to categorize stocks for price performance.Some support14 reports3 developments inside
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Trump's oil and gas pledges benefit US stocks, specifically impacting Pfizer.Well supported131 reports40 developments inside
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Applied Materials filed a Form 13F regarding share holdings on May 27, 2026, involving William Blair Investment Management LLC.Well supported5 reports
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An Israeli subsidiary of Applied Materials operates in Israel, and the taxation authority operates under Israeli jurisdiction.Some support1 report
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AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.Some support2 reports
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Broadcom and Applied Materials benefit from the arrival of artificial intelligence.Some support1 report
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Intel, Micron Technology, and Applied Materials are leveraging India's talent pool and infrastructure, committing $5 billion to advanced semiconductor research and scaling up assembly in the country.Some support2 reports
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CEA-Leti, Applied Materials, and others collaborate to accelerate innovation in specialty semiconductors.Some support2 reports2 developments inside
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Applied Materials and Lam Research announce major investments in R&D, including USD 5 billion and Rs 10,000 crore.Some support4 reports
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Amundi raised its stake in Applied Materials (AMAT) during the second quarter of 2026.Some support2 reports
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Agnico Eagle Mines (AEM) secured contracts as a supplier for major tech companies including Intel, AMD, Applied Materials, and Nvidia.Some support1 report1 development inside
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Getty Images provided the image source for an article involving Applied Materials.Some support1 report
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Intel is a customer of Applied Materials, which tracks Intel's foundry moves, while Donald Trump plans similar government deals.Some support3 reports2 developments inside
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Michael Burry is targeting companies involved in the AI boom, including Applied Materials, Nvidia, and Tesla, and announcing his bearish bets via Substack.Well supported6 reports1 development inside
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Applied Materials filed institutional holdings disclosures with the SEC and subsequently received an increased price target and rating.Some support1 report
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Norges Bank and Capital Research Global Investors acquired new stakes in Applied Materials on June 18, 2026.Well supported7 reports1 development inside
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John McGuire made multiple stock transactions on September 4, 2026, including buying Nvidia and Applied Materials, and selling shares of Palo Alto Networks, Apple, and BlackRock.Some support1 report
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Applied Materials listed its shares on the Nasdaq stock exchange on August 29, 2026.Some support1 report
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Applied Materials made disclosures regarding company filings on August 30, 2026.Some support2 reports
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Applied Materials announced on August 27, 2026, that it has partnered with Epic as an innovation partner.Some support2 reports
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QUANTUM, led by Applied Materials CEO Dickerson, is building the EPIC Center in Silicon Valley.Some support1 report1 development inside
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Prabu Raja is discussing the value of academic partnerships in industry, noting that the EPIC Center provides an industry-scale R&D environment.Well supported4 reports1 development inside
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UBS analyst maintained a Buy rating on Applied Materials stock.Some support1 report
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Iran-backed Houthis threaten Red Sea chokepoint amid Middle East supply chain disruptions, affecting tech companies like Applied Materials and Anthropic.Some support1 report1 development inside
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Conflict leads to continuing sanctions and trade restrictions for Applied Materials, which utilized a Korean subsidiary for assembly and testing, due to its U.S.-origin equipment.Some support1 report
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Anthropic's revenue growth signals high AI demand, coinciding with policy favoring domestic memory suppliers.Some support1 report
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Corporate earnings from Cisco and Applied Materials are providing insights into current tech spending trends and overall market sentiment.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Applied Materials
Events traced to Applied Materials, step by step, newest first- Applied Materials may face reduced demand if data center spending slowsApplied Materials may face reduced demand if data center spending slowsPossible
- China's push for self-reliance may boost Applied Materials demandApplied Materials may see increased demand from China's high-tech pushPossible
- AI infrastructure demand may boost Applied Materials' equipment salesApplied Materials may benefit from high AI infrastructure spending driving chip demandLikely
- EssilorLuxottica's dispute may threaten joint development with Applied MaterialsEssilorLuxottica's internal dispute may jeopardize tech partnership with Applied MaterialsPossible
- Applied Materials may benefit from US chip manufacturing expansionApplied Materials may benefit from increased chip manufacturing spending in the USLikely
