智通财经网·2026-02-13 14:15Core Viewpoint - Applied Materials (AMAT.US) experienced a pre-market surge of over 11%, reaching $366.0, driven by better-than-expected earnings and strong revenue forecasts [1] Financial Performance - For Q1 of fiscal year 2026, revenue slightly declined by 2% year-over-year to $7.01 billion, which was significantly better than the company's prior expectations and above Wall Street analysts' average estimate of approximately $6.86 billion [1] - Non-GAAP earnings per share for Q1 were reported at $2.38, exceeding the Wall Street average expectation of $2.21 [1] Revenue Forecast - The company provided an unexpectedly strong revenue forecast for Q2 of fiscal year 2026, estimating revenue around $7.65 billion with a fluctuation range of approximately $500 million [1] - In comparison, Wall Street analysts had an average revenue expectation of $7.03 billion for the same quarter ending in April [1] Industry Demand - The demand for artificial intelligence and storage-related semiconductors is significantly driving leading chip manufacturers like TSMC to accelerate their procurement of high-end semiconductor manufacturing equipment [1] - Analysts have continuously raised revenue expectations for Applied Materials this year, driven by the expansion of advanced 3nm and below AI chip production, as well as the ramp-up of CoWoS/3D advanced packaging capacity and DRAM/NAND storage chip production [1]