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exmxc · AI Power Index

Applied Materials · Power Lens

The judgment behind the ranking. Explore what each company controls, where we see its power heading, and what would change our mind.

As of 2026-09-18 · Methodology 1.0.0

Applied Materials · 2026-09-18 edition.

Company profile · 2026-09-18

Applied Materials

Scores out of 100 · Ranks within the 50-company cohort

2026 · Assessment
#4556.3 / 100

Target date 2026-09-18

2027 · Forecast
#4956.9 / 100

Target date 2027-09-18

2030 · Forecast
#5056.9 / 100

Target date 2030-09-18

Our power thesis

We expect materials engineering to remain a major Compute bottleneck. Its narrow control across the other forces leaves its composite largely steady as broader platforms grow.

Four Forces breakdown

Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.

Applied Materials · Four Forces
Force202620272030
Compute858585
Interface152020
Alignment101010
Energy000

Our forecast

Across our 2026–2030 view, the Power Score rises from 56.3 to 56.9; the rank moves from #45 to #50.

Interface 15 → 20.

The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.

What would change our mind

New process architectures increase its strategic dependence beyond our forecast.

Research behind the judgment

Applied Materials’ 2026 announcements include systems for DRAM and advanced packaging used in AI chips.

Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.

Permanent profile linkAll 50 rankings →

Monthly history

Monthly judgments for the same target years · Rank / score
Edition202620272030
2026-09-18#45 / 56.3#49 / 56.9#50 / 56.9

September 2026 is the first edition. Monthly comparisons will appear as new editions are published.

Inaugural ranked edition. New longitudinal baseline; prior v1 exposure and v2 pilot profiles are separate series.

One fixed methodology.

Power Score = 50% strongest force + 50% average of all four.

Compute, Interface, Alignment, and Energy are scored in five-point steps. Scores are editorial judgments; 2027 and 2030 are forecasts. Rankings compare the same 50-company cohort. Equal displayed scores may have different ranks under our fixed tie-break rules.

Full methodology · Edition data and research notes · Four Forces framework

exmxc sets the judgments. Each monthly edition retains its original research cutoff, scores, and forecasts.