Compare · AMAT vs CBRS
AMAT vs CBRS
Side-by-side comparison of Applied Materials Inc. (AMAT) and Cerebras Systems Inc. (CBRS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and CBRS operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $264.05B, about 12.4x CBRS ($21.30B).
- Both names hit the wire about 3 times in the past 4 weeks.
- AMAT has more recent analyst coverage (25 ratings vs 0 for CBRS).
- Company
- Applied Materials Inc.
- Cerebras Systems Inc.
- Price
- -
- -
- Market cap
- $264.05B
- $21.30B
- 1M return
- -34.69%
- -
- 1Y return
- +41.51%
- -
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 2026
- News (4w)
- 3
- 3
- Recent ratings
- 25
- 0
Applied Materials Inc.
Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices, as well as equipment for processing flexible substrates. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was founded in 1967 and is headquartered in Santa Clara, California.
Cerebras Systems Inc.
Cerebras Systems (NASDAQ: CBRS) builds the world's fastest AI infrastructure. The Cerebras team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types came together to make AI blisteringly fast through innovation and invention. Cerebras believes that when AI is fast, it will change the world. Leading global corporations, research institutes, and governments choose Cerebras to run their AI workloads. Cerebras solutions are available on premises and in the cloud.
Latest AMAT
- SEC Form 8-K filed by Applied Materials Inc.
- Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries
- Applied Materials to Report Fourth Quarter and Fiscal 2026 Results on Nov. 12, 2026
- Applied Materials Set to Outperform as AI Drives Sustained Demand for Wafer Fab Equipment
- Applied Materials Unveils $5 Billion EPIC Center in Silicon Valley to Accelerate Semiconductor Innovation for the AI Era
- Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center
- Applied Materials and Intel Collaborate to Accelerate Chipmaking Innovations for AI-Driven Computing
- Corp. Controller & CAO Sanders Adam sold $394,807 worth of shares (725 units at $544.56) (SEC Form 4)
- SEC Form 4 filed by Applied Materials Inc.
- Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling