COMPANIES · CHIP EQUIPMENT

UCT (Ultra Clean Holdings)

US contract maker of subsystems for chip-equipment companies (gas and chemical delivery systems, process modules, precision robotics) that also cleans and coats used tool parts for fabs.

EnablerChip equipment
What it does

US contract maker of subsystems for chip-equipment companies (gas and chemical delivery systems, process modules, precision robotics) that also cleans and coats used tool parts for fabs.

Why it matters

It builds key modules inside the machines made by Applied Materials and Lam Research, so its orders follow equipment demand; its CEO said it is increasing ramp-readiness as AI adoption gains momentum.

How it makes money

Sells subsystems and components mainly to semiconductor equipment makers, and sells parts-cleaning and analysis services to chip fabs.

Geography

United States (Hayward, California)

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 (3)

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)

UCT (Ultra Clean Holdings) was recognized as a supplier by Intel Corporation
SuppliesCurrent
Intel named Ultra Clean Holdings a 2026 EPIC Supplier Award recipient for "Excellence in Parts Clean Cost, Quality and Delivery Performance".

Source: 2026-03-19 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: An award establishes a supplier relationship with Intel; it does not establish which services, volumes, revenue share, exclusivity or how long the relationship continues.

Intel Announces 2026 EPIC Supplier Award Recipients ↗
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 ↗
UCT (Ultra Clean Holdings) supplies subsystems to Lam Research
SuppliesCurrent
UCT's fiscal 2024 annual report said Lam Research was one of its two largest customers, each accounting for more than 10% of revenue in 2022-2024, with the two together at 54.5% of 2024 revenue.

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

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

Limits: Does not give Lam Research's 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 ↗

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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 v3.24, released .