Applied Materials projects China revenue to grow in 2026 despite US curbs

Applied Materials reports Q3 revenue of $9B, raises Q4 guidance as AI chip demand surges

Applied Materials: $9B Q3 revenue (+25% YoY), guidance 2026-27 alzata, semiconductor growth outlook >30%. AI infrastructure capex strutturale, margini ai 25-year high assicurano pricing power durevole, ma esposizione clienti cinesi rimane un rischio.