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Applied Materials (AMAT) investor relations material
Applied Materials Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025
Industry trends and growth drivers
AI and robotics are seen as the largest productivity accelerators, driving demand for compute and innovation across the semiconductor industry.
The industry is expected to reach $1 trillion by 2030, with growth led by leading edge foundry logic, compute memory (DRAM, high-bandwidth memory), and advanced packaging.
Market concentration is high, with a few customers dominating leading edge and memory segments, making first-to-market innovation crucial.
Materials innovation is increasingly central to enabling power, performance, and area scaling improvements.
Over 100 fabs are being built globally, with capital intensity and spending shifting toward materials innovation.
Company strategy and market positioning
Six consecutive years of revenue growth, with about 30% of revenue from integrated platforms critical for technology inflections.
Deep co-innovation relationships with customers, working on technology nodes a decade into the future.
Leadership in enabling architecture inflections such as gate-all-around, backside power, and new DRAM/packaging architectures.
Strong market share in leading edge foundry logic, DRAM, high-bandwidth memory, and advanced packaging.
Service business exceeds $6 billion run rate, growing at a double-digit CAGR, with two-thirds under long-term subscription agreements.
Segment and regional outlooks
iCAPS (IoT, communication, auto, power, sensors) is in a digestion phase after heavy investment, with mid to high single-digit growth expected longer term.
China is experiencing similar digestion in iCAPS, with export controls limiting near-term opportunities but positive long-term outlook where competition is allowed.
U.S. onshoring and government incentives are driving domestic fab investments, benefiting both equipment and service businesses.
Leading edge foundry logic and compute memory are expected to outperform, with data center wafer starts projected to surpass PCs and smartphones.
Explain the ICAPS market digestion period?
Advanced packaging growth drivers and targets
How Applied gains DRAM/HBM market share?
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Next Applied Materials earnings date
Q4 202513 Nov, 2025
Next Applied Materials earnings date
Q4 202513 Nov, 2025
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Frequently asked questions
Semiconductor Suppliers
Applied Materials is an American company with global operations that manufactures and supplies equipment, associated services, and software for semiconductors. It also supplies equipment that makes it possible to manufacture coatings for electronics and packaging. The company is one of the largest suppliers of semiconductor equipment in the world and is therefore, unsurprisingly, an important player in the global semiconductor industry. Applied Materials operates in three different business sectors: Semiconductor Products, Display and Adjacent Markets, and Global Services. It is headquartered in Santa Clara, California, and its shares are traded on the Nasdaq.
The Company’s Journey
Applied Materials was founded in 1967 and began in a small office in Santa Clara, California, with its initial focus on manufacturing equipment for the burgeoning semiconductor industry.
The 1970s marked a period of significant growth for Applied Materials as the demand for semiconductors surged due to the rise of the personal computer. In the 1980s and 1990s, Applied Materials continued to grow, both organically and through strategic acquisitions, expanding its reach globally. Entering the 21st century, Applied Materials broadened its focus beyond the semiconductor sector. Today, the company is one of the leaders in semiconductor equipment together with companies such as ASML, Lam Research, and KLA.
Semiconductor Products
Applied Materials' Semiconductor Products segment is a cornerstone of its business and the leading source of revenue. This arm of the business focuses on providing advanced equipment and services for semiconductor chip manufacturing. This includes tools for deposition, etching, ion implantation, rapid thermal processing, and wafer inspection. These technologies are crucial for creating the intricate structures found in modern microchips, which are essential components in a wide range of electronic devices. The segment's offerings are aimed to meet the needs in various stages of the semiconductor production process and enable the creation of smaller, more powerful, and energy-efficient chips.
Further reading: Understanding the Semiconductor Value Chain: Key Players & Dynamics
Display and Adjacent Markets and Global Services
The company’s Display and Adjacent Markets division focuses on providing equipment used in the manufacture of flat panel displays, such as those for TVs, smartphones, and tablets. This involves technologies for depositing and etching materials on glass and flexible substrates, essential for producing high-resolution screens.
The Global Services segment complements this by offering comprehensive services and support, including upgrades, maintenance, and consulting, to optimize the performance and productivity of manufacturing equipment.
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