Applied Materials, Inc. (AMAT) Plans ~$5B EPIC R&D Center in Silicon Valley

Applied Materials (AMAT) opened a $5B chip R&D facility in Sunnyvale, partnering with TSMC, Intel, and others. The EPIC Center aims to accelerate semiconductor development by consolidating research, equipment, and production. Partners include chipmakers, equipment suppliers, and universities. AMAT expects the facility to enhance access to next-gen technologies and address industry challenges.

Applied Materials opened a $5B EPIC Center in Silicon Valley to advance semiconductor R&D for AI. The facility will collaborate with chipmakers like TSMC, Intel, and Samsung, as well as research partners, to accelerate innovation and commercialization of next-gen chipmaking technologies.

Applied Materials unveiled the EPIC Center, a $5B semiconductor R&D facility with Intel, Samsung, and others. The center aims to accelerate chipmaking innovation for AI, housing 4 acres of cleanroom space. Partners include TSMC, Micron, and SK hynix, who will collaborate on next-gen technologies. Applied expects faster commercialization and improved R&D efficiency.

Applied Materials unveiled its $5B EPIC Center in Sunnyvale, a 600,000-sq-ft R&D facility aimed at accelerating chipmaking innovation. The company expects the center to drive over $25B in R&D investments over a decade. Key partners include Samsung, Micron, TSMC, and Intel. Applied Materials anticipates 30% growth in its semiconductor equipment business in 2026, driven by AI infrastructure demand.

ASML, the leading semiconductor equipment maker, raised component prices by 10% for Samsung Electronics and SK Hynix, effective January 2026. The increase covers all replacement parts for EUV and DUV lithography machines. ASML's services business generated €8.193 billion in 2024, about 25% of total revenue, and is expected to grow over 30% this year.

Applied Materials and Intel are partnering to develop next-gen semiconductor tech at the Applied EPIC Center. They will focus on FEOL, BEOL, and packaging for high-performance computing. The EPIC Center, backed by 7 trillion won, aims to speed up tech commercialization. Other partners include Samsung, SK hynix, and TSMC.