Welcome to our dedicated page for Applied Materials news (Ticker: AMAT), a resource for investors and traders seeking the latest updates and insights on Applied Materials stock.
Applied Materials Inc. develops materials engineering equipment and process technologies used in semiconductor manufacturing and advanced displays. News about AMAT centers on chipmaking systems for atomic-scale deposition, Gate-All-Around logic, DRAM and high-bandwidth memory, 3D advanced packaging, and process control for AI and high-performance computing devices.
Company updates also cover EPIC Center collaborations with chipmakers and ecosystem partners, commercialization pathways from R&D to high-volume manufacturing, quarterly earnings communications, dividend actions, capital allocation, and investor-conference participation.
Applied Materials (NASDAQ: AMAT) announced that senior executives will speak at two upcoming investor conferences. CFO Brice Hill will join a fireside chat at the Citi 2026 Global TMT Conference on Sept. 8, and CEO Gary Dickerson will appear at the Goldman Sachs Communacopia + Technology Conference on Sept. 9. Live audio webcasts and same-day replays will be accessible via the company’s investor relations website.
Applied Materials (NASDAQ: AMAT) reported record Q3 FY2026 revenue of $9.12 billion, up 25% year over year. GAAP gross margin was 50.3%, operating income $3.08 billion (33.7% margin), and GAAP EPS $3.17, up 43%. Non-GAAP EPS reached a record $3.50, up 41%, with non-GAAP operating margin of 34.0%.
The company generated record operating cash flow of $3.04 billion and non-GAAP free cash flow of $2.33 billion (+14%), returning $860 million via buybacks and dividends. Q4 FY2026 guidance calls for revenue of $10.25 billion ± $0.5 billion and non-GAAP diluted EPS of $4.02 ± $0.20. Semiconductor Systems revenue was $7.04 billion with a 37.7% operating margin; Applied Global Services revenue was $1.78 billion with a 30.1% operating margin. Applied highlighted multiple new DRAM, 3D NAND, and advanced packaging systems, expanded EPIC Center partnerships, a new $500 million Singapore campus, and a joint development agreement for next-generation smart eyewear.
Applied Materials (NASDAQ: AMAT) announced that the University of California, Berkeley will join its Silicon Valley-based EPIC (Equipment and Process Innovation and Commercialization) Center as a research collaborator. UC Berkeley faculty and students will work alongside Applied scientists and engineers on semiconductor materials and process innovations that underpin AI computing.
The EPIC Center provides university researchers access to industry-scale chipmaking tools to speed validation and transfer of ideas into manufacturing. According to Applied Materials, the EPIC Center represents the largest-ever U.S. investment in advanced semiconductor equipment R&D and is on track to become operational in 2026.
Applied Materials (NASDAQ: AMAT) announced it will hold its fiscal third quarter 2026 earnings conference call on Thursday, Aug. 13, 2026, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at the company’s investor relations website, with a replay available the same day by 8:00 p.m. ET / 5:00 p.m. PT.
Applied Materials (AMAT) announced a suite of new systems to accelerate DRAM and advanced packaging for AI chips. The portfolio spans epitaxy, CMP, deposition and eBeam to enable high-bandwidth memory (HBM), 3D stacking and chiplet architectures.
Key launches include an enhanced Centura Prime Epi tool with a 20% smaller footprint, new Opta Quad CMP, Nokota VMax 2 ECD and Producer Avila 2 PECVD systems, plus VeritySEM 7AP CD metrology and SEMVision G7AP defect analysis for advanced packaging fabs.
Applied Materials (AMAT) introduced SENZ™, an integrated ambient visual platform for AI-powered next-generation smart glasses. The system combines waveguide optics, light engine, sensing, vision correction and electronic dimming in one co-optimized solution.
SENZ aims to reduce time-to-market, simplify manufacturing and enable flexible smart-glasses designs through partnerships with GlobalFoundries, Qualcomm Technologies and EssilorLuxottica.
Applied Materials (NASDAQ:AMAT) and EssilorLuxottica signed a long-term joint development agreement to advance augmented reality and AI-powered smart eyewear optics. The partners will co-develop waveguides, adaptive lens systems and materials innovations at a dedicated collaboration lab on Applied Materials’ Silicon Valley campus.
Applied Materials (AMAT) introduced two chipmaking systems to improve precision processing in deep, narrow 3D logic and memory structures for next-generation AI chips. The Centris Spectral SiN ALD system targets uniform silicon nitride deposition, while Producer Selectra Mo Etch enables selective molybdenum removal for 3D NAND wordline separation.
Both systems are used by leading chipmakers at advanced nodes, aiming to enhance device performance, energy efficiency, yield and manufacturability across GAA transistors, DRAM and high-layer-count 3D NAND applications.
Applied Materials (AMAT) is expanding manufacturing and R&D in Singapore with a new US$500 million Tampines Campus, more than doubling its advanced cleanroom capacity there to support AI chip demand.
The volume-production facility adds AI-enabled automation, advanced sustainability features and is part of a broader strategy that has nearly doubled global manufacturing capacity, including major U.S. investments and a planned US$5 billion EPIC R&D Center.
Applied Materials (NASDAQ: AMAT) declared a quarterly cash dividend of $0.53 per share on its common stock, payable Sept. 10, 2026 to shareholders of record on Aug. 20, 2026.
The company highlights nine consecutive years of dividend increases, a 10-year dividend CAGR of 18%, and extensive capital returns through dividends and share repurchases.