- How could AI stock gains and capital spending affect Applied Materials?Applied Materials may benefit from massive AI capital spending on chip buildoutLikely
See all 13 explainers
- Applied Materials may benefit from TSMC's U.S. capacity pushApplied Materials may see increased demand from TSMC's U.S. fab expansionLikely
- Sector earnings disappointment may pressure Applied Materials' market positionSector earnings disappointment may pressure Applied Materials' market positionPossible
- Applied's data center expansion may boost demand for Applied MaterialsApplied's data center expansion may increase demand for semiconductor equipmentPossible
- Applied Materials may gain from TSMC's N2 chip rampApplied Materials may benefit from TSMC's massive N2 chip expansionLikely
- TSMC and GlobalFoundries' US expansion may boost Applied Materials demandApplied Materials may see increased demand from TSMC and GlobalFoundries' US expansionPossible
- How could TSMC and ASML's role in the AI supply chain affect Applied Materials?Applied Materials could see increased demand due to TSMC's huge capital spendingLikely
- Axcelis's new factory boosts competition against Applied MaterialsAxcelis's new factory investment increases competition for Applied MaterialsReported
Around Applied Materials this week
News at the entities that move Applied Materials most-
Norges Bank TransactionalJefferies Financial Group raised its shares to strong-buy rating, while Citigroup raised its shares to outperform rating, and Norges Bank bought a new position in Essex Property Trust, Inc.Moves Applied Materials
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Lam Research OperationalAn executive who previously held senior financial roles is noted to serve on the board of Analog Devices, Lam Research, and Broadcom.Moves Applied Materials
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Nvidia OperationalDrug pricing policy reduces European drug launches, and an Nvidia scandal threatens the U.S.-China tech truce.Moves Applied Materials
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China StructuralMalaysia exported natural rubber to China on November 6, 2026.Moves Applied Materials
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Morgan Stanley OperationalMorgan Stanley raised its stock price target for Disney+ on November 10, 2026.Moves Applied Materials
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Micron Technology StructuralMicron Technology supports local community organizations in Silicon Valley, including Second Harvest.Moves Applied Materials
Connections
The 40 strongest of 309, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Lam Research Operational
Lam Research and Applied Materials are direct, high-stakes competitors in the advanced semiconductor equipment market, vying for market share and technological dominance.
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Nvidia Operational
Nvidia and Applied Materials actively compete in the semiconductor market while Applied Materials supplies essential manufacturing equipment for chip production.
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Micron Technology Structural
Micron relies on Applied Materials for critical equipment supply and engages in ongoing co-innovation and joint development partnerships.
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SEC Structural
Applied Materials is subject to mandatory financial reporting and regulatory oversight by the SEC.
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Nasdaq Operational
Applied Materials' stock performance is directly influenced by and contributes to the market trends observed on the Nasdaq exchange.
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TSMC Structural
Applied Materials is a critical strategic supplier and co-innovator to TSMC, characterized by mutual dependency and long-term partnership.
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EssilorLuxottica Operational
The two companies are engaged in a long-term joint development partnership focused on advanced AR, AI, and smart optical systems.
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China Structural
Applied Materials' revenue and business operations are structurally dependent on the Chinese market, which is a crucial source of its sales.
Show all 40 connections
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Intel Structural
Applied Materials is a critical supplier and strategic partner to Intel, providing essential equipment and collaborating on next-generation chip technology.
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Norges Bank Transactional
Norges Bank acquired a new investment stake in Applied Materials.
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Prabu Raja Structural
Prabu Raja serves as a senior executive leading a product group within Applied Materials.
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Singapore Structural
Applied Materials is actively establishing and expanding its manufacturing and R&D operations within Singapore, utilizing it as a strategic hub.
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Morgan Stanley Operational
Morgan Stanley influences Applied Materials' market perception through stock ratings, price targets, and investment decisions.
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Meta Structural
Applied Materials supplies critical semiconductor manufacturing tools necessary for Meta's AI and hardware infrastructure.
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KLA Operational
KLA and Applied Materials are direct competitors in the semiconductor equipment market, actively vying for market share and performance.
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Broadcom Operational
Broadcom and Applied Materials are coupled competitors in the semiconductor industry, linked by shared AI market demand and sector risks.
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KLA Corporation Operational
Applied Materials and KLA Corporation are direct rivals and competitors in the advanced semiconductor equipment market.
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Michael Burry Transactional
Michael Burry has repeatedly taken bearish and short investment positions against Applied Materials.
