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Instruments","tier":1,"returns_yearly":{"2021":16.4,"2022":-51,"2023":22.6,"2024":2.2,"2025":54.4,"2026":131}},{"slug":"advanced-energy","name":"어드밴스드에너지","name_en":"Advanced Energy Industries","tier":1,"returns_yearly":{"2021":-5.7,"2022":-5.4,"2023":27.5,"2024":6.6,"2025":81.6,"2026":47.2}},{"slug":"smc","name":"SMC Corporation","name_en":"SMC Corporation","tier":1,"returns_yearly":{"2021":0.9,"2022":4.5,"2023":28.6,"2024":-28,"2025":4.2,"2026":26.6}},{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","tier":1,"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5}},{"slug":"kc-tech","name":"케이씨텍","name_en":"KC Tech","tier":2,"returns_yearly":{"2021":-24.2,"2022":-6.1,"2023":57.9,"2024":5.9,"2025":56.7,"2026":108.1}}],"analysis":"Applied Materials의 핵심 논점은 세계 최대 반도체 장비사로서 증착·식각·CMP·이온주입 전 영역을 아우르는 폭넓은 노출과, 그것이 만드는 사이클 증폭이다. 매출의 89%가 미국 밖(대만 24%·한국 20%·중국 30%)이고 상위 2고객이 ~19%·15%(익명, TSMC·삼성 추정)로, TSMC·삼성·인텔·SK하이닉스의 첨단·AI 공정 capex에 실적이 직접 연동된다. 미세화·적층(HBM·GAA·백사이드 전력)이 진행될수록 웨이퍼당 장비 강도가 높아져 구조적 수요가 커지지만, 소수 대형 고객 집중과 중국 익스포저·수출규제가 양날의 검이다. 그래프상 AMAT는 MKS·티씨케이·이코르 등 부품사에 대한 비용 허브이자 세계 파운드리·메모리 팹에 대한 매출 허브로, 이 노드의 수주 신호가 전공정 장비·부품 사슬 전체로 파급되는 결정적 척추다.","analysis_en":"The core of Applied Materials is the breadth of exposure of the world's largest semiconductor-equipment maker — spanning deposition, etch, CMP and ion implant — and the cycle amplification it creates. With 89% of revenue outside the US (Taiwan 24%, Korea 20%, China 30%) and its top two customers at ~19% and ~15% (unnamed, likely TSMC and Samsung), its results track the leading-edge/AI capex of TSMC, Samsung, Intel and SK hynix directly. As scaling and stacking (HBM, GAA, backside power) advance, equipment intensity per wafer rises and structural demand grows, but concentration in a few large customers plus China exposure and export controls are a double-edged sword. In graph terms AMAT is a cost hub to component makers (MKS, TCK, Ichor) and a revenue hub to the world's foundry and memory fabs — the deterministic spine whose order signal ripples through the entire front-end equipment and component chain.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"10-K 최대고객(익명, TSMC 추정)","value":19,"period":"FY2025","basis_en":"10-K largest customer (unnamed, likely TSMC)","qualifier":"estimate"},"note":"증착·식각·CMP 장비를 TSMC fab에 공급.","note_en":"Supplies deposition/etch/CMP tools to TSMC's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"삼성·SK·TSMC 투자가 장비 수요를 견인.","excerpt_en":"Samsung, SK and TSMC capex drives equipment demand."},{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 한 고객이 매출 ~19%(익명, 대만 24%).","excerpt_en":"10-K: one customer ~19% of revenue (unnamed; Taiwan 24%)."},{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"어플라이드 고객에 TSMC·삼성·인텔 포함.","excerpt_en":"Applied Materials’ customers include TSMC, Samsung and Intel."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"10-K 2위 고객(익명, 삼성 추정)","value":15,"period":"FY2025","basis_en":"10-K second customer (unnamed, likely Samsung)","qualifier":"estimate"},"note":"증착·식각·CMP 장비를 Samsung Electronics fab에 공급.","note_en":"Supplies deposition/etch/CMP tools to Samsung Electronics's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"삼성·SK·TSMC 투자가 장비 수요를 견인.","excerpt_en":"Samsung, SK and TSMC capex drives equipment demand."},{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 2위 고객 매출 ~15%(익명, 한국 20%).","excerpt_en":"10-K: second customer ~15% (unnamed; Korea 20%)."},{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"어플라이드 고객에 TSMC·삼성·인텔 포함.","excerpt_en":"Applied Materials’ customers include TSMC, Samsung and Intel."