Applied Materials (AMAT) supply chain

Source: Bullionaire IQ. These are curated relationships, not proof of a complete supply chain. Company relationships may change; check sources before making investment decisions.

Suppliers and upstream dependencies (1)

• Applied System Assembly, Integration & Test

  final manufacturing stage integrating precision modules, process chambers, controls and software into customer-configured semiconductor production systems

Customers and downstream relationships (5)

• Foundry & Logic Manufacturers

  semiconductor manufacturers investing in leading-edge patterning, transistor, interconnect, process-control and advanced-packaging capability

• Memory Manufacturers

  DRAM and NAND producers purchasing new systems, upgrades, spares and long-term service to expand or optimize wafer fabrication

• TSMC (TSM)

  major Applied Materials customer and leading-edge foundry investing heavily in wafer-fabrication equipment

• Intel (INTC)

  major semiconductor manufacturer and historically significant Applied Materials customer

• Micron (MU)

  major memory manufacturer purchasing wafer-fabrication equipment across deposition, etch and materials-engineering steps