Applied Materials
Largest wafer-fab equipment maker — deposition, etch, ion implant, CMP
Applied Materials is the world's largest semiconductor equipment company by revenue, supplying deposition (CVD/PVD/epi), etch, ion implantation, CMP, and metrology/inspection tools that build transistors layer by layer after lithography patterns them. Its materials-engineering tools are essential to gate-all-around (GAA) transistors and advanced 3D DRAM/NAND scaling that AI chips depend on. In 2025-2026 it navigates strong AI-driven demand against tightening US export controls that cap its large China business.
Rank
#1 WFE by revenue
Core tools
Deposition, etch, implant, CMP, inspection
2025 revenue
~$27-28B
How it fits the stack
Applied Materials with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Applied Materials in the AI stack. Applied Materials with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 9 entities, 9 relationships
- Applied Materials —supplies→ AGC / Tosoh (EUV blanks & sputtering targets)
- GlobalFoundries —depends on→ Applied Materials
- Intel Foundry —depends on→ Applied Materials
- Samsung Foundry —supplies→ Applied Materials
- SK Hynix —supplies→ Applied Materials
- TSMC (Taiwan Semiconductor Manufacturing Company) —supplies→ Applied Materials
- TSMC (Taiwan Semiconductor Manufacturing Company) —depends on→ Applied Materials
- Applied Materials —partners with→ BE Semiconductor (Besi)
- Applied Materials —competes with→ NAURA Technology
Depends on ↑ · 1
Feeds ↓ · 6