Can AMAT Lead the Display Market With Advanced OLED and AR/VR Push?
应用材料应用材料(US:AMAT) ZACKS·2026-01-23 00:10

Key Takeaways AMAT's display revenues rose 19.8% in fiscal 2025, capped by 68.2% yoy growth in the fourth quarter.AMAT shipped a richer mix of advanced systems, raised prices broadly, and drove display gross margin.AMAT is expanding MAX OLED adoption and investing in AR/VR displays, including smart glasses.Applied Materials’ (AMAT) display business has rebounded in fiscal 2025 with year-over-year growth of 19.8%. In the fourth quarter of fiscal 2025, the display revenues grew 68.2% year over year as Applied ...