AM

Applied Materials

AMAT

Hardware

Semiconductor equipment company enabling AI chip manufacturing.

Total funding—

Market cap$380.7B

Employees36,500

Founded1967

HeadquartersSanta Clara, USA

StatusPublic

Products

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• AIx Platform

  Applied's Actionable Insight Accelerator platform, which combines chamber sensors, inline metrology, digital twins and machine learning algorithms to optimise semiconductor process recipes from millions of wafer and chip measurements.

• Enlight 3 Optical Inspection Hardware

  Brightfield optical wafer inspection system whose third-generation ExtractAI technology pairs its scan data with SEMVision eBeam review to separate yield-killing defects from millions of nuisance signals.

• Kinex Hardware

  Integrated die-to-wafer hybrid bonding system for HBM, AI accelerators and co-packaged optics, with an AIx-powered software suite providing predictive maintenance, die-level traceability and multi-binning.

• SEMVision H20 Hardware

  Cold field emission eBeam defect review system that integrates deep learning AI to automatically extract and classify yield-killing defects from wafer inspection data.

• SmartFactory AI Run-to-Run Advanced Recipe Tuning Application

  Software that augments existing run-to-run process control with machine learning models that recommend recipe parameter adjustments for high-mix, low-volume and nonlinear processes.

• SmartFactory AI IQworks Platform

  Data and model management platform that covers the full AI/ML lifecycle for fabs, from data preparation and model building through deployment and drift monitoring, without requiring coding expertise.

• SmartFactory AI Predictive Metrology Application

  Fab software that uses machine learning to predict metrology measurement values in real time with confidence scores, reducing reliance on physical measurement and auto-retraining models when drift is detected.

• SmartFactory Defect Classification Application

  AI-based fab software that automatically detects and classifies wafer inspection images into more than 100 defect categories, replacing manual and rule-based defect review.

• Vistara Hardware

  Modular wafer-processing platform holding four to twelve mixed ALD, CVD, epitaxy and etch chambers, instrumented with thousands of sensors that feed Applied's AIx software for machine-learning recipe acceleration.

