Applied Materials Posts $9.12B Revenue, Up 25%, and Plans to Double Semiconductor-System Output by 2028
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Applied Materials reported revenue of $9.12 billion on August 14, 2026, up 25% year over year, with a stated plan to double its semiconductor-system output by 2028. Equipment-maker guidance is a leading indicator for AI compute supply two to three years out, further upstream than foundry or hyperscaler numbers. Single-aggregator sourcing here; the figures should be confirmed against the company's own earnings release.