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Compare · AMAT vs AMBA

AMAT vs AMBA

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

Summary

  • Both AMAT and AMBA operate in Semiconductors (Technology), so they compete in similar markets.
  • AMAT is the larger of the two at $397.59B, about 122.8x AMBA ($3.24B).
  • Over the past year, AMAT is up 209.7% and AMBA is up 37.1% - AMAT leads by 172.6 points.
  • AMAT has been more active in the news (15 items in the past 4 weeks vs 12 for AMBA).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+209.72%AMBA+37.08%
2025-06-03+0.00%2026-06-03
MetricAMATAMBA
Company
Applied Materials Inc.
Ambarella Inc.
Price
$500.78+2.11%
$73.83-5.74%
Market cap
$397.59B
$3.24B
1M return
+27.98%
+4.41%
1Y return
+209.72%
+37.08%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
2012
News (4w)
15
12
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.

AMBA

Ambarella Inc.

Ambarella, Inc. develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions enable the creation of video content for wearable cameras; automotive cameras; drones; virtual reality cameras; and internet protocol security cameras for professional use, and home security and monitoring, as well as robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

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