{"slug":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","ticker":"AMAT","updated_at":"2026-06-20T16:08:49.443162+00:00","canonical":"https://valuechain.wiki/applied-materials","kicker":"반도체 전공정 장비 (증착·식각·CMP)","kicker_en":"Wafer-fab equipment (deposition, etch, CMP)","lead":"세계 최대 반도체 장비 회사. FY2025(2025년 10월 종료) 매출 $28.4B. 증착·식각·CMP·이온주입 장비를 TSMC·삼성·인텔·SK하이닉스 등 파운드리·메모리 fab에 공급한다. 상위 2개 고객이 매출의 약 19%·15%(익명), 매출 89%가 미국 밖이며 대만 24%·한국 20%.","lead_en":"The world’s largest semiconductor-equipment maker. FY2025 (ended Oct 2025) revenue $28.4B. Supplies deposition, etch, CMP and ion-implant tools to foundry and memory fabs such as TSMC, Samsung, Intel and SK hynix. Two customers were ~19% and ~15% of revenue (unnamed); 89% of revenue is outside the US, with Taiwan 24% and Korea 20%.","segments":{"fy":2025,"parts":[{"desc":"전공정 장비(매출 대부분)","name":"반도체 시스템"},{"desc":"부품·서비스","name":"글로벌 서비스(AGS)"},{"desc":"OLED 등","name":"디스플레이"}],"total":"FY2025 매출 $28.4B","source":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","concentration":"상위 2고객 ~19%·15%(익명). 지역: 중국 30%·대만 24%·한국 20%·미국 11%. 고객=TSMC·삼성·인텔·SK·마이크론(업계 추정)."},"segments_en":{"parts":[{"desc":"Wafer-fab equipment (most of revenue)","name":"Semiconductor Systems"},{"desc":"Parts and services","name":"Applied Global Services"},{"desc":"OLED, etc.","name":"Display"}],"total":"FY2025 revenue $28.4B","concentration":"Top two customers ~19% and ~15% (unnamed). By region: China 30%, Taiwan 24%, Korea 20%, US 11%. Customers: TSMC, Samsung, Intel, SK hynix, Micron (industry estimate)."},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"10-K 최대고객(익명, TSMC 추정)","value":19,"period":"FY2025","basis_en":"10-K largest customer (unnamed, likely TSMC)","qualifier":"estimate"},"note":"증착·식각·CMP 장비를 TSMC fab에 공급.","note_en":"Supplies deposition/etch/CMP tools to TSMC's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"삼성·SK·TSMC 투자가 장비 수요를 견인.","excerpt_en":"Samsung, SK and TSMC capex drives equipment demand."},{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 한 고객이 매출 ~19%(익명, 대만 24%).","excerpt_en":"10-K: one customer ~19% of revenue (unnamed; Taiwan 24%)."},{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"어플라이드 고객에 TSMC·삼성·인텔 포함.","excerpt_en":"Applied Materials’ customers include TSMC, Samsung and Intel."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"10-K 2위 고객(익명, 삼성 추정)","value":15,"period":"FY2025","basis_en":"10-K second customer (unnamed, likely Samsung)","qualifier":"estimate"},"note":"증착·식각·CMP 장비를 Samsung Electronics fab에 공급.","note_en":"Supplies deposition/etch/CMP tools to Samsung Electronics's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"삼성·SK·TSMC 투자가 장비 수요를 견인.","excerpt_en":"Samsung, SK and TSMC capex drives equipment demand."},{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 2위 고객 매출 ~15%(익명, 한국 20%).","excerpt_en":"10-K: second customer ~15% (unnamed; Korea 20%)."},{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"어플라이드 고객에 TSMC·삼성·인텔 포함.","excerpt_en":"Applied Materials’ customers include TSMC, Samsung and Intel."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"전공정 장비를 Intel fab에 공급.","note_en":"Supplies wafer-fab tools to Intel's fabs.","sources":[{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"인텔이 어플라이드 고객.","excerpt_en":"Intel is an Applied Materials customer."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"전공정 장비를 SK hynix fab에 공급.","note_en":"Supplies wafer-fab tools to SK hynix's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"삼성·SK·TSMC 투자가 장비 수요를 견인.","excerpt_en":"Samsung, SK and TSMC capex drives equipment demand."},{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"어플라이드 고객에 TSMC·삼성·인텔 포함.","excerpt_en":"Applied Materials’ customers include TSMC, Samsung and Intel."}]},{"direction":"revenue","counterparty":"글로벌파운드리","counterparty_slug":"globalfoundries","confidence":"mid","metric":null,"note":"글로벌파운드리 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to GlobalFoundries.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"글로벌파운드리가 장비를 매입하는 주요 공급사.","excerpt_en":"A key equipment supplier to GlobalFoundries."}]},{"direction":"revenue","counterparty":"UMC","counterparty_slug":"umc","confidence":"mid","metric":null,"note":"UMC 성숙·특화 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to UMC.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-28","url":"https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm","title":"UMC FY2025 실적 (6-K)","title_en":"UMC FY2025 results (6-K)","excerpt":"UMC가 장비를 매입하는 주요 고객.","excerpt_en":"UMC is a customer buying its equipment."}]},{"direction":"cost","counterparty":"부품·서브시스템 공급사 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 부품·서브시스템을 다수 외주(공급사·금액 비공개).","note_en":"Outsources precision parts and subsystems to many suppliers (undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 다수 협력사에서 부품을 조달.","excerpt_en":"10-K: sources components from many suppliers."}]},{"direction":"cost","counterparty":"정밀 광학·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 광학·특수 소재 매입(공급사 비공개).","note_en":"Buys precision optics and specialty materials (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 특수 소재·부품 의존.","excerpt_en":"10-K: depends on specialty materials and parts."}]}]}