Applied Materials Semiconductor Systems — D&A increased by 24.7% to $101.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 38.4%, from $73.00M to $101.00M.
An increase may indicate significant recent capital investments in manufacturing capacity, while a decrease could suggest aging assets or reduced investment in the segment's infrastructure.
This represents the non-cash expense allocated to the Semiconductor Systems segment for the wear and tear of tangible as...
Comparable to depreciation and amortization charges reported by other capital-intensive semiconductor equipment manufacturers like Lam Research or ASML.
amat_segment_semiconductor_systems_depreciation_and_amortization| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $58.75M | $58.75M | $58.75M | $58.75M | $42.00M | $42.00M | $42.00M | $42.00M | $69.00M | $73.00M | $81.00M | $101.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -28.5% | +0.0% | +0.0% | +0.0% | +64.3% | +5.8% | +11.0% | +24.7% |
| YoY Change | — | — | — | — | -28.5% | -28.5% | -28.5% | -28.5% | +64.3% | +73.8% | +17.4% | +38.4% |