AMAT–SK hynix $5B EPIC Center + Intel supplier award (AI memory & packaging)
Key Questions
What is the AMAT-SK Hynix EPIC Center?
The US$5 billion centers focus on HBM, AI-DRAM, and 3D-packaging. They support AI memory and advanced packaging advancements.
What were Applied Materials' Q1'26 financial results?
AMAT reported Q1'26 revenue of $7.01 billion and EPS of $2.38, beating expectations. Q2 guidance is $7.65 billion.
What is the SEMI forecast for WFE in 2026?
SEMI projects $133 billion in wafer fabrication equipment spending for 2026. Intel's Ireland Fab34 integrates EPIC and 18A processes.
US$5B centers HBM/AI-DRAM/3D-packaging; AMAT Q1'26 $7.01B/$2.38 EPS beat, Q2 $7.65B; Intel Ireland Fab34 + EPIC/18A; IBM-Lam sub-1nm; SEMI $133B WFE '26. Watch: pilots, quals.
Sources (2)
Updated Apr 9, 2026