COMPANIES · CHIP EQUIPMENT

Applied Materials

Makes equipment and materials-engineering systems used to manufacture semiconductors and displays.

EnablerChip equipment
What it does

Makes equipment and materials-engineering systems used to manufacture semiconductors and displays.

Why it matters

It supplies a broad range of the deposition, etch and inspection tools used across chip fabs, including those making AI chips.

How it makes money

Sells semiconductor-fabrication equipment and services to chipmakers.

Geography

United States

AI stack position

Semiconductor manufacturing equipment. The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (3)

Applied Materials recognized as a top equipment supplier to Intel Corporation
SuppliesCurrent
Applied Materials received Intel's 2026 EPIC Supplier Award for Excellence in Technology Development, one of 41 companies recognized in Intel's global semiconductor manufacturing supply chain.

Source: 2026-03-19 · reviewed 2026-09-20

Evidence: Primary-source statement · Active, currently recognized supplier relationship

Limits: Confirms an active, recognized supply relationship; does not disclose contract value, equipment volumes, or which specific Intel fabs or nodes are involved.

Applied Materials Receives Intel EPIC Supplier Award ↗
Applied Materials co-develops advanced chip materials technology with Samsung Electronics
Partners withCurrent
Samsung Electronics joined Applied Materials' $5 billion EPIC Center in Silicon Valley as its first founding member, for joint R&D on advanced node scaling, future memory architectures and extreme 3D integration.

Source: 2026-02-11 · reviewed 2026-09-20

Evidence: Primary-source statement · Founding member of active joint R&D center

Limits: Confirms Samsung's founding membership and the R&D scope described; does not disclose Samsung's investment amount or any equipment purchase commitments tied to the center.

Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley ↗
Applied Materials co-develops process materials technology with Samsung Electronics
Co-develops withCurrent
Samsung Electronics joined Applied Materials' new $5 billion EPIC Center in Silicon Valley as its first founding member, entering joint R&D programs on materials engineering for advanced-node scaling, future memory architectures and extreme 3D integration.

Source: 2026-02-11 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes joint R&D program membership, not a specific equipment purchase order, Samsung's dollar commitment, or exclusivity versus other EPIC Center members.

Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley ↗

Dated or announced (1)

Applied Materials was recognized as a supplier by TSMC
SuppliesDated / announced
Applied Materials received a 2024 TSMC supplier performance award.

Source: 2024-12-02 · reviewed 2026-09-17

Evidence: Primary-source statement · Supplier relationship documented

Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.

TSMC 2024 supplier awards ↗
Evidence for this profile

Applied Materials company overview ↗
Reviewed

Explore it interactively

Open this profile in the database See it on the relationship map

Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .