Applied Materials vs Splunk

Applied Materials — Hardware · Public · $380.7B mkt cap · 4 of 4 figures sourced  |  Splunk — Infrastructure · Acquired · 1 of 1 figure 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 MaterialsSplunk
Size$380.7B mkt capnot disclosed
Employees36,500—
Founded19672003 36 yrs later
StatusPublicAcquired
CategoryHardwareInfrastructure
Stack layerApplication, Hardware, PlatformApplication, Developer tool, Platform
HeadquartersSanta Clara, USASan Jose, USA

Capability overlap

Shared · 3

Data analysisEvaluation and observabilityModel training

Not verified for Splunk · 3

Industrial automationSemiconductor manufacturing equipmentWorkflow automation

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

Not verified for Applied Materials · 3

Agent orchestrationData securityThreat detection and response

Recorded for Splunk. 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.

Splunk

Application

Splunk Enterprise SecurityApplication

Integrated threat detection, investigation and response platform with agentic AI, SOAR, UEBA and SIEM unified into one SecOps experience.

Splunk IT Service IntelligenceApplication

AIOps and service-intelligence solution that uses AI-driven field discovery and AI-generated event correlation, summaries and root-cause guidance to connect IT events to business service health.

Splunk Observability CloudApplication

Observability platform where AI agents correlate signals across domains, propose remediation actions such as rollbacks or capacity changes, and provide dedicated agent/AI-system observability alongside infrastructure monitoring.

Platform

Splunk AI AssistantPlatform