Company Applied Materials, Inc.

Equities

AMAT

US0382221051

Semiconductor Equipment & Testing

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Applied Materials, Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Semiconductor Machinery Manufacturing

Market Closed - Nasdaq Other stock markets 04:00:00 2024-04-17 pm EDT			5-day change	1st Jan Change
199.9 ^USD	-4.58%		-6.15%	+23.34%

Apr. 17	Wall Street: semiconductors take a heavy toll (-3%)	CF
Apr. 17	Wall Street: gains evaporate as chips decline	CF

Applied Materials, Inc. specializes in the design, manufacture, and marketing of equipment for producing integrated circuits and semi-conductor components. The group develops systems used in the principal manufacturing stages of microchips (deposition systems using chemical vapors, the physical process or through epitaxy, photomasking systems, control programs, etc.).

Net sales break down by activity sector as follows: semiconductor industry (77.2%), flat screen industry (3.3%) and other (19.5%; photovoltaic and electronic industries).

Net sales are distributed geographically as follows: the United States (15.1%), China (27.3%), Taiwan (21.4%), Korea (17.4%), Japan (7.8%), Asia (2.9%) and Europe (8.1%).

Number of employees: 34,000

USD in Million	2022	Weight	2023	Weight	Delta
Semiconductor Systems 74.3 %	18,797	72.9 %	19,698	74.3 %	+4.79%
Applied Global Services 21.6 %	5,543	21.5 %	5,732	21.6 %	+3.41%
Liquid Crystals Displays, Organic Light-emitting Diodes and Equipment Upgrades and Other Display Technologies 3.3 %	1,331	5.2 %	868	3.3 %	-34.79%
Corporate and Other 0.8 %	114	0.4 %	219	0.8 %	+92.11%

USD in Million	2022	Weight	2023	Weight	Delta
China 27.3 %	7,254	28.1 %	7,247	27.3 %	-0.10%
Taiwan 21.4 %	6,262	24.3 %	5,670	21.4 %	-9.45%
South Korea 17.4 %	4,395	17.0 %	4,609	17.4 %	+4.87%
United States 15.1 %	3,104	12.0 %	4,006	15.1 %	+29.06%
Europe 8.1 %	1,674	6.5 %	2,152	8.1 %	+28.55%
Japan 7.8 %	2,012	7.8 %	2,075	7.8 %	+3.13%
Southeast Asia 2.9 %	1,084	4.2 %	758	2.9 %	-30.07%

Managers	Title	Age	Since
Gary Dickerson CEO	Chief Executive Officer	66	12-06-18
Brice Hill DFI	Director of Finance/CFO	57	22-03-06
Omkaram Nalamasu CTO	Chief Tech/Sci/R&D Officer	66	06-05-31
Raman Achutharama COO	Chief Operating Officer	-	22-08-31
Michael Sullivan IRC	Investor Relations Contact	-	08-12-31
Michael Thompson PRN	Corporate Officer/Principal	70	15-12-31
Siobhan Kenney PRN	Corporate Officer/Principal	-	-
Timothy Deane PRN	Corporate Officer/Principal	-	22-12-31
Tristan Holtam HRO	Human Resources Officer	-	-
Chris Librie PRN	Corporate Officer/Principal	-	20-05-31

Members of the board	Title	Age	Since
Scott McGregor BRD	Director/Board Member	67	18-01-22
Kevin March BRD	Director/Board Member	66	22-10-23
Eric Chen BRD	Director/Board Member	54	15-11-04
Judy Bruner BRD	Director/Board Member	65	16-07-24
Aart de Geus BRD	Director/Board Member	69	07-07-23
Gary Dickerson CEO	Chief Executive Officer	66	12-06-18
Thomas Iannotti CHM	Chairman	67	05-09-13
Alexander Karsner BRD	Director/Board Member	57	08-09-24
Yvonne McGill BRD	Director/Board Member	57	19-07-21
Rani Borkar BRD	Director/Board Member	62	20-12-13

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	2,027,000,000	828,335,764 ( 40.87 %)	1,196,000,000 ( 59.00 %)	40.87 %

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 8.920 %	74,117,176	8.920 %	15 285 M $
BlackRock Advisors LLC 6.826 %	56,717,679	6.826 %	11 697 M $
STATE STREET CORPORATION 4.567 %	37,947,656	4.567 %	7 826 M $
Capital Research & Management Co. (World Investors) 3.176 %	26,386,915	3.176 %	5 442 M $
Capital Research & Management Co. (International Investors) 2.648 %	22,005,192	2.648 %	4 538 M $
Geode Capital Management LLC 2.200 %	18,283,656	2.200 %	3 771 M $
BlackRock Life Ltd. 1.918 %	15,937,206	1.918 %	3 287 M $
T. Rowe Price International Ltd. 1.653 %	13,738,382	1.653 %	2 833 M $
BNY Mellon Investment Adviser, Inc. 1.312 %	10,900,915	1.312 %	2 248 M $
Fidelity Management & Research Co. LLC 1.281 %	10,645,992	1.281 %	2 196 M $

Name	Equities	%	Valuation
KOKUSAI ELECTRIC CORPORATION 14.86%	34,560,000	14.86%	956,796,710 $
SUNAM CO., LTD. 8.50%	2,000,000	8.50%	8,319,400 $

Applied Materials, Inc.

3050 Bowers Avenue

95054-3299, Santa Clara

+408 727 5555

http://www.appliedmaterials.com

Name	Category and Sector
Applied Materials Europe BV Applied Materials Europe BV Industrial MachineryProducer Manufacturing Part of Applied Materials, Inc., Applied Materials Europe BV is a Dutch company that provides materials engineering solutions for the semiconductor, flat panel display, and solar photovoltaic industries. The private company is based in Hoofddorp, Netherlands. The company's products are designed to create and deposit, shape and remove, modify, analyze, and connect materials and devices in new ways.	Industrial Machinery
Applied Materials India Pvt Ltd. Applied Materials India Pvt Ltd. SemiconductorsElectronic Technology Part of Applied Materials, Inc., Applied Materials India Pvt Ltd. is an Indian company that manufactures and supplies machine tools and electrical products. The private company is based in Bangalore, India and was founded in 2003.	Semiconductors

Name

Category and Sector

Industrial Machinery

Semiconductors

Trading Rating

Investor Rating

ESG Refinitiv

A-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

209.5 USD

Average target price

219.7 USD

Spread / Average Target

+4.88%

Consensus

Estimates Revisions

Company calendar

Technology

Technology Equipment

Semiconductors & Semiconductor Equipment

Semiconductor Equipment & Testing

Semiconductor Machinery Manufacturing

	1st Jan change	Capi.
APPLIED MATERIALS, INC.	+23.34%	174B
DISCO CORPORATION	+52.20%	36.95B
ASM INTERNATIONAL N.V.	+23.46%	31.42B
GLOBALFOUNDRIES, INC.	-21.85%	26.44B
NAURA TECHNOLOGY GROUP CO., LTD.	+26.47%	22.64B
ADVANCED MICRO-FABRICATION EQUIPMENT INC. CHINA	-7.66%	12.3B
BE SEMICONDUCTOR INDUSTRIES N.V.	+4.32%	11.75B
HANMI SEMICONDUCTOR CO., LTD.	+120.91%	9.76B
KOKUSAI ELECTRIC CORPORATION	+40.62%	6.44B
ACM RESEARCH (SHANGHAI), INC.	-20.63%	4.81B

Semiconductor Machinery Manufacturing