Applied Materials Warns of Revenue Loss Due to New U.S. Export Restrictions to China
Oct 3, 2025
Applied Materials, a leading supplier of equipment used to make semiconductors, has announced that new U.S. government export restrictions targeting China will negatively affect its business.
The company stated it may lose about $600 million to $710 million in revenue during its fiscal year 2026, which ends next October. These restrictions limit the export of advanced chipmaking equipment to China, one of Applied Materials' largest markets.
Other chip equipment makers, such as Lam Research and KLA, have also seen their stock prices fall due to similar concerns about lost sales from China. The ongoing trade rules are putting pressure on companies that rely on Chinese customers.
Why is Applied Materials expecting a drop in revenue?
New U.S. export rules make it harder for the company to sell its chipmaking equipment to China, leading to expected lower sales.
How much money could the company lose from these restrictions?
Applied Materials estimates its revenue could be reduced by $600 million to $710 million in its 2026 fiscal year.
Are other companies affected by these new rules?
Yes, other semiconductor equipment makers like Lam Research and KLA are also facing risks to their business with China because of the restrictions.
Sources
Applied Materials flags $600 mln revenue hit in 2026 on broader chip export curb...
Reuters
Reuters
Chip equipment maker Applied Materials forecast a $600 million hit to fiscal 2026 revenue after the U.S. expanded its restricted export list in a blow to sectors such as semiconductors, aircraft and medical equipment.
Applied Materials Stock Falls Along With Lam Research and KLA. China Revenue Is...
Barrons
Barrons
Applied Materials stock has been on a strong run but new export restrictions threaten its Chinese business.
Applied Materials Sees $710M Hit From China Curbs. Here's What You Should Know
Investopedia
Investopedia
Applied Materials (AMAT) said it expects a $710 million revenue hit from new restrictions on its China exports, pressuring shares of the chip manufacturing equipment maker Friday.
These chip stocks are falling in the face of a new China setback
Market Watch
Market Watch
Semiconductor stocks have been impacted this year by evolving U.S. rules governing the sale of chips to China. Applied Materials just called out a fresh set of challenges.
Applied Materials stock falls on sales warning from China export restrictions
Proactive Investors
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Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) shares slipped more than 3% in early trading on Friday after the maker of machinery used to manufacture semiconductors revealed in a regulatory filing that new US export restrictions to China would hurt its revenue. The company expects the decision will...
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CNBC Television
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Applied Materials decline after $710M revenue hit from US export restrictions
Invezz
Invezz
Applied Materials, one of the world's largest suppliers of semiconductor manufacturing equipment, is bracing for a significant financial setback as new US export restrictions tighten the flow of chipmaking tools to China.
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need t...
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Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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The Motley Fool
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Applied Materials (AMAT 3.08%) was among several semiconductor equipment companies to gain last month, as the company, known for making equipment to produce chips and display panels, benefited from several macroeconomic and sector-level news items last month.
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