Applied Materials supply chain risk

As of 2026-09-05, Applied Materials depends on 13 tracked suppliers headquartered in 5 countries (5 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by Atlas Copco and VAT Group. Applied Materials itself carries a supply-chain criticality score of 83/100, with 243 tracked companies downstream of it.

Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • Atlas Copco — leader in Subsystems & Components, Sweden criticality 85/100
  • VAT Group — leader in Subsystems & Components, Switzerland criticality 85/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • United States — 5 suppliers (38%)
  • Switzerland — 3 suppliers (23%)
  • Japan — 3 suppliers (23%)
  • Sweden — 1 supplier (8%)
  • Germany — 1 supplier (8%)

All 13 tracked suppliers

Downstream exposure

  • Criticality score: 83/100
  • Companies downstream of Applied Materials: 243
  • Tracked market cap downstream (priced companies only): $35.04T across 157 priced companies

Cite as: wafergraph, “Applied Materials supply chain risk — 13 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/applied_materials (data as of 2026-09-05).

Open Applied Materials's supplier graph →

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly