Applied Materials

Makes memory chips, including high-bandwidth memory for AI, and contract chips in its foundry.

33% of the AI memory market (Q2 2026)

Leading maker of high-bandwidth memory (HBM), the fast memory stacked beside every AI GPU.

76% operating margin in Q2 2026. 50% of the memory market

Makes most of the world's most advanced chips, including nearly all the AI GPUs from Nvidia and AMD.

Up to $54.3B sales in one quarter. Profit up 69%

Makes the testers that check AI chips and memory before they ship.

About 1.13 trillion yen for fiscal 2026, up about 45% (reported)

Packages and tests chips for AI, including the 2.5D and fan-out packaging that joins GPUs to memory.

Record $1.68B in Q1 2026, with advanced products $1.37B up 29%

Makes the etch and deposition machines used to build AI memory and advanced chips.

$6.72B in fiscal Q4 2026 (reported late July 2026), up 30%

Makes DRAM and high-bandwidth memory for AI servers, and is one of three main memory makers.

Record $41.46B in fiscal Q3 2026 (reported)

The only company that makes the extreme ultraviolet machines that print the smallest chip patterns.

Raised guidance three times this year. Customers asking about 2029 and 2030

The largest outsourced chip packaging and testing firm, expanding its advanced packaging for AI.

Assembly, testing and materials revenue up nearly 30% to a record in Q1 2026