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Applied Materials

AMATsupplier

Applied Materials is the world's largest semiconductor equipment company, supplying deposition, etch, and planarization systems used by every major fab. Its breadth across process steps gives it outsized influence on manufacturing yields and technology roadmaps.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($27.5B)

Static data (loading live financials…)

Semiconductor Systems (68%)
Applied Global Services (24%)
Display & Adjacent Markets (8%)

Segment Breakdown & Key Customers

Product Details

Etch Systems25%

Conductor and dielectric etch for advanced patterning

CVD / PVD Deposition30%

Chemical and physical vapor deposition for thin-film layers

CMP (Chemical Mechanical Planarization)12%

Wafer surface polishing systems

Ion Implantation10%

Precision doping of semiconductor wafers

Display Equipment & Services23%

Equipment for OLED and LCD display manufacturing, plus global services

Supply Chain Relationships

Key Customers

Taiwan Semiconductor Manufacturing Company

Deposition, etch, CMP systems

Impact: $6B+ — top customer

Samsung Electronics

Fab equipment

Impact: $4B+

SK Hynix

Memory fab equipment

Impact: $2B+

Micron Technology

Memory fab equipment

Impact: $2B+

Competitors

Lam Research

Etch and deposition

Impact: Primary competitor in etch

KLA Corporation

Process control overlap

Impact: Competitor in metrology

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Supply Chain Issues

★ 기회GAA 공정 전환 — 장비 수주 급증
2026-04

Intel 18A·TSMC N2 GAA 전환 본격화로 Epi·이온주입 장비 주문 폭증. 수주잔고 분기 대비 +22% 증가.

↑ 생산 확대인도 푸네 R&D센터 확장
2026-03

반도체 장비 소프트웨어·AI 진단 모듈 개발 인력 1,200명 추가 채용. 미국 이외 엔지니어링 허브 강화.

Institutional Signals

InstitutionActionValueQuarterFiling Date
BlackRockaccumulating$477M2024.062024-08-13↑
BlackRockreducing$215M2024.062024-08-13↓
BlackRockreducing$258M2024.062024-08-13↓
BlackRockreducing$27M2024.062024-08-13↓
BlackRockreducing$29M2024.062024-08-13↓
BlackRockaccumulating$545M2024.062024-08-13↑
BlackRockaccumulating$356M2024.062024-08-13↑
BlackRockaccumulating$7.5B2024.062024-08-13↑
BlackRockaccumulating$4.3B2024.062024-08-13↑
BlackRockaccumulating$320M2024.062024-08-13↑
BlackRockaccumulating$640M2024.062024-08-13↑
BlackRockaccumulating$376M2024.062024-08-13↑
BlackRockaccumulating$475M2024.062024-08-13↑
BlackRockreducing$13M2024.062024-08-13↓
BlackRockaccumulating$2.2B2024.062024-08-13↑
BlackRockreducing$83M2024.062024-08-13↓
BlackRockreducing$60M2024.062024-08-13↓
BlackRockaccumulating$418M2024.062024-08-13↑
BlackRockreducing$43M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$332K2024.062024-08-13↓
BlackRockaccumulating$348M2024.062024-08-13↑
BlackRockreducing$614K2024.062024-08-13↓
BlackRockreducing$71K2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$755K2024.062024-08-13↓
BlackRockreducing$661K2024.062024-08-13↓
BlackRockreducing$47K2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
Vanguard Groupaccumulating$446M2025.122026-01-29↑
Vanguard Groupaccumulating$97M2025.122026-01-29↑
Vanguard Groupaccumulating$17.7B2025.122026-01-29↑
Vanguard Groupreducing$126K2025.122026-01-29↓
Vanguard Groupaccumulating$1.2B2025.122026-01-29↑
Vanguard Groupaccumulating$336M2025.122026-01-29↑
State Streetaccumulating$9.7B2025.122026-02-13↑
Wellington Managementaccumulating$78M2025.122026-02-17↑
Wellington Managementaccumulating$8M2025.122026-02-17↑
Wellington Managementaccumulating$8M2025.122026-02-17↑
Wellington Managementreducing$1M2025.122026-02-17↓
Wellington Managementaccumulating$14M2025.122026-02-17↑
Wellington Managementreducing$166K2025.122026-02-17↓
FMR (Fidelity)accumulating$489M2025.122026-02-17↑
FMR (Fidelity)accumulating$132M2025.122026-02-17↑
FMR (Fidelity)accumulating$566M2025.122026-02-17↑
FMR (Fidelity)accumulating$13M2025.122026-02-17↑
FMR (Fidelity)accumulating$41M2025.122026-02-17↑
FMR (Fidelity)reducing$2M2025.122026-02-17↓

Institutional Ownership

13F basis · Q4 2025
InstitutionChangeOwnership %Prev. QuarterSharesValueSEC
VanguardMaintained2.60%—12.2M shares$2,200M13F
T. Rowe PriceIncreased1.30%—6.1M shares$1,100M13F
Capital ResearchNew Position0.95%—4.4M shares$800M13F
WellingtonNew Position0.53%—2.5M shares$450M13F
Total tracked ownership: 5.38%Total value: $4,550MBased on SEC EDGAR 13F-HR · 45-day reporting delay

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Applied Materials.

Company Info

Headquarters

Santa Clara, California, USA

Founded

1967

Employees

36,000+

News Gap Score

Gap Score72
Low GapHigh Gap

IB Activity

75

Media Score

32

Cascade Position

Role in Cascade

late mover

Typical Delay

2-5 trading days

Equipment spend follows 1-2 quarters behind foundry utilization; NVIDIA strength signals future AMAT orders.

View Full Cascade

Sector Overview — 반도체

Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Key Themes

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Upcoming Catalysts

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표