Applied Materials

Applied Materials is a leader in the Equipment (Front End) segment of the semiconductor & AI supply chain, headquartered in Santa Clara. Its key suppliers include Ferrotec, MKS Instruments, Advanced Energy. Its key customers include TSMC, Samsung Electronics, Intel.

Broadest wafer fab equipment maker, leading in deposition and implant.

Ticker
NASDAQ: AMAT
Headquarters
Santa Clara
Founded
1967
Revenue
$28.4B (FY2025) · +4.4% YoY
Net income
$7.0B
Operating margin
29.2%
Market position
leader
Value-chain segment
Deposition, Etch, Ion Implant, Metrology & Inspection, CMP & Planarization
Key products
CVD/PVD systems, implanters, CMP systems

About Applied Materials

Applied Materials, headquartered in United States, operates in the Deposition and Etch and Ion Implant and Metrology & Inspection and CMP & Planarization segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include CVD/PVD systems, implanters, CMP systems. wafergraph maps 13 tracked suppliers and 10 tracked customers for Applied Materials across the value chain. It has a supply-chain criticality score of 83/100, with 243 companies downstream of it.

Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor chips for electronics, flat panel displays for computers, smartphones, televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, and is the second largest supplier of semiconductor equipment in the world based on revenue behind Dutch company ASML.

Role in the chain

Applied Materials is a market leader in Equipment (Front End) (Deposition), headquartered in United States. Broadest wafer fab equipment maker, leading in deposition and implant.

Diligence questions

  1. The dataset records 13 tracked suppliers for Applied Materials. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Applied Materials's tracked suppliers are a monopoly or leader (including Atlas Copco, VAT Group). Which of those are actually single-source for the process step you care about?
  3. The dataset names 10 tracked customers for Applied Materials. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Applied Materials is positioned as a leader in Equipment (Front End). How replaceable is this vendor on the process step you are buying?
  5. Applied Materials is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Applied Materials trades as NASDAQ:AMAT. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Applied Materials

Key products

  • CVD/PVD systems
  • implanters
  • CMP systems

Suppliers

Customers

More Equipment (Front End) companies

Compare with

ASML · Lam Research · KLA · Tokyo Electron · NAURA Technology · AMEC (Advanced Micro-Fabrication)

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Applied Materials — supply chain, financials & market position”, https://wafergraph.com/company/applied_materials (data as of 2026-09-05).

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