NAND Equipment Sales Rebound, Yet Macro and Tariff Risks Cloud Outlook
2 Min Read September 5, 2025
Applied Materials Q3 FY2025 revenue reached $7.30B, up 8% YoY, driven by NAND equipment surge and complex China market dynamics.
Applied Materials posted a solid revenue for the second quarter; however, their weak guidance signals a high uncertainty period ahead. This report accompanies the Industry Performance Data Table.