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Applied Materials Inc  (NASDAQ: AMAT)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Applied Materials Inc's Customers Performance

AMAT



 
AMAT's Source of Revenues Applied Materials Inc's Corporate Customers have recorded an increase in their cost of revenue by 15.84 % in the 3 quarter 2026 year on year, sequentially costs of revenue grew by 6.96 %. During the corresponding time, Applied Materials Inc recorded a revenue increase by 24.83 % year on year, sequentially revenue grew by 15.23 %. While revenue at the Applied Materials Inc's corporate clients recorded rose by 35.21 % year on year, sequentially revenue grew by 11.84 %.

List of AMAT Customers




Applied Materials Inc's Customers have recorded an increase in their cost of revenue by 15.84 % in the 3 quarter 2026 year on year, sequentially costs of revenue grew by 6.96 %, for the same period Applied Materials Inc recorded revenue increase by 24.83 % year on year, sequentially revenue grew by 15.23 %.

List of AMAT Customers

Applied Materials Inc's Business Units
Semiconductor Systems    75.41 % of total Revenue
Applied Global Services    21.05 % of total Revenue
Other    3.54 % of total Revenue
China    26.38 % of total Revenue
Korea    19.87 % of total Revenue
Taiwan    27.24 % of total Revenue
Japan    7.88 % of total Revenue
Southeast Asia    2.34 % of total Revenue
Asia Pacific    83.72 % of total Revenue
United States    11.9 % of total Revenue
Europe    4.39 % of total Revenue




   
Customers Net Income grew in Q3 by Customers Net margin grew to
110.46 % 31.03 %
Customers Net Income grew in Q3 by 110.46 %


Customers Net margin grew to 31.03 %



Applied Materials Inc's Customers, Q3 2026 Revenue Growth By Industry
Customers in Chemicals - Plastics & Rubber Industry -44.15 %   
Customers in Miscellaneous Fabricated Products Industry -29.58 %   
Customers in Aerospace & Defense Industry      9.37 %
Customers in Construction Services Industry      25.55 %
Customers in Industrial Machinery and Components Industry      25.03 %
Customers in Conglomerates Industry      7.82 %
Customers in Electronic Parts & Equipment Industry      47.64 %
Customers in Major Pharmaceutical Preparations Industry      18.84 %
Customers in Medical Equipment & Supplies Industry      2.46 %
Customers in Laboratory Analytical Instruments Industry      8.06 %
Customers in Communications Services Industry      14.53 %
Customers in Movies and Entertainment Industry  
Customers in Communications Equipment Industry      75.93 %
Customers in Computer Hardware Industry      15.21 %
Customers in Computer Networks Industry      17.43 %
Customers in IT Infrastructure Industry      29.74 %
Customers in Cloud Computing & Data Analytics Industry      6.27 %
Customers in Scientific & Technical Instruments Industry -4.32 %   
Customers in Semiconductors Industry      121.82 %
Customers in Software & Programming Industry      17.81 %
Customers in Consumer Electronics Industry -3.62 %   
     
• Customers Valuation • Customers Mgmt. Effect.


Applied Materials Inc's Comment on Sales, Marketing and Customers



The company provides equipment to customers manufacturing semiconductors for personal computing devices, mobile phones, artificial intelligence, data center servers, automobiles, connected devices, industrial applications, and consumer electronics. Its Semiconductor Systems segment sells equipment for fabricating semiconductor chips, serving markets including foundry, logic, dynamic random access memory (DRAM), and flash memory (NAND). The foundry, logic, and other market covers leading-edge technology nodes of 7 nanometers and smaller, as well as non-leading edge nodes for applications such as the internet of things, communications, and automotive.


  News about Applied Materials Inc Contracts

Applied Materials Under Investigation Financial Turbulence and Strained Client Relationships Raise Red Flags,

In a rapidly evolving semiconductor industry, Applied Materials, Inc. (NASDAQ: AMAT) finds itself navigating a tumultuous landscape. Amidst an investigation led by Bragar Eagel and Squire, P.C., a prominent stockholder rights law firm, concerns have risen regarding potential violations of federal securities laws by the company. This investigation comes at a time when financial indicators suggest significant challenges for Applied Materials and its corporate clientele, raising questions about the sustainability of its business model and future prospects. Investigation OverviewBragar Eagel and Squire, a respected law firm known for championing stockholder rights, is currently investigating potential claims aga...

MIT and Applied Materials Collaborate to Evolve Semiconductor Industry: Combining Advanced Research Capabilities and Breakthrough Digital Lithography Technology

In a technological advance that underscores the promising future of the semiconductor industry, MIT, the Northeast Microelectronics Coalition Hub, and Applied Materials have unveiled a strategic partnership aimed at harnessing the latest research capabilities. State-of-the-art toolset will streamline academic innovations and lay the groundwork for large-scale production of semiconductors, microelectronics, and other imperative technologies at MIT.nano.The trio s collaboration is a function of the active quest to bridge the gap between academic breakthroughs and the technological demands of the commercial world. The move will fortify MIT.nano’s research and development expertise, while availing the industry...




Applied Materials Inc’s Comment on Sales, Marketing and Customers


The company provides equipment to customers manufacturing semiconductors for personal computing devices, mobile phones, artificial intelligence, data center servers, automobiles, connected devices, industrial applications, and consumer electronics. Its Semiconductor Systems segment sells equipment for fabricating semiconductor chips, serving markets including foundry, logic, dynamic random access memory (DRAM), and flash memory (NAND). The foundry, logic, and other market covers leading-edge technology nodes of 7 nanometers and smaller, as well as non-leading edge nodes for applications such as the internet of things, communications, and automotive.








AMAT's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Applied Materials Inc 363,768.00 29,024.00 8,508.00 36,500
Maxlinear Inc 6,106.67 507.87 -132.11 1,115
Lattice Semiconductor Corp 16,252.89 573.85 19.88 1,174
Lam Research Corporation 387,978.03 21,682.16 6,708.20 23,300
Lockheed Martin Corporation 121,392.21 75,106.00 4,793.00 123,000
Lumentum Holdings Inc 65,741.62 2,409.50 735.10 13,757
SUBTOTAL 44,542,581.69 4,819,228.72 1,079,077.08 6,486,186
148 more clients available

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Sources: Applied Materials Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Applied Materials Inc’s corporate clients.
For your research, we’ve provided 9 tables on Applied Materials Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
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