Business Segments · Revenue
Semiconductor Systems — Revenue
Applied Materials Semiconductor Systems — Revenue increased by 16.0% to $5.97B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.4%, from $5.40B to $5.97B. Over 2 years (FY 2023 to FY 2025), Semiconductor Systems — Revenue shows relatively stable performance with a 3.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ3 2017
Last reportedQ2 2026May 21, 2026
Rolls up toTotal Revenue
How to read this metric
An increase indicates higher demand for semiconductor manufacturing equipment and potential market share expansion.
Detailed definition
This represents the total net sales generated from the Semiconductor Systems segment, which designs and manufactures equ...
Peer comparison
Comparable to WFE revenue segments at peers like Lam Research or ASML.
Metric ID:
amat_segment_semiconductor_systems_revenueHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.97B | $4.45B | $4.57B | $4.46B | $4.73B | $5.16B | $4.98B | $4.68B | $4.88B | $4.91B | $4.90B | $4.92B | $5.18B | $5.60B | $5.40B | $5.43B | $4.76B | $5.14B | $5.97B |
| QoQ Change | — | +12.1% | +2.5% | -2.4% | +6.2% | +9.0% | -3.6% | -6.0% | +4.4% | +0.5% | -0.2% | +0.5% | +5.1% | +8.1% | -3.5% | +0.5% | -12.3% | +8.0% | +16.0% |
| YoY Change | — | — | — | +12.2% | +6.3% | +13.0% | +11.6% | -1.2% | — | -4.9% | -1.5% | +5.3% | +6.0% | +14.0% | +10.2% | +10.2% | -8.1% | -8.1% | +10.4% |
Range$3.97B – $5.97B
CAGR+9.5%
Avg YoY Growth+5.0%
Median YoY Growth+6.3%
Current Streak2 quarters growth
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Frequently Asked Questions
- What is Applied Materials's semiconductor systems — revenue?
- Applied Materials (AMAT) reported semiconductor systems — revenue of $5.97B in Q1 2026.
- How has Applied Materials's semiconductor systems — revenue changed year-over-year?
- Applied Materials's semiconductor systems — revenue increased by 10.4% year-over-year, from $5.40B to $5.97B.
- What is the long-term trend for Applied Materials's semiconductor systems — revenue?
- Over 2 years (2023 to 2025), Applied Materials's semiconductor systems — revenue has grown at a 3.7% compound annual growth rate (CAGR), from $19.70B to $21.19B.
- What does semiconductor systems — revenue mean?
- Total revenue generated from the sale of semiconductor manufacturing equipment.