Chip equipment supplier Applied Materials admits it will double production capacity, but that still won't be enough

▤ Summary

Applied Materials says it will double manufacturing capacity, but the company still expects supply to remain tight. The article frames the move as a response to strong demand for chipmaking equipment and ongoing constraints in the supply chain. It also notes that the capacity expansion will not immediately eliminate shortages, with pressure expected to continue into 2027 and 2028. For software and industrial technology vendors, the story points to continued investment in semiconductor manufacturing operations and related production systems.

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