Compare · AMAT vs SMTC
AMAT vs SMTC
Side-by-side comparison of Applied Materials Inc. (AMAT) and Semtech Corporation (SMTC): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and SMTC operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $420.53B, about 36.1x SMTC ($11.64B).
- Over the past year, AMAT is up 177.9% and SMTC is up 132.8% - AMAT leads by 45.0 points.
- SMTC has been more active in the news (13 items in the past 4 weeks vs 7 for AMAT).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- Semtech Corporation
- Price
- $529.12-5.71%
- $124.91-2.18%
- Market cap
- $420.53B
- $11.64B
- 1M return
- -6.86%
- -22.69%
- 1Y return
- +177.87%
- +132.82%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- News (4w)
- 7
- 13
- 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.
Semtech Corporation
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. The company provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. It also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, the company provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. It serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. The company sells its products directly, as well as through independent sales representative firms and independent distributors in the United States, Europe, and Asia. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.
Latest AMAT
- The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving
- 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)
Latest SMTC
- EVP and COO Silberstein Asaf sold $435,120 worth of shares (3,000 units at $145.04) as part of a pre-agreed trading plan (SEC Form 4)
- President and CEO Hou Hong Q sold $266,000 worth of shares (2,000 units at $133.00) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 64,799 units (SEC Form 4)
- EVP and COO Silberstein Asaf sold $1,086,319 worth of shares (8,500 units at $127.80) as part of a pre-agreed trading plan (SEC Form 4)
- EVP and CCO Green Jason Elliot sold $294,086 worth of shares (2,264 units at $129.90) as part of a pre-agreed trading plan, decreasing direct ownership by 21% to 8,611 units (SEC Form 4)
- EVP and CFO Lin Mark covered exercise/tax liability with 1,561 shares, sold $145,893 worth of shares (970 units at $150.41) as part of a pre-agreed trading plan and converted options into 3,164 shares, increasing direct ownership by 2% to 34,896 units (SEC Form 4)
- EVP and COO Silberstein Asaf gifted 38,866 shares and received a gift of 38,866 shares, closing all direct ownership in the company (SEC Form 4)
- President and CEO Hou Hong Q converted options into 6,484 shares and covered exercise/tax liability with 3,300 shares, increasing direct ownership by 5% to 66,799 units (SEC Form 4)
- Semtech Corporation filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation, Financial Statements and Exhibits
- Director Fischer Gregory Michael sold $234,360 worth of shares (1,500 units at $156.24) as part of a pre-agreed trading plan, decreasing direct ownership by 21% to 5,678 units (SEC Form 4)
- President and CEO Hou Hong Q sold $1,465,408 worth of shares (9,605 units at $152.57), decreasing direct ownership by 13% to 63,615 units (SEC Form 4)