Applied Materials

Headquarters

Santa Clara, California, USA

Website

www.appliedmaterials.com

Employees

36,500 (FY2025 10-K)

Founded

1967

Listing

AMAT · NASDAQ

Market Cap

$378.29B

Revenue (TTM)

$29.02B

Price

USD476.46 (-15.60%)

Dependency

• US AI Chip Export Controls: Applied Materials paid $252.5 million in early 2026 to settle a US Commerce Department probe into unauthorized ion-implanter shipments to SMIC between 2020 and 2022, and separately forecasts a $600 million fiscal 2026 revenue hit from expanded China export restrictions.
• Ichor Systems: Ichor Systems supplies fluid delivery subsystems used in semiconductor wafer fabrication equipment, including for major equipment makers like Applied Materials.

Supply Chain

• SK hynix: SK hynix and Micron together accounted for roughly 21% of Applied Materials' sales, with SK hynix a key EPIC Center co-development partner for memory fabrication equipment.
• Micron Technology: SK hynix and Micron together accounted for roughly 21% of Applied Materials' sales, with Micron a key EPIC Center co-development partner for memory fabrication equipment.
• Samsung Electronics: Samsung Electronics is a key EPIC Center co-development partner of Applied Materials for advanced memory and logic fabrication equipment.
• Samsung Foundry: Applied Materials deepened its chipmaking ties to Samsung Foundry through the planned $5 billion EPIC Center, supplying equipment for Samsung's advanced-node manufacturing push.
• Taiwan Semiconductor Manufacturing Company: Applied Materials supplies wafer fabrication and advanced packaging equipment used across TSMC's leading-edge chip manufacturing.
• Intel: Applied Materials formed a strategic partnership with Intel-adjacent domestic chipmaking initiatives, including a 2025 partnership with Apple and Texas Instruments to supply US-made semiconductor equipment.

Competition / Other

• Semiconductor Manufacturing Equipment: Applied Materials is the largest US semiconductor equipment maker by revenue, dominant in deposition and wafer fabrication tools.
• KLA Corporation: Applied Materials competes with KLA in adjacent segments of semiconductor process equipment, though KLA specializes in inspection/metrology versus Applied Materials' deposition/etch focus.
• Lam Research: Applied Materials competes with Lam Research and Tokyo Electron in semiconductor wafer fabrication equipment, particularly deposition and etch tools for advanced-node and AI chip production.
• Tokyo Electron: Applied Materials competes with Tokyo Electron and Lam Research in semiconductor wafer fabrication equipment for advanced-node chip production.
• Lasertec: Applied Materials competes at the margins of mask and wafer inspection with its Aera5 e-beam inspection platform, but like KLA does not offer an actinic EUV patterned mask inspection alternative to Lasertec.
• ASM International: ASM International's atomic layer deposition tools compete with Applied Materials' broader deposition equipment portfolio, though ASM specializes as a pure-play ALD leader.
• Axcelis Technologies: Axcelis competes with Applied Materials' ion implantation product line, though Axcelis specializes as a pure-play implant equipment maker.