Semiconductor Systems — Accounts receivable
Business Segments · Accounts receivableApplied Materials Semiconductor Systems — Accounts receivable decreased by 1.2% to $3.69B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 22.8%, from $4.78B to $3.69B. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryLiquidity
SignalLower is better
VolatilityModerate
First reportedQ4 2023
Last reportedQ1 2026
Rolls up toAccounts Receivable
How to read this metric
An increasing balance relative to sales may indicate slower customer payments or potential credit risk, while a decreasing balance suggests efficient collection cycles.
Detailed definition
This represents the balance of payments owed to the Semiconductor Systems segment by customers for wafer fabrication equ...
Peer comparison
Standard across the semiconductor equipment industry, reflecting the typical payment terms offered to large foundry and logic chipmaker customers.
Metric ID:
amat_segment_semiconductor_systems_accounts_receivableHistorical Data
5 periods
| Q4 '23 | Q4 '24 | Q1 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|
| Value | $3.94B | $3.82B | $4.78B | $3.73B | $3.69B |
| QoQ Change | — | -3.2% | +25.2% | -21.9% | -1.2% |
| YoY Change | — | -3.2% | — | -2.2% | -22.8% |
Range$3.69B – $4.78B
CAGR-6.5%
Avg YoY Growth-9.4%
Median YoY Growth-3.2%
Current Streak2 quarters decline
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Frequently Asked Questions
- What is Applied Materials's semiconductor systems — accounts receivable?
- Applied Materials (AMAT) reported semiconductor systems — accounts receivable of $3.69B in Q1 2026.
- How has Applied Materials's semiconductor systems — accounts receivable changed year-over-year?
- Applied Materials's semiconductor systems — accounts receivable decreased by 22.8% year-over-year, from $4.78B to $3.69B.
- What does semiconductor systems — accounts receivable mean?
- The total amount of money owed to the semiconductor equipment segment by customers for products already delivered.