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    {
      "type": "OVERVIEW",
      "text": "Applied Materials, Inc. is a materials-engineering company that supplies equipment and technologies used to manufacture semiconductors. Its Semiconductor Systems business serves chip fabrication, while Applied Global Services provides services, spare parts and factory-automation software to semiconductor manufacturers. The company describes its purpose as delivering “Material Innovation that changes the world.” [P75075533][P26432075][P84151669][P1958676][https://www.appliedmaterials.com/us/en/about.html]\n\nFor fiscal 2025, ended October 26, 2025, Applied Materials reported net revenue of $28.368 billion and approximately 36,500 regular full-time employees across 25 countries. Its facilities include manufacturing, research and development, offices and warehouses, with major operations in the United States, Singapore, Taiwan, Israel, China and India; its headquarters are in Santa Clara, California. Incorporated in 1967, the company is a Delaware corporation. [T9901715][P43305629][P28798399][P94221214][https://www.sec.gov/Archives/edgar/data/6951/000162828025056742/amat-20251026.htm]\n[P75075533][P26432075][P84151669][P1958676][T9901715][P43305629][P28798399][P94221214][https://www.appliedmaterials.com/us/en/about.html][https://www.sec.gov/Archives/edgar/data/6951/000162828025056742/amat-20251026.htm]",
      "updatedAt": "2026-10-04T09:31:49.786711Z"
    },
    {
      "type": "PRODUCTS",
      "text": "Applied Materials’ semiconductor equipment portfolio covers deposition, etch, planarization, patterning, process control, metrology, inspection and advanced packaging. Named systems include Endura PVD for metal deposition and interconnects, Producer CVD for chemical vapor deposition, and Centura Etch for silicon, metal and dielectric etching. Producer’s Twin Chamber architecture can process up to six wafers simultaneously. [https://www.appliedmaterials.com/us/en/semiconductor/products.html] [https://www.appliedmaterials.com/us/en/product-library/endura-pvd.html] [https://www.appliedmaterials.com/us/en/product-library/producer-cvd.html] [https://www.appliedmaterials.com/us/en/product-library/centura-etch.html] Its newer examples include Centris Spectral SiN ALD for deposition in high-aspect-ratio structures and Producer Selectra Mo Etch for selective molybdenum removal in 3D NAND. [https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-unveils-deposition-and-selective-etch-systems/]\n\nFor advanced packaging, Kinex combines cleaning, plasma activation, die-to-wafer hybrid bonding and in-situ metrology. Its inspection and metrology products include PrimeVision 10 eBeam Inspection, Enlight 3 Optical Inspection and PROVision 10 eBeam Metrology; the latter supports sub-nanometer imaging and measurement. [https://www.appliedmaterials.com/us/en/product-library/kinex-integrated-die-to-wafer-hybrid-bonding-system.html] [https://www.appliedmaterials.com/us/en/product-library/primevision-10-ebeam-inspection.html] [https://www.appliedmaterials.com/us/en/product-library/enlight-3-optical-inspection.html] [https://www.appliedmaterials.com/us/en/product-library/provision-10-ebeam-metrology.html] Its display equipment includes the MAX OLED Solution, which deposits and encapsulates OLED pixels using a maskless process, and AKT-PX PECVD for low-temperature polysilicon films used in display transistor arrays. [https://www.appliedmaterials.com/us/en/product-library/max-oled-solution.html] [https://www.appliedmaterials.com/us/en/product-library/akt-px-pecvd.html]\n\nApplied Global Services provides services, spare parts and factory-automation software for customers’ installed equipment, with offerings that include consulting, training and supply-chain programs. [P1958676] [https://www.appliedmaterials.com/us/en/service-solutions.html] [https://www.appliedmaterials.com/us/en/supply-chain-solutions.html] Company filings report revenue by business segment rather than by individual product or platform; the FY2026 Q3 filing also describes a change in segment classification for 200mm equipment. [P26432075] [P157793280]\n[P1958676][P26432075][P157793280][https://www.appliedmaterials.com/us/en/semiconductor/products.html][https://www.appliedmaterials.com/us/en/product-library/endura-pvd.html][https://www.appliedmaterials.com/us/en/product-library/producer-cvd.html][https://www.appliedmaterials.com/us/en/product-library/centura-etch.html][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-unveils-deposition-and-selective-etch-systems/][https://www.appliedmaterials.com/us/en/product-library/kinex-integrated-die-to-wafer-hybrid-bonding-system.html][https://www.appliedmaterials.com/us/en/product-library/primevision-10-ebeam-inspection.html][https://www.appliedmaterials.com/us/en/product-library/enlight-3-optical-inspection.html][https://www.appliedmaterials.com/us/en/product-library/provision-10-ebeam-metrology.html][https://www.appliedmaterials.com/us/en/product-library/max-oled-solution.html][https://www.appliedmaterials.com/us/en/product-library/akt-px-pecvd.html][https://www.appliedmaterials.com/us/en/service-solutions.html][https://www.appliedmaterials.com/us/en/supply-chain-solutions.html]",
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      "type": "GEOGRAPHY",
