In terms of supplying equipment for semiconductor factory production, Lam Research is on par with Applied Materials. The two hold the core equipment for the production of all semiconductor factories in the world. Without equipment from either of them, semiconductor factories would be almost unable to produce.
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Top five semiconductor equipment providers
In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
How does Applied Materials, lord of semiconductor equipment, make money?
Applied Materials’ main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
The lucrative semiconductor supply chain
The lucrative semiconductor supply chain