Applied Materials targets AI-driven semiconductor equipment growth through 2030

What happened

Applied Materials says it is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030. The company expects advanced logic, DRAM and advanced packaging to generate about 75% of wafer fab equipment (WFE) market growth from 2025 to 2030. By 2030, it is targeting more than 2pp of additional WFE market share, along with non-GAAP gross and operating margins of approximately 54% and 40%, respectively. These are stated targets and expectations, not achieved results.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/14/2026 · View original source