- Applied Materials and other foreign chip equipment makers face increasing market pressure from domestic Chinese competitors.
- Applied Materials and other foreign chip equipment makers face increasing market pressure from domestic Chinese competitors.
- Applied Materials and other foreign chip equipment makers face increasing market pressure from domestic Chinese competitors.
- Applied Materials and other foreign chip equipment makers face increasing market pressure from domestic Chinese competitors.
Market analysis suggests Applied Materials is losing ground to Lam Research and KLA amid mature-node challenges and reliance on the Chinese market.
2 reports, 2 independent
Updated Oct 11
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New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Market analysis suggests Applied Materials is losing ground to Lam Research and KLA amid mature-node challenges and reliance on the Chinese market.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Market share shifts show Lam Research and KLA gaining ground on Applied Materials.1 source
- Lam Research, Applied Materials, and KLA are semiconductor companies benefiting from the AI boom.Sub-event
Competitive pressures from Chinese equipment makers and market share losses are impacting Applied Materials.1 source
Keep exploring
Part of
Applied Materials and other foreign chip equipment makers face increasing market pressure from domestic Chinese competitors.Also in this story
- Zacks Rank assigned a Sell rating (Rank #4) to Applied Materials on August 26, 2025.
- Applied Materials and other foreign chip equipment makers face increasing market pressure from domestic Chinese competitors.
The entities involved
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Applied Materials
American company
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KLA
company in the Czech Republic
Related events
Coverage
Newest first; wire copies grouped- aol.com
- Investing.comBofA downgrades Applied Materials as mature-node weakness weighs on outlook Investing.com -- Bank of America downgraded Applied Materials to Neutral from Buy and cut its price objective to $180 from