Compare · AMAT vs NVDA
AMAT vs NVDA
Side-by-side comparison of Applied Materials Inc. (AMAT) and NVIDIA Corporation (NVDA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and NVDA operate in Semiconductors (Technology), so they compete in similar markets.
- NVDA is the larger of the two at $4.74T, about 8.9x AMAT ($530.36B).
- Over the past year, AMAT is up 264.1% and NVDA is up 26.3% - AMAT leads by 237.8 points.
- NVDA has been more active in the news (44 items in the past 4 weeks vs 14 for AMAT).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- NVIDIA Corporation
- Price
- $668.10+13.44%
- $195.87-1.54%
- Market cap
- $530.36B
- $4.74T
- 1M return
- +46.85%
- -8.80%
- 1Y return
- +264.10%
- +26.32%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 1999
- News (4w)
- 14
- 44
- 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.
NVIDIA Corporation
NVIDIA Corporation operates as a visual computing company worldwide. It operates in two segments, Graphics and Compute & Networking. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise design; GRID software for cloud-based visual and virtual computing; and automotive platforms for infotainment systems. The Compute & Networking segment offers Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; and Jetson for robotics and other embedded platforms. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. NVIDIA has partnership with Google Cloud to create AI-on-5G Lab. NVIDIA Corporation was founded in 1993 and is headquartered in Santa Clara, California.
Latest AMAT
- 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)
- Applied Materials Unveils SENZ™, a Fully Integrated Visual System for Next-Gen Smart Glasses
- AI Infrastructure Boom Creates Skyrocketing Demand for Automation, Robotics Solutions Across Industries
- EssilorLuxottica and Applied Materials Join Forces to Advance Augmented Reality Optics Platforms for Next-Generation Smart Glasses
- Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling
Latest NVDA
- Director Stevens Mark A sold $185,999,938 worth of shares (885,000 units at $210.17) (SEC Form 4)
- NVIDIA Announces BioNeMo Agent Toolkit — Tools for Agents to Accelerate Scientific Discovery
- EVP, General Counsel and Sec Teter Timothy S. covered exercise/tax liability with 35,742 shares, decreasing direct ownership by 10% to 334,436 units (SEC Form 4)
- President and CEO Huang Jen Hsun covered exercise/tax liability with 45,723 shares, decreasing direct ownership by 0.07% to 70,146,252 units (SEC Form 4)
- EVP, Operations Shoquist Debora covered exercise/tax liability with 35,012 shares, decreasing direct ownership by 6% to 521,755 units (SEC Form 4)
- EVP, Worldwide Field Ops Puri Ajay K covered exercise/tax liability with 36,927 shares, decreasing direct ownership by 6% to 600,321 units (SEC Form 4)
- EVP & Chief Financial Officer Kress Colette covered exercise/tax liability with 40,746 units of Common, decreasing direct ownership by 5% to 840,641 units (SEC Form 4)
- Europe Unveils a Record 35 New NVIDIA AI Supercomputers
- NVIDIA Vera Rubin Delivers World-Class Supercomputers for Science
- NVIDIA Announces Halos for Robotics, the Industry’s First Full-Stack Safety System for Physical AI