Compare · AMAT vs MTSI
AMAT vs MTSI
Side-by-side comparison of Applied Materials Inc. (AMAT) and MACOM Technology Solutions Holdings Inc. (MTSI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and MTSI operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $472.96B, about 20.5x MTSI ($23.02B).
- Over the past year, AMAT is up 198.8% and MTSI is up 119.6% - AMAT leads by 79.3 points.
- AMAT has been more active in the news (6 items in the past 4 weeks vs 1 for MTSI).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- MACOM Technology Solutions Holdings Inc.
- Price
- $595.74+3.66%
- $301.52+2.46%
- Market cap
- $472.96B
- $23.02B
- 1M return
- +7.81%
- -19.55%
- 1Y return
- +198.84%
- +119.57%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 2012
- News (4w)
- 6
- 1
- Recent ratings
- 25
- 25
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.
MACOM Technology Solutions Holdings Inc.
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; data centres; and industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
Latest AMAT
- Corp. Controller & CAO Sanders Adam covered exercise/tax liability with 125 shares, decreasing direct ownership by 3% to 4,155 units (SEC Form 4) (for withholding tax)
- President and CEO Dickerson Gary E sold $55,550,320 worth of shares (78,321 units at $709.26), decreasing direct ownership by 5% to 1,599,843 units (SEC Form 4)
- Taiwan Semiconductor Suppliers Are Moving to the US, Creating New Opportunities
- Susquehanna reiterated coverage on Applied Materials with a new price target
- Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
- President, Semi. Products Grp. Raja Prabu G. sold $6,335,300 worth of shares (10,000 units at $633.53) (SEC Form 4)
- Director Iannotti Thomas J sold $5,547,872 worth of shares (9,250 units at $599.77) and gifted 750 shares, decreasing direct ownership by 20% to 39,809 units (SEC Form 4)
- Senior Vice President, CTO Nalamasu Omkaram sold $20,754,197 worth of shares (35,000 units at $592.98), decreasing direct ownership by 19% to 146,916 units (SEC Form 4)
- President and CEO Dickerson Gary E sold $49,239,084 worth of shares (83,000 units at $593.24) and gifted 17,000 shares, decreasing direct ownership by 6% to 1,678,164 units (SEC Form 4)
- SVP, Applied Global Services Deane Timothy M sold $5,092,984 worth of shares (8,621 units at $590.76) and gifted 1,545 shares, decreasing direct ownership by 7% to 133,086 units (SEC Form 4)
Latest MTSI
- SVP, Global Sales Hwang Donghyun Thomas sold $1,005,732 worth of shares (2,620 units at $383.87) as part of a pre-agreed trading plan, decreasing direct ownership by 8% to 29,756 units (SEC Form 4)
- MACOM and Elve to Demonstrate a V-Band Linearized TWTA for Satellite Communications and Defense Applications at IMS 2026
- MACOM Introduces its Hot Via Chip Scale Technology to Eliminate Wire Bonds
- MACOM IMS 2026 Product Announcements for Satellite Communications
- MACOM IMS 2026 Product Announcements for Aerospace and Defense
- President and CEO Daly Stephen G sold $5,789,100 worth of shares (15,828 units at $365.75) as part of a pre-agreed trading plan, decreasing direct ownership by 29% to 38,389 units (SEC Form 4)
- SEC Form 144 filed by MACOM Technology Solutions Holdings Inc.
- SEC Form SD filed by MACOM Technology Solutions Holdings Inc.
- SEC Form 144 filed by MACOM Technology Solutions Holdings Inc.
- Director Shanmugaraj Murugesan gifted 1,400 shares, decreasing direct ownership by 21% to 5,214 units (SEC Form 4)