Updated version 1 - Driven by strong demand for AI chips, Applied Materials expects quarterly revenue to exceed expectations
路透社2026/11/12 21:25The full text has been supplemented with details.
Reuters, November 12 - Applied Materials (AMAT.O) on Thursday forecast that its first-quarter revenue would exceed Wall Street expectations, as the company anticipates that strong demand for advanced artificial intelligence chips will continue to drive spending on its semiconductor manufacturing equipment.
The shares of the Santa Clara, California-based company rose 3% in after-hours trading.
Applied Materials, which provides equipment for key wafer manufacturing processes, is benefiting from increased spending by chipmakers to fast-track AI infrastructure development.
According to data compiled by London Stock Exchange Group (LSEG), the company expects quarterly revenue of approximately $11.1 billion (plus or minus $500 million), compared with analysts’ average expectation of $10.89 billion.
The company reported fourth-quarter revenue of $10.41 billion, higher than the analysts’ average estimate of $10.3 billion.
(To facilitate use by non-English speakers, Reuters automatically translates its reports into a number of other languages. Because automated translation may be inaccurate or may not capture relevant context, Reuters does not guarantee the accuracy of the translated text and provides automated translations for reader convenience only. Reuters assumes no responsibility for any damage or loss arising from the use of this automated translation function.)
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