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SEC filings · customer concentration · AMAT

Applied Materials's major customers

1 listed supplier reports Applied Materials as a customer worth 10% or more of their revenue, led by Ultra Clean Holdings at 22%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2011–2026years covered
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Major customers of Applied Materials

Customers that Applied Materials named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Samsung Electronics12%last FY 2024FY 2016: 13%FY 2017: 23%FY 2018: 13%FY 2020: 18%FY 2021: 20%FY 2022: 12%FY 2023: 15%FY 2024: 12%8 yearsFY 2024 · filed 13 Dec 2024
Micron TechnologyMU11%last FY 2016FY 2016: 11%1 yearFY 2016 · filed 13 Dec 2018
Taiwan Semiconductor ManufacturingTSM11%last FY 2024FY 2016: 16%FY 2017: 16%FY 2018: 11%FY 2019: 14%FY 2020: 18%FY 2021: 15%FY 2022: 20%FY 2023: 19%FY 2024: 11%9 yearsFY 2024 · filed 13 Dec 2024
IntelINTC10%last FY 2022FY 2016: 11%FY 2018: 11%FY 2019: 12%FY 2022: 10%4 yearsFY 2022 · filed 13 Dec 2024

Suppliers that depend on Applied Materials

Listed companies whose annual report names Applied Materials as a customer worth 10% or more of their revenue. If Applied Materials cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Ultra Clean HoldingsUCTT22%from 23%FY 2011: 40%FY 2012: 38%FY 2013: 35%FY 2014: 23%FY 2015: 26%FY 2016: 29%FY 2017: 25%FY 2018: 22%FY 2019: 25%FY 2020: 24%FY 2021: 24%FY 2022: 63%FY 2023: 23%FY 2024: 23%FY 2025: 22%16 yearsFY 2025 · filed 23 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Advanced Energy IndustriesAEIS26%last FY 2024FY 2011: 13%FY 2012: 14%FY 2013: 32%FY 2014: 30%FY 2015: 30%FY 2016: 35%FY 2018: 36%FY 2019: 21%FY 2020: 18%FY 2021: 14%FY 2022: 20%FY 2023: 22%FY 2024: 26%13 yearsFY 2024 · filed 18 Feb 2025

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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