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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 (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.
Applied Materials (NASDAQ: AMAT) announced a quarterly cash dividend of $0.46 per share, payable on March 12, 2026 to shareholders of record as of Feb. 19, 2026. The dividend is part of the company’s capital allocation strategy and follows a 15% increase implemented in March 2025 (from $0.40 to $0.46), marking eight consecutive years of dividend increases.
In fiscal 2025, Applied returned nearly $6.3 billion to shareholders via dividends and repurchases and had approximately $14.0 billion remaining on its share repurchase authorization. Over the 10 fiscal years through 2025, the company’s dividend per share grew at a 16% CAGR and it distributed nearly 90% of free cash flow to shareholders.
Applied Materials (AMAT) announced that Brice Hill, senior vice president and chief financial officer, will participate in a fireside chat at the UBS Global Technology and AI Conference on Tuesday, Dec. 2, 2025 starting at 7:55 a.m. PT / 10:55 a.m. ET.
A live audio webcast will be available on the company's investor website at https://ir.appliedmaterials.com, with a replay posted the same day.