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Applied Materials AMAT

SemiconductorsMarket cap $385B12 connections

Applied Materials makes the deposition and etch equipment that deposits thin films and carves circuit patterns onto silicon wafers - essential steps in making every chip. AMAT equipment is inside every TSMC, Samsung, and Intel fab. Its materials engineering approach - controlling matter at the atomic level - is its core capability. No advanced semiconductor can be made without AMAT equipment.

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Suppliers 5

Companies that sell to Applied Materials

  • LindeChemicals · $217BSpecialty gases for semiconductor equipment
  • Ingersoll RandIndustrial & Defense · $30BAir compression systems for AMAT equipment
  • MKS InstrumentsSemiconductors · $18BMKS instruments inside Applied Materials tools
  • Ultra Clean HoldingsSemiconductors · $4BUltra Clean subsystems inside AMAT tools
  • Ichor HoldingsSemiconductors · $2BIchor fluid management systems for AMAT equipment

Customers 3

Companies Applied Materials sells to

  • TSMCSemiconductors · $900BDeposition & etch equipment
  • IntelSemiconductors · $620BManufacturing tools
  • SamsungSemiconductors · $350BChip fab equipment

Partners 4

Strategic partnerships, joint products and alliances

  • EntegrisSemiconductors · $23BMaterials science collaboration
  • Onto InnovationSemiconductors · $14BOnto metrology integrated with AMAT deposition tools
  • ACM ResearchSemiconductors · $6BACM cleaning competes and complements AMAT tools
  • Brooks AutomationSemiconductors · $2BBrooks wafer transport integrates with AMAT tools

Key relationships in depth

Applied Materials & TSMC

Applied Materials is one of TSMC's most critical equipment suppliers, providing deposition, etch, and chemical mechanical planarization (CMP) systems used in every advanced node from 7nm to 2nm. TSMC's capital expenditure of $35-40B annually flows substantially to Applied Materials for the tools needed to build and upgrade its leading-edge fabs.

Why it matters: Semiconductor manufacturing requires hundreds of process steps, each needing specialized equipment. Applied Materials dominates deposition and CMP equipment, holding significant market share in the tools that deposit thin films and polish wafer surfaces to atomic-level precision. No leading-edge fab can operate without Applied Materials equipment.

Other Semiconductors companies

NVIDIABroadcomMicronAMDTSMCIntelLam ResearchSamsungASMLTexas Instruments

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.