半導體設備與材料 — 供應鏈地圖

“For the fiscal years ended June 30, 2026, 2025 and 2024, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Year Ended June 30, 2026 2025 2024 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited”

— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗

KLA 在 FY2026、FY2025 及 FY2024 將 TSMC 列為佔總營收超過 10% 之客戶，主要來自半導體製程控制部門。（以原文為準）

“we are reliant upon sole-source providers, such as with the EUV lithography tools manufactured by ASML”

— INTC 10-K，申報於 2026-01-23 EDGAR · 查看原始申報文件 ↗

Intel 依賴 ASML 作為 EUV 微影設備之獨家供應商。（以原文為準）

“The number of lithography systems we are able to produce is limited by the production capacity of one of our key suppliers, Carl Zeiss SMT, our sole supplier of lenses, mirrors, illuminators, collectors and other critical optical components (which we refer to as optics). … We have an exclusive arrangement with Carl Zeiss SMT.”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 與 Carl Zeiss SMT 有獨家安排，Carl Zeiss SMT 是 ASML 光學元件的唯一供應商。（以原文為準）

“For the fiscal years ended June 30, 2025, 2024 and 2023, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Samsung Electronics Co., Ltd.”

— KLAC 10-K，申報於 2025-08-08 EDGAR · 查看原始申報文件 ↗

未在申報方最新年報（2026-08-06 申報之 Form 10-K）中再次確認：該年報未再提及

KLA 將 Samsung 列為佔其總營收 10% 以上之客戶（如原文表格所示），且該營收主要來自半導體製程控制部門。（以原文為準）

“we stopped all of our product shipments to Huawei, historically our largest networking customer in China, in the beginning of calendar year 2024.”

— LITE 10-K，申報於 2026-08-17 EDGAR · 查看原始申報文件 ↗

Lumentum 已於 2024 年初停止對 Huawei 的所有產品出貨，且 Huawei 過去是 Lumentum 在中國最大的網路客戶。（以原文為準）

“During fiscal 2026, we announced the expansion of our Sherman, Texas, manufacturing facility, entered into a strategic multi-year supply agreement with NVIDIA for advanced lasers and optical networking products supporting next-generation AI infrastructure, and received a $50 million preliminary memorandum of terms under the CHIPS and Science Act to support the Sherman expansion.”

— COHR 10-K，申報於 2026-08-14 EDGAR · 查看原始申報文件 ↗

Coherent 於 2026 會計年度與 NVIDIA 簽訂多年策略供應協議，由 Coherent 供應先進雷射與光網路產品，支援下一代人工智慧基礎設施。（以原文為準）

“In January 2025, we received an inquiry from BIS concerning past product sales to Huawei … We have stopped shipping products to Huawei”

— COHR 10-K，申報於 2026-08-14 EDGAR · 查看原始申報文件 ↗

Coherent 在 2025 年 1 月收到 BIS 關於過去向 Huawei 銷售產品的詢問，且已停止向 Huawei 出貨。（以原文為準）

“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 將 Micron 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）

“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 將 Samsung 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）

“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 將 SK Hynix 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）

“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 將 TSMC 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）

“Received a 2026 Intel EPIC Supplier Award for Excellence in Technology Development.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 獲得 Intel 頒發的 2026 年 Intel EPIC 供應商卓越技術開發獎。（以原文為準）

“We purchase our packaging equipment from major international manufacturers, including All Ring Tech Co., Ltd., Marketech lnternational Corp., Grand Process Technology Corporation, Tokyo Electron Limited, and Lam Research Corporation.”

— ASX 20-F，申報於 2026-04-01 EDGAR · 查看原始申報文件 ↗

ASE 向 Lam Research 等國際大廠採購封裝設備。（以原文為準）

“Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc.”

— CLS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Celestica 將 Applied Materials 列為其 ATS 部門之客戶。（以原文為準）

“Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc.”

