突发！应用材料断供！营收占比暴跌50%！

Core Viewpoint - The article discusses the impact of stricter U.S. export controls on semiconductor equipment suppliers, particularly focusing on Applied Materials and its declining market presence in China [2][4]. Group 1: Market Impact - Applied Materials' CEO, Dickson, stated that due to stricter U.S. regulations, the company can no longer supply equipment to China's memory chip and mature process markets [2]. - The company's revenue share from the Chinese market has decreased from nearly 40% to just over 20% [4]. Group 2: Financial Performance - For the fourth fiscal quarter of 2025, Applied Materials reported a 3% year-over-year decline in revenue to $6.8 billion, with semiconductor systems revenue down 8% to $4.76 billion [4]. - Adjusted net profit fell by 10% year-over-year to $1.732 billion [4]. Group 3: Workforce Adjustments - Applied Materials announced a workforce reduction of approximately 4%, equating to about 1,400 positions, to streamline operations in response to the tightening export controls [4]. - The layoffs are expected to incur costs between $160 million and $180 million, primarily recognized in the fourth quarter of the 2025 fiscal year [4]. Group 4: Strategic Focus - The CEO emphasized the company's goal to continue transforming its operational model, accelerating processes, simplifying decision-making, and focusing on key areas for significant growth in the coming years [4].