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Applied Materials and UC Berkeley Announce Semiconductor Research Collaboration at EPIC Center

UC Berkeley collaborates with Applied Materials to enhance semiconductor research and commercialization at the EPIC Center in Silicon Valley.

Quiver AI Summary

Applied Materials, Inc. has announced a collaboration with the University of California, Berkeley, to advance semiconductor research at its new EPIC Center in Silicon Valley. This partnership aims to combine UC Berkeley's research expertise with Applied’s advanced equipment and integration capabilities to foster innovations essential for AI computing. The EPIC Center is designed to facilitate rapid co-innovation, allowing university researchers to utilize industry-scale tools for faster development and commercialization of semiconductor technologies. This collaboration builds on existing ties between the two institutions and reflects their commitment to enhancing semiconductor research and talent development, ultimately aiming to accelerate the transition of academic inventions into commercial products. The center is expected to become operational in 2026.

Potential Positives

  • The collaboration with UC Berkeley at the EPIC Center enhances Applied's innovation capabilities by combining academic research strengths with industry-standard tools and processes, potentially accelerating the development of next-generation semiconductor technologies.
  • Applied's EPIC Center represents the largest-ever U.S. investment in advanced semiconductor equipment R&D, positioning the company as a leader in the semiconductor innovation space.
  • Establishing stronger ties with UC Berkeley may improve Applied's access to top engineering talent and innovative ideas, bolstering its competitive edge in semiconductor technology.
  • The operational launch of the EPIC Center in 2026 aims to dramatically reduce the time from research to market, facilitating quicker commercialization of breakthrough technologies, which can enhance Applied's market position and profitability.

Potential Negatives

  • Forward-looking statements indicate potential risks and uncertainties regarding the success and objectives of the EPIC Center, which could undermine investor confidence.
  • Potential dependency on UC Berkeley's research output raises concerns about the sustainability of innovations and the ability to maintain a competitive edge in semiconductor technology.
  • The press release does not provide detailed financial commitments or specific timelines, leaving stakeholders questioning the viability and impact of the EPIC Center investment.

FAQ

What is the collaboration between UC Berkeley and Applied Materials?

The collaboration focuses on semiconductor research, combining UC Berkeley's expertise with Applied's advanced equipment to drive innovation.

Where is Applied's EPIC Center located?

Applied's EPIC Center is located in Silicon Valley, providing access to state-of-the-art semiconductor manufacturing equipment.

What is the goal of the EPIC Center?

The EPIC Center aims to accelerate the commercialization of semiconductor technologies by enhancing collaboration between academia and industry.

How does UC Berkeley contribute to semiconductor technology?

UC Berkeley has a history of pioneering research and developments in semiconductor technology, including notable advances like the SPICE circuit simulator.

When will the EPIC Center become operational?

The EPIC Center is on track to become operational in 2026, marking a significant investment in semiconductor R&D.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.


$AMAT Insider Trading Activity

AMAT Insider Trades

$AMAT insiders have traded $AMAT stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.

Here’s a breakdown of recent trading of $AMAT stock by insiders over the last 6 months:

  • GARY E DICKERSON (President and CEO) has made 0 purchases and 15 sales selling 161,321 shares for an estimated $104,789,403.
  • PRABU G. RAJA (President, Semi. Products Grp.) has made 0 purchases and 5 sales selling 60,000 shares for an estimated $31,599,496.
  • OMKARAM NALAMASU (Senior Vice President, CTO) has made 0 purchases and 9 sales selling 35,000 shares for an estimated $20,754,197.
  • THOMAS J IANNOTTI sold 9,250 shares for an estimated $5,547,872
  • TIMOTHY M DEANE (SVP, Applied Global Services) sold 8,621 shares for an estimated $5,092,984
  • BRICE HILL (SVP, CFO) has made 0 purchases and 2 sales selling 7,500 shares for an estimated $3,053,215.
  • JUDY BRUNER has made 0 purchases and 4 sales selling 7,597 shares for an estimated $2,983,279.
  • ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 802 shares for an estimated $318,841.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$AMAT Revenue

AMAT Quarterly Revenue

$AMAT had revenues of $7.9B in Q2 2026. This is an increase of 11.41% from the same period in the prior year.

You can track AMAT financials on Quiver Quantitative's AMAT stock page.

You can access data on AMAT stock through the Quiver Quantitative API.

$AMAT Congressional Stock Trading

Members of Congress have traded $AMAT stock 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $AMAT stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$AMAT Hedge Fund Activity

We have seen 1,670 institutional investors add shares of $AMAT stock to their portfolio, and 1,386 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AMAT Analyst Ratings

Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

  • Needham issued a "Buy" rating on 02/13/2026

To track analyst ratings and price targets for $AMAT, check out Quiver Quantitative's $AMAT forecast page.