— CLS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Celestica 將 Lam Research 列為 ATS 部門之客戶。（以原文為準）

“we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing’ Award”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 曾獲 TSMC 頒發「綠色製造卓越獎」。（以原文為準）

“Received 2025 TSMC Excellent Performance Awards for Excellent Technology Development and Production Support and Excellent Contribution in Green Manufacturing.”

— AMAT 8-K，申報於 2026-02-12 EDGAR · 查看原始申報文件 ↗

Applied Materials 獲得 TSMC 頒發的 2025 年 TSMC 卓越效能獎。（以原文為準）

“Percentage of net sales to top customers: Taiwan Semiconductor Manufacturing Company (TSMC) 16%”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

TSMC 佔 Entegris 淨銷售額的 16%。（以原文為準）

“Mit der Strategic Business Unit (SBU) Semiconductor & Advanced Manufacturing ist Jenoptik ein globaler OEM-Lieferant für Lösungen auf Basis von Photonik. … Die SBU arbeitet mit führenden internationalen Herstellern der Halbleiterausrüstungsindustrie, wie z. B. ASML, zusammen.”

— JENOPTIK AG Annual report (Geschäftsbericht)，申報於 2025-12-31 (德國法定年度報告；引文為德文原文) · 查看原始申報文件 ↗

Jenoptik 為光子學解決方案的全球 OEM 供應商，與 ASML 等半導體設備製造商合作。（以原文為準）

“Significant customers Total revenues, by percentage, from individual customers representing 10% or more of total revenues in the respective periods were as follows: … Lumentum Operations LLC * * 15.4 %”

— FN 10-K，申報於 2025-08-19 EDGAR · 查看原始申報文件 ↗

未在申報方最新年報（2026-08-18 申報之 Form 10-K）中再次確認：低於 10% 揭露門檻

Fabrinet 之總營收中，來自 Lumentum 之百分比於該期間為 15.4%。（以原文為準）

“Other customers, such as FiberHome Technologies Group”

— LITE 10-K，申報於 2025-08-19 EDGAR · 查看原始申報文件 ↗

Fiberhome Technologies 是 Lumentum 的其他客戶之一。（以原文為準）

“Announced a long-term joint development agreement with EssilorLuxottica to accelerate the commercialization of next-generation intelligent optical systems for augmented reality and AI-powered smart eyewear.”

— AMAT 8-K，申報於 2026-08-13 EDGAR · 查看原始申報文件 ↗

Applied Materials 宣布與 EssilorLuxottica 達成長期共同開發協議，以加速擴增實境與 AI 驅動之智慧眼鏡所需之次世代智慧光學系統商業化。（以原文為準）

“On September 9, 2025, ASML and Mistral AI announced an investment and partnership agreement for which ASML invested € 1.3 billion in Mistral AI’s Series C funding round as lead investor.”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 與 Mistral Ai 宣布投資與合作協議，ASML 作為領投方投資 13 億歐元於 Mistral Ai 的 C 輪融資。（以原文為準）

“We signed a joint development agreement with Applied Materials in October 2020 to develop the industry’s first integrated equipment solution for die-based hybrid bonding.”

— BE Semiconductor Industries N.V. Annual report (ESEF)，申報於 2023-12-31 ESEF · 查看原始申報文件 ↗

Besi 宣布於 2020 年 10 月與 Applied Materials 簽訂聯合開發協議，共同開發業界首創的晶粒級混合接合整合設備解決方案。（以原文為準）

“SCREEN Semiconductor Solutions Co., Ltd. (SCREEN SPE) will join the EPIC Center as an innovation partner, bringing together SCREEN SPE’s expertise in wafer cleaning technology with Applied's leadership in materials engineering to develop co-optimized process solutions for the world’s most advanced chips.”

