Applied Materials targets about 54% non-GAAP gross margin by 2030 under AI-led wafer fab equipment growth plan
Bitget2026/10/13 16:45- Applied Materials set targets through 2030 as AI infrastructure drives sustained wafer fab equipment demand.
- Plans to gain more than 2 percentage points of WFE market share from 2025 to 2030.
- Aims for non-GAAP gross margin of about 54% and non-GAAP operating margin of about 40% by 2030.
- Commits to distribute 80% to 100% of free cash flow to shareholders over time.
- Intends to more than double R&D lab and manufacturing capacity from current levels by 2030.
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