      "text": "Applied Materials’ FY2025 Form 10-K reports revenue of $28.368 billion by customer location: China $8.529 billion (30.1%); Taiwan $6.857 billion (24.2%); Korea $5.608 billion (19.8%); United States $3.063 billion (10.8%); Japan $2.273 billion (8.0%); Southeast Asia $1.076 billion (3.8%); and Europe $962 million (3.4%). Percentages are calculated from the reported regional revenue and rounded to one decimal; revenue outside the U.S. was 89.2%. [T4988890][https://ir.appliedmaterials.com/sec-filings/sec-filing/10-k/0001628280-25-056742]\n\nThe company’s facilities support offices, manufacturing, warehousing, and R&D, primarily in the United States, Singapore, Taiwan, Israel, China, and India. Its headquarters are in Santa Clara, California, and manufacturing is primarily in the United States, Singapore, Taiwan, and Israel. [T4988890] The company identifies U.S. production centers in Austin, Texas; Gloucester, Massachusetts; and Kalispell, Montana; its August 2025 manufacturing-footprint fact sheet also identifies Chandler, Arizona as under development. [https://www.appliedmaterials.com/content/dam/site/company/news/img/newsroom/2025/2025-08/aug-6/Applied-Materials-Mfg%20Footprint.pdf.coredownload.inline.pdf] In June 2026, Applied Materials described its Tampines, Singapore campus as supporting volume production, manufacturing, and R&D. [https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-expands-singapore-manufacturing-support-ai]\n\nAs of October 26, 2025, Applied Materials had approximately 36,500 regular full-time employees across 25 countries. The company reported employee residence shares of 46% in Asia-Pacific, 42% in North America, and 12% in Europe and the Middle East. [T4988890]\n[T4988890][https://ir.appliedmaterials.com/sec-filings/sec-filing/10-k/0001628280-25-056742][https://www.appliedmaterials.com/content/dam/site/company/news/img/newsroom/2025/2025-08/aug-6/Applied-Materials-Mfg%20Footprint.pdf.coredownload.inline.pdf][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-expands-singapore-manufacturing-support-ai]",
      "updatedAt": "2026-10-04T09:31:49.786711Z"
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    {
      "type": "SEGMENTS",
      "text": "In FY2025, Applied Materials reported two reportable segments: **Semiconductor Systems**, which provides semiconductor manufacturing equipment and processes including deposition, etch, thermal processing, CMP, metrology and inspection; and **Applied Global Services (AGS)**, which provides equipment services, spares, upgrades and automation software to support customer-factory performance. Semiconductor Systems generated $20.798 billion, approximately **73.3%** of company net revenue, while AGS generated $6.385 billion, approximately **22.5%**. [P26432075][P119012273][P39641756][P1958676][T13401060]\n\n**Corporate and Other** generated $1.185 billion, or approximately **4.2%** of FY2025 net revenue, but is not a reportable segment; it includes businesses such as Display and certain unallocated corporate items. Applied Materials also discusses markets such as foundry, logic and memory, but does not report them as separate segments. [P84151669][P50229060][P21619665][T13401060]\n[T13401060][T13401060][T13401060][T13401060][P26432075][P119012273][P39641756][P1958676][P84151669][P50229060][P21619665]",
      "updatedAt": "2026-10-04T09:31:49.786711Z"
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      "type": "HISTORY",
      "text": "Applied Materials was incorporated as Applied Materials Technology on November 10, 1967, and held its initial public offering in 1972. [https://ir.appliedmaterials.com/shareholder-services/investor-faqs/] In 1987 it shipped its first Precision 5000 CVD system, followed by the Endura metal-deposition platform in 1990. [https://www.appliedmaterials.com/us/en/newsroom/blogs/building-on-an-unmatched-foundation-of-cvd-innovation.html][https://ir.appliedmaterials.com/node/11616/pdf] The company began expanding into display manufacturing in the mid-1990s and announced a broad line of 300-mm production tools in 2000. [https://www.appliedmaterials.com/us/en/newsroom/blogs/celebrating-30-years-of-display-innovation.html][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-launches-industrys-broadest-300mm-product-line]\n\nApplied Materials expanded through acquisitions including Etec Systems in 2000, Applied Films in 2006, and Varian Semiconductor in 2011. [https://www.sec.gov/Archives/edgar/data/6951/000101287000002047/0001012870-00-002047.txt][https://ir.appliedmaterials.com/node/9756/pdf][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-completes-acquisition-varian-semiconductor/] James C. Morgan served as CEO until 2003, when Michael R. Splinter succeeded him; Gary E. Dickerson became president and CEO in 2013. [https://ir.appliedmaterials.com/static-files/e11f8073-17b1-41de-9053-59e1cb013a4e][https://ir.appliedmaterials.com/node/8841/pdf][https://investor.appliedmaterials.com/node/12036/pdf] In 2015, the company and Tokyo Electron abandoned their proposed merger after U.S. antitrust objections. [https://www.justice.gov/archives/opa/pr/applied-materials-inc-and-tokyo-electron-ltd-abandon-merger-plans-after-justice-department] Applied acquired Finnish atomic-layer-deposition company Picosun in 2022, broadening its technology portfolio for specialty chips. [https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-broadens-its-technology-portfolio-specialty/]\n[https://ir.appliedmaterials.com/shareholder-services/investor-faqs/][https://www.appliedmaterials.com/us/en/newsroom/blogs/building-on-an-unmatched-foundation-of-cvd-innovation.html][https://ir.appliedmaterials.com/node/11616/pdf][https://www.appliedmaterials.com/us/en/newsroom/blogs/celebrating-30-years-of-display-innovation.html][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-launches-industrys-broadest-300mm-product-line][https://www.sec.gov/Archives/edgar/data/6951/000101287000002047/0001012870-00-002047.txt][https://ir.appliedmaterials.com/node/9756/pdf][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-completes-acquisition-varian-semiconductor/][https://ir.appliedmaterials.com/static-files/e11f8073-17b1-41de-9053-59e1cb013a4e][https://ir.appliedmaterials.com/node/8841/pdf][https://investor.appliedmaterials.com/node/12036/pdf][https://www.justice.gov/archives/opa/pr/applied-materials-inc-and-tokyo-electron-ltd-abandon-merger-plans-after-justice-department][https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-broadens-its-technology-portfolio-specialty/]",
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