Home › Headlines › ReportHeadlines · ReportSurging AI Chip Equipment Demand and Upbeat Q3 Outlook Could Be A Game Changer For Applied Materials (AMAT) - simplywall.stTrade pressSlicast · July 25, 2026 at 19:33 UTC · US · Source: simplywall.stimportance 50Read the originalShareCompanies in this storyApplied MaterialsCapex history →In-depth analysisCommentaryApplied Materials Q3 2026 Results: Record $9.12 Billion Quarter and the China Risk OverhangRelated reportsHeadlinesApplied Materials Rose 15% on Thursday and Is Still More Than 30% Below Its High. It Reports on Aug. 13. - Yahoo Finance2026-08-02HeadlinesApplied Materials posts record Q2 revenue $7.91B, raises 2026 growth outlook above 30%. - Pluang2026-08-02Chips & HardwareApplied Materials, Lam Research, ASML, and KLA report AI chip boom stretching semiconductor equipment lead times, with supply bottlenecks projected through 20282026-07-28Chips & HardwareApplied Materials stock trades near record as semiconductor equipment demand surges on AI chip capacity scaling.2026-07-21Chips & HardwareApplied Materials vs. KLA: analysts debate which semiconductor equipment vendor better positioned for AI fab capacity buildout.2026-07-20