Applied Materialsvs.Lam Research
AMAT vs LRCX · both in Semiconductor equipment & IP, part of the AI & digital infrastructure value chain: The machines and chip IP advanced semiconductor manufacturing cannot do without.
Applied Materials and Lam Research are similar in size by market cap; Applied Materials trades at the lower P/E (56.2 vs 65.3); year to date, Applied Materials leads (+134.4% vs +104.7%).
Side by side
| AMAT | LRCX | |
|---|---|---|
| Market cap | $478B | $438B |
| Price | $602.50 | $350.33 |
| Today | +2.4% | −0.8% |
| Return YTD | +134.4% | +104.7% |
| Return 1Y | +204.2% | +246.7% |
| P/E | 56.2 | 65.3 |
| P/S | 16.5 | 20.2 |
| P/B | 20.0 | 41.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Applied MaterialsAMAT
The world's broadest supplier of chip manufacturing equipment: deposition, etching, implantation and inspection.
Full AMAT profile →Lam ResearchLRCX
Specialist in etch and deposition equipment — particularly critical for the production of HBM memory and advanced 3D chip stacking.
Full LRCX profile →More comparisons in Semiconductor equipment & IP
See where AMAT and LRCX sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →