APPLIED MATERIALS INC /DE
Customers
1
1 prime contractor
Suppliers
3
3 disclosed
Top supplier share
21.8%
of UCTT revenue · 3M to 2026-03-27
Top supplier by $
$384.8M
BHE · FY to 2025-12-31
Latest period
Mar 27, 2026
10-Q filed 2026-04-29
Suppliers 3
Companies that disclose AMAT as a major customer, as a share of their own revenue. 3 active, 0 lapsed.
| Company | % of their revenue | Est. $ from AMAT | Period | Trend | Status | Source |
|---|---|---|---|---|---|---|
| UCTT Ultra Clean Holdings, Inc. |
21.8% | $116.3M | 3M 2026-03-27 | +1.3pp | Active | 10-Q 2026-04-29 |
Three customers’ gross accounts receivable balances, Lam Research Corporation, Applied Materials, Inc., and ASM International, were individually greater than 10% of gross accounts receivable as of March 27, 2026, in the aggregate approximately 39.0% of the Company’s total gross accounts receivable. Our two largest revenue customers in fiscal years 2025, 2024 and 2023 were Applied Materials, Inc. and Lam Research Corporation, each of which accounted for more than 10% of our total revenues in those three years. Three customers’ gross accounts receivable balances, Applied Materials, Inc., Lam Research Corporation and ASML Holding NV were individually greater than 10% of gross accounts receivable as of December 27, 2024, and were in the aggregate approximately 41.9% of total gross accounts receivable. | ||||||
| BHE BENCHMARK ELECTRONICS INC |
14% | $384.8M | FY 2025-12-31 | ±0.0pp | Active | 10-K 2026-02-24 |
Sales to our largest customer, Applied Materials, Inc. and subsidiaries, represented 14% of our total sales in both 2025 and 2024 and 12% of our total sales in 2023. | ||||||
| ICHR ICHOR HOLDINGS, LTD. |
Named | — | FY 2025-12-26 | — | Active | 10-K 2026-02-20 |
During fiscal year 2025, our revenue grew 11.6% to $947.7 million, driven by sustained demand from our primary customers, including Lam Research and Applied Materials. For 2024, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 73% of total sales. In 2023, our top three customers were Applied Materials, Lam Research, and ASML, accounting for a combined 82% of sales. | ||||||
Federal subcontracts received 1
Prime contractors that subcontracted federal work to this company. From USAspending.gov subaward reports; amounts are as reported by the prime contractor, latest report per subaward, $500K+ a year.
| Company | Subawards | Fiscal year | Count | Trend | Largest subaward |
|---|---|---|---|---|---|
| Massachusetts Institute Of Technology | $4.0M | FY 2025 | 1 | 0001 | |
LABORATORY EQUIPMENT | |||||
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