** Shares of companies that produce tools used to make chips fall premarket after major industry player Applied Materials forecasts fourth-quarter revenue below expectations
** Applied Materials AMAT.O, down 14.3%, blames weak China demand and tariff-driven economic uncertainty; its peers Lam Research LRCX.O and KLA Corp KLAC.O both drop more than 5%
** Citigroup says AMAT's exposure to the leading-edge semiconductor market may have hurt it more than rivals KLA and Lam, which posted stronger results
** AMAT forecast Q4 revenue of around $6.70 bln vs Wall Street estimates of $7.33 bln - data compiled by LSEG
** Dutch firm ASML ASML.AS, the world's biggest supplier of chipmaking equipment, similarly noted revenue growth in 2026 could face tariff-related risks
** As of last close, AMAT up 15.8% YTD while LRCX and KLAC have added about 50% each
(Reporting by Twesha Dikshit)
((Twesha.Dikshit@thomsonreuters.com))
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