2023 Applied Materials — supplier ransomware disrupted shipments; firm guided ~$250M Q2 sales impact (Feb)
Data compromised
Primarily operational/supply-chain and financial-impact narrative for Applied—MKS assessed internal data exposure separately
Technical writeup
Applied Materials told investors that a cybersecurity event at a major supplier would shave roughly $250 million from upcoming-quarter sales because of shipment disruption, without initially naming the vendor in earnings materials summarized by The Record. Semiconductor trade reporters widely linked the supplier to MKS Instruments, which days earlier disclosed an active ransomware recovery affecting manufacturing and fulfillment systems discovered February 3, 2023. The row documents supply-chain availability and revenue impact rather than a confirmed Applied customer PII dump.
Root cause
Upstream supplier ransomware incident cascading through semiconductor equipment supply chain