Question 1

What percentage of Applied Materials's revenue comes from AI?

Accepted Answer

Applied Materials derives approximately 18.3% of its revenue from AI-related products and services, representing $5.1B in annual AI revenue out of $27.7B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Applied Materials's AI Fair Value?

Accepted Answer

Applied Materials's AI Fair Value is $65.8B, ranking it #14 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Applied Materials's AI revenue changed recently?

Accepted Answer

Applied Materials's AI revenue percentage stayed flat from 16.0% to 16.0% (0.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Applied Materials compare to peers in Semicon Equip?

Accepted Answer

Applied Materials's AI revenue percentage of 18.3% is below the Semicon Equip layer average of 22.6%. Among 5 ranked peers, 3 peers have a higher AI revenue percentage.

Question 5

Where does Applied Materials sit in the AI supply chain?

Accepted Answer

Applied Materials operates in the Semiconductor Equipment layer (Layer 2 of 9) of the AI supply chain. Manufacturers of the machines used to fabricate chips — lithography, etching, deposition, and inspection systems. Key AI products include Endura, Centura, Producer, CMP Systems.

Question 6

How reliable is Applied Materials's AI revenue estimate?

Accepted Answer

Applied Materials's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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