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Fab & Manufacturing

Semiconductor manufacturing, fab equipment, lithography, and advanced packaging.

Analysis

Applied Materials Q1 FY2026: AI Demand Lifts Outlook Across Logic, HBM, and Packaging

Applied Materials delivered strong Q1 results fueled by AI computing investment. Management expects Semiconductor Systems business to grow more than 20% in calendar 2026.

Brendan Burke · Feb 17, 2026 · 1 min