The Frontier Leaders · AI Infra 100 · Applied Materials

Applied Materials

Santa Clara, California, United States · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · appliedmaterials.com

Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips.

Positioning

The largest semiconductor equipment maker by revenue and the process leader in deposition, etch and materials engineering for gate-all-around logic, HBM and advanced packaging; supplies every leading fab.

Latest signals

  • AI infrastructure stocks rallied after Anthropic’s SEC filing.Caixin
  • Applied Materials unveiled its EPIC Center as a $5 billion investment.EE Times
  • Applied Materials will invest $5 billion in India over the next decade.Nikkei xTech
  • VanEck Semiconductor ETF fell 9.70% this week in a broad semiconductor selloff.Yicai
  • Applied Materials unveiled an AI chip development hub with TSMC and Intel.Tech in Asia

57 signals name Applied Materials. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · www.datacenterdynamics.com — 2026-09-18
  • Record Q3 FY2026 revenue of $9.115 billionRevenue · Semiconductor Engineering
  • FQ3 2026 record revenue of $9.12 billionRevenue · Applied Materials 8-K, 10-Q
  • Partnership with Singapore for AI talent development and establishment of an AI hubPartnership · OpenAI

19 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress10
Technology10
Positioning10
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Deposition, etch & metrology

17KLA · 9627Lasertec · 9432Lam Research · 9341ASM International · 9144Aixtron · 90.570Tokyo Electron · 87

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Applied Materials do?

Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips. The largest semiconductor equipment maker by revenue and the process leader in deposition, etch and materials engineering for gate-all-around logic, HBM and advanced packaging; supplies every leading fab.

Where does Applied Materials rank in ai core?

Applied Materials ranks 11 of 100 on the AI Infra 100 (November 2026 edition) with a score of 98 out of 100, in Deposition, etch & metrology (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.

Who are Applied Materials's peers in Deposition, etch & metrology?

KLA (rank 17), Lasertec (rank 27), Lam Research (rank 32), ASM International (rank 41), Aixtron (rank 44), Tokyo Electron (rank 70).

Where is Applied Materials based and when was it founded?

Applied Materials is based in Santa Clara, California, United States.

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