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 moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MU | Micron Technology, Inc. | 11 | +16% | ↓89% | EARLY |
| AMAT | Applied Materials, Inc. | 11 | +14% | ↓89% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | ↓89% | NEUTRAL |
| WOLF | Wolfspeed Inc. | 11 | -29% | ↓89% | AVOID |
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | ↓89% | EARLY |
| ARM | Arm Holdings plc | 11 | +17% | ↓89% | EARLY |
| STM | STMicroelectronics N.V. | 11 | +12% | ↓89% | NEUTRAL |
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 |
|---|---|---|---|---|---|
| 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% | |
| Markwayne Mullin | Buy | $15k–$50k | Dec 11, 24 | +180.2% | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Dec 24, 24 | +173.2% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Nov 27, 24 | +169.5% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 20, 24 | +159.3% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Oct 4, 24 | +127.4% |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +161.4% |