# Who are Applied Materials's customers? Who does Applied Materials earn revenue from?
Canonical: https://valuechain.wiki/applied-materials · Facet: customers · Updated: 2026-07-12T08:20:38.667138+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Applied Materials's confirmed revenue counterparties include TSMC, 삼성전자, 텍사스인스트루먼트 plus 9 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 12 revenue edges, backed by 14 dated sources, 6 of them primary filings (as of 2026-07-12).

### TSMC (high)  → /tsmc.md
- metric: Customer concentration 19% (est.) · FY2025 · 10-K largest customer (unnamed, likely TSMC)
- note: Supplies deposition/etch/CMP tools to TSMC's fabs.
- [mentions] Asia Business Daily (KO, news, published 2026-04-28) https://www.asiae.co.kr/article/2026042808535291137: "Samsung, SK and TSMC capex drives equipment demand."
- [mentions] SEC EDGAR (EN, filing, published 2025-12-12) https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm: "10-K: one customer ~19% of revenue (unnamed; Taiwan 24%)."
- [confirms] PatentPC (EN, analysis, accessed 2026-06-20) https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data: "Applied Materials’ customers include TSMC, Samsung and Intel."

### 삼성전자 (high)  → /samsung-electronics.md
- metric: Customer concentration 15% (est.) · FY2025 · 10-K second customer (unnamed, likely Samsung)
- note: Supplies deposition/etch/CMP tools to Samsung Electronics's fabs.
- [mentions] Asia Business Daily (KO, news, published 2026-04-28) https://www.asiae.co.kr/article/2026042808535291137: "Samsung, SK and TSMC capex drives equipment demand."
- [mentions] SEC EDGAR (EN, filing, published 2025-12-12) https://www.sec.gov/Archives/edgar/data/0000006951/000162828025056742/amat-20251026.htm: "10-K: second customer ~15% (unnamed; Korea 20%)."
- [confirms] PatentPC (EN, analysis, accessed 2026-06-20) https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data: "Applied Materials’ customers include TSMC, Samsung and Intel."

### 텍사스인스트루먼트 (high)  → /texas-instruments.md
- note: Supplies front-end equipment to Texas Instruments.
- [confirms] Mordor (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "Supplies front-end equipment to Texas Instruments."
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "Supplies front-end equipment to Texas Instruments."

### Intel (mid)  → /intel.md
- note: Supplies wafer-fab tools to Intel's fabs.
- [confirms] PatentPC (EN, analysis, accessed 2026-06-20) https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data: "Intel is an Applied Materials customer."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: Supplies wafer-fab tools to SK hynix's fabs.
- [mentions] Asia Business Daily (KO, news, published 2026-04-28) https://www.asiae.co.kr/article/2026042808535291137: "Samsung, SK and TSMC capex drives equipment demand."
- [confirms] PatentPC (EN, analysis, accessed 2026-06-20) https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data: "Applied Materials’ customers include TSMC, Samsung and Intel."

### SMIC (mid)  → /smic.md
- note: Supplies front-end equipment (DUV) to SMIC.
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "Supplies front-end equipment (DUV) to SMIC."
- [confirms] Statista (EN, analysis, published 2025-01-01) https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/: "Supplies front-end equipment (DUV) to SMIC."

### 롬 (mid)  → /rohm.md
- note: Supplies front-end equipment to Rohm.
- [confirms] ROHM / media (EN, news, published 2026-03-27) https://www.rohm.com/ir: "Supplies front-end equipment to ROHM."
- [confirms] ROHM (KO, reference, published 2025-01-01) https://www.rohm.co.kr/company: "Supplies front-end equipment to ROHM."

### 글로벌파운드리 (mid)  → /globalfoundries.md
- note: Supplies wafer-fab tools to GlobalFoundries.
- [mentions] SEC EDGAR (EN, filing, published 2026-02-27) https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm: "A key equipment supplier to GlobalFoundries."

### UMC (mid)  → /umc.md
- note: Supplies wafer-fab tools to UMC.
- [mentions] SEC EDGAR (EN, filing, published 2026-01-28) https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm: "UMC is a customer buying its equipment."

### Tower Semiconductor (mid)  → /tower-semiconductor.md
- note: Supplies tools to Tower specialty fabs.
- [confirms] SEC EDGAR (EN, filing, published 2025-11-10) https://www.sec.gov/Archives/edgar/data/0000928876/000117891325003706/exhibit_99-1.htm: "Supplies tools to Tower specialty fabs."

### Nanya Technology (mid)  → /nanya-tech.md
- note: Supplies tools to Nanya DRAM fabs.
- [confirms] Taipei Times (EN, news, published 2025-12-04) https://www.taipeitimes.com/News/biz/archives/2025/12/04/2003848266: "Supplies tools to Nanya DRAM fabs."

### onsemi (low)  → /onsemi.md
- note: Supplies tools to onsemi IDM fabs.
- [mentions] SEC EDGAR (EN, filing, published 2025-10-27) https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm: "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."

Reverse side: https://valuechain.wiki/applied-materials/suppliers.md · Ripple: https://valuechain.wiki/applied-materials/ripple.md

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Full node: https://valuechain.wiki/applied-materials.md · JSON: https://valuechain.wiki/applied-materials.json