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Form 8-K · Current Report · Filed 2025-10-02

Applied Materials Faces Export Restrictions Due to BIS Rule

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.

Filer
Applied Materials Inc. AMAT · NASDAQ
Filed
Accession
0001628280-25-043753
CIK
0000006951
Signal
Low impactTechnology

Items reported

Item 7.01

Regulation FD Disclosure

Regulation FD Disclosure

Market reaction

Close before filing

$217.74

Next session

-0.1%

Since filing

+133.2%

Latest close

$507.67

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from AMAT reporting the same item, with the next session's move:

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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