Applied Materials AMAT Business Segments
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Applied Global Services | $1.67B+17.3% | $1.56B+15.2% | $1.63B-0.9% | $1.6B+1.3% | $1.42B-7.2% | |
| Semiconductor Systems | $5.97B+10.4% | $5.14B-8.1% | $4.76B-8.1% | $5.43B+10.2% | $5.4B+10.2% | |
| Concentration risk, percentage by Product | ||||||
| Dynamic random-access memory (DRAM) | 29%+2.0pp | 34%+7.0pp | —— | 22%-2.0pp | 27%-5.0pp | |
| Flash memory (NAND) | 4%-3.0pp | 4%0.0pp | —— | 9%+5.0pp | 7%+4.0pp | |
| Foundry, logic and other | 67%+1.0pp | 62%-7.0pp | —— | 69%-3.0pp | 66%+1.0pp | |
| Revenue by Geography | ||||||
| China | $2.09B+17.6% | $2.1B-6.6% | $1.96B-8.1% | $2.55B+18.3% | $1.77B-37.3% | |
| Europe | $347M+37.7% | $221M-33.0% | $220M-45.7% | $160M-52.8% | $252M-12.8% | |
| Japan | $623M+8.9% | $525M-2.8% | $448M-22.9% | $713M+28.5% | $572M+26.3% | |
| Korea | $1.57B+0.6% | $1.46B-12.5% | $1.22B+4.0% | $1.16B+5.3% | $1.56B+58.1% | |
| Southeast Asia | $185M+37.0% | $335M+17.1% | $460M+46.5% | $195M-54.4% | $135M-36.6% | |
| Taiwan | $2.16B+7.9% | $1.72B+45.6% | $1.83B+42.8% | $1.84B+60.5% | $2B+96.0% | |
| United States | $941M+16.5% | $656M-28.5% | $655M-43.2% | $683M-35.1% | $808M-5.3% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Applied Materials break its business down?
- Applied Materials (AMAT) reports revenue by business across 2 parts — Applied Global Services and Semiconductor Systems. Each is extracted from the segment footnotes and tracked over time.
- Where does Applied Materials's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Applied Materials's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