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Securities and Exchange Commission Structural
Applied Materials operates under the mandatory financial disclosure and oversight of the Securities and Exchange Commission.
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Agnico Eagle Mines Structural
Agnico Eagle Mines functions as a supplier within the semiconductor equipment supply chain of Applied Materials.
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Texas Instruments Structural
Applied Materials is a critical supplier of chipmaking equipment necessary for Texas Instruments' manufacturing operations, creating a key supply chain dependency.
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Samsung Electronics Structural
Samsung and Applied Materials maintain a foundational, ongoing partnership within the semiconductor supply chain.
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GPU Structural
The GPU relies on Applied Materials' advanced manufacturing services and equipment to bring products to market.
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Besi Structural
Besi and Applied Materials maintain a strategic collaboration, with Applied Materials actively investing in Besi as an innovation partner.
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RUSSELL Structural
Applied Materials was removed from the value indices managed by Russell.
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ASML Holding Operational
ASML and Applied Materials are direct rivals competing for market share in the advanced semiconductor equipment industry.
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Amundi Transactional
Amundi has repeatedly increased its investment holdings in Applied Materials stock.
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Paul Meissner Structural
Paul Meissner holds a senior functional role (VP and GM) representing Applied Materials' strategy in the smart glasses market.
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UBS Operational
UBS provides stock analysis and ratings on Applied Materials, influencing market perception.
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Microchip Technology Operational
The companies are active competitors whose market movements are driven by shared demand in the artificial intelligence sector.
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Marvell Technology Operational
Marvell and Applied Materials are direct competitors in the chip market, with their revenue performance influencing each other.
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Apple Inc. Operational
Apple and Applied Materials maintain an operational relationship in the semiconductor supply chain through manufacturing support and collaboration.
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Foundry Structural
The two entities are founding partners within a critical coalition structure.
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SK Hynix Operational
SK Hynix and Applied Materials are actively competing in the high-stakes semiconductor industry.
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Susquehanna Mentioned together
Susquehanna provides financial analysis and price targets for Applied Materials.
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Qualcomm Operational
Qualcomm and Applied Materials maintain a dual relationship characterized by active competition in the chip sector and specific technical partnerships for advanced display and compute integration.
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Capital Research Global Investors Transactional
Capital Research Global Investors is increasing its financial holdings in Applied Materials stock.
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Kyushu Operational
Kyushu serves as the operational base and manufacturing hub for Applied Materials, making it susceptible to regional disruptions like earthquakes.
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Omkaram Nalamasu Transactional
Omkaram Nalamasu, an SVP, sold shares of Applied Materials stock.
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Donald Trump Operational
A's political policies, including tariffs and onshoring trends, are consistently shown to influence the market and business prospects of Applied Materials.
History
Events by the month they beganOctober 2026
14 events- Samsung Display is accelerating the development of FMM-free OLED technology.
- SK Hynix broke ground on a new facility in Indiana, while Intel and Applied Materials collaborated on advanced packaging.
- Amundi increased its holdings in Applied Materials stock, filing the transaction with the SEC.
- Supply chain constraints are currently affecting the stock levels of chip equipment.
- Broadcom and Applied Materials are semiconductor industry players both listed on the Nasdaq exchange.
- SK Hynix's Dalian facility utilizes tools from Lam Research, KLA, and Applied Materials, amid pressure to build US plants.
- Intel, Applied Materials, Marvell, and Google expanded a strategic partnership focused on developing next-generation transistors.
- Dickerson outlined an expanded growth strategy while Prabu Raja reported on market share growth projections.
- Applied Materials' valuation is being affected by better economic sentiment and analyst upgrades.
- Intel and Applied Materials are accelerating AI chipmaking innovations through collaboration between their R&D centers.
- Jim Cramer discussed Lam Research and KLA's role in the semiconductor shortage and chip manufacturing technology.
- Lam Research, Applied Materials, and KLA are semiconductor companies benefiting from the AI boom.
- Applied Materials revenue is accelerating relative to competitors, prompting analyst coverage and increased stock value interest.
- Applied Materials machines are working to resolve a current shortage situation.
September 2026
14 events- Singapore is developing a physical ecosystem in Tampines, supporting companies like Applied Materials and Nvidia through cleanroom expansions.
- Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.
- SEC filings govern IPO debuts amid AI capex wave driving semiconductor demand.