$AMAT Price Targets

Multiple analysts have issued price targets for $AMAT recently. We have seen 24 analysts offer price targets for $AMAT in the last 6 months, with a median target of $580.0.

Here are some recent targets:

  • Vijay Rakesh from Mizuho set a target price of $650.0 on 07/09/2026
  • Krish Sankar from TD Cowen set a target price of $700.0 on 07/09/2026
  • Shane Brett from Morgan Stanley set a target price of $647.0 on 07/06/2026
  • Mehdi Hosseini from Susquehanna set a target price of $900.0 on 06/30/2026
  • C.J. Muse from Cantor Fitzgerald set a target price of $850.0 on 06/29/2026
  • Steve Barger from Keybanc set a target price of $750.0 on 06/29/2026
  • Craig Ellis from B. Riley Securities set a target price of $790.0 on 06/26/2026

Full Release

  • Collaboration pairs UC Berkeley’s semiconductor research strength with Applied’s state-of-the-art equipment and process integration expertise
  • Located in Silicon Valley, Applied’s EPIC Center provides industry-scale R&D environment with access to cutting-edge chipmaking equipment to enable rapid co-innovation and faster commercialization

SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that the University of California, Berkeley will join the company’s EPIC Center in Silicon Valley as a research collaborator. Working side by side with Applied’s scientists and engineers, UC Berkeley faculty and students will pursue high-impact research programs to accelerate the material and process innovations that are foundational to AI computing.

“The EPIC Center is designed to bring together the best minds from industry and academia in a high-velocity, manufacturing-relevant environment to dramatically accelerate the development and commercialization of next-generation semiconductor technologies,” said Dr. Prabu Raja, President of the Semiconductor Products Group at Applied Materials. “Few institutions have shaped modern chipmaking as profoundly as UC Berkeley. Expanding our research collaboration at the EPIC Center strengthens the lab-to-fab innovation pipeline and gives us a powerful platform for developing the semiconductor talent the industry will depend on for decades to come.”

Research universities generate many of the ideas that become tomorrow’s semiconductor materials and process technologies, yet those ideas advance fastest when researchers can test them on the same equipment used by global manufacturers. Applied’s EPIC Center gives university researchers access to industry-scale tools, enabling rapid iteration, earlier validation and a smoother handoff from discovery to deployment.

UC Berkeley brings a history of translating foundational research into commercial semiconductor technology. UC Berkeley engineers built the first research laboratory at a university dedicated to prototyping integrated circuits in 1962. In the decades that followed, the institution produced breakthroughs the entire industry now runs on – among them the SPICE circuit simulator and the FinFET, the three-dimensional transistor that is now the basis of leading-edge logic manufacturing worldwide. That heritage of moving inventions out of the lab and into high-volume production is precisely what the EPIC Center is built to accelerate.

“Pioneering innovations by UC Berkeley researchers have enabled advancements in semiconductor chip technology, resulting in the exponential growth of computing that has ushered in the AI era,” said Mark Asta, dean of UC Berkeley’s College of Engineering. “Applied Materials’ new EPIC Center in the heart of Silicon Valley aims to speed the translation of university inventions into commercial products by providing early access to cutting-edge, industrial-scale semiconductor process equipment and technologies. I look forward to advancing research and supporting new engineering talent through this R&D collaboration with Applied Materials.”

Applied and UC Berkeley already share strong ties through semiconductor research collaborations and shared laboratory space, including work connected to the Berkeley Emerging Technologies Research (BETR) Center and the Center for Information Technology Research in the Interest of Society (CITRIS). A large network of UC Berkeley alumni works at Applied as engineers, scientists and managers, and Applied recruits from the campus each year. Both organizations are rooted in the same Silicon Valley ecosystem, allowing ideas, people and equipment to move easily between campus and industry.

Applied’s new EPIC (Equipment and Process Innovation and Commercialization) Center in Silicon Valley represents the largest-ever U.S. investment in advanced semiconductor equipment R&D. The center is designed from the ground up to dramatically reduce the time it takes to commercialize breakthrough technologies from early-stage research to full-scale manufacturing. The facility is on track to become operational in 2026.

Forward-Looking Statements
This press release contains forward-looking statements, including those regarding Applied’s investment and growth strategies, the development of new materials and technologies, industry outlook and technology requirements, the plans and expectations for the EPIC Center, 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: the demand for semiconductors and customers’ technology requirements; the ability to develop new and innovative technologies; the ability to obtain and protect intellectual property rights in key technologies; the ability to achieve the objectives of the EPIC Center; and other risks and uncertainties described in Applied’s filings with the Securities and Exchange Commission, including Applied’s most recent Forms 10-K, 10-Q and 8-K. All forward-looking statements are based on management’s current estimates, projections and assumptions, and Applied assumes no obligation to update them.

About Applied Materials
Applied 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 (editorial/media) 408.235.4676
Mike Sullivan (financial community) 408.986.7977


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