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Fab & Mfg

Semiconductor intelligence — fab & mfg coverage from Futurum Advisory

Techstrong Semi

Fab & Mfg

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

Applied Materials posted strong Q1 FY2026 results driven by sustained AI-related demand in logic, high-bandwidth memory, and advanced packaging — segments that now account for the majority of its revenue growth.

analysis · Feb 17, 2026 · 8 min