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Applied Materials

AMATsupplier

Applied Materials is the world's largest semiconductor equipment company, supplying deposition, etch, and planarization systems used by every major fab. Its breadth across process steps gives it outsized influence on manufacturing yields and technology roadmaps.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($27.5B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Semiconductor Systems (68%)
Applied Global Services (24%)
Display & Adjacent Markets (8%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Etch Systems25%

Conductor and dielectric etch for advanced patterning

CVD / PVD Deposition30%

Chemical and physical vapor deposition for thin-film layers

CMP (Chemical Mechanical Planarization)12%

Wafer surface polishing systems

Ion Implantation10%

Precision doping of semiconductor wafers

Display Equipment & Services23%

Equipment for OLED and LCD display manufacturing, plus global services

Lieferkettenbeziehungen

Wichtige Kunden

Taiwan Semiconductor Manufacturing Company

Deposition, etch, CMP systems

Auswirkung: $6B+ — top customer

Samsung Electronics

Fab equipment

Auswirkung: $4B+

SK Hynix

Memory fab equipment

Auswirkung: $2B+

Micron Technology

Memory fab equipment

Auswirkung: $2B+

Wettbewerber

Lam Research

Etch and deposition

Auswirkung: Primary competitor in etch

KLA Corporation

Process control overlap

Auswirkung: Competitor in metrology

Makro- und Marktkontext

반도체Sektornachrichten

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Nächste Katalysatoren

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Lieferketten-Probleme

★ 기회GAA 공정 전환 — 장비 수주 급증
2026-04

Intel 18A·TSMC N2 GAA 전환 본격화로 Epi·이온주입 장비 주문 폭증. 수주잔고 분기 대비 +22% 증가.

↑ 생산 확대인도 푸네 R&D센터 확장
2026-03

반도체 장비 소프트웨어·AI 진단 모듈 개발 인력 1,200명 추가 채용. 미국 이외 엔지니어링 허브 강화.

Institutionelle Signale

InstitutionAktionWertQuartalEinreichungsdatum
BlackRockaccumulating$477M2024.062024-08-13↑
BlackRockreducing$215M2024.062024-08-13↓
BlackRockreducing$258M2024.062024-08-13↓
BlackRockreducing$27M2024.062024-08-13↓
BlackRockreducing$29M2024.062024-08-13↓
BlackRockaccumulating$545M2024.062024-08-13↑
BlackRockaccumulating$356M2024.062024-08-13↑
BlackRockaccumulating$7.5B2024.062024-08-13↑
BlackRockaccumulating$4.3B2024.062024-08-13↑
BlackRockaccumulating$320M2024.062024-08-13↑
BlackRockaccumulating$640M2024.062024-08-13↑
BlackRockaccumulating$376M2024.062024-08-13↑
BlackRockaccumulating$475M2024.062024-08-13↑
BlackRockreducing$13M2024.062024-08-13↓
BlackRockaccumulating$2.2B2024.062024-08-13↑
BlackRockreducing$83M2024.062024-08-13↓
BlackRockreducing$60M2024.062024-08-13↓
BlackRockaccumulating$418M2024.062024-08-13↑
BlackRockreducing$43M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$332K2024.062024-08-13↓
BlackRockaccumulating$348M2024.062024-08-13↑
BlackRockreducing$614K2024.062024-08-13↓
BlackRockreducing$71K2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$755K2024.062024-08-13↓
BlackRockreducing$661K2024.062024-08-13↓
BlackRockreducing$47K2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
Vanguard Groupaccumulating$446M2025.122026-01-29↑
Vanguard Groupaccumulating$97M2025.122026-01-29↑
Vanguard Groupaccumulating$17.7B2025.122026-01-29↑
Vanguard Groupreducing$126K2025.122026-01-29↓
Vanguard Groupaccumulating$1.2B2025.122026-01-29↑
Vanguard Groupaccumulating$336M2025.122026-01-29↑
State Streetaccumulating$9.7B2025.122026-02-13↑
Wellington Managementaccumulating$78M2025.122026-02-17↑
Wellington Managementaccumulating$8M2025.122026-02-17↑
Wellington Managementaccumulating$8M2025.122026-02-17↑
Wellington Managementreducing$1M2025.122026-02-17↓
Wellington Managementaccumulating$14M2025.122026-02-17↑
Wellington Managementreducing$166K2025.122026-02-17↓
FMR (Fidelity)accumulating$489M2025.122026-02-17↑
FMR (Fidelity)accumulating$132M2025.122026-02-17↑
FMR (Fidelity)accumulating$566M2025.122026-02-17↑
FMR (Fidelity)accumulating$13M2025.122026-02-17↑
FMR (Fidelity)accumulating$41M2025.122026-02-17↑
FMR (Fidelity)reducing$2M2025.122026-02-17↓

Institutioneller Besitz

13F Basis · Q4 2025
InstitutionÄnderungBeteiligung %VorquartalAktienWertSEC
VanguardGehalten2.60%—12.2M Aktien$2,200M13F
T. Rowe PriceErhöht1.30%—6.1M Aktien$1,100M13F
Capital ResearchNeue Position0.95%—4.4M Aktien$800M13F
WellingtonNeue Position0.53%—2.5M Aktien$450M13F
Gesamte verfolgte Beteiligung: 5.38%Gesamtwert: $4,550MBasierend auf SEC EDGAR 13F-HR · 45 Tage Berichtsverzögerung

Aktuelle Nachrichten

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Unternehmensinformationen

Hauptsitz

Santa Clara, California, USA

Gegründet

1967

Mitarbeiter

36,000+

Nachrichtenlücken-Score

Lücken-Score72
Niedrige LückeHohe Lücke

Institutionelle Aktivität

75

Medien-Score

32

Kaskadenposition

Rolle in der Kaskade

late mover

Typische Verzögerung

2-5 trading days

Equipment spend follows 1-2 quarters behind foundry utilization; NVIDIA strength signals future AMAT orders.

Vollständige Kaskade anzeigen

Sektorübersicht — 반도체

Sektornachrichten

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Hauptthemen

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Nächste Katalysatoren

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표