Applied Materials
AMATsupplierApplied 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.
उत्पाद और राजस्व
उत्पाद राजस्व हिस्सा
राजस्व विवरण ($27.5B)
स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)
सेगमेंट संरचना और प्रमुख ग्राहक
उत्पाद विवरण
Conductor and dielectric etch for advanced patterning
Chemical and physical vapor deposition for thin-film layers
Wafer surface polishing systems
Precision doping of semiconductor wafers
Equipment for OLED and LCD display manufacturing, plus global services
आपूर्ति श्रृंखला संबंध
प्रमुख ग्राहक
व्यापक एवं बाजार संदर्भ
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
आगामी उत्प्रेरक
आपूर्ति श्रृंखला समस्याएं
Intel 18A·TSMC N2 GAA 전환 본격화로 Epi·이온주입 장비 주문 폭증. 수주잔고 분기 대비 +22% 증가.
반도체 장비 소프트웨어·AI 진단 모듈 개발 인력 1,200명 추가 채용. 미국 이외 엔지니어링 허브 강화.
संस्थागत संकेत
| संस्था | कार्रवाई | मूल्य | तिमाही | फाइलिंग तिथि |
|---|---|---|---|---|
| BlackRock | accumulating | $477M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $215M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $258M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $27M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $29M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $545M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $356M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $7.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $320M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $640M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $376M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $475M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $83M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $60M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $418M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $43M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $332K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $348M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $614K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $71K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $755K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $661K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $47K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $446M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $97M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $17.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $126K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $1.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $336M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $9.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $78M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $8M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $8M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $1M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $14M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $166K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $489M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $132M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $566M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $13M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $41M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $2M | 2025.12 | 2026-02-17↓ |
संस्थागत स्वामित्व
13F आधार · Q4 2025| संस्था | परिवर्तन | स्वामित्व % | पिछली तिमाही | शेयर | मूल्य | SEC |
|---|---|---|---|---|---|---|
| Vanguard | बनाए रखा | 2.60% | — | 12.2M शेयर | $2,200M | 13F |
| T. Rowe Price | बढ़ाई गई | 1.30% | — | 6.1M शेयर | $1,100M | 13F |
| Capital Research | नई स्थिति | 0.95% | — | 4.4M शेयर | $800M | 13F |
| Wellington | नई स्थिति | 0.53% | — | 2.5M शेयर | $450M | 13F |
ताज़ा खबर
AI विश्लेषण
Applied Materials का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।
कंपनी जानकारी
न्यूज़ गैप स्कोर
संस्थागत गतिविधि
75
मीडिया स्कोर
32
कैस्केड स्थिति
कैस्केड में भूमिका
late mover
सामान्य देरी
2-5 trading days
Equipment spend follows 1-2 quarters behind foundry utilization; NVIDIA strength signals future AMAT orders.
पूरा कैस्केड देखेंक्षेत्र अवलोकन — 반도체
क्षेत्र समाचारWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
मुख्य विषय
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
आगामी उत्प्रेरक
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표