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Applied Materials UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Market outlook and industry drivers
AI is a significant tailwind, driving demand for energy-efficient compute and leading-edge logic, with strong growth expected in the second half of the year and into 2026.
DRAM and high bandwidth memory (HBM) are also key growth areas, closely tied to AI data center expansion and advanced packaging needs.
Mature node technologies (ICAPS) are expected to experience some digestion, with growth concentrated in leading-edge and DRAM segments.
Approximately 15% of leading-edge logic and DRAM capacity is now oriented toward AI data center products, growing at a mid-30% CAGR.
Semiconductor demand is seen as secular, with AI as a major but not sole driver; data center growth is outpacing PCs and smartphones.
Capacity, supply chain, and customer trends
Customers are planning capacity additions, especially for leading-edge nodes, with most new installations expected in the second half of the calendar year.
Supply chain coordination is critical, involving over 2,000 direct suppliers to align with customer roadmaps.
Factory build and install schedules are customer-dependent, contributing to variability in demand timing.
China market and trade dynamics
Trade restrictions in China have led to a share loss of about 1–2 percentage points, with restricted access to certain customers more than doubling from 2024 to 2025.
The BIS affiliates rule revocation provides a year reprieve, potentially increasing orders beyond the previously estimated $600 million.
Purpose-built, cost-reduced platforms are being developed for mature nodes and power applications, enhancing competitiveness in China and globally.
China WFE is expected to be down due to excess capacity and low utilization in ICAPS nodes, though actual demand has historically exceeded forecasts.
AMAT's alternative to gigawatt WFE metric
Impact of cost-reduced tools on China TCO
Sustainability of pricing-driven gross margin gains
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Next Applied Materials earnings date
Q1 202612 Feb, 2026
Next Applied Materials earnings date
Q1 202612 Feb, 2026
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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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