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Compare · AMAT vs LRCX

AMAT vs LRCX

Side-by-side comparison of Applied Materials Inc. (AMAT) and Lam Research Corporation (LRCX): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both companies sit in the Technology sector. AMAT focuses on Semiconductors, while LRCX focuses on Industrial Machinery/Components.
  • LRCX is the larger of the two at $379.27B, about 1.1x AMAT ($359.67B).
  • Over the past year, AMAT is up 171.7% and LRCX is up 251.4% - LRCX leads by 79.6 points.
  • AMAT has been more active in the news (17 items in the past 4 weeks vs 6 for LRCX).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+171.74%LRCX+251.36%
2025-06-06+0.00%2026-06-05
MetricAMATLRCX
Company
Applied Materials Inc.
Lam Research Corporation
Price
$453.07-9.70%
$303.26-9.86%
Market cap
$359.67B
$379.27B
1M return
+5.73%
+2.09%
1Y return
+171.74%
+251.36%
Industry
Semiconductors
Industrial Machinery/Components
Exchange
NASDAQ
NASDAQ
IPO
1972
1984
News (4w)
17
6
Recent ratings
25
25
AMAT

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.

LRCX

Lam Research Corporation

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

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