Ultra Clean Holdings, Inc.

UCTT

$71.13

+6.81%

2026-09-04 12:00:56 EDT+$4.54

Technology

Semiconductors

NASDAQ

Active Trading

Ultra Clean Holdings, Inc. specializes in providing essential subsystems, intricate components, precision parts, and rigorous ultra-high purity cleaning and sophisticated analytical verification ...

Supply Chain of UCTT

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

VAT Group AG

SMC Corporation

Swagelok Company

Fujikin Incorporated

Parker Hannifin Corporation

NYSE:PH

Supplier of precision valves, seals, fittings, and fluid connectors for gas/chemical delivery subsystems

MKS Instruments, Inc.

NASDAQ:MKSI

Supplier of pressure controllers, mass flow controllers, vacuum gauges, and power supplies integrated into gas delivery and process modules

Entegris, Inc.

NASDAQ:ENTG

Supplier of specialty filtration, fluid handling components, specialty chemicals, and high-purity materials for chemical delivery systems

VAT Group AG

SWX:VACN

Supplier of vacuum valves, gate valves, and sealing technology used in vacuum process modules

SMC Corporation

TYO:6273

Supplier of pneumatic control equipment, actuators, solenoid valves, and fittings used in automation subsystems

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

Tokyo Electron Limited

Screen Holdings Co., Ltd.

ASM International N.V.

Canon Inc.

Applied Materials, Inc.

NASDAQ:AMAT

Primary OEM customer. UCTT supplies gas delivery subsystems, chemical delivery modules, precision robotics, and process modules for Applied Materials' etch, deposition, CMP, and clean tools. Estimated to be UCTT's largest customer. · 32.0%

Lam Research Corporation

NASDAQ:LRCX

Major OEM customer. UCTT supplies gas panels, fluid delivery systems, precision wafer handling robotics, and critical subsystems for Lam's conductor etch, dielectric etch, and deposition tools. · 22.0%

Tokyo Electron Limited

TYO:8035

Significant OEM customer. UCTT supplies gas delivery, fluid handling, and precision automation subsystems for TEL's coat/develop, etch, and deposition systems. · 12.0%

KLA Corporation

NASDAQ:KLAC

OEM customer for subsystems and precision components used in KLA's wafer inspection and metrology platforms. · 7.0%

ASML Holding N.V.

NASDAQ:ASML

Customer for subsystems and precision components used in ASML lithography systems, including wafer handling and fluid delivery. · 4.0%

Geographic

Region-level exposures that can distort the supply network.

Geographic

United States

Israel

China

Applied Materials, Inc.

Lam Research Corporation

KLA Corporation

Ham-Let Group (Ultra Clean subsidiary)

Applied Materials, Inc.

Lam Research Corporation

United States

Primary manufacturing and headquarters. Facilities in California, Texas, Oregon, Colorado, and Rhode Island. Subject to US export controls and trade policy risks affecting semiconductor equipment shipments to China.

Applied Materials, Inc.NASDAQ:AMATMajor customer based in Santa Clara, CA

Lam Research CorporationNASDAQ:LRCXMajor customer based in Fremont, CA

KLA CorporationNASDAQ:KLACCustomer based in Milpitas, CA

Israel

Operations via Ham-Let acquisition (precision fluid control components manufacturing). Geopolitical risks from regional instability and potential supply chain disruptions.

Ham-Let Group (Ultra Clean subsidiary)Acquired 2021, manufactures precision valves and fittings, now part of UCTT's in-sourced supply chain

China

Manufacturing operations and potential indirect customer exposure via shipments of OEM equipment to Chinese semiconductor fabs. US-China trade restrictions and export controls (EAR/CHIPS Act) create regulatory uncertainty and could limit revenue from China-destined tools.

Applied Materials, Inc.NASDAQ:AMATApplied Materials ships tools to China, driving downstream demand for UCTT subsystems

Lam Research CorporationNASDAQ:LRCXLam Research ships tools to China, driving downstream demand for UCTT subsystems

Southeast Asia

Manufacturing facilities in Malaysia and Singapore. Key part of low-cost manufacturing footprint but exposed to regional supply chain risks and logistics dependencies.

proxies

metadata

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

Critical

Extreme customer concentration: Applied Materials and Lam Research together likely account for over 50% of total revenue. Loss of either customer would have severe revenue impact.

Equipment

High

Dependence on semiconductor capital equipment industry cycle. UCTT's revenue is highly correlated with WFE (wafer fab equipment) spending, which is cyclical and can swing significantly year-over-year.

Foundry

High

End-market concentration in leading-edge logic and memory. A downturn in semiconductor demand or shift in fab capex allocation could materially reduce order volumes.

Other

Medium

Supply chain concentration risk for critical components (ultra-high purity valves, specialty seals, sensors). Single or limited sources for certain proprietary components pose disruption risk.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Product (Subsystems & Components)

87.6%

$1.8B

Drives upstream demand for specialty metals (stainless steel, aluminum), precision valves/fittings, sensors, pressure/flow controllers, electronic components, seals, and surface coatings. Highly dependent on Tier 1 suppliers of fluid handling, pneumatic, and vacuum components.

Service (Cleaning, Refurbishment, Surface Treatment)

12.4%

$0.3B

Drives demand for specialty cleaning chemicals, high-purity gases, quartzware replacement parts, and precision surface treatment materials. Supports recurring revenue and customer stickiness with semiconductor fabs.

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Ultra Clean Holdings, Inc.

Supply Chain of UCTT

Upstream

Parker Hannifin Corporation

MKS Instruments, Inc.

Entegris, Inc.

VAT Group AG

SMC Corporation

Honeywell International Inc.

Swagelok Company

Fujikin Incorporated

View More

Downstream

Applied Materials, Inc.

Lam Research Corporation

Tokyo Electron Limited

KLA Corporation

ASML Holding N.V.

Screen Holdings Co., Ltd.

ASM International N.V.

Canon Inc.

View More

Geographic

United States

Israel

China

View More

Supply Chain of UCTT

Upstream

Parker Hannifin Corporation

MKS Instruments, Inc.

Entegris, Inc.

VAT Group AG

SMC Corporation

Honeywell International Inc.

Swagelok Company

Fujikin Incorporated

View More

Downstream

Applied Materials, Inc.

Lam Research Corporation

Tokyo Electron Limited

KLA Corporation

ASML Holding N.V.

Screen Holdings Co., Ltd.

ASM International N.V.

Canon Inc.

View More

Geographic

United States

Israel

China

View More