- Intel and Applied Materials are noted to benefit from the ongoing artificial intelligence boom.
- Applied Materials, MSc STO, Micron Technology, and Singapore are collaborating to establish a critical industry hub and talent pipeline for the semiconductor sector.
- An Israeli subsidiary of Applied Materials operates in Israel, and the taxation authority operates under Israeli jurisdiction.
- AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.
- Broadcom and Applied Materials benefit from the arrival of artificial intelligence.
- Intel, Micron Technology, and Applied Materials are leveraging India's talent pool and infrastructure, committing $5 billion to advanced semiconductor research and scaling up assembly in the country.
- Applied Materials and Lam Research announce major investments in R&D, including USD 5 billion and Rs 10,000 crore.
- Amundi raised its stake in Applied Materials (AMAT) during the second quarter of 2026.
- Getty Images provided the image source for an article involving Applied Materials.
- Applied Materials filed institutional holdings disclosures with the SEC and subsequently received an increased price target and rating.
- John McGuire made multiple stock transactions on September 4, 2026, including buying Nvidia and Applied Materials, and selling shares of Palo Alto Networks, Apple, and BlackRock.
August 2026
12 events- Applied Materials, the largest global manufacturer of semiconductor equipment, was noted in a recent report.
- ASML is providing essential EUV lithography and materials necessary for advanced AI chip manufacturing.
- Applied Materials listed its shares on the Nasdaq stock exchange on August 29, 2026.
- Applied Materials made disclosures regarding company filings on August 30, 2026.
- Applied Materials announced on August 27, 2026, that it has partnered with Epic as an innovation partner.
- QUANTUM, led by Applied Materials CEO Dickerson, is building the EPIC Center in Silicon Valley.
- Prabu Raja is discussing the value of academic partnerships in industry, noting that the EPIC Center provides an industry-scale R&D environment.
- UBS analyst maintained a Buy rating on Applied Materials stock.
- Iran-backed Houthis threaten Red Sea chokepoint amid Middle East supply chain disruptions, affecting tech companies like Applied Materials and Anthropic.
- Conflict leads to continuing sanctions and trade restrictions for Applied Materials, which utilized a Korean subsidiary for assembly and testing, due to its U.S.-origin equipment.
- Anthropic's revenue growth signals high AI demand, coinciding with policy favoring domestic memory suppliers.
- Corporate earnings from Cisco and Applied Materials are providing insights into current tech spending trends and overall market sentiment.
Show 2 earlier months
July 2026
4 events- Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.
- Market decline dragged chip industry lower, affecting companies like Applied Materials and trading on the Nasdaq.
- Agnico Eagle Mines (AEM) secured contracts as a supplier for major tech companies including Intel, AMD, Applied Materials, and Nvidia.
- Michael Burry is targeting companies involved in the AI boom, including Applied Materials, Nvidia, and Tesla, and announcing his bearish bets via Substack.
June 2026
16 events- The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.
- Insider transactions disclosed in legal filings with the SEC involving Applied Materials.
- Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.
- Institutional investors made significant moves regarding their holdings in Applied Materials on June 12, 2026, filing with the SEC.
- Goldman Sachs rates Applied Materials favorably as it announces successful partnerships with TSMC, Micron, Samsung, and Intel.
- Market analysis suggests Applied Materials is losing ground to Lam Research and KLA amid mature-node challenges and reliance on the Chinese market.
- Implied market competition between Applied Materials and KLA Corporation in the semiconductor industry.
- EssilorLuxottica and Applied Materials signed a joint development agreement for smart eyewear.
- Federal Reserve policy is impacting the performance of tech stocks and consumer spending across various industries.
- Applied Materials filed reports with the SEC on June 15, 2026.
- ABR is calculated based on analyst recommendations, using Zacks Rank to categorize stocks for price performance.
- Trump's oil and gas pledges benefit US stocks, specifically impacting Pfizer.
- Applied Materials filed a Form 13F regarding share holdings on May 27, 2026, involving William Blair Investment Management LLC.
- CEA-Leti, Applied Materials, and others collaborate to accelerate innovation in specialty semiconductors.
- Intel is a customer of Applied Materials, which tracks Intel's foundry moves, while Donald Trump plans similar government deals.
- Norges Bank and Capital Research Global Investors acquired new stakes in Applied Materials on June 18, 2026.