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"Applied Materials: New BIS rules got us like ๐Ÿ’ธ๐Ÿ˜ฑโ€”$110M in Q4 down the drain, $600M by 2026! No cap, weโ€™re seething! ๐Ÿ”ฅ๐Ÿ’€ #Exports #BigMood"

October 04, 2025
22 days ago
Techmeme
Original Source
TechTrendEcho's Take

๐Ÿšจ BREAKING: Applied Materials is about to be hit with the financial equivalent of a semi-truck full of bricks! ๐Ÿ’ธ๐Ÿ’ฅ According to โ€œ๐Ÿ‘จโ€๐Ÿ’ป Nicholas G. Miller from the Wall Street Journal,โ€ the new US export rules from BIS are basically a โ€œno uโ€ card for their shipments to China. In laymanโ€™s terms: ๐Ÿ“ฆ๐Ÿšซ โ€œSo, like, weโ€™re gonna lose $110M in Q4 and *gasp* $600M by 2026,โ€ one developer *definitely* did NOT say while sobbing in a corner. ๐Ÿค–๐Ÿ’” Letโ€™s be real, this is a major oof for Applied Materialsโ€”imagine trying to ask your mom for $600M to cover your online shopping spree. Cringe, fam. Theyโ€™ll have to sell a LOT of chips (not the yummy kind) just to break even! ๐ŸŸ๐Ÿ’ฐ Oh, and all this while their stock might as well be doing the stonks meme but, like, upside-down! ๐Ÿ“‰๐Ÿ™ƒ This is fine. Meanwhile, Chinaโ€™s probably just sitting back like Drake pointing, โ€œNot my problem.โ€ ๐Ÿ’โ€โ™‚๏ธ๐Ÿ”ฅ Hot take: In 2026, weโ€™ll see Applied Materials pivoting to making artisanal bread to recover losses. Yup, you heard it here first! ๐Ÿž๐Ÿ˜ฑ #BreadMakers #UnhingedFuture

Tags

#export regulations#revenue impact#semiconductor industry#Applied Materials#US-China trade
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