Applied Materials.
American company
- Reports this week
- 13
- Active events
- 9
- Connections
- 299
What's happening
Active this week
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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.Some support2 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
Earlier this month
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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
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Implied market competition between Applied Materials and KLA Corporation in the semiconductor industry.Some support2 reports
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Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.Well supported5 reports1 development inside
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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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Insider transactions disclosed in legal filings with the SEC involving Applied Materials.Well supported7 reports
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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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The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Well supported85 reports12 developments inside
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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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Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.Well supported17 reports
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Broadcom and Applied Materials benefit from the arrival of artificial intelligence.Some support1 report
One to three months ago
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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 support1 report
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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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Singapore is developing a physical ecosystem in Tampines, supporting companies like Applied Materials and Nvidia through cleanroom expansions.Some support1 report
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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
-
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
-
Microsoft and Amazon are major AI tech players, with Applied Materials noted as a key company subject to US market trends and investment counsel.Some support2 reports
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Institutional investors influenced market perception through buying and selling related to Applied Materials.Some support1 report
-
Analyst firms set price targets and issued price objectives for Applied Materials, with company filings reported to the SEC.Some support2 reports1 development inside
-
Financial firms boosted price targets and gave buy ratings for Applied Materials.Some support1 report
-
China's revenue decline is raising investor concerns regarding shares traded on the Nasdaq stock exchange.Some support12 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 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 TransactionalAmundi and Norges Bank increased their stakes in GE Aerospace, while Mohamed Ali sold shares, leading to SEC filings.Moves Applied Materials
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TSMC StructuralGary Lin discussed water risk for semiconductor manufacturing during an event in Taipei.Moves Applied Materials
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Lam Research OperationalASML and Lam Research equipment supports TSMC's advanced chip manufacturing processes, covering lithography, deposition, and etch.Moves Applied Materials
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Nvidia OperationalJim Cramer warns about yield affecting Microsoft and Nvidia shareholders as rate pressure impacts tech infrastructure costs.Moves Applied Materials
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China StructuralEQT acquired majority share in Acronis, China upgraded smartphone surveillance tools, and a developer claimed performance improvements.Moves Applied Materials
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SEC StructuralLaser Photonics Corporation hired Tim Peterman as Chief Financial Officer and engaged CBIZ for financial reporting consulting.Moves Applied Materials
Connections
The 40 strongest of 299, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
TSMC Structural
Applied Materials is a critical strategic supplier and co-innovator to TSMC, maintaining a founding partnership and mutual dependency.
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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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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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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.
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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.
Show all 40 connections
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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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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 supply chain interactions.
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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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RUSSELL Structural
Applied Materials was removed from the value indices managed by Russell.
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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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ASML Holding Operational
ASML and Applied Materials are direct rivals competing for market share in the advanced semiconductor equipment industry.
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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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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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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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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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AMD Structural
Applied Materials supplies critical manufacturing equipment and supports AMD's operations within the semiconductor industry.
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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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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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Omkaram Nalamasu Transactional
Omkaram Nalamasu, an SVP, sold shares of Applied Materials stock.
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GlobalFoundries Operational
Applied Materials and GlobalFoundries maintain a strategic manufacturing collaboration focused on high-volume waveguide production for a new platform.
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UBS Operational
UBS provides stock analysis and ratings on Applied Materials, influencing market perception.
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Susquehanna Mentioned together
Susquehanna provides financial analysis and price targets for Applied Materials.
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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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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.
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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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Amundi Transactional
Amundi has repeatedly increased its investment 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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Foundry Structural
The two entities are founding partners within a critical coalition structure.
History
Events by the month they beganOctober 2026
10 events- 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- 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.
- Singapore is developing a physical ecosystem in Tampines, supporting companies like Applied Materials and Nvidia through cleanroom expansions.
- 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
14 events- 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.
- Institutional investors influenced market perception through buying and selling related to Applied Materials.
- Financial firms boosted price targets and gave buy ratings for Applied Materials.
- China's revenue decline is raising investor concerns regarding shares traded on the Nasdaq stock exchange.
Show 2 earlier months
July 2026
6 events- Market decline dragged chip industry lower, affecting companies like Applied Materials and trading on the Nasdaq.
- Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.
- 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.
- Microsoft and Amazon are major AI tech players, with Applied Materials noted as a key company subject to US market trends and investment counsel.
- Analyst firms set price targets and issued price objectives for Applied Materials, with company filings reported to the SEC.
June 2026
16 events- 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.
- Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.
- Insider transactions disclosed in legal filings with the SEC involving Applied Materials.
- 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.
- The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.
- 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.