Similar products 77

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

KKLAPublic · $244.2BSEMVision H20 and Voyager 1035 do comparable work on industrial automation and semiconductor manufacturing equipment; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).3 of 6 capabilitiesShared product typeSame scale bandCompareLRLam ResearchPublic · $384.4BEnlight 3 Optical Inspection and Fabtex Yield Optimizer do comparable work on industrial automation and semiconductor manufacturing equipment; same layer and the same scale band (large-cap).3 of 6 capabilitiesShared product typeSame scale bandCompareAASMLPublic · $670.1BKinex and ASML DUV lithography systems do comparable work on semiconductor manufacturing equipment; both also serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).1 of 6 capabilitiesShared product typeSame scale bandCompareNNikonPublicSmartFactory AI Run-to-Run Advanced Recipe Tuning and Inspect-X do comparable work on industrial automation; smaller scale (public).2 of 6 capabilitiesShared product typeCompareNNVIDIAPublic · $5.1TSmartFactory AI IQworks and NVIDIA Isaac do comparable work on industrial automation and model training; both also serve buyers who need to train or fine-tune a model; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareSSiemensPublic · $244.7BSmartFactory AI Run-to-Run Advanced Recipe Tuning and Senseye Predictive Maintenance do comparable work on industrial automation; same layer and the same scale band (large-cap).5 of 6 capabilitiesShared product typeSame scale bandCompareCSCerebras SystemsPublic · $44.4BSmartFactory AI IQworks and Cerebras Training Cloud do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (public).1 of 6 capabilitiesShared product typeSmaller scaleCompareSESchneider ElectricPublic · $200.4BSmartFactory AI Run-to-Run Advanced Recipe Tuning and EcoStruxure Microgrid Advisor do comparable work on industrial automation; same layer and the same scale band (large-cap).3 of 6 capabilitiesShared product typeSame scale bandCompareAAMDPublic · $785.1BSEMVision H20 and AMD Instinct do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).1 of 6 capabilitiesShared product typeSame scale bandCompareIIntelPublic · $463.7BSEMVision H20 and Intel Gaudi AI Accelerator do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).1 of 6 capabilitiesShared product typeSame scale bandCompareAAVEVAAcquiredSmartFactory AI Run-to-Run Advanced Recipe Tuning and AVEVA Advanced Analytics do comparable work on industrial automation; AVEVA is acquired, with no independent scale.2 of 6 capabilitiesShared product typeCompareDTDell TechnologiesPublic · $360.7BSEMVision H20 and Dell Pro Max AI Desktop do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).2 of 6 capabilitiesShared product typeSame scale bandCompareHHuaweiPrivateSEMVision H20 and Atlas do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; smaller scale (private).2 of 6 capabilitiesShared product typeCompareSHSK HynixPublic · $874.5BSEMVision H20 and HBM3E do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).1 of 6 capabilitiesShared product typeSame scale bandCompareGGraphcorePrivateSEMVision H20 and IPU (Intelligence Processing Unit) do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; Graphcore's scale not recorded.1 of 6 capabilitiesShared product typeCompareMFMind FoundryPrivate · $44M raisedSmartFactory AI Run-to-Run Advanced Recipe Tuning and Sentry do comparable work on industrial automation; similar scale (private).2 of 6 capabilitiesShared product typeCompareNNeo4jPrivate · $2BSmartFactory AI IQworks and Neo4j Graph Data Science do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).2 of 6 capabilitiesShared product typeSmaller scaleCompareNCNAVER CloudPrivateSmartFactory AI Predictive Metrology and NCLUE do comparable work on model training; both also serve buyers who need to train or fine-tune a model; NAVER Cloud's scale not recorded.2 of 6 capabilitiesShared product typeComparePPalantirPublic · $426.5BSmartFactory AI Run-to-Run Advanced Recipe Tuning and Palantir Warp Speed do comparable work on industrial automation; same layer and the same scale band (large-cap).3 of 6 capabilitiesShared product typeSame scale bandCompare44ParadigmPublic · $2BSmartFactory AI IQworks and 4Paradigm Sage HyperCycle do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (public).2 of 6 capabilitiesShared product typeSmaller scaleCompareHHoneywellPublicSmartFactory AI IQworks and Honeywell Forge (AI Engine) do comparable work on industrial automation; Honeywell's scale not recorded.1 of 6 capabilitiesShared product typeCompareLLabelboxPrivate · $189M raisedSmartFactory AI IQworks and Horizon do comparable work on model training; both also serve buyers who need to train or fine-tune a model; similar scale (private).4 of 6 capabilitiesShared product typeCompareIIBMPublic · $216.6BSmartFactory AI Predictive Metrology and IBM SPSS Modeler do comparable work on model training; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).4 of 6 capabilitiesShared product typeSame scale bandCompareW&Weights & BiasesAcquiredSmartFactory AI IQworks and W&B Models do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Weights & Biases is acquired, with no independent scale.2 of 6 capabilitiesShared product typeCompareCMComet MLPrivate · $70M raisedSmartFactory AI IQworks and Comet Model Production Monitoring both serve buyers who need to watch an AI agent for suspicious or runaway behaviour; similar scale (private).3 of 6 capabilitiesShared product typeCompareKEKakao EnterprisePrivateSmartFactory AI IQworks and Kubeflow do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Kakao Enterprise's scale not recorded.2 of 6 capabilitiesShared product typeCompareSSymboticPublic · $24.6BSmartFactory AI IQworks and SymMicro do comparable work on industrial automation; smaller scale (public).1 of 6 capabilitiesShared product typeSmaller scaleCompareMAMistral