Compare · AMAT vs TSM
AMAT vs TSM
Side-by-side comparison of Applied Materials Inc. (AMAT) and Taiwan Semiconductor Manufacturing Company Ltd. (TSM): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and TSM operate in Semiconductors (Technology), so they compete in similar markets.
- TSM is the larger of the two at $2.15T, about 6.2x AMAT ($347.96B).
- Over the past year, AMAT is up 180.6% and TSM is up 79.6% - AMAT leads by 101.1 points.
- TSM has been more active in the news (59 items in the past 4 weeks vs 11 for AMAT).
- AMAT has more recent analyst coverage (25 ratings vs 23 for TSM).
- Company
- Applied Materials Inc.
- Taiwan Semiconductor Manufacturing Company Ltd.
- Price
- $438.40-0.78%
- $415.57+0.36%
- Market cap
- $347.96B
- $2.15T
- 1M return
- -19.80%
- -0.36%
- 1Y return
- +180.65%
- +79.56%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NYSE
- IPO
- 1972
- 1997
- News (4w)
- 11
- 59
- Recent ratings
- 25
- 23
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.
Taiwan Semiconductor Manufacturing Company Ltd.
Taiwan Semiconductor Manufacturing Company Limited manufactures and sells integrated circuits and semiconductors. It also offers customer service, account management, and engineering services. The company serves customers in computer, communications, consumer, and industrial and standard segments in North America, Europe, Japan, China, and South Korea. Taiwan Semiconductor Manufacturing Company Limited was founded in 1987 and is headquartered in HsinChu, Taiwan.
Latest AMAT
- Director Palkhiwala Akash J. was granted 279 shares (SEC Form 4)
- SEC Form 3 filed by new insider Palkhiwala Akash J.
- SVP, CFO Hill Brice sold $3,594,376 worth of shares (7,500 units at $479.25), decreasing direct ownership by 6% to 128,613 units (SEC Form 4)
- Applied Materials Inc. filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits
- Applied Materials Appoints Akash Palkhiwala to Board of Directors
- SEC Form 10-Q filed by Applied Materials Inc.
- Applied Materials to Participate in Upcoming Investor Conferences
- Applied Materials Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Applied Materials Announces Third Quarter 2026 Results
- UC Berkeley to Join Applied Materials’ EPIC Center to Speed Chip Innovation
Latest TSM
- Stifel initiated coverage on Taiwan Semiconductor Manufacturing with a new price target
- VP Yoo Chue-San was granted 8,175 shares, increasing direct ownership by 0.45% to 1,805,789 units (SEC Form 4)
- SVP Yeap Choh Fei was granted 12,881 shares, increasing direct ownership by 6% to 226,256 units (SEC Form 4)
- SVP and Deputy Co-COO Zhang Kevin Xiaoqiang was granted 20,313 shares, increasing direct ownership by 6% to 349,976 units (SEC Form 4)
- SVP Wu Shien-Yang was granted 12,881 shares, increasing direct ownership by 2% to 643,109 units (SEC Form 4)
- EVP and Co-COO Mii Yuh-Jier was granted 32,204 shares, increasing direct ownership by 3% to 1,286,261 units (SEC Form 4)
- Chairman and CEO Wei Che-Chia was granted 204,375 shares, increasing direct ownership by 3% to 7,656,724 units (SEC Form 4)
- SVP Wang Ying-Lang was granted 12,881 shares, increasing direct ownership by 4% to 375,273 units (SEC Form 4)
- VP Lu Lee-Chung was granted 8,175 shares, increasing direct ownership by 3% to 284,891 units (SEC Form 4)
- VP and CIO Lin Chris Horng-Dar was granted 8,175 shares, increasing direct ownership by 6% to 136,359 units (SEC Form 4)