Who supplies Applied Materials, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Proactive revenue read-through alerts whenever Applied Materials files 8-Ks, announces contracts, or beats guidance.
14 companies with a disclosed relationship to Applied Materials · 2 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductors (4) | ||||||||||
| TXN | Analog capacity expansion | customer | - | - | - | - | - | 47 | 20% exp79 | |
| ON | SiC and power capacity | customer | - | - | - | - | - | 43 | 20% exp79 | |
| STM | Power and analog fabs | customer | - | - | - | - | - | 10 | 15% exp77 | |
| ADI | Analog fabs | customer | - | - | - | - | - | 5 | 15% exp77 | |
| Semicap Equipment (2) | ||||||||||
| ONTO | Inspection adjacency | partner | - | - | - | - | - | 54 | 20% exp79 | |
| ASML | Complementary litho step | partner | - | - | - | - | - | 12 | 15% exp77 | |
| Memory & Storage (2) | ||||||||||
| SNDK | NAND capacity | customer | - | - | - | - | - | 7 | 15% exp77 | |
| MU | DRAM and NAND capacity | customer | - | - | - | - | - | 2 | 15% exp77 | |
| Foundry (2) | ||||||||||
| INTC | Foundry and internal fabs | customer | - | - | - | - | - | 3 | 15% exp77 | |
| TSM | Leading-edge capacity buildout | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Components (1) | ||||||||||
| MKSI | Subsystems and process control | supplier | - | - | - | - | - | 65 | 20% exp79 | |
| Materials (1) | ||||||||||
| ENTG | Process materials and filtration | partner | - | - | - | - | - | 13 | 15% exp77 | |
| Competitor (2) | ||||||||||
| KLAC | Process control | competitor | - | - | - | - | - | 26 | 20% exp79 | |
| LRCX | Etch and deposition | competitor | - | - | - | - | - | 24 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.