Applied Materials, Inc. (AMAT) Competitors & Peers
The 5 companies closest to Applied Materials, Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| 8035.T | Competitor | $56,750.00 | P/E 45.5RSI 43Cap 25.80 T |
| ASMLF | Peer | $1,720.00 | P/E 58.4RSI 50Cap 660.7 B |
| ASML | Peer | $1,733.48 | P/E 59.2RSI 51Cap 665.8 B |
| LRCX | Competitor | $306.40 | P/E 54.0RSI 47Cap 383.4 B |
| KLAC | Peer | $192.74 | P/E 54.0RSI 44Cap 251.8 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- SAMSUNGCustomer
Samsung is Applied Materials' second largest customer, accounting for ~15% of net sales in FY2025.
Confirmed — SEC filing / public disclosuresec.gov ↗ - 6502.TSupplier
Own 10-Q customer-concentration disclosure: Toshiba = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - BHESupplier
Own 10-K/A customer-concentration disclosure: AppliedMaterialsInc = 14% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- MKSISupplier
MKS supplies RF generators + vacuum subsystems integrated into AMAT tools.
Model-inferred, unverified — treat as a lead, not evidence - UCTTSupplier
Ultra Clean supplies subsystems + weldments to Applied Materials (AMAT ~half of UCTT FY25 rev).
Model-inferred, unverified — treat as a lead, not evidence - ICHRSupplier
Ichor supplies gas/chemical delivery panels to Applied Materials.
Model-inferred, unverified — treat as a lead, not evidence - INTCSupplier
AMAT supplies process equipment to Intel Foundry + memory.
Model-inferred, unverified — treat as a lead, not evidence - AEISCustomer
Advanced Energy supplies high-precision DC and RF power generators integrated into Applied Materials deposition platforms.
Model-inferred, unverified — treat as a lead, not evidence - SMAWFSupplier
SMC supplies advanced pneumatic valves and actuators for Applied Materials' wafer fabrication equipment.
Model-inferred, unverified — treat as a lead, not evidence - UMCSupplier
Applied Materials supplies plasma etching, CVD, and metrology equipment used in UMC wafer processing.
Model-inferred, unverified — treat as a lead, not evidence - ACLSCompetitor
Competes in global semiconductor ion implantation tool bids.
Model-inferred, unverified — treat as a lead, not evidence - PLABSupplier
Applied Materials supplies defect inspection and metrology tools to Photronics manufacturing plants.
Model-inferred, unverified — treat as a lead, not evidence - SKYTSupplier
Applied Materials supplies CVD, PVD, and other wafer processing equipment critical to SkyWater's fabrication lines.
Model-inferred, unverified — treat as a lead, not evidence - VECOCompetitor
Competes in front-end semiconductor processing markets, specifically thermal annealing and CVD tool classes.
Model-inferred, unverified — treat as a lead, not evidence - LRCXCompetitor
AMAT + Lam top wafer-fab equipment.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
AMAT is top equipment supplier to TSMC advanced + ICAPS nodes.
Model-inferred, unverified — treat as a lead, not evidence - 000660.KSSupplier
AMAT supplies deposition + etch + CMP tools to SK Hynix DRAM/NAND/HBM fabs.
Model-inferred, unverified — treat as a lead, not evidence - 8035.TCompetitor
AMAT + TEL overlap in deposition + etch + clean.
Model-inferred, unverified — treat as a lead, not evidence - 005930.KSSupplier
AMAT supplies tools to Samsung foundry + memory fabs.
Model-inferred, unverified — treat as a lead, not evidence - MUSupplier
AMAT supplies process equipment to Micron DRAM + NAND fabs.
Model-inferred, unverified — treat as a lead, not evidence - GFSSupplier
AMAT supplies process tools to GF fabs.
Model-inferred, unverified — treat as a lead, not evidence - ENTGSupplier
Entegris supplies microcontamination materials integrated into AMAT tool ecosystem.
Model-inferred, unverified — treat as a lead, not evidence - SMICSupplier
AMAT supplies (export-permitted) tools to SMIC.
Model-inferred, unverified — treat as a lead, not evidence