COMPANIES · CHIP EQUIPMENT

Applied Materials

In the AI Economy Index: Major, 1.38% (as of 2 October 2026)

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 (9)

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 (8)

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 ↗
Applied Materials bought a 9% stake in Besi
Invested inCurrent
Applied Materials said it purchased 9 percent of Besi's outstanding shares as a strategic, long-term investment.

Source: 2025-04-14 · reviewed 2026-09-26

Evidence: Primary-source statement · Completed stake purchase (April 2025)

Limits: Describes the April 2025 purchase; does not establish Applied's current holding, board influence or any control. Press reports in March 2026 of takeover interest were unconfirmed and are not reflected here.

Applied Materials Announces a Strategic Investment in BE Semiconductor Industries ↗
Besi co-develops hybrid bonding equipment with Applied Materials
Co-develops withCurrent
Applied Materials said it and Besi have worked together since 2020 on hybrid bonding and recently extended their agreement to develop an integrated equipment solution for die-based hybrid bonding.

Source: 2025-04-14 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: Stated by Applied; does not establish revenue split, shipments of the integrated solution or which chipmakers use it.

Applied Materials Announces a Strategic Investment in BE Semiconductor Industries ↗
UCT (Ultra Clean Holdings) supplies subsystems to Applied Materials
SuppliesCurrent
UCT's fiscal 2024 annual report said Applied Materials was one of its two largest customers, each accounting for more than 10% of revenue in 2022-2024.

Source: 2025-02-25 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating through fiscal 2024

Limits: Does not give Applied Materials' individual revenue share, contract terms, exclusivity, or whether the concentration continued after 2024.

Ultra Clean Holdings Form 10-K for fiscal year ended December 27, 2024 ↗
Entegris was recognized as a supplier by Applied Materials
SuppliesCurrent
Entegris said Applied Materials gave it a Supplier Excellence Award in ESG in December 2022.

Source: 2022-12-19 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating in 2022; current status not confirmed

Limits: A 2022 supplier award; does not establish which products, volumes, revenue share, or that the supply relationship continues today.

Entegris Receives Supplier Excellence Award in ESG From Applied Materials ↗
MKS was recognized as a supplier by Applied Materials
SuppliesCurrent
MKS said Applied Materials gave its Optical Sensing Products business a 2022 Supplier Excellence Award for Best-In-Class Performance.

Source: 2022-04-26 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating in 2022; current status not confirmed

Limits: A 2022 award to one MKS product line; does not establish total MKS sales to Applied Materials, revenue share, or current status.

MKS Optical Sensing Products Business Receives Applied Materials 2022 Supplier Excellence Award ↗

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

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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 v3.25.43, released .