Discontinued — last reported Q4 '25
Semiconductor Systems — Net revenue
Applied Materials Semiconductor Systems — Net revenue decreased by 5.3% to $5.14B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 4.0%, from $5.36B to $5.14B. Over 3 years (FY 2021 to FY 2024), Semiconductor Systems — Net revenue shows an upward trend with a 6.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates strong demand for semiconductor production capacity, while a decrease may signal cyclical downturns in the chip industry.
Detailed definition
This metric represents the total gross sales generated by the semiconductor manufacturing equipment division after accou...
Peer comparison
Comparable to 'Equipment Revenue' or 'Systems Revenue' reported by major semiconductor capital equipment peers like Lam Research or ASML.
amat_segment_semiconductor_systems_net_revenueHistorical Data
| Q1 '21 | Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.97B | $4.45B | $4.31B | $4.57B | $4.46B | $4.73B | $5.04B | $5.16B | $4.98B | $4.68B | $4.88B | $4.91B | $4.90B | $4.92B | $5.18B | $5.36B | $5.26B | $5.43B | $5.14B |
| QoQ Change | — | +12.1% | -3.3% | +6.0% | -2.4% | +6.2% | +6.4% | +2.5% | -3.6% | -6.0% | +4.4% | +0.5% | -0.2% | +0.5% | +5.1% | +3.5% | -1.9% | +3.3% | -5.3% |
| YoY Change | — | — | — | — | +12.2% | +6.3% | +17.0% | +13.0% | +11.6% | -1.2% | -3.1% | -4.9% | -1.5% | +5.3% | +6.0% | +9.1% | +7.2% | +10.2% | -4.0% |
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Frequently Asked Questions
- What is Applied Materials's semiconductor systems — net revenue?
- Applied Materials (AMAT) reported semiconductor systems — net revenue of $5.14B in Q4 2025.
- How has Applied Materials's semiconductor systems — net revenue changed year-over-year?
- Applied Materials's semiconductor systems — net revenue decreased by 4.0% year-over-year, from $5.36B to $5.14B.
- What is the long-term trend for Applied Materials's semiconductor systems — net revenue?
- Over 3 years (2021 to 2024), Applied Materials's semiconductor systems — net revenue has grown at a 6.9% compound annual growth rate (CAGR), from $16.29B to $19.91B.
- What does semiconductor systems — net revenue mean?
- Total revenue generated specifically from the sale of semiconductor manufacturing equipment.