MARKET PULSE

SOX$7,833.39▲0.40%NVDA$177.39▲0.93%TSM$301.53▲1.18%INTC$41.53▲5.03%AMD$258.01▼0.64%QCOM$126.80▼0.38%ASML$1,052.48▼0.71%MRVL$102.30▲7.88%ARM$173.09▼3.18%AMAT$195.42▲1.21%SOX$7,833.39▲0.40%NVDA$177.39▲0.93%TSM$301.53▲1.18%INTC$41.53▲5.03%AMD$258.01▼0.64%QCOM$126.80▼0.38%ASML$1,052.48▼0.71%MRVL$102.30▲7.88%ARM$173.09▼3.18%AMAT$195.42▲1.21%

Home›Analysis›Applied Materials Q1 FY2026: AI Demand Lifts Outlook Across Logic, HBM, and Packaging

Analysis

Applied Materials Q1 FY2026: AI Demand Lifts Outlook Across Logic, HBM, and Packaging

Published on: Feb 17, 2026By: Brendan Burke1 min read

Applied Materials delivered strong Q1 results fueled by AI computing investment. Management expects Semiconductor Systems business to grow more than 20% in calendar 2026.

Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?

AI Silicon

Applied Materials Q1 FY2026: AI Demand Lifts Outlook Across Logic, HBM, and Packaging

Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?

Tesla, SpaceX Commit $16.8 Billion to Build Massive AI Chip Factory in Texas

SK Hynix Invests $38 Billion to Expand AI Memory Chip Production

HP, Asus and Acer Turn to Chinese Memory Supplier as AI Boom Tightens DRAM Market

Brendan Burke

Applied Materials Q1 FY2026: AI Demand Lifts Outlook Across Logic, HBM, and Packaging

Related Posts

Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?

Tesla, SpaceX Commit $16.8 Billion to Build Massive AI Chip Factory in Texas

SK Hynix Invests $38 Billion to Expand AI Memory Chip Production

HP, Asus and Acer Turn to Chinese Memory Supplier as AI Boom Tightens DRAM Market

Brendan Burke