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.
產品與營收
產品營收佔比
營收結構 ($27.5B)
靜態數據（加載即時財務…）
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
主要客戶
宏觀與市場背景
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
近期催化劑
供應鏈問題
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.
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↓ |
機構持股狀況
13F基準 · Q4 2025| 機構 | 變動 | 持股比例 | 上季度 | 持股數 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 2.60% | — | 12.2M股 | $2,200M | 13F |
| T. Rowe Price | 增持 | 1.30% | — | 6.1M股 | $1,100M | 13F |
| Capital Research | 新建倉 | 0.95% | — | 4.4M股 | $800M | 13F |
| Wellington | 新建倉 | 0.53% | — | 2.5M股 | $450M | 13F |
最新新聞
AI 分析
點擊「取得 AI 分析」以獲得 Applied Materials 的 AI 供應鏈分析。
企業資訊
新聞盲區評分
機構活動
75
媒體評分
32
連鎖位置
連鎖中的角色
late mover
典型延遲
2-5 trading days
Equipment spend follows 1-2 quarters behind foundry utilization; NVIDIA strength signals future AMAT orders.
檢視完整連鎖分析行業概況 — 반도체
行業新聞WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
核心主題
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化劑
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표