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.
Produtos e receita
Participação de receita por produto
Composição de receita ($27.5B)
Dados estáticos (carregando finanças em tempo real…)
Composição de segmentos e principais clientes
Detalhes do produto
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
Relações da cadeia de suprimentos
Principais Clientes
Contexto macro e de mercado
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Próximos catalisadores
Problemas na cadeia de suprimentos
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.
Sinais institucionais
| Instituição | Ação | Valor | Trimestre | Data de arquivamento |
|---|---|---|---|---|
| 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↓ |
Participação institucional
Base 13F · Q4 2025| Instituição | Variação | % de participação | Trim. anterior | Ações | Valor | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Mantida | 2.60% | — | 12.2M ações | $2,200M | 13F |
| T. Rowe Price | Aumentada | 1.30% | — | 6.1M ações | $1,100M | 13F |
| Capital Research | Nova posição | 0.95% | — | 4.4M ações | $800M | 13F |
| Wellington | Nova posição | 0.53% | — | 2.5M ações | $450M | 13F |
Últimas notícias
Análise IA
Clique em "Obter análise IA" para uma análise da cadeia de suprimentos de Applied Materials.
Info da empresa
Score de lacuna de notícias
Atividade IB
75
Score de mídia
32
Posição na cascata
Papel na cascata
late mover
Atraso típico
2-5 trading days
Equipment spend follows 1-2 quarters behind foundry utilization; NVIDIA strength signals future AMAT orders.
Ver cascata completaVisão geral do setor — 반도체
Notícias do setorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Temas principais
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Próximos catalisadores
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표