}]},{"direction":"cost","counterparty":"MKS Instruments","counterparty_slug":"mks-instruments","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"식각·증착 장비에 MKS RF 전력·진공 서브시스템 탑재.","note_en":"Uses MKS RF-power/vacuum subsystems in etch/deposition tools.","sources":[{"stance":"confirms","publisher":"Wikipedia","publisher_en":"Wikipedia","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://en.wikipedia.org/wiki/MKS_Instruments","title":"MKS Instruments(장비 서브시스템)","title_en":"MKS Instruments (equipment subsystems)","excerpt":"식각·증착 장비에 MKS RF 전력·진공 서브시스템 탑재.","excerpt_en":"Uses MKS RF-power/vacuum subsystems in etch/deposition tools."},{"stance":"confirms","publisher":"Yole Group","publisher_en":"Yole Group","kind":"research","lang":"en","published_at":"2025-01-01","url":"https://www.yolegroup.com/strategy-insights/critical-subsystems-suppliers-are-the-superstars-of-the-semiconductor-supply-chain/","title":"핵심 서브시스템 공급사가 반도체 공급망의 슈퍼스타","title_en":"Critical subsystems suppliers are the superstars of the chain","excerpt":"식각·증착 장비에 MKS RF 전력·진공 서브시스템 탑재.","excerpt_en":"Uses MKS RF-power/vacuum subsystems in etch/deposition tools."}]},{"direction":"revenue","counterparty":"텍사스인스트루먼트","counterparty_slug":"texas-instruments","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"텍사스인스트루먼트에 전공정 장비 공급.","note_en":"Supplies front-end equipment to Texas Instruments.","sources":[{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market","title":"아날로그 반도체 시장(TI 1위)","title_en":"Analog semiconductor market (TI No.1)","excerpt":"텍사스인스트루먼트에 전공정 장비 공급.","excerpt_en":"Supplies front-end equipment to Texas Instruments."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-01-01","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K","title":"Texas Instruments 10-K","title_en":"Texas Instruments Form 10-K","excerpt":"텍사스인스트루먼트에 전공정 장비 공급.","excerpt_en":"Supplies front-end equipment to Texas Instruments."}]},{"direction":"cost","counterparty":"어드밴스드에너지 (RF 파워)","counterparty_slug":"advanced-energy","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"식각·증착 장비용 RF 파워 서플라이 조달처.","note_en":"RF power supply source for etch/deposition tools.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"AE 10-K가 도쿄일렉트론·어플라이드·램리서치를 주요 고객으로 실명 공시 — 상위 3고객이 매출의 약 23%/19%/12%. 식각·증착 장비의 RF 전력·매칭이 AE 제품.","excerpt_en":"Advanced Energy's 10-K names Tokyo Electron, Applied Materials and Lam Research as major customers — the top three at ~23%/19%/12% of revenue. RF power and matching for etch/deposition tools are AE products."}]},{"direction":"cost","counterparty":"티씨케이","counterparty_slug":"tck","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"티씨케이에서 SiC 포커스링·소모품 매입.","note_en":"Purchases SiC focus rings and consumables from TCK.","sources":[{"stance":"confirms","publisher":"테크월드뉴스","publisher_en":"TechWorld","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.epnc.co.kr/news/articleView.html?idxno=223429","title":"티씨케이, SiC 산업 전통 강자","title_en":"TCK, a SiC stalwart","excerpt":"티씨케이에서 SiC 포커스링·소모품 매입.","excerpt_en":"Buys SiC focus rings and consumables from TCK (Tokai Carbon Korea)."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=11503","title":"티씨케이 SiC링 50% 증산","title_en":"TCK expands SiC rings 50%","excerpt":"티씨케이에서 SiC 포커스링·소모품 매입.","excerpt_en":"Buys SiC focus rings and consumables from TCK (Tokai Carbon Korea)."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전공정 장비를 Intel fab에 공급.","note_en":"Supplies wafer-fab tools to Intel's fabs.","sources":[{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"인텔이 어플라이드 고객.","excerpt_en":"Intel is an Applied Materials customer."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전공정 장비를 SK hynix fab에 공급.","note_en":"Supplies wafer-fab tools to SK hynix's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"삼성·SK·TSMC 투자가 장비 수요를 견인.","excerpt_en":"Samsung, SK and TSMC capex drives equipment demand."