应用材料，裁员超1400人

Core Viewpoint - The article discusses the recent layoffs at Applied Materials, a semiconductor equipment manufacturer, which is cutting 4% of its workforce due to changing labor demands and economic pressures, particularly from China [3][5]. Group 1: Layoffs and Workforce Changes - Applied Materials is laying off approximately 1,444 employees, which is 4% of its total workforce of about 36,100 [3]. - The company aims to create a more competitive and productive organization by adapting to automation, digitalization, and regional shifts in labor needs [3]. Group 2: Financial Performance and Market Reaction - The company has projected a revenue decrease of $600 million for fiscal year 2026 due to expanded export restrictions from the U.S., leading to a 3% drop in stock price after hours [3]. - Despite the weak guidance, Applied Materials reported third-quarter earnings and revenue that exceeded expectations, with adjusted earnings per share of $2.48 and revenue of $7.3 billion [6]. Group 3: Market Challenges and Analyst Opinions - The company faced a challenging macroeconomic environment, particularly in China, which has led to a reduction in spending from customers in that region [5]. - Analysts have expressed concerns about the ongoing uncertainty in the market, with Bank of America downgrading the stock rating to neutral due to unfavorable conditions in China and advanced sectors [5][6].