Semiconductor Systems — Revenue
Business Segments · RevenueApplied Materials Semiconductor Systems — Revenue increased by 8.0% to $5.14B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 4.0%, from $5.36B to $5.14B. Over 2 years (FY 2023 to FY 2025), Semiconductor Systems — Revenue shows relatively stable performance with a 2.8% 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 reportedQ1 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
18 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $5.36B | $5.26B | $5.43B | $4.76B | $5.14B |
| 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% | +3.5% | -1.9% | +3.3% | -12.3% | +8.0% |
| YoY Change | — | — | — | +12.2% | +6.3% | +13.0% | +11.6% | -1.2% | — | -4.9% | -1.5% | +5.3% | +6.0% | +9.1% | +7.2% | +10.2% | -8.1% | -4.0% |
Range$3.97B – $5.43B
CAGR+6.3%
Avg YoY Growth+4.4%
Median YoY Growth+6.2%
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Frequently Asked Questions
- What is Applied Materials's semiconductor systems — revenue?
- Applied Materials (AMAT) reported semiconductor systems — revenue of $5.14B in Q1 2026.
- How has Applied Materials's semiconductor systems — revenue changed year-over-year?
- Applied Materials's semiconductor systems — revenue decreased by 4.0% year-over-year, from $5.36B to $5.14B.
- 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 2.8% compound annual growth rate (CAGR), from $19.70B to $20.80B.
- What does semiconductor systems — revenue mean?
- Total revenue generated from the sale of semiconductor manufacturing equipment.