Applied is the broadest WFE supplier with leadership in epi, CMP, ion implant, and PVD. Gate-all-around transition and HBM growth drive content per wafer expansion. ICAPS franchise (China/legacy nodes) provides cyclical buffer though under export control pressure. Largest service business in WFE compounds steadily.
Thesis reviewed May 29, 2026
Applied Materials, Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Semiconductors1WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| STM | STMicroelectronics N.V. | 11 | +12% | ↓90% | NEUTRAL |
| ARM | Arm Holdings plc | 11 | +17% | ↓90% | EARLY |
| UMC | United Microelectronics Corporation | 11 | +7% | ↓90% | NEUTRAL |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | ↓90% | NEUTRAL |
| AMAT | Applied Materials, Inc. | 11 | +14% | ↓90% | EARLY |
| MU | Micron Technology, Inc. | 11 | +16% | ↓90% | EARLY |
| WOLF | Wolfspeed Inc. | 11 | -29% | ↓90% | AVOID |
Investors who hold AMAT may also have indirect exposure through these country funds.
AMAT GAA-related tool revenue inflection
HBM equipment orders up 80% YoY
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jared MoskowitzFL | Buy | $1k–$15k | Jul 13, 26 | ||
| John J Mr McGuireVA | Buy | $1k–$15k | Jul 15, 26 | ||
| Thomas H Tuberville | Sell | $1k–$15k | Mar 8, 24 | ||
| Jared MoskowitzFL | Buy | $1k–$15k | Jun 18, 26 | ||
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| Dan NewhouseWA | Sell | $1k–$15k | Jul 10, 26 | ||
| Donald J. TrumpFL | R | Buy | $100k–$100k | Mar 12, 26 | +3.2% |
| Donald J. TrumpFL | R | Buy | $1.0M–$1.0M | Feb 10, 26 | +3.2% |
| Donald J. TrumpFL | R | Buy | $250k–$250k | Mar 2, 26 | +3.2% |
| Donald J. TrumpFL | R | Buy | $100k–$100k | Mar 11, 26 | +3.2% |
| John Boozman | Sell | $1k–$15k | Feb 27, 26 | +38.8% | |
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | +38.0% | |
| Angus S King, Jr. | Buy | $1k–$15k | Jul 21, 25 | +177.2% | |
| Markwayne Mullin | Buy | $15k–$50k | Jan 2, 24 | +140.6% | |
| Markwayne Mullin | Buy | $15k–$50k | May 13, 25 | +162.4% | |
| John Boozman | Sell | $1k–$15k | Apr 16, 25 | +161.1% | |
| Markwayne Mullin | Sell | $50k–$100k | Apr 8, 25 | +170.6% | |
| John Boozman | Buy | $1k–$15k | Mar 19, 25 | +230.8% | |
| Ashley Moody | Buy | $100k–$250k | Jan 22, 25 | +164.4% | |
| John Boozman | Sell | $1k–$15k | Dec 23, 24 | +162.4% |