Applied Materials Semiconductor Systems — Accounts receivable increased by 30.7% to $4.82B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.1%, from $4.93B to $4.82B. This increase may warrant attention — for this metric, lower values are generally preferred.
An increasing balance relative to sales may indicate slower customer payments or potential credit risk, while a decreasing balance suggests efficient collection cycles.
This represents the balance of payments owed to the Semiconductor Systems segment by customers for wafer fabrication equ...
Standard across the semiconductor equipment industry, reflecting the typical payment terms offered to large foundry and logic chipmaker customers.
amat_segment_semiconductor_systems_accounts_receivable| Q4 '23 | Q4 '24 | Q1 '25 | Q2 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|
| Value | $3.94B | $3.82B | $4.78B | $4.93B | $3.73B | $3.69B | $4.82B |
| QoQ Change | — | -3.2% | +25.2% | +3.1% | -24.2% | -1.2% | +30.7% |
| YoY Change | — | -3.2% | — | — | -2.2% | -22.8% | -2.1% |