Who Applied Materials buys from and sells to
The broadest wafer-fab equipment maker: deposition, etch, implant, CMP and inspection tools for chipmakers.
Part of AI Capex and Semiconductor Fabs and Equipment spending
Buys from 4
Where the chain could break
- Two customers were about a third of FY2025 revenue
- US export rules limit tool sales and service to Chinese fabs, a large share of sales
- Most revenue ships to China, Taiwan and Korea
Competes with
- Lam ResearchLRCXetch and deposition, directly
- Tokyo ElectronTOELYdeposition, etch and coater tools
- KLAKLACadjacent — process control rather than the process
- ASMLASMLshares the customer's budget, not the tool
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.