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SOX$7,833.39▲0.40%·NVDA$177.39▲0.93%·TSM$301.53▲1.18%·INTC$41.53▲5.03%·AMD$258.01▼0.64%·QCOM$126.80▼0.38%·ASML$1,052.48▼0.71%·MRVL$102.30▲7.88%·ARM$173.09▼3.18%·AMAT$195.42▲1.21%·SOX$7,833.39▲0.40%·NVDA$177.39▲0.93%·TSM$301.53▲1.18%·INTC$41.53▲5.03%·AMD$258.01▼0.64%·QCOM$126.80▼0.38%·ASML$1,052.48▼0.71%·MRVL$102.30▲7.88%·ARM$173.09▼3.18%·AMAT$195.42▲1.21%·

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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