Welcome to our dedicated page for Applied Matls news (Ticker: AMAT), a resource for investors and traders seeking the latest updates and insights on Applied Matls stock.
Applied Materials, Inc. (NASDAQ: AMAT) generates a steady flow of news that reflects its role in semiconductor and advanced display manufacturing, AI infrastructure and capital markets activity. Company updates frequently highlight how its materials engineering solutions support advanced logic, DRAM, high-bandwidth memory and complex 3D chip architectures that underpin AI computing.
Investors following AMAT news can expect regular earnings announcements, where the company reports quarterly and annual results, segment performance for Semiconductor Systems, Applied Global Services and display-related activities, and management’s commentary on technology inflections, demand trends and regulatory impacts. These releases often include non-GAAP reconciliations and business outlook ranges for upcoming quarters.
Applied Materials also issues news about product and technology introductions. Recent examples include the Kinex die-to-wafer hybrid bonding system, the Centura Xtera epitaxy system for Gate-All-Around transistors at advanced nodes, and the PROVision 10 eBeam metrology system for complex 3D chips. Such announcements provide insight into how the company is addressing challenges in hybrid bonding, epitaxial growth and nanoscale metrology for next-generation devices.
Another recurring theme in AMAT news is strategic collaboration and ecosystem development. The company has announced a partnership with GlobalFoundries to establish a waveguide fabrication facility in Singapore for AI-driven photonics and augmented reality applications. It has also described its role in U.S. semiconductor manufacturing initiatives, including supplying American-made equipment from its Austin facility and investing in a new advanced manufacturing site in Arizona.
News items additionally cover capital allocation and financing, such as cash dividend declarations, share repurchase activity, new credit agreements and public offerings of senior unsecured notes. Conference participation and investor event webcasts are also regularly announced. This news page aggregates these developments so readers can review AMAT’s operational, technological and financial updates in one place.
Applied Materials (NASDAQ: AMAT) announced a 15% increase in its quarterly cash dividend, raising the payout from $0.46 to $0.53 per share, payable June 11, 2026 to shareholders of record on May 21, 2026.
This is the ninth consecutive annual increase; the company says the dividend per share has more than doubled since four years ago and reflects an 18% compound annual growth rate over the past decade. Over ten fiscal years, Applied says it has returned nearly 90% of free cash flow to shareholders via dividends and share repurchases.
Applied Materials (NYSE: AMAT) and SK hynix announced a long-term R&D collaboration to accelerate next-generation DRAM and HBM innovations at Applied’s new EPIC Center in Silicon Valley.
The agreement makes SK hynix a founding partner, establishes co-innovation programs in materials, process integration and 3D advanced packaging, and ties to Applied’s $5 billion EPIC Center investment.
Applied Materials (NYSE: AMAT) and Micron Technology announced a partnership to co-develop next-generation DRAM, high-bandwidth memory (HBM) and NAND storage optimized for energy-efficient AI systems. Collaboration will use Applied’s new $5 billion EPIC Center in Silicon Valley and Micron’s R&D hub in Boise, Idaho to accelerate lab-to-fab commercialization and advanced packaging for high-bandwidth, low-power memory.
Applied Materials (NASDAQ: AMAT) announced its 2026 Supplier Excellence Awards on February 24, 2026, recognizing 12 suppliers for outstanding technical and operational performance.
Awards highlighted strengths in quality, service, sustainability, lead time, delivery, cost and responsiveness, reflecting deeper supplier collaboration amid AI-driven semiconductor demand.
Applied Materials (NASDAQ: AMAT) said members of senior management will appear at two investor conferences in March 2026 and provide live audio webcasts and same-day replays.
Dr. Prabu Raja will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026 at 3:20 p.m. PT / 6:20 p.m. ET. Brice Hill will speak at the Cantor Fitzgerald Global Technology & Industrial Growth Conference on March 10, 2026 at 5:40 a.m. PT / 8:40 a.m. ET. Both sessions will be webcast at the company investor site.
Applied Materials (NASDAQ: AMAT) reported Q1 FY2026 revenue of $7.01 billion, down 2% year‑over‑year, GAAP EPS of $2.54 and non‑GAAP EPS of $2.38. GAAP gross margin was 49.0%; operating income was $1.83 billion. The company generated $1.69 billion cash from operations and returned $702 million to shareholders via buybacks and dividends. Management projects Q2 revenue of $7.65 billion ± $500 million and non‑GAAP diluted EPS of $2.64 ± $0.20.
Applied Materials (NASDAQ: AMAT) reached a civil settlement with the U.S. Department of Commerce, resolving BIS allegations about certain China shipments from Nov. 2020 to July 2022. The company agreed to pay $252.5 million, and the Department of Justice and SEC have closed related investigations without action.
Applied said the resolution concludes the U.S. government review and allows the company to focus on its technology roadmap and export‑control compliance.
Applied Materials (NYSE: AMAT) announced that Samsung Electronics will join its new $5 billion EPIC Center in Silicon Valley as a founding member. The EPIC Center offers more than 180,000 sq ft of cleanroom space and is on track to be operational in spring 2026. The facility is designed to accelerate commercialization by enabling parallel R&D, targeting atomic-scale materials and process innovations for advanced logic and memory multiple nodes ahead of current technology.
The collaboration aims to shorten traditional 10–15 year development cycles and speed deployment of next-generation patterning, etch and deposition technologies.
Applied Materials (NASDAQ:AMAT) introduced three chipmaking systems—Viva radical treatment, Sym3 Z Magnum etch, and Spectral ALD—that target 2nm and beyond GAA transistors to boost energy-efficient AI compute. Key advances include angstrom-level nanosheet smoothing, PVT2 plasma etch for precise 3D trenches, and molybdenum contacts that lower resistance.
The systems are being adopted by leading logic foundries and aim to improve transistor switching, uniformity, and interconnect resistance for next-generation AI chips.
Applied Materials (NASDAQ: AMAT) will report fiscal first quarter 2026 and hold an earnings conference call on Thursday, Feb. 12, 2026 at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at the company's investor site and a replay will be available the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT.