Taiwan KRW 3.8958 trillion… Applied Materials ($AMAT) overtakes China
Original headline대만 3조8958억원…어플라이드 머티어리얼즈($AMAT) 중국 추월
Not investment advice. Muhabbit scores how much a story may matter, not which way to trade.
Applied Materials reported record fiscal Q4 2026 revenue of $10.41 billion, up 53% year over year, with Taiwan overtaking China as its largest regional market at $2.916 billion, or 28% of total sales, versus China's $2.642 billion, or 25%. The shift marks a reversal from the prior quarter, when China led with $2.506 billion against Taiwan's $2.025 billion. The results matter because they signal that AI-driven foundry and advanced-node demand in Taiwan is now outweighing the mature-node China business that has long dominated the company's geographic mix. Investors will watch whether Taiwan's lead persists in coming quarters and how export controls and China's share of revenue trend from here.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
Applied Materials (AMAT), China, Taiwan
A linked name opens that asset's sentiment page.