Wafer-fab equipment (deposition, etch, CMP)
Applied Materials
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%.
AMAT Updated Jun 20, 2026 1 AI consumers
Money in ▸TSMC●Customer concentration 19%Samsung Electronics●Customer concentration 15%Intel◐SK hynix◐GlobalFoundries◐United Microelectronics (UMC)◐
Applied MaterialsFY2025 revenue $28.4B
▸ Money out부품·서브시스템 공급사 (비공개)○정밀 광학·소재 (비공개)○
Financials & Segments
- Total revenue · FY2025 revenue $28.4B
- Customer 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).
- Segments · Semiconductor Systems · Applied Global Services · Display
Revenue from
- TSMC High confidence· Customer concentration 19% (est.) · FY2025 · 10-K largest customer (unnamed, likely TSMC)
Supplies deposition/etch/CMP tools to TSMC's fabs.Mentions KO Asia Business Daily Published Apr 28, 2026: "Samsung, SK and TSMC capex drives equipment demand."Mentions EN SEC EDGAR Published Dec 12, 2025: "10-K: one customer ~19% of revenue (unnamed; Taiwan 24%)."Confirms EN PatentPC Accessed Jun 20, 2026: "Applied Materials’ customers include TSMC, Samsung and Intel." - Samsung Electronics High confidence· Customer concentration 15% (est.) · FY2025 · 10-K second customer (unnamed, likely Samsung)
Supplies deposition/etch/CMP tools to Samsung Electronics's fabs.Mentions KO Asia Business Daily Published Apr 28, 2026: "Samsung, SK and TSMC capex drives equipment demand."Confirms EN PatentPC Accessed Jun 20, 2026: "Applied Materials’ customers include TSMC, Samsung and Intel." - Intel Medium confidence
Supplies wafer-fab tools to Intel's fabs. - SK hynix Medium confidence
Supplies wafer-fab tools to SK hynix's fabs.Mentions KO Asia Business Daily Published Apr 28, 2026: "Samsung, SK and TSMC capex drives equipment demand."Confirms EN PatentPC Accessed Jun 20, 2026: "Applied Materials’ customers include TSMC, Samsung and Intel." - GlobalFoundries Medium confidence
Supplies wafer-fab tools to GlobalFoundries. - United Microelectronics (UMC) Medium confidence
Supplies wafer-fab tools to UMC.
Pays to
- 부품·서브시스템 공급사 (비공개) Low confidence
Outsources precision parts and subsystems to many suppliers (undisclosed). - 정밀 광학·소재 (비공개) Low confidence
Buys precision optics and specialty materials (suppliers undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.