Semiconductor Systems — Inventories
Business Segments · InventoriesApplied Materials Semiconductor Systems — Inventories increased by 17.5% to $4.05B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.2%, from $3.54B to $4.05B.
Analysis
StatementSegment
CategoryEfficiency
SignalContext dependent
VolatilityModerate
First reportedQ4 2023
Last reportedQ1 2026
Rolls up toInventories
How to read this metric
Rising inventory levels may signal anticipated demand growth or supply chain bottlenecks, whereas falling levels could indicate strong sales or potential supply shortages.
Detailed definition
This reflects the value of raw materials, work-in-progress, and finished goods held by the Semiconductor Systems segment...
Peer comparison
Comparable to inventory levels at other large-scale capital equipment manufacturers with complex global supply chains.
Metric ID:
amat_segment_semiconductor_systems_inventoriesHistorical Data
5 periods
| Q4 '23 | Q4 '24 | Q1 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|
| Value | $3.43B | $2.99B | $3.54B | $3.44B | $4.05B |
| QoQ Change | — | -13.0% | +18.6% | -2.8% | +17.5% |
| YoY Change | — | -13.0% | — | +15.3% | +14.2% |
Range$2.99B – $4.05B
CAGR+17.9%
Avg YoY Growth+5.5%
Median YoY Growth+14.2%
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Frequently Asked Questions
- What is Applied Materials's semiconductor systems — inventories?
- Applied Materials (AMAT) reported semiconductor systems — inventories of $4.05B in Q1 2026.
- How has Applied Materials's semiconductor systems — inventories changed year-over-year?
- Applied Materials's semiconductor systems — inventories increased by 14.2% year-over-year, from $3.54B to $4.05B.
- What does semiconductor systems — inventories mean?
- The total value of all materials and finished equipment held in stock by the semiconductor systems business.