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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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($27.5B)

Datos estáticos (cargando finanzas en tiempo real…)

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

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Clientes Clave

Taiwan Semiconductor Manufacturing Company

Deposition, etch, CMP systems

Impacto: $6B+ — top customer

Samsung Electronics

Fab equipment

Impacto: $4B+

SK Hynix

Memory fab equipment

Impacto: $2B+

Micron Technology

Memory fab equipment

Impacto: $2B+

Competidores

Lam Research

Etch and deposition

Impacto: Primary competitor in etch

KLA Corporation

Process control overlap

Impacto: Competitor in metrology

Contexto macro y de mercado

반도체Noticias del sector

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

Próximos catalizadores

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

Problemas de cadena de suministro

★ 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.

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
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↓

Propiedad institucional

Base 13F · Q4 2025
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
VanguardMantenida2.60%—12.2M acciones$2,200M13F
T. Rowe PriceAumentada1.30%—6.1M acciones$1,100M13F
Capital ResearchNueva posición0.95%—4.4M acciones$800M13F
WellingtonNueva posición0.53%—2.5M acciones$450M13F
Participación total rastreada: 5.38%Valor total: $4,550MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Applied Materials impulsado por IA.

Información de la Empresa

Sede Central

Santa Clara, California, USA

Fundación

1967

Empleados

36,000+

Puntuación de Brecha Informativa

Puntuación de Brecha72
Brecha BajaBrecha Alta

Actividad Institucional

75

Puntuación de Medios

32

Posición en Cascada

Rol en la Cascada

late mover

Retraso Típico

2-5 trading days

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

Ver Cascada Completa

Estado del sector — 반도체

Noticias del sector

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

Temas clave

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

Próximos catalizadores

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