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.

NAND Equipment Sales Rebound, Yet Macro and Tariff Risks Cloud Outlook

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.

This summary outlines the analysis found on the TechInsights' Platform.

 

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