Applied Materials posts 25-year margin high as agentic AI drives equipment boom

Jingyue Hsiao

, DIGITIMES Asia, Taipei

May 15, 2026, 08:37 0

Credit: DIGITIMES

Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the global build-out of artificial intelligence (AI) infrastructure.

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