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Applied Materials reports record revenue beats but faces margin pressure from intensifying competition in semiconductor equipment.

Indicates a maturing fabrication supply chain where pricing power is shifting from equipment vendors to integrated chip manufacturers.
Trade pressSlicast · August 16, 2026 at 16:00 UTC · US · Source: CryptoDaily
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CommentaryApplied Materials Q3 2026 Results: Record $9.12 Billion Quarter and the China Risk Overhang
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Applied Materials reports record revenue beats… · Slicast