Applied Materials introduced SENZ™, a fully integrated visual system combining waveguide optics, light engine, sensing, vision correction, and electronic dimming for next-gen AI-powered smart glasses. This platform aims to simplify manufacturing and speed up time-to-market by delivering all core visual components in one system, overcoming traditional design tradeoffs. Collaborations with GlobalFoundries, Qualcomm, and EssilorLuxottica support scalable production and innovation in augmented reality eyewear. SENZ is expected to enable more flexible designs and premium user experiences in the growing smart glasses market.
Applied Materials reported a strong Q2 fiscal 2026 with revenue of $7.91 billion, up 11% year-over-year, and non-GAAP EPS of $2.86, a 20% increase. The company sees continued growth with guidance of $8.95 billion revenue and $3.36 EPS next quarter, d...
EssilorLuxottica and Applied Materials have entered a long-term joint development agreement to accelerate the commercialization of next-generation intelligent optical systems for augmented reality (AR) and AI-powered smart eyewear. The partnership co...
Applied Materials introduced two advanced semiconductor manufacturing systems: Centris™ Spectral™ SiN ALD for uniform silicon nitride deposition and Producer™ Selectra™ Mo Etch for precise molybdenum removal in 3D chip structures. These innovations a...
Applied Materials shares jumped 25.22% in one week after a tough June, driven by strong AI-related demand and raised growth forecasts. Despite record revenue and earnings guidance, the stock trades at high valuations and faces risks like declining fr...
Following SpaceX's historic $75 billion IPO, Lynx Equity suggests Nvidia could be the biggest winner due to increased demand for AI infrastructure. SpaceX's valuation is closely linked to Elon Musk's AI venture xAI, which relies heavily on Nvidia GPU...
