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Applied MaterialsAMAT

Semiconductor equipment & IP · NASDAQ · USA

$509.57
Down 2.1% todayClose

Up 102.6% this year but −18.7% since June 26, behind the AI sector at +7.5%. Applied Materials supplies 2 mapped companies.

Market cap
$413B
This year
+102.6%
1 year
+146.1%
P/E
44.6
P/S
13.4
P/B
16.1

Price vs the AI sector

since Jun 26AMATAI sector, equal weight
Applied Materials (AMAT) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AMAT: −18.7% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8AMAT −18.7%Sector +7.5% Applied Materials (AMAT) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AMAT: −18.7% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8AMAT−18.7%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedIntel (INTC)INTCIntel−5.3%Micron (MU)MUMicron−4.8%AMATApplied Materia…

Customers 2

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About Applied Materials

Applied Materials covers more steps of chipmaking than any other equipment vendor: deposition, etch, implantation, inspection, and the packaging tools that stack AI chips.

Theme exposure

Semiconductor equipmentChip manufacturing equipmentDeposition & etchingAdvanced packaging

Products

  • Deposition and etch equipment
  • Advanced packaging equipment
  • Service & upgrades

Competitors

Risks

  • China exposure and export rules
  • Semiconductor cycle

Same segment: Semiconductor equipment & IP

The machines and chip IP advanced semiconductor manufacturing cannot do without. Segment 2 of 8 in the AI & digital infrastructure value chain.

Lam ResearchLRCX−2.7%KLAKLAC−0.1%Cadence Design SystemsCDNS−2.0%SynopsysSNPS−1.0%TeradyneTER−3.2%EntegrisENTG−2.5%

Compare AMAT

Side by side with the largest companies in the same segment.

AMAT vs LRCXAMAT vs KLACAMAT vs CDNSAMAT vs SNPSAMAT vs TERAMAT vs ENTG

See where Applied Materials sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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