Applied Materials AMAT Business Segments
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Applied Global Services | $1.67B+6.8% | $1.56B-4.1% | $1.63B+1.6% | $1.6B+12.7% | $1.42B+5.0% | |
| Semiconductor Systems | $5.97B+16.0% | $5.14B+8.0% | $4.76B-12.3% | $5.43B+0.5% | $5.4B-3.5% | |
| Concentration risk, percentage by Product | ||||||
| Dynamic random-access memory (DRAM) | 29%-5.0pp | 34%— | —— | 22%-5.0pp | 27%0.0pp | |
| Flash memory (NAND) | 4%0.0pp | 4%— | —— | 9%+2.0pp | 7%+3.0pp | |
| Foundry, logic and other | 67%+5.0pp | 62%— | —— | 69%+3.0pp | 66%-3.0pp | |
| Revenue by Geography | ||||||
| China | $2.09B-0.4% | $2.1B+6.7% | $1.96B-22.9% | $2.55B+43.6% | $1.77B-20.9% | |
| Europe | $347M+57.0% | $221M+0.5% | $220M+37.5% | $160M-36.5% | $252M-23.6% | |
| Japan | $623M+18.7% | $525M+17.2% | $448M-37.2% | $713M+24.7% | $572M+5.9% | |
| Korea | $1.57B+7.8% | $1.46B+19.6% | $1.22B+5.1% | $1.16B-25.7% | $1.56B-6.3% | |
| Southeast Asia | $185M-44.8% | $335M-27.2% | $460M+136% | $195M+44.4% | $135M-52.8% | |
| Taiwan | $2.16B+25.1% | $1.72B-6.1% | $1.83B-0.5% | $1.84B-7.7% | $2B+68.8% | |
| United States | $941M+43.4% | $656M+0.2% | $655M-4.1% | $683M-15.5% | $808M-11.9% |
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.
