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Industry Segment Operations (Tables)
9 Months Ended
Jul. 31, 2022
Segment Reporting [Abstract]  
Net sales and operating income (loss) for each reportable segment
Net sales and operating income (loss) for each reportable segment were as follows:
Three Months EndedNine Months Ended
Net SalesOperating
Income (Loss)
Net SalesOperating
Income (Loss)
 (In millions)
July 31, 2022:
Semiconductor Systems$4,734 $1,701 $13,759 $5,120 
Applied Global Services1,420 434 4,123 1,259 
Display and Adjacent Markets333 69 1,080 226 
Corporate and Other33 (280)74 (811)
Total$6,520 $1,924 $19,036 $5,794 
August 1, 2021:
Semiconductor Systems$4,454 $1,785 $11,979 $4,588 
Applied Global Services1,286 393 3,644 1,083 
Display and Adjacent Markets431 99 1,217 229 
Corporate and Other25 (264)100 (1,025)
Total$6,196 $2,013 $16,940 $4,875 
Revenue from external customers by geographic areas
Net sales by geographic region, determined by the location of customers’ facilities to which products were shipped to, were as follows:
Three Months EndedNine Months Ended
 July 31,
2022
August 1,
2021
ChangeJuly 31,
2022
August 1,
2021
Change
 (In millions, except percentages)
China$1,797 27 %$2,251 36 %(20)%$5,917 31 %$5,478 32 %%
Korea1,224 19 %1,291 21 %(5)%3,313 18 %4,008 23 %(17)%
Taiwan1,537 24 %1,261 20 %22 %4,194 22 %3,502 21 %20 %
Japan438 %449 %(2)%1,406 %1,349 %%
Southeast Asia270 %173 %56 %633 %472 %34 %
Asia Pacific5,266 81 %5,425 87 %(3)%15,463 81 %14,809 87 %%
United States725 11 %533 %36 %2,274 12 %1,365 %67 %
Europe529 %238 %122 %1,299 %766 %70 %
Total$6,520 100 %$6,196 100 %%$19,036 100 %$16,940 100 %12 %
Disaggregation of revenue Net sales for Semiconductor Systems by end use application for the periods indicated were as follows:
Three Months EndedNine Months Ended
July 31,
2022
August 1,
2021
July 31,
2022
August 1,
2021
Foundry, logic and other66 %63 %64 %59 %
Dynamic random-access memory (DRAM)15 %20 %20 %17 %
Flash memory19 %17 %16 %24 %
100 %100 %100 %100 %
Reconciliations of total segment operating income to consolidated operating income (loss)
The reconciling items included in Corporate and Other were as follows: 
Three Months EndedNine Months Ended
July 31,
2022
August 1,
2021
July 31,
2022
August 1,
2021
 (In millions)
Unallocated net sales$33 $25 $74 $100 
Unallocated cost of products sold and expenses(218)(208)(575)(549)
Share-based compensation(95)(81)(314)(272)
Severance and related charges— — (150)
Deal termination fee— — — (154)
Total$(280)$(264)$(811)$(1,025)
Companies accounted for at least 10 percent of net sales
The following customers accounted for at least 10 percent of Applied’s net sales for the nine months ended July 31, 2022, and sales to these customers included products and services from multiple reportable segments.
 
Percentage of Net Sales
Taiwan Semiconductor Manufacturing Company Limited18 %
Samsung Electronics Co., Ltd.12 %
Intel Corporation11 %