UCTT - Applied Materials Q2 Preview: Facing Headwinds On Several Fronts

• Applied Materials announced its fiscal 2Q 2022 earnings after the market close on May 19, 2022.
• Applied Materials’ exposure of sales to China, the fastest growing region for equipment purchases, is among the highest of top equipment suppliers.
• Mainland China faced a slowdown in integrated circuit in the past quarter that poses a near-term headwind for Applied Materials.
• Shipment disruptions from two of its major suppliers in the past quarter will be a near-term headwind.
• A significant long-term headwind comes from Chinese equipment suppliers as part of China's self-sufficiency plans.

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