Applied Materials' fiscal Q2 2026 Semiconductor Systems revenue hit $5.965 billion today, topping analyst consensus around $5.86 billion and Q1 guidance of about $5.8 billion, propelled by surging AI infrastructure demand. DRAM surged to 29% of the segment (up from 27% YoY), alongside 67% from foundry/logic/other amid leadership in high-bandwidth memory (HBM), gate-all-around nodes, and advanced packaging for clients like TSMC and SK Hynix. This 10% YoY growth aligns with over 80% wafer fabrication equipment (WFE) expansion projected for calendar 2026 in these areas, boosting trader consensus on multi-year momentum. Q3 guidance signals ~$6.9 billion, with EPIC Center events and new product launches as key catalysts.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$11,323 Vol.
2026/05/14
$5.7B
Yes
$5.8B
Yes
$5.9B
Yes
$6.0B
No
$11,323 Vol.
$5.7B
$5,267 Vol.
Yes
$5.8B
$2,033 Vol.
Yes
$5.9B
$1,320 Vol.
Yes
$6.0B
$2,703 Vol.
No
This market will resolve to “Yes” if Applied Materials' Semiconductor Systems revenue for the second fiscal quarter of 2026, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Applied Materials' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Applied Materials' fiscal Q2 2026 Semiconductor Systems revenue hit $5.965 billion today, topping analyst consensus around $5.86 billion and Q1 guidance of about $5.8 billion, propelled by surging AI infrastructure demand. DRAM surged to 29% of the segment (up from 27% YoY), alongside 67% from foundry/logic/other amid leadership in high-bandwidth memory (HBM), gate-all-around nodes, and advanced packaging for clients like TSMC and SK Hynix. This 10% YoY growth aligns with over 80% wafer fabrication equipment (WFE) expansion projected for calendar 2026 in these areas, boosting trader consensus on multi-year momentum. Q3 guidance signals ~$6.9 billion, with EPIC Center events and new product launches as key catalysts.
This market will resolve to “Yes” if Applied Materials' Semiconductor Systems revenue for the second fiscal quarter of 2026, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Applied Materials' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Applied Materials' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
マーケット開始日： May 7, 2026, 2:40 PM ET
音量
$11,323終了日
2026/05/14マーケット開始日
May 7, 2026, 2:40 PM ETResolver
0x65070BE91...提案された結果: Yes
異議申し立てなし
最終結果: Yes
This market will resolve to “Yes” if Applied Materials' Semiconductor Systems revenue for the second fiscal quarter of 2026, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Applied Materials' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Applied Materials' fiscal Q2 2026 Semiconductor Systems revenue hit $5.965 billion today, topping analyst consensus around $5.86 billion and Q1 guidance of about $5.8 billion, propelled by surging AI infrastructure demand. DRAM surged to 29% of the segment (up from 27% YoY), alongside 67% from foundry/logic/other amid leadership in high-bandwidth memory (HBM), gate-all-around nodes, and advanced packaging for clients like TSMC and SK Hynix. This 10% YoY growth aligns with over 80% wafer fabrication equipment (WFE) expansion projected for calendar 2026 in these areas, boosting trader consensus on multi-year momentum. Q3 guidance signals ~$6.9 billion, with EPIC Center events and new product launches as key catalysts.
This market will resolve to “Yes” if Applied Materials' Semiconductor Systems revenue for the second fiscal quarter of 2026, as reported in its official company earnings materials, is above the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Applied Materials' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Applied Materials' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
音量
$11,323終了日
2026/05/14マーケット開始日
May 7, 2026, 2:40 PM ETResolver
0x65070BE91...提案された結果: Yes
異議申し立てなし
最終結果: Yes
Applied Materials' fiscal Q2 2026 Semiconductor Systems revenue hit $5.965 billion today, topping analyst consensus around $5.86 billion and Q1 guidance of about $5.8 billion, propelled by surging AI infrastructure demand. DRAM surged to 29% of the segment (up from 27% YoY), alongside 67% from foundry/logic/other amid leadership in high-bandwidth memory (HBM), gate-all-around nodes, and advanced packaging for clients like TSMC and SK Hynix. This 10% YoY growth aligns with over 80% wafer fabrication equipment (WFE) expansion projected for calendar 2026 in these areas, boosting trader consensus on multi-year momentum. Q3 guidance signals ~$6.9 billion, with EPIC Center events and new product launches as key catalysts.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
外部リンクに注意してください。
外部リンクに注意してください。
よくある質問