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Technology Stocks : Semi Equipment Analysis

SOXX 296.26

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Nov 4 4:00 PM EST

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To: Return to Sender who wrote (95163)	10/3/2025 8:27:33 AM
From: Sam	2 Recommendations Recommended By Kirk © Return to Sender of 95353

Applied Materials warns of revenue hit from expanded US export blacklist Jingyue Hsiao, DIGITIMES Asia, Taipei Friday 3 October 2025 digitimes.com Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening crackdown on technology ties with China. In an 8-K filing, the company stated that the Commerce Department's latest "BIS Affiliates Rule" will further restrict its ability to sell products and provide services to certain China-based customers. Applied expects the measure to cut fourth-quarter fiscal 2025 revenue by about US$110 million, and shave roughly US$600 million off fiscal 2026 sales. ufacturing and artificial intelligence (AI). While the new rules are global in scope, they are expected to fall most heavily on Chinese firms like Huawei and Yangtze Memory Technologies, already blacklisted over national security concerns. The Chinese government swiftly condemned the decision, calling the curbs an "unjustified suppression" of its companies and warning of retaliatory measures. Industry lawyers also cautioned that the widened entity list would create more uncertainty for exporters, lengthening due diligence processes and potentially delaying shipments. For Applied, the new restrictions mark yet another reminder that US-China tech tensions carry direct financial costs for America's most advanced semiconductor toolmakers. Article edited by Jack Wu Related stories US expands entity list restrictions to cover affiliates of blacklisted firms US tightens AI chip export rules, targets Southeast Asia as China's GPU smuggling hub Taiwan chip firms' China ties in crosshairs as US expands chip ban China chip firms accelerate local supply chain development amid new US export controls New US ban imposes 'large yard, high fence' on Chinese equipment, materials, EDA

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