— AMAT 8-K，申報於 2026-08-13 EDGAR · 查看原始申報文件 ↗

Applied Materials 與 Screen 將在 EPIC Center 以創新夥伴身分合作，結合 Screen 晶圓清洗技術與 Applied Materials 材料工程能力，共同開發先進晶片製程解決方案。（以原文為準）

“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”

— NVDA 8-K，申報於 2026-05-20 EDGAR · 查看原始申報文件 ↗

NVIDIA 宣布與 Coherent、Corning 和 Lumentum 簽訂多年策略協議，以加速先進光學技術的創新。（以原文為準）

“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”

— NVDA 8-K，申報於 2026-05-20 EDGAR · 查看原始申報文件 ↗

NVIDIA 宣布與 Lumentum 等公司簽訂多年期策略協議，以加速先進光學技術創新。（以原文為準）

“These engagements build upon the previously announced partnership with Samsung Electronics.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 表示這些合作建立在先前宣布與 Samsung Electronics 的夥伴關係之上。（以原文為準）

“A new innovation partnership with TSMC to accelerate the development and commercialization of semiconductor technologies required for the next era of AI.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 宣布與 TSMC 建立創新夥伴關係，以加速 AI 時代所需半導體技術之開發與商業化。（以原文為準）

“Advantest Corporation, a leading semiconductor test equipment supplier, will join Applied’s EPIC platform as an innovation partner to strengthen the links between front-end manufacturing technologies and back-end testing of chips and packages, helping chipmakers bring new designs to market faster.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 的 EPIC 平台迎來 Advantest 作為創新合作夥伴。（以原文為準）

“A long-term collaboration agreement between Applied and SK hynix to accelerate the development and deployment of next-generation DRAM and high-bandwidth memory (HBM) essential for AI and high-performance computing.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 與 SK Hynix 簽訂長期合作協議，加速開發次世代 DRAM 與 HBM。（以原文為準）

“Applied and Micron Technology are working to develop next-generation DRAM, HBM and NAND solutions that increase the energy-efficient performance of AI systems, bringing together advanced R&D capabilities from Applied’s EPIC Center in Silicon Valley and Micron’s state-of-the-art innovation center in Boise, Idaho.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 與 Micron 合作開發下一代 DRAM、HBM 和 NAND 解決方案，以提升 AI 系統的節能效能。（以原文為準）

“Joined Synopsys and NVIDIA in a collaboration to advance AI and quantum chemistry R&D with accelerated materials modeling.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 與 Synopsys 和 NVIDIA 合作，以加速 AI 和量子化學研發，透過加速材料建模。（以原文為準）

“Joined Synopsys and NVIDIA in a collaboration to advance AI and quantum chemistry R&D with accelerated materials modeling.”

— AMAT 8-K，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗

Applied Materials 加入 Synopsys 與 NVIDIA 的合作，以加速材料建模推動 AI 與量子化學研發。（以原文為準）

“Our relationship with Carl Zeiss SMT GmbH is structured as a strategic alliance”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 將其與 Carl Zeiss SMT 的關係定位為策略聯盟。（以原文為準）

“In 2025, ASML and imec entered a new five- year collaboration, with ASML supporting the joint ESG research program.”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 於 2025 年與 Imec 展開新的五年合作，由 ASML 支援聯合 ESG 研究計畫。（以原文為準）

“Intel Foundry and ASML have demonstrated technical viability of the most advanced lithography scanner available in delivering improved accuracy and productivity that positions High Numerical Aperture (High NA) EUV for future high-volume manufacturing.”

— INTC 8-K，申報於 2026-01-22 EDGAR · 查看原始申報文件 ↗

INTC（Intel Foundry）與 ASML 已展示最先進微影掃描器在提升精度與生產力方面的技術可行性，使 High NA EUV 適用於未來大量生產。（以原文為準）

“Our primary competitor in the dielectric and metals deposition market is Applied Materials, Inc.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 在介電質與金屬沉積市場的主要競爭對手是 Applied Materials。（以原文為準）

“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 在 ALD 和 PECVD 領域也與 ASM International 競爭。（以原文為準）

“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Wonik IPS 是 Lam Research 在 ALD 和 PECVD 領域的競爭對手。（以原文為準）

