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Applied Materials SUPPLY CHAIN TRACE

EQUIPMENT🇺🇸 United States · AMAT · NASDAQ

Applied Materials is the world's largest semiconductor equipment company by revenue excluding lithography — ranking second overall behind ASML, which overtook it by total revenue in 2024 — supplying the CVD, PVD, CMP, and ion implant systems used across every stage of chip manufacturing. Its tools are present in every major fab from TSMC to SK Hynix, and US export controls have required licenses for its most advanced systems sold to China. Applied Materials is also a leading developer of the materials engineering technology required for gate-all-around transistors at 2nm and below.

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UPSTREAM — SUPPLIERS

Rare Earths (CN)

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

Chokepoint🇨🇳
RAW MATERIALSsupplies rare-earth magnets to

Germanium (CN)

Dominant germanium producer for SiGe transistors and fiber-optic preforms

Chokepoint🇨🇳
RAW MATERIALSsupplies Ge for CVD/epitaxy systems to

Tungsten (CN)

Dominant tungsten producer for chip metallization contacts and tooling

Chokepoint🇨🇳
RAW MATERIALSsupplies W for CVD deposition to

High-Purity Quartz (US)

Unique ultra-pure quartz deposits for fused-silica optics and quartz process chambers

Chokepoint🇺🇸
RAW MATERIALSsupplies quartz process chambers to

↓ all supply to Applied Materials ↓

Applied Materials

Largest semiconductor equipment maker by revenue

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~20% overall equipment
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↓ Applied Materials supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies CVD/PVD tools to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESsupplies CVD/PVD tools to

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

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FOUNDRIESsupplies CVD/PVD tools to

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESsupplies legacy CVD/etch tools to

Rapidus

Japan's government-backed foundry targeting 2nm by 2027

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FOUNDRIESsupplies CVD/PVD tools to

GlobalFoundries

US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications

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FOUNDRIESsupplies CVD/PVD tools to

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

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FOUNDRIESsupplies CVD/PVD tools to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies deposition/CMP tools to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies deposition/CMP tools to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies deposition/CMP tools to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies deposition/CMP tools to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplies deposition/CMP tools to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Applied Materials's role in the AI chip supply chain?

Largest semiconductor equipment maker by revenue

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