Applied Materials & KLA Corporation
9 shared events · Importance 4 · Last updated Aug 05, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Applied Materials: Applied Materials faces potential long-term competition from Chinese suppliers. It reported $8.53 billion in China revenue in fiscal 2025, 30% of total sales.
KLA Corporation: KLA Corporation, a dominant inspection equipment maker, could face long-term challenges from Chinese suppliers, though not directly mentioned in the testing.
Aug 05, 2026 · 11 articles
Domestic
Applied Materials: Applied Materials, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the semiconductor industry's talent pool.
KLA Corporation: KLA Corporation, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could pose challenges for the semiconductor industry in recruiting skilled workers.
Oct 03, 2025 · 6 articles
Business
Applied Materials: Applied Materials' stock was up more than 5% amid a rebound in the chipmaking sector.
KLA Corporation: KLA Corporation's stock was up more than 5% as chipmakers and AI-infrastructure stocks staged a recovery.
May 20, 2026 · 72 articles
Regulatory
Applied Materials: Announced a USD 400 million investment in India, supporting the semiconductor ecosystem.
KLA Corporation: Committed USD 400 million to India's semiconductor ecosystem.
Jun 30, 2026 · 69 articles
Tech
Applied Materials: Applied Materials saw its stock decline as investors weighed potential long-term competition from Chinese lithography tools.
KLA Corporation: KLA Corporation's stock declined on the news.
Jul 27, 2026 · 22 articles
Business
Applied Materials: Applied Materials is mentioned as an established participant in the AI infrastructure ecosystem, indicating the broader market context for Nightfood Holdings' strategic moves.
KLA Corporation: KLA Corporation is mentioned as a major AI ecosystem participant, providing context for the industry but not directly involved in Nightfood Holdings' alliance.
Jun 16, 2026 · 41 articles
International
KLA Corporation: KLA Corporation is a top US supplier of advanced chipmaking equipment, which the United States aims to limit access to for Chinese chipmakers like Semiconductor Manufacturing International Corporation.
Mar 27, 2026 · 6 articles
ERGEN INTELLIGENCE
Explore this relationship live
Track how Applied Materials and KLA Corporation interact across events, view sentiment trends, and discover connected entities.
Open Dashboard