# Applied Materials forecasts $11.1 billion quarter as supply limits output

_Published Thursday, November 12, 2026 at 9:19 PM EST · Products · Latest · Tier 2 — Notable_

![Applied Materials forecasts $11.1 billion quarter as supply limits output — Primary](https://static.seekingalpha.com/assets/og_image_1200-29b2bfe1a595477db6826bd2126c63ac2091efb7ec76347a8e7f81ba17e3de6c.png)

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.

## Sources

- [Seeking Alpha](https://seekingalpha.com/news/4672010-applied-materials-expects-11_1b-q1-revenue-as-it-forecasts-wfe-demand-up-more-than-30-percent)

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Canonical: https://techandbusiness.org/newswire/VMTICaEnvcY3uKZhR5TbSD
Published: 2026-11-13T02:19:33.727Z
Story chronology: 2026-11-13T01:29:58.000Z
Retrieved: 2026-11-13T04:05:56.349Z
Publisher: Tech & Business (techandbusiness.org)