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.
πΊπΈUnited States78REDUCEView United States risk detail βπ»Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| WOLF | Wolfspeed Inc. | 11 | -29% | β78% | AVOID |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | β78% | NEUTRAL |
| 005930.KS | Samsung Electronics | 11 | β | β78% | NEUTRAL |
| ARM | Arm Holdings plc | 11 | +17% | β78% | EARLY |
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | β78% | EARLY |
| MU | Micron Technology, Inc. | 11 | +16% | β78% | EARLY |
| AMAT | Applied Materials, Inc. | 11 | +14% | β78% | EARLY |
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 Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Donald J. TrumpFL | R | Buy | $100kβ$100k | Mar 12, 26 | +3.2% |
| Donald J. TrumpFL | R | Buy | $1.0Mβ$1.0M | Feb 10, 26 | +3.2% |
| Donald J. TrumpFL | R | Buy | $250kβ$250k | Mar 2, 26 | +3.2% |
| Donald J. TrumpFL | R | Buy | $100kβ$100k | Mar 11, 26 | +3.2% |
| John Boozman | Sell | $1kβ$15k | Feb 27, 26 | +38.8% | |
| Markwayne Mullin | Buy | $15kβ$50k | Dec 29, 25 | +38.0% | |
| Angus S King, Jr. | Buy | $1kβ$15k | Jul 21, 25 | +177.2% | |
| Markwayne Mullin | Buy | $15kβ$50k | Jan 2, 24 | +140.6% | |
| Markwayne Mullin | Buy | $15kβ$50k | May 13, 25 | +162.4% | |
| John Boozman | Sell | $1kβ$15k | Apr 16, 25 | +161.1% | |
| Markwayne Mullin | Sell | $50kβ$100k | Apr 8, 25 | +170.6% | |
| John Boozman | Buy | $1kβ$15k | Mar 19, 25 | +230.8% | |
| Ashley Moody | Buy | $100kβ$250k | Jan 22, 25 | +164.4% | |
| John Boozman | Sell | $1kβ$15k | Dec 23, 24 | +162.4% | |
| Markwayne Mullin | Buy | $15kβ$50k | Dec 11, 24 | +180.2% | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Dec 24, 24 | +173.2% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Nov 27, 24 | +169.5% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Nov 20, 24 | +159.3% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Oct 4, 24 | +127.4% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | +161.4% |