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Applied Materials Joins Apple and Texas Instruments in Strengthening U.S. Chip Manufacturing

1. Applied Materials invests $200 million in Arizona for semiconductor components. 2. Partnership with Apple and TI bolsters U.S. semiconductor supply chain. 3. Over $400 million invested in U.S. manufacturing in the past five years. 4. New jobs in manufacturing and R&D anticipated from Arizona facility. 5. Strengthening U.S. chip leadership is critical in the AI era.

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Why Bullish?

The investment in manufacturing indicates strong growth potential and demand, which historically boosts stock prices. Similar investments have led to stock appreciation in the past for semiconductor firms.

How important is it?

The strategic investments and partnerships significantly enhance AMAT's market position and growth prospects. Given the focus on domestic manufacturing, the article highlights AMAT's critical role in the evolving semiconductor landscape.

Why Long Term?

The $200 million investment is expected to create jobs and expand capacity in the long term, positioning AMAT favorably as semiconductor demand grows.

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Applied is providing American-made equipment from its Austin, Texas facility to TI’s U.S. factories to manufacture foundational semiconductors for Apple productsNew $200 million investment in Arizona components factory adds to more than $400 million Applied has invested in its U.S. manufacturing footprint over the past five years SANTA CLARA, Calif., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. is working with Apple and Texas Instruments (TI) to bolster the semiconductor manufacturing supply chain in the United States. Applied is supporting Apple’s partnership with TI, announced today, by supplying American-made chipmaking equipment from Austin, Texas to TI’s U.S. factories. Austin is home to Applied’s largest manufacturing and logistics facility. In addition, Applied plans to invest more than $200 million in Arizona to establish a state-of-the-art facility for manufacturing critical components for semiconductor equipment. This investment builds on the more than $400 million Applied has invested in its U.S. equipment manufacturing infrastructure over the past five years. “For nearly 60 years, Applied Materials has been driving transformative innovation in chip manufacturing and ensuring the building blocks of technology are produced in the United States,” said Gary Dickerson, President and CEO of Applied Materials. “Strengthening America’s semiconductor leadership has never been more important than in today’s AI era, and we are honored to work alongside industry leaders to strengthen the U.S. chip supply chain.” “With our new American Manufacturing Program, we’re proud to partner with companies like Applied Materials to create new jobs and bring even more manufacturing to America,” said Sabih Khan, Apple’s chief operating officer. “This is part of our $600 billion commitment to the US over the next four years, and we couldn’t be more excited about the future of American innovation.” “TI is uniquely positioned to deliver dependable, low-cost 300mm manufacturing capacity at scale for foundational analog and embedded processing semiconductors,” said Mohammad Yunus, senior vice president of Technology and Manufacturing at Texas Instruments. “We are proud to work with companies like Applied Materials to manufacture semiconductors that are vital for nearly every type of electronic system.” Applied Materials has the largest U.S.-based manufacturing footprint among semiconductor equipment providers, with major production facilities in Texas, Massachusetts, Montana, and a new site under development in Arizona. Established in 1992, the company’s Austin campus plays a critical role in producing advanced semiconductor equipment and accelerating product commercialization for the world’s leading chipmakers. Equipped with a state-of-the-art automated robotics storage system, the Austin facility is a cornerstone of Applied’s global manufacturing network, supporting future market growth and evolving customer needs. In Arizona, Applied Materials is already a key part of the state’s high-tech ecosystem, collaborating closely with customers, partners and universities. “Applied Materials' new advanced manufacturing facility will further bolster Arizona's robust semiconductor ecosystem and strengthen U.S. supply chain resiliency,” said Sandra Watson, President and CEO of the Arizona Commerce Authority. “Across important areas such as equipment, R&D, and workforce training, Applied has been a tremendous industry partner, and we're grateful for their continued leadership and commitment to Arizona.” Applied plans to invest more than $200 million to create a new advanced manufacturing facility in Chandler, AZ, to produce semiconductor equipment components and parts. The facility could support the creation of potentially 200 additional manufacturing, R&D and services jobs in the semiconductor field over a five-year period. A media kit with additional information is available on the Applied Materials website. Forward-Looking StatementsThis press release contains forward-looking statements regarding our manufacturing support related to Apple’s partnership with Texas Instruments, as well as our plans to make investments in Arizona, including those relating to the size of our investments and the anticipated job creation, and other statements that are not historical facts. These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance. Factors that could cause actual results to differ materially from those expressed or implied by such statements include, without limitation: customer investments in semiconductor manufacturing equipment; construction delays, cost increases or changes in investment or construction plans due to business, economic, governmental or industry conditions; insufficient industry or governmental support; the demand for semiconductors; customers’ technology and capacity requirements; the introduction of new and innovative technologies, and the timing of technology transitions; market acceptance of existing and newly developed products; our ability to ensure compliance with applicable environmental and other laws, rules and regulations; and other risks and uncertainties described in our SEC filings, including our recent Forms 10-K, 10-Q and 8-K. All forward-looking statements are based on management’s current estimates, projections and assumptions, and we assume no obligation to update them. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new semiconductor and advanced display in the world. The technology we create is essential to advancing AI and accelerating the commercialization of next-generation chips. At Applied, we push the boundaries of science and engineering to deliver material innovation that changes the world. Learn more at www.appliedmaterials.com. Contact:Ricky Gradwohl (Media) 408.235.4676Liz Morali (Financial Community) 408.986.7977 Photos accompanying this announcement are available at https://www.globenewswire.com/NewsRoom/AttachmentNg/dea6315a-fbab-4731-854c-1ec0ec67425f https://www.globenewswire.com/NewsRoom/AttachmentNg/c90767c0-a936-4525-aca4-cb46dbc1c40e Applied Materials Austin Manufacturing Workers inside Applied Materials' manufacturing facility in Austin, Texas. Applied is the largest U.... Applied Materials' Logistics Service Center Applied Materials' Logistics Service Center in Austin, Texas.

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