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Why Applied says the AI boom is real—just waiting for more cleanrooms

Jingyue Hsiao, DIGITIMES Asia, Taipei Friday 13 February 2026 0

Credit: AFP

Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues potentially reaching US$1 trillion in 2026 and momentum extending into...

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