\- Reuters Citing UBS Conf Call
Market AnalysisRegulatory/PolicySector Analysis
Applied Materials CFO Says Leading Edge Manufacturing Equipment Demand Will Be Stronger In 2026; Says Restrictions On Exporting Its Advanced Equipment To China Hurt Its Market Share By Approximately One Percentage Point In 2025; Says Company Does Not Expect Any Incremental Trade Restrictions On Exports To China In 2026
Benzinga•December 02, 2025 at 4:12 PM•Full Content
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Applied Materials, Inc.
"strong demand outlook"
8
Gist
Applied Materials' CFO forecasts strong demand for advanced manufacturing equipment in 2026, citing export restrictions to China as a minor drag on market share in 2025 but expects no new restrictions in 2026.
LLM Summary
Applied Materials' CFO, speaking on a UBS conference call, projected robust demand for leading-edge manufacturing equipment in 2026. He noted that U.S. export restrictions on advanced equipment to China reduced the company’s market share by about 1 percentage point in 2025. The CFO also stated that no additional trade restrictions on exports to China are expected in 2026.
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Metadata
Author:
Benzinga Newsdesk
Tickers:
AMAT
Updated At:
December 02, 2025 at 12:12 PM
Benzinga Channels:
News, Guidance, Global
Teaser:
- Reuters Citing UBS Conf Call
Benzinga Stocks:
AMAT (NASDAQ)
Benzinga Article ID:
49164287