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Applied Materials Inc.
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Applied Materials Inc.

Applied Materials Faces Export Restrictions Due to BIS Rule

| 8-K |Technology

Summary

On September 29, 2025, the U.S. Department of Commerce's Bureau of Industry and Security introduced a new rule expanding export restrictions, impacting Applied Materials, Inc.'s ability to export certain products to specific China-based customers without a license. The company estimates this will reduce its net revenue by approximately $110 million for Q4 2025 and $600 million for fiscal 2026. This information is furnished pursuant to Regulation FD and contains forward-looking statements subject to risks and uncertainties.

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About Applied Materials Inc.

Applied Materials Inc. is a leading provider of innovative equipment, services, and software for the global semiconductor industry. Specializing in the development of materials engineering solutions, the company's products play a crucial role in the production of advanced semiconductor chips, which are essential components in electronic devices. Applied Materials' equipment is widely used in the manufacturing processes for a variety of industries, including consumer electronics, computer systems, communications infrastructure, and automotive components. Notably, Applied Materials offers solutions for deposition, removal, patterning, and inspection, serving the needs of chipmakers aiming to improve performance, energy consumption, and computational power of their semiconductor devices. With a focus on cutting-edge research and development, the company continually advances the technology landscape, enabling trends like artificial intelligence, internet of things (IoT), and data center expansion. In the financial market, Applied Materials Inc. holds a significant position due to its impact on technology advancements and its partnerships with leading tech and electronics companies. Headquartered in Santa Clara, California, the company's innovations underpin the critical supply chains of the high-tech and electronics industries worldwide.

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