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Applied Materials Inc  (NASDAQ: AMAT)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology

Applied Materials Inc's

Competitiveness




 

AMAT Sales vs. its Competitors Q3 2026



Comparing the current results to its competitors, Applied Materials Inc reported Revenue increase in the 3 quarter 2026 by 24.83 % year on year.
The sales growth was above Applied Materials Inc's competitors' average revenue growth of 5.12 %, achieved in the same quarter.

List of AMAT Competitors

With a net margin of 27.84 % Applied Materials Inc reported lower profitability than its competitors.

More on AMAT Profitability Comparisons



Revenue Growth Comparisons




Net Income Comparison


Applied Materials Inc Net Income in the 3 quarter 2026 grew year on year by 42.66%, slower than its competitors' income growth of 93.76 %

<<  AMAT Stock Performance Comparisons


Applied Materials Inc's Comment on Competition and Industry Peers


The company operates in highly competitive industries marked by rapid technological change. Competition is driven by timely commercialization of technology, continuous product improvement, and development of new products that address evolving customer needs. Key competitive factors include technical capability, product differentiation, productivity, cost-effectiveness, and global customer support. Competitors include small regional companies benefiting from domestic policies and global diversified companies navigating complex economic and regulatory environments. Increased competition may come from domestic equipment manufacturers in China supported by local government incentives and funding, as well as from international competitors advantaged by U.S. export controls restricting technology sales to China. The company invests significantly in research, development, engineering, marketing, and sales to maintain competitiveness.



  

Overall company Market Share Q3 2026

Due to strong revenue growth of 24.83 % in Overall company Applied Materials Inc improved its market share, to approximately 24.49 %.


<<  More on AMAT Market Share.
 
*Market share is calculated based on total revenue.

  News about Applied Materials Inc Contracts

Pioneering Digital Lithography Partnerships Fuels AI Era: Applied Materials and Ushio Revolutionize Computing Power

December 12, 2023

:
In an era where Artificial Intelligence (AI) powers advanced computing systems, Applied Materials, Inc. and Ushio, Inc. have joined forces to accelerate the industry s roadmap for heterogeneous integration (HI) of chiplets into 3D packages. Their strategic partnership aims to bring to market the first digital lithography system specifically designed for patterning the advanced substrates crucial for the AI era.
The Advancement in Digital Lithography:
Digital lithography is a critical process used in semiconductor fabrication to create patterns on silicon wafers that form the basis of computer chips. Applied Materials and Ushio have developed a groundbreaking digital lithography technology ...

Applied Materials Partners with CEA-Leti to Drive Semiconductor Advancements and Outperform Competitors

December 5, 2023


Applied Materials Inc., a leading global provider of materials engineering solutions for semiconductor manufacturers, has announced its partnership with CEA-Leti to establish a joint lab at CEA-Leti s facilities. This collaboration aims to expedite semiconductor device development for Applied s ICAPS (Integrated Computational Materials Engineering) customers. Additionally, amidst a challenging market landscape, Applied Materials reported a relatively minor revenue decrease in the second quarter of 2023, outperforming its competitors.

Applied Materials Inc. has joined forces with CEA-Leti, a global research institute specializing in microelectronics and nanotechnologies, to establish a join...

Applied Materials Takes Bold Steps Towards Carbon Neutrality While Outperforming Competitors

December 1, 2023


In today s rapidly evolving business landscape, companies face increasing pressure to reduce their carbon emissions and establish sustainable practices. Applied Materials Inc, a prominent player in the semiconductor industry, has recently made significant strides towards achieving its ambitious carbon reduction targets. Moreover, amidst challenging market conditions, the company has managed to outperform its competitors, showcasing its resilience and commitment to profitability. This article delves into Applied Materials science-based emissions reductions targets and its remarkable performance compared to industry rivals.
Applied Materials Commitment to Carbon Neutrality:
Applied Material...





Publicly Traded Peers of Applied Materials Inc




Wolfspeed Inc
Share Performance



+41.79%
This Year



Wolfspeed Inc
Profile

is an innovator of wide bandgap semiconductors

More about Wolfspeed Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 1,054.329 mill. $ 712.900 mill. $ -1,583.400 mill.


Globalfoundries Inc
Share Performance



-47.36%
This Quarter



Globalfoundries Inc
Profile

Globalfoundries Inc is a semiconductor manufacturing company that produces integrated circuits for various industries.

More about Globalfoundries Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 24,847.740 mill. $ 11,752.000 mill. $ 888.000 mill.


Formfactor inc
Share Performance



+63.47%
This Year



Formfactor inc
Profile

Formfactor Inc's business model involves designing, manufacturing, and selling advanced semiconductor wafer probe cards and probe stations, which are essential tools in the semiconductor testing process. Their products enable semiconductor manufacturers to test and validate their integrated circuit designs, ensuring high-quality and reliable performance.

More about Formfactor inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 7,702.773 mill. $ 903.426 mill. $ 115.465 mill.


Esco Technologies inc
Share Performance



+34.71%
One Year



Esco Technologies inc
Profile

Esco Technologies Inc's business model revolves around providing products and solutions for electric, gas, and water utility customers. They focus on delivering innovative technologies and services to enhance the efficiency and reliability of infrastructure systems in these industries.

More about Esco Technologies inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 7,115.143 mill. $ 1,224.526 mill. $ 314.811 mill.


Cohu Inc
Share Performance



-11.12%
30 Days



Cohu Inc
Profile

is a leading supplier of semiconductor test and inspection handlers

More about Cohu Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 2,176.141 mill. $ 522.600 mill. $ -38.816 mill.

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Sources: Applied Materials Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: publicly traded companies.
For your research, we’ve provided 10 tables on Applied Materials Inc versus competitors, including market share analysis.
You can find them in the navigation menu under Competition.
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