Applied Materials’ Metrology/Inspection Share Plummets 30% In 2023 Hurt By China Sanctions


  • Applied Materials’ revenues in the $12 billion metrology inspection equipment market dropped 30% YoY in 2023.
  • The Company’s market share in two main segments of the Metrology/Inspection market dropped, while market leader KLA gained share.
  • AMAT is not only losing market share to competitors like KLAC, it is also underperforming in stock share price.

Bear Market


Applied Materials (NASDAQ:AMAT) detailed its “eBeam Technology and Product Launch” in a webcast on December 14, 2022. The company uses this theatrical approach to introduce new products, and I discussed the launch in my December 20, 2022, Seeking Alpha article entitled “

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