{"city":"Santa Clara","name":"Applied Materials","slug":"applied-materials","facts":[{"date":"2026-09-18","type":"revenue_band","value":">500m","source":"www.datacenterdynamics.com — 2026-09-18"},{"date":"2026-08-18","type":"revenue","value":"Record Q3 FY2026 revenue of $9.115 billion","source":"Semiconductor Engineering"},{"date":"2026-08-13","type":"revenue","value":"FQ3 2026 record revenue of $9.12 billion","source":"Applied Materials 8-K, 10-Q"},{"date":"2026-05-19","type":"partnership","value":"Partnership with Singapore for AI talent development and establishment of an AI hub","source":"OpenAI"},{"date":"2026-05-01","type":"revenue","value":"FQ2 2026 record revenue of $7.91 billion","source":"Applied Materials release"},{"date":"2025-12-08","type":"partnership","value":"Assigned manufacturing, computing, and design-tool roles in Qolab's quantum-device program with HPE and Synopsys","source":"EE Times"}],"peers":[{"name":"KLA","rank":17,"slug":"kla","score":"96"},{"name":"Lasertec","rank":27,"slug":"lasertec","score":"94"},{"name":"Lam Research","rank":32,"slug":"lam-research","score":"93"},{"name":"ASM International","rank":41,"slug":"asm-international","score":"91"},{"name":"Aixtron","rank":44,"slug":"aixtron","score":"90.5"},{"name":"Tokyo Electron","rank":70,"slug":"tokyo-electron","score":"87"}],"stage":null,"state":"California","aliases":["AMAT","Applied","EPIC Center"],"country":"United States","domains":[{"why":"Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips.","list":"AI Infra 100","rank":11,"tier":"member","layer":"Semiconductor equipment, materials & critical inputs","total":98,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":10},"edition":"November 2026","segment":"Deposition, etch & metrology"}],"founded":null,"signals":[{"date":"2026-10-27","header":"AI infrastructure stocks rallied after Anthropic’s SEC filing.","outlet":"Caixin"},{"date":"2026-10-19","header":"Applied Materials unveiled its EPIC Center as a $5 billion investment.","outlet":"EE Times"},{"date":"2026-10-18","header":"Applied Materials will invest $5 billion in India over the next decade.","outlet":"Nikkei xTech"},{"date":"2026-10-16","header":"VanEck Semiconductor ETF fell 9.70% this week in a broad semiconductor selloff.","outlet":"Yicai"},{"date":"2026-10-15","header":"Applied Materials unveiled an AI chip development hub with TSMC and Intel.","outlet":"Tech in Asia"},{"date":"2026-10-14","header":"Applied Materials established and unveiled the EPIC Center, the world’s largest semiconductor process technology and equipment R&D center.","outlet":"The Elec"}],"website":"appliedmaterials.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Deposition, etch & metrology","domain":"AI Core","parent":"AI Infra · Semiconductor equipment, materials & critical inputs"}],"last_round":null,"updated_at":"2026-10-28T10:01:16.936+00:00","facts_total":19,"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.","sub_category":"Deposition, etch & metrology","signals_total":57,"url":"https://www.frontiertechintelligence.com/companies/applied-materials","title":"Applied Materials · ai core, Santa Clara, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips. AI Infra 100 rank 11 (score 98) 57 signals and 19 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}