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.
Продукты и выручка
Доля выручки продукта
Структура выручки ($27.5B)
Статические данные (загрузка финансов…)
Структура сегментов и ключевые клиенты
Подробности продукта
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
Связи цепочки поставок
Ключевые клиенты
Макро- и рыночный контекст
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Предстоящие катализаторы
Проблемы цепочки поставок
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.
Институциональные сигналы
| Институт | Действие | Стоимость | Квартал | Дата подачи |
|---|---|---|---|---|
| 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↓ |
Институциональное владение
Данные 13F · Q4 2025| Институт | Изменение | % владения | Прошлый кв. | Акции | Стоимость | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Сохранена | 2.60% | — | 12.2M акций | $2,200M | 13F |
| T. Rowe Price | Увеличена | 1.30% | — | 6.1M акций | $1,100M | 13F |
| Capital Research | Новая позиция | 0.95% | — | 4.4M акций | $800M | 13F |
| Wellington | Новая позиция | 0.53% | — | 2.5M акций | $450M | 13F |
Последние новости
AI-анализ
Нажмите "Получить AI-анализ" для анализа цепочки поставок Applied Materials.
Информация о компании
Оценка новостного разрыва
Институц. активность
75
Оценка СМИ
32
Позиция в каскаде
Роль в каскаде
late mover
Типичная задержка
2-5 trading days
Equipment spend follows 1-2 quarters behind foundry utilization; NVIDIA strength signals future AMAT orders.
Полный каскадОбзор сектора — 반도체
Новости сектораWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Ключевые темы
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Предстоящие катализаторы
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표