},{"stance":"confirms","publisher":"PatentPC","publisher_en":"PatentPC","kind":"analysis","lang":"en","published_at":null,"url":"https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data","title":"반도체 장비 톱: ASML·어플라이드·램","title_en":"Top chip-making equipment companies: ASML, Applied Materials, Lam Research","excerpt":"어플라이드 고객에 TSMC·삼성·인텔 포함.","excerpt_en":"Applied Materials’ customers include TSMC, Samsung and Intel."}]},{"direction":"revenue","counterparty":"SMIC","counterparty_slug":"smic","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"SMIC에 전공정 장비(DUV) 공급.","note_en":"Supplies front-end equipment (DUV) to SMIC.","sources":[{"stance":"confirms","publisher":"SMIC","publisher_en":"SMIC","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.smics.com/en/site/company_invest","title":"SMIC IR","title_en":"SMIC IR","excerpt":"SMIC에 전공정 장비(DUV) 공급.","excerpt_en":"Supplies front-end equipment (DUV) to SMIC."},{"stance":"confirms","publisher":"Statista","publisher_en":"Statista","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/","title":"파운드리 점유율(SMIC 포함)","title_en":"Foundry market share","excerpt":"SMIC에 전공정 장비(DUV) 공급.","excerpt_en":"Supplies front-end equipment (DUV) to SMIC."}]},{"direction":"revenue","counterparty":"롬","counterparty_slug":"rohm","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"롬에 전공정 장비 공급.","note_en":"Supplies front-end equipment to Rohm.","sources":[{"stance":"confirms","publisher":"ROHM / 매체","publisher_en":"ROHM / media","kind":"news","lang":"en","published_at":"2026-03-27","url":"https://www.rohm.com/ir","title":"롬, 도시바·미쓰비시 파워반도체 사업통합 논의 개시(2026.3.27); 덴소 ¥1.3조 TOB 제안설(2026.3.6 매체보도, 미확정)","title_en":"ROHM begins integration talks with Toshiba D&S and Mitsubishi Electric power devices (Mar 27, 2026); reported Denso JPY 1.3tn TOB proposal (Mar 6, 2026, unconfirmed)","excerpt":"롬에 전공정 장비 공급.","excerpt_en":"Supplies front-end equipment to ROHM."},{"stance":"confirms","publisher":"롬","publisher_en":"ROHM","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://www.rohm.co.kr/company","title":"롬 회사 정보","title_en":"ROHM company info","excerpt":"롬에 전공정 장비 공급.","excerpt_en":"Supplies front-end equipment to ROHM."}]},{"direction":"revenue","counterparty":"글로벌파운드리","counterparty_slug":"globalfoundries","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"글로벌파운드리 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to GlobalFoundries.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"글로벌파운드리가 장비를 매입하는 주요 공급사.","excerpt_en":"A key equipment supplier to GlobalFoundries."}]},{"direction":"revenue","counterparty":"UMC","counterparty_slug":"umc","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"UMC 성숙·특화 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to UMC.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-28","url":"https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm","title":"UMC FY2025 실적 (6-K)","title_en":"UMC FY2025 results (6-K)","excerpt":"UMC가 장비를 매입하는 주요 고객.","excerpt_en":"UMC is a customer buying its equipment."}]},{"direction":"revenue","counterparty":"Tower Semiconductor","counterparty_slug":"tower-semiconductor","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Tower 특수공정 팹에 장비 공급.","note_en":"Supplies tools to Tower specialty fabs.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-10","url":"https://www.sec.gov/Archives/edgar/data/0000928876/000117891325003706/exhibit_99-1.htm","title":"Tower Semiconductor 실적(6-K)","title_en":"Tower Semiconductor results (6-K)","excerpt":"Tower 특수공정 팹에 장비 공급.","excerpt_en":"Supplies tools to Tower specialty fabs."}]},{"direction":"revenue","counterparty":"Nanya Technology","counterparty_slug":"nanya-tech","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"난야 DRAM 팹에 장비 공급.","note_en":"Supplies tools to Nanya DRAM fabs.","sources":[{"stance":"confirms","publisher":"Taipei Times","publisher_en":"Taipei Times","kind":"news","lang":"en","published_at":"2025-12-04","url":"https://www.taipeitimes.com/News/biz/archives/2025/12/04/2003848266","title":"난야, DRAM 수요 급증에 순익 4배","title_en":"Nanya income quadruples as DRAM demand surges","excerpt":"난야 DRAM 팹에 장비 공급.","excerpt_en":"Supplies tools to Nanya DRAM fabs."