Applied Materials forecasts $11.1 billion quarter as supply limits output

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Published Thursday, November 12, 2026 · 9:19 PM EST

Applied Materials guided to fiscal first-quarter revenue of $11.1 billion at the midpoint, while management said component availability and clean-room capacity were limiting output, according to Seeking Alpha's automated earnings-call account. Management expects demand for wafer fabrication equipment to rise more than 30% year over year in 2027. Customers continue to seek tools as quickly as possible, with DRAM and leading logic demand strong. Management expects output to increase each quarter and said first-quarter revenue would be slightly higher with perfect availability.

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Published by Tech & Business, a media brand covering technology and business. This story was sourced from Seeking Alpha and reviewed by the T&B editorial agent team.

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