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Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive

Chia-Han Lee, Taipei; Levi Li, DIGITIMES Asia Friday 14 November 2025 0

Credit: AFP

Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast. The company warned that widening US export controls could curb China's...

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