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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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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($27.5B)

Données statiques (chargement des finances en temps réel…)

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

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Clients clés

Taiwan Semiconductor Manufacturing Company

Deposition, etch, CMP systems

Impact: $6B+ — top customer

Samsung Electronics

Fab equipment

Impact: $4B+

SK Hynix

Memory fab equipment

Impact: $2B+

Micron Technology

Memory fab equipment

Impact: $2B+

Concurrents

Lam Research

Etch and deposition

Impact: Primary competitor in etch

KLA Corporation

Process control overlap

Impact: Competitor in metrology

Contexte macro et de marché

반도체Actualités du secteur

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

Prochains catalyseurs

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

Problèmes de chaîne d'approvisionnement

★ 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.

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
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↓

Actionnariat institutionnel

Base 13F · Q4 2025
InstitutionVariation% de détentionTrim. préc.ActionsValeurSEC
VanguardMaintenue2.60%—12.2M actions$2,200M13F
T. Rowe PriceAugmentée1.30%—6.1M actions$1,100M13F
Capital ResearchNouveau0.95%—4.4M actions$800M13F
WellingtonNouveau0.53%—2.5M actions$450M13F
Détention totale suivie: 5.38%Valeur totale: $4,550MBasé sur SEC EDGAR 13F-HR · délai de 45 jours

Actualités récentes

Chargement des nouvelles...

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Informations sur l'entreprise

Siège social

Santa Clara, California, USA

Fondée en

1967

Effectifs

36,000+

Score d'écart médiatique

Score d'écart72
Écart faibleÉcart élevé

Activité institutionnelle

75

Score médiatique

32

Position dans la cascade

Rôle dans la cascade

late mover

Délai typique

2-5 trading days

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

Voir la cascade complète

Aperçu du secteur — 반도체

Actualités du secteur

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

Thèmes clés

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

Prochains catalyseurs

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