}]},{"direction":"cost","counterparty":"이코르 (가스 전달 서브시스템)","counterparty_slug":"ichor-holdings","confidence":"mid","metric":{"unit":"pct_of_ichor_sales_combined","share":0.76,"period":"FY2025"},"note":"이코르로부터 유체 전달 서브시스템을 조달. 이코르 2025년 매출의 10% 초과 고객.","note_en":"Sources fluid delivery subsystems from Ichor; a >10% customer of Ichor in 2025.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1652535/000165253526000012/ichr-20251226.htm","title":"Ichor Holdings 연차보고서 (Form 10-K, FY2025)","title_en":"Ichor Holdings Annual Report on Form 10-K (fiscal year ended December 26, 2025)","excerpt":"2025년, 개별 매출 비중 10%를 넘는 두 고객 램리서치와 어플라이드 머티어리얼즈가 합산 이코르 총매출의 76%를 차지했다.","excerpt_en":"For 2025, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 76% of total sales."}]},{"direction":"cost","counterparty":"SMC Corporation","counterparty_slug":"smc","confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"반도체 제조장비에 SMC 공압·정밀온조(칠러) 부품 조달.","note_en":"Sources SMC pneumatic and precise temperature-control (chiller) components for semiconductor-manufacturing equipment.","sources":[{"stance":"confirms","publisher":"SMC Corporation","publisher_en":"SMC Corporation","kind":"filing","lang":"ja","published_at":"2025-05-14","url":"https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20250514/20250514551170.pdf","title":"SMC(주) 결산설명회 자료 (2025년 3월기)","title_en":"SMC Corporation Presentation of Financial Results for the Year Ended March 31, 2025","excerpt":"세계 1위 반도체 장비사 어플라이드가 SMC를 우수 공급사로 표창 — SMC 부품을 장비에 채용.","excerpt_en":"Applied Materials, the No.1 semiconductor-equipment maker, gave SMC a supplier award, adopting SMC parts in its tools."},{"stance":"confirms","publisher":"디일렉(THE ELEC)","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-11-18","url":"https://www.thelec.kr/news/articleView.html?idxno=32789","title":"[Y인사이트] 산업 자동화의 핵심, SMC코리아의 자동화 부품 혁신","title_en":"SMC Korea's automation-component innovation (THE ELEC interview)","excerpt":"SMC 칠러·고진공 밸브가 글로벌 반도체 장비·제조 공정에서 대량 사용.","excerpt_en":"SMC chillers and high-vacuum valves are used in volume across global semiconductor equipment and fab processes."}]},{"direction":"cost","counterparty":"부품·서브시스템 공급사 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 부품·서브시스템을 다수 외주(공급사·금액 비공개).","note_en":"Outsources precision parts and subsystems to many suppliers (undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 다수 협력사에서 부품을 조달.","excerpt_en":"10-K: sources components from many suppliers."}]},{"direction":"cost","counterparty":"정밀 광학·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"정밀 광학·특수 소재 매입(공급사 비공개).","note_en":"Buys precision optics and specialty materials (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-12","url":"https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm","title":"Applied Materials FY2025 Form 10-K","title_en":"Applied Materials FY2025 Form 10-K","excerpt":"10-K: 특수 소재·부품 의존.","excerpt_en":"10-K: depends on specialty materials and parts."}]},{"direction":"revenue","counterparty":"onsemi","counterparty_slug":"onsemi","confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"onsemi IDM 팹에 장비 공급.","note_en":"Supplies tools to onsemi IDM fabs.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-10-27","url":"https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm","title":"onsemi 분기 실적(8-K)","title_en":"onsemi quarterly results (8-K)","excerpt":"onsemi 10-K은 반도체 제조장비·capex를 일반적으로 공시하나 개별 벤더(어플라이드 등)를 실명하지 않는다 — IDM 팹의 어플라이드 장비 조달은 업계 통례에 근거한 추정.","excerpt_en":"onsemi's 10-K discloses semiconductor equipment/capex generally but does not name individual vendors (e.g., Applied Materials) - sourcing Applied tools for its IDM fabs is an industry-norm inference."}]}]}