What is Applied Materials's semiconductor systems — gross margin?

Applied Materials (AMAT) reported semiconductor systems — gross margin of 54.7% in Q1 2026.

How has Applied Materials's semiconductor systems — gross margin changed year-over-year?

Applied Materials's semiconductor systems — gross margin increased by 2.2% year-over-year, from 53.5% to 54.7%.

What does semiconductor systems — gross margin mean?

The percentage of revenue retained after accounting for direct production costs.

Semiconductor Systems — Gross margin

Applied Materials Semiconductor Systems — Gross margin increased by 0.7% to 54.7% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.2%, from 53.5% to 54.7%. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment

CategoryProfitability

SignalHigher is better

VolatilityStable

First reportedQ1 2023

Last reportedQ2 2026May 21, 2026

How to read this metric

An increasing margin suggests improved product mix, better pricing, or reduced manufacturing costs.

Detailed definition

This is the gross profit expressed as a percentage of the Semiconductor Systems segment revenue. It provides a normalize...

Peer comparison

Standard margin metric used to compare profitability across semiconductor equipment peers.

Metric ID: amat_segment_semiconductor_systems_gross_margin

Historical Data

12 periods

	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	13%	13%	13%	13%	13.2%	13.2%	13.2%	13.2%	53.4%	53.5%	54.3%	54.7%
QoQ Change	—	+0.0%	+0.0%	+0.0%	+1.7%	+0.0%	+0.0%	+0.0%	+303.8%	+0.2%	+1.5%	+0.7%
YoY Change	—	—	—	—	+1.7%	+1.7%	+1.7%	+1.7%	+303.8%	+304.5%	+1.7%	+2.2%

Range13% – 54.7%

CAGR+68.6%

Avg YoY Growth+77.4%

Median YoY Growth+1.7%

Current Streak11+ quarters growth

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Frequently Asked Questions

What is Applied Materials's semiconductor systems — gross margin?: Applied Materials (AMAT) reported semiconductor systems — gross margin of 54.7% in Q1 2026.
How has Applied Materials's semiconductor systems — gross margin changed year-over-year?: Applied Materials's semiconductor systems — gross margin increased by 2.2% year-over-year, from 53.5% to 54.7%.
What does semiconductor systems — gross margin mean?: The percentage of revenue retained after accounting for direct production costs.