Applied Materials vs Fortinet

Applied Materials — Hardware · Public · $380.7B mkt cap · 4 of 4 figures sourced  |  Fortinet — Hardware · Public · $124.8B mkt cap · 4 of 4 figures sourced

Relationship

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

Aligned comparison

FieldApplied MaterialsFortinet
Market cap$380.7B$124.8B Fortinet has 3.1× smaller
Employees36,50015,109 Fortinet has 2.4× fewer
Founded19672000 33 yrs later
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerApplication, Hardware, PlatformApplication, Infrastructure service, Platform
HeadquartersSanta Clara, USASunnyvale, USA

Capability overlap

Shared · 3

Data analysisEvaluation and observabilityWorkflow automation

Not verified for Fortinet · 3

Industrial automationModel trainingSemiconductor manufacturing equipment

Recorded for Applied Materials. Fortinet’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Applied Materials · 3

Data securityGuardrails and safetyThreat detection and response

Recorded for Fortinet. Applied Materials’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Applied Materials

Application

SmartFactory AI Predictive MetrologyApplication

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 AI Run-to-Run Advanced Recipe TuningApplication

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 Defect ClassificationApplication

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.

Platform

AIxPlatform

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.

SmartFactory AI IQworksPlatform

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.

Fortinet

Application

FortiAI-AssistApplication

AI orchestration platform automating security and network operations: alert triage/investigation, network configuration validation, and threat hunting, integrated across Fortinet's management products.

FortiAI-ProtectApplication

Discovers, controls and governs AI use across enterprise environments: shadow-AI detection (6,500+ AI application URLs), AI-application visibility (FortiView for AI), and AI-workload data-loss prevention.

FortiDLPApplication

Cloud-native data-loss-prevention agent combining machine-learning content/context analysis with a GenAI-powered assistant that summarizes and contextualizes incidents for insider-risk and data-egress protection.

FortiMailApplication

Email security gateway combining machine learning, LLM-based content analysis and image recognition to detect phishing, BEC and other threats across the email lifecycle.

FortiNDRApplication

Uses AI-based behavioural analysis of network traffic to detect lateral movement, data exfiltration and privilege escalation without endpoint agents, sold as on-premises appliances and VMs or as FortiNDR Cloud.

FortiSandboxApplication

Sandbox appliance/service for zero-day and advanced-threat detection, using AI-powered analysis (a purpose-built ML engine plus artificial neural networks) alongside static and dynamic analysis to accelerate verdicts.

Platform

FortiAIOpsPlatform

Applies AI/ML analysis to telemetry from Fortinet network devices to detect pattern anomalies and automate network troubleshooting.

No counterpart

Applied Materials sells these in a stack layer with no product recorded for Fortinet yet — nothing on the other side to compare them against.

Hardware

Enlight 3 Optical InspectionHardware

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.

KinexHardware

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 H20Hardware

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

VistaraHardware

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.

Fortinet sells these in a stack layer with no product recorded for Applied Materials yet — nothing on the other side to compare them against.

Infrastructure service

FortiAIGateInfrastructure service

A runtime security proxy deployed between applications and LLM endpoints that blocks prompt injection, jailbreaking, model poisoning and excessive-consumption attacks and enforces context-aware data-loss prevention on AI traffic.