AIPrivate · $13.8BAIx and Mistral AI Cloud do comparable work on model training; both also serve buyers who need to buy data-centre AI compute and train or fine-tune a model; smaller scale (private).1 of 6 capabilitiesShared product typeSmaller scaleCompareAAlphabet (Google)Public · $4.2TSmartFactory AI IQworks and BigQuery ML do comparable work on model training; both also serve buyers who need to train or fine-tune a model; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareIMInsilico MedicinePublic · $4.3BSmartFactory AI IQworks and MMAI Gym do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (public).3 of 6 capabilitiesShared product typeSmaller scaleCompareCCrusoePrivate · $10BEnlight 3 Optical Inspection and Crusoe Spark both serve buyers who need to buy data-centre AI compute; smaller scale (private).2 of 6 capabilitiesShared product typeSmaller scaleCompareDDataikuPrivate · $3.7BSmartFactory AI IQworks and Dataiku do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).4 of 6 capabilitiesShared product typeSmaller scaleCompareYYandexPublicSmartFactory AI IQworks and Yandex DataSphere do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Yandex's scale not recorded.2 of 6 capabilitiesShared product typeCompareARAgility RoboticsPrivate · $2.5BSmartFactory AI Run-to-Run Advanced Recipe Tuning and Digit do comparable work on industrial automation; smaller scale (private).2 of 6 capabilitiesShared product typeSmaller scaleCompareOOraclePublic · $454.4BSmartFactory AI Predictive Metrology and OCI Data Science do comparable work on model training; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).3 of 6 capabilitiesShared product typeSame scale bandCompareTTolokaPrivateSmartFactory AI IQworks and Toloka Arena do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Toloka's scale not recorded.4 of 6 capabilitiesShared product typeCompareCCoreWeavePublic · $48.5BSmartFactory AI IQworks and CoreWeave ARIA both serve buyers who need to watch an AI agent for suspicious or runaway behaviour; smaller scale (public).3 of 6 capabilitiesShared product typeSmaller scaleCompareCCCactus ComputePrivateSmartFactory AI IQworks and Cactus Platform do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Cactus Compute's scale not recorded.1 of 6 capabilitiesShared product typeCompareAAdobePublic · $115.9BSmartFactory AI IQworks and Adobe Firefly Custom Models do comparable work on model training; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).3 of 6 capabilitiesShared product typeSame scale bandCompareBBasetenPrivate · $13BSmartFactory AI IQworks and Baseten Training do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 6 capabilitiesShared product typeSmaller scaleCompareLLambdaPrivate · $1.5B raisedAIx and Lambda 1-Click Clusters do comparable work on model training; both also serve buyers who need to buy data-centre AI compute and train or fine-tune a model; similar scale (private); ships infrastructure service and model API rather than the same layer.1 of 6 capabilitiesDifferent layerCompareAAlibabaPublic · $273.4BSmartFactory AI IQworks and Alibaba Cloud Platform for AI (PAI) do comparable work on model training; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).1 of 6 capabilitiesShared product typeSame scale bandCompareLALiquid AIPrivateSmartFactory AI IQworks and LEAP do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Liquid AI's scale not recorded.1 of 6 capabilitiesShared product typeCompareNGNebius GroupPublic · $61.6BSmartFactory AI IQworks and Managed Service for MLflow do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (public); ships developer tool, infrastructure service and 1 more rather than the same layer.2 of 6 capabilitiesDifferent layerSmaller scaleCompareHHumainPrivateAIx and HUMAIN COMPUTE do comparable work on model training; both also serve buyers who need to buy data-centre AI compute and train or fine-tune a model; Humain's scale not recorded; ships API service, agent platform and 1 more rather than the same layer.3 of 6 capabilitiesDifferent layerCompareMModalPrivate · $466M raisedSmartFactory AI Predictive Metrology and Modal Notebooks do comparable work on model training; both also serve buyers who need to train or fine-tune a model; similar scale (private); ships developer tool and infrastructure service rather than the same layer.2 of 6 capabilitiesDifferent layerCompareMMicrosoftPublic · $3.7TSmartFactory AI IQworks and Microsoft Foundry do comparable work on model training; both also serve buyers who need to train or fine-tune a model; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareAAmazonPublic · $2.8TSmartFactory AI IQworks and Amazon SageMaker AI do comparable work on model training; both also serve buyers who need to train or fine-tune a model; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareTTuringPrivate · $2.2BSmartFactory AI IQworks and RL environments do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private); ships agent platform and data service rather than the same layer.3 of 6 capabilitiesDifferent layerSmaller scaleCompareEEleutherAINonprofitSmartFactory AI Predictive Metrology and GPT-NeoX do comparable work on model training; both also serve buyers who need to train or fine-tune a model; EleutherAI is a nonprofit, with no independent scale; ships developer tool rather than the same layer.2 of 6 capabilitiesDifferent layerCompareSESamsung ElectronicsPublic · $1.2TEnlight 3 Optical Inspection and Samsung Datacenter SSD both serve buyers who need to buy data-centre AI compute; larger scale (public).Shared product typeLarger scaleCompareRRunPodPrivateAIx and Runpod Hybrid Cloud both serve buyers who need to buy data-centre AI compute; RunPod's scale not recorded.2 of 6 capabilitiesShared product typeCompareSASnorkel AIPrivate · $1.3BSmartFactory AI IQworks and Snorkel Flow do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 6 capabilitiesShared