Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal

DIGITIMESOctober 14, 2026en

Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast for wafer fab equipment (WFE) spending, the industry-wide figure that drives demand for its tools.

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