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Applied Materials Affected by US Export Restrictions, Expects $600 Million Revenue Reduction in Fiscal Year 2026
3 day ago /
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Author：小编
On October 3, 2025, Applied Materials announced that due to the new regulations on export controls to China imposed by the U.S. Department of Commerce, it expects a revenue reduction of $600 million in fiscal year 2026, with its stock price dropping by 5.6% after hours. The new regulations restrict the export of advanced semiconductor equipment to China, affecting the company's sales and services of high-end products. Although the company's revenue in the third quarter increased by 8% year-on-year to $7.3 billion, the policy pressures from China and the U.S. continue. The U.S. plans to increase domestic chip production, which may reshape the global semiconductor supply chain.
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