product typeSmaller scaleCompareTATogether AIPrivate · $8.3BSmartFactory AI Predictive Metrology and Together Custom Training do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private); ships API service, developer tool and 2 more rather than the same layer.1 of 6 capabilitiesDifferent layerSmaller scaleCompareAAppenPublicSmartFactory AI IQworks and AI Data Platform do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Appen's scale not recorded.1 of 6 capabilitiesShared product typeCompareHCHuawei CloudPrivateSmartFactory AI IQworks and Huawei HiLens do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Huawei Cloud's scale not recorded.2 of 6 capabilitiesShared product typeCompareKKioxiaPublic · $177.9BEnlight 3 Optical Inspection and KIOXIA CM9-V Series both serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).Shared product typeSame scale bandCompareTTSMCPublic · $2TEnlight 3 Optical Inspection and TSMC 3DFabric both serve buyers who need to buy data-centre AI compute; larger scale (public).Shared product typeLarger scaleCompareSSpace42Public · $2.6BSmartFactory AI IQworks and GIQ do comparable work on model training; smaller scale (public).2 of 6 capabilitiesShared product typeSmaller scaleCompareBBaiduPublic · $31.6BAIx and Baidu Baige AI Computing Platform do comparable work on model training; both also serve buyers who need to buy data-centre AI compute and train or fine-tune a model; smaller scale (public).2 of 6 capabilitiesShared product typeSmaller scaleCompareHFHugging FacePrivate · $4.5BSmartFactory AI Predictive Metrology and Hugging Face Jobs do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 6 capabilitiesShared product typeSmaller scaleCompareKKuaishouPublic · $18.6BSmartFactory AI IQworks and Vanchin do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (public).1 of 6 capabilitiesShared product typeSmaller scaleCompareHRHorizon RoboticsPublic · $8.8BEnlight 3 Optical Inspection and Journey both serve buyers who need to buy data-centre AI compute; smaller scale (public).Shared product typeSmaller scaleCompareAAAxelera AIPrivate · $450M raisedEnlight 3 Optical Inspection and Axelera AI Mini PC both serve buyers who need to buy data-centre AI compute; similar scale (private).Shared product typeCompareTTenstorrentPrivate · $2.6BEnlight 3 Optical Inspection and Blackhole both serve buyers who need to buy data-centre AI compute; smaller scale (private).Shared product typeSmaller scaleCompareFAFireworks AIPrivate · $17.5BSmartFactory AI Predictive Metrology and Fireworks Training do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private); ships API service and model API rather than the same layer.1 of 6 capabilitiesDifferent layerSmaller scaleCompareTMThinking Machines LabPrivate · $12BSmartFactory AI Predictive Metrology and Tinker do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private); ships API service rather than the same layer.1 of 6 capabilitiesDifferent layerSmaller scaleCompareTTencentPublic · $510.1BSmartFactory AI IQworks and Tencent Cloud TI Platform do comparable work on model training; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).2 of 6 capabilitiesShared product typeSame scale bandCompareBFBlack Forest LabsPrivate · $3.3BSmartFactory AI Predictive Metrology and Open Weights Licensing do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 6 capabilitiesShared product typeSmaller scaleCompareANArista NetworksPublic · $246.4BEnlight 3 Optical Inspection and 7060X5 Series both serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).Shared product typeSame scale bandCompareMTMarvell TechnologyPublic · $214.9BEnlight 3 Optical Inspection and Marvell custom AI silicon both serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).Shared product typeSame scale bandCompareGGroqPrivate · $3.5BEnlight 3 Optical Inspection and Groq LPU (GroqChip) both serve buyers who need to buy data-centre AI compute; smaller scale (private).Shared product typeSmaller scaleCompareQQualcommPublic · $174.9BEnlight 3 Optical Inspection and Qualcomm Cloud AI 100 Ultra both serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).1 of 6 capabilitiesShared product typeSame scale bandCompareSSambaNovaPrivate · $11BEnlight 3 Optical Inspection and SambaNova RDU both serve buyers who need to buy data-centre AI compute; smaller scale (private).Shared product typeSmaller scaleCompareALAI21 LabsPrivate · $1.4BSmartFactory AI Predictive Metrology and AI21 Post-Training do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private); ships API service, agent platform and 2 more rather than the same layer.1 of 6 capabilitiesDifferent layerSmaller scaleCompareUUnslothPrivateSmartFactory AI Predictive Metrology and Unsloth do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Unsloth's scale not recorded; ships developer tool rather than the same layer.1 of 6 capabilitiesDifferent layerCompareBBroadcomPublic · $1.7TEnlight 3 Optical Inspection and Broadcom custom silicon both serve buyers who need to buy data-centre AI compute; larger scale (public).Shared product typeLarger scaleCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Market cap

Third-party database · 27 Aug 2026

Refreshed against the listing's own page.

Employees

Third-party database · 26 Oct 2025

filed headcount as of October 26, 2025, read from stockanalysis.com (fundamentals from S&P Global Market Intelligence) on 2026-08-27.

Founded

Wikipedia · 27 Aug 2026

Wikipedia infobox "founded" field, read 2026-08-27.

Revenue (TTM)

Regulatory filing · 26 Oct 2025

APPLIED MATERIALS INC /DE Form 10-K, SEC, filed 2025-12-12, for fiscal year ended 2025-10-26. us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax per XBRL, audited. This is the trailing twelve months AS OF the fiscal year end, not as of today. CIK 6951.

Open Applied Materials in the directory

Something wrong here? Send a correction — quote this company id: applied-materials.