“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

在蝕刻市場，Lam Research 的主要競爭對手包括 Hitachi。（以原文為準）

“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 將 Tokyo Electron 列為其蝕刻市場的主要競爭對手之一。（以原文為準）

“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 在濕式清洗市場的主要競爭對手包括 Screen 等公司。（以原文為準）

“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”

— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗

Lam Research 在濕式清洗市場的主要競爭者包括 Semes。（以原文為準）

“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”

— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗

KLA 將 ASML 列為競爭對手。（以原文為準）

“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”

— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗

KLA 將 Applied Materials 列為競爭對手。（以原文為準）

“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”

— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗

KLA 將 Hitachi High Tech 列為競爭對手。（以原文為準）

“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”

— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗

KLA 將 Lasertec 列為競爭對手。（以原文為準）

“In each of our product markets, we have many competitors, including companies such as Applied Materials, Inc., ASML Holding N.V., Hitachi High-Tech Corporation, Lasertec, Inc. and Onto Innovation, Inc.”

— KLAC 10-K，申報於 2026-08-06 EDGAR · 查看原始申報文件 ↗

KLA 將 Onto Innovation 列為競爭對手。（以原文為準）

“We compete primarily with Canon and Nikon in respect of DUV systems.”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 在深紫外光（DUV）系統方面主要與 Canon 競爭。（以原文為準）

“We compete primarily with Canon and Nikon in respect of DUV systems.”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 在 DUV 系統方面主要與 Nikon 競爭。（以原文為準）

“We also compete with providers of applications that support or enhance complex patterning solutions, such as Applied Materials Inc. and KLA-Tencor Corporation.”

— ASML 20-F，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

ASML 與 Applied Materials 在支援或強化複雜圖案化解決方案的應用領域中互為競爭者。（以原文為準）

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

Lumentum 是 NVIDIA 在網路產品領域的競爭者之一。（以原文為準）

“In PSD, Trumpf Group, Lumentum Holdings Inc., IPG Photonics Corporation, EdgeWave GmbH and Amplitude Laser Group offer products that compete with our laser products.”

— MKSI 10-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗

MKSI 的 PSD 部門雷射產品與 Lumentum 等公司的產品競爭。（以原文為準）

“Coherent Corp., Excelitas Technologies Corp., Jenoptik AG and Thorlabs, Inc. offer products that compete with our laser and photonics products.”

— MKSI 10-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗

Coherent、Excelitas Technologies、Jenoptik 及 Thorlabs 的產品與 MKSI 的雷射及光電產品競爭。（以原文為準）

“Notable competitors with respect to our reporting segments include: … Pall Corporation (part of Danaher Corporation)”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Entegris 的報告部門競爭對手包括 Pall Part Of Danaher。（以原文為準）

“Notable competitors with respect to our reporting segments include: … Shin-Etsu Polymer Co. Ltd.”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Entegris 將 Shin-Etsu Polymer 列為其報告部門之顯著競爭者。（以原文為準）

“Notable competitors with respect to our reporting segments include: … Qnity Electronics, Inc.”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Entegris 的報告部門競爭對手包括 Qnity Electronics, Inc.。（以原文為準）

“Notable competitors with respect to our reporting segments include: … Cobetter Filtration Electronics”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Cobetter Filtration Electronics 是 Entegris 在報告分部中的知名競爭對手之一。（以原文為準）

“Notable competitors with respect to our reporting segments include: … Gudeng Precision Industrial”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Entegris 將 Gudeng Precision Industrial 列為其報告部門的顯著競爭者之一。（以原文為準）

“Notable competitors with respect to our reporting segments include: … Aicello Corporation”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Entegris 的顯著競爭對手包括 Aicello 等公司。（以原文為準）

“Notable competitors with respect to our reporting segments include: … EMD Performance Materials division of Merck KGaA”

— ENTG 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

Entegris 的競爭對手包括 Emd Performance Materials Division Of Merck Kgaa。（以原文為準）