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Applied Materials’ Sales Forecast Gets Boost From AI Demand

14. Mai 2026 um 21:13
Applied Materials Inc., the largest US supplier of semiconductor equipment, gave sales and profit forecasts that far exceeded analysts’ estimates, fueled by soaring demand for AI computing and memory chips.

Signage outside Applied Materials headquarters in Santa Clara, California, U.S., on Thursday, May 13, 2021. Applied Materials Inc. is expected to release earnings figures on May 20. Photographer: David Paul Morris/Bloomberg
  • ✇Bloomberg Technology
  • Musk Asks Suppliers to Move at ‘Light Speed’ on Terafab Plan
    Elon Musk’s lieutenants have reached out to chip industry suppliers including Applied Materials Inc., Tokyo Electron Ltd. and Lam Research Corp. for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips.  Staff working for the joint venture between Tesla Inc. and SpaceX have sought price quotes and delivery times for an array of chipmaking gear, people familiar with the matter said. In past weeks, they’ve contacted maker
     

Musk Asks Suppliers to Move at ‘Light Speed’ on Terafab Plan

16. April 2026 um 22:32
Elon Musk’s lieutenants have reached out to chip industry suppliers including Applied Materials Inc., Tokyo Electron Ltd. and Lam Research Corp. for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips.  Staff working for the joint venture between Tesla Inc. and SpaceX have sought price quotes and delivery times for an array of chipmaking gear, people familiar with the matter said. In past weeks, they’ve contacted makers of photomasks, substrates, etchers, depositors, cleaning devices, testers and other tools, according to the people, who asked not to be named disclosing private discussions. Bloomberg's Ed Ludlow joins to discuss. (Source: Bloomberg)

Musk Asks Suppliers to Move at ‘Light Speed’ on New Chipmaking Plan

Elon Musk’s lieutenants have reached out to chip industry suppliers including Applied Materials Inc., Tokyo Electron Ltd. and Lam Research Corp. for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips.

Elon Musk Photographer: Samuel Corum/Getty Images

Applied Materials Hits Record High After AI Boosts Forecast

12. Februar 2026 um 21:11
Applied Materials Inc. shares surged to a record after the company delivered a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases.

A pedestrian walks past signage outside the Applied Materials Inc. facility in Santa Clara, California, U.S., on Tuesday, Oct. 21, 2016. Applied Materials Inc. is scheduled to release earnings figures on November 17. Photographer: David Paul Morris/Bloomberg

Applied Materials to Pay $252.5 Million to Settle US Probe

12. Februar 2026 um 03:21
Applied Materials Inc. will pay $252.5 million to settle a US Commerce Department investigation into improper exports to China, ending a yearslong saga for the largest American supplier of chipmaking machinery.

A technician works on a computer at the Applied Materials Inc. facility in Santa Clara, California, US.
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