Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of AMAT revenue | Skew |
|---|---|---|---|
| ICHRIchor Holdings, Ltd. | 38.00% | 1.27% | 30× |
| BHEBenchmark Electronics Inc | 14.00% | 1.31% | 11× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Sales to Applied Materials, Inc. and subsidiaries, our largest customer in 2024 and 2023 represented 14% and 12% of our total sales in 2024 and 2023, respectively.”
$372M relationship11× more of BHE’s book than AMAT’s
basisBHE fy2025 · closed 2025-12 $2.7BAMAT fy2025 · closed 2025-10 $28.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000950170-25-025644cik 0000863436disclosed by BHE
“For 2025, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 76% of total sales, and we expect that our sales will continue to be concentrated among a very small number of customers.”
$360M relationship30× more of ICHR’s book than AMAT’s
basisICHR fy2025 · closed 2025-12 $948MAMAT fy2025 · closed 2025-10 $28.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Representative customers include leading global manufacturers of semiconductor manufacturing equipment, such as Applied Materials and ASML, as well as manufacturers of equipment used in the life sciences and industrial technology industries and government defense contractors.”
FILING10-K0001164863-25-000009cik 0001164863disclosed by NPO
“Our two largest revenue customers in fiscal years 2024, 2023 and 2022 were Applied Materials, Inc. and Lam Research Corporation, each of which accounted for more than 10% of our total revenues in those three years.”
FILING10-K0001628280-25-007865cik 0001275014disclosed by UCTT
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001652535-26-000012cik 0001652535disclosed by ICHR
Prev close 421.05 · gapped above the open, then crossed back over prior close. High/low 432.50 at 8:00 am ET, 417.50 at 12:15 pm ET.
Applied Materials Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
Applied Materials Inc has 4 disclosed suppliers and 0 disclosed customers. Each one is named in an SEC filing, either Applied Materials Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a customer of Applied Materials Inc. Customers appear here when Applied Materials Inc names them, or when a company names Applied Materials Inc as a supplier in its own annual report.
AMAT (Applied Materials Inc) has 4 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: UCTT −1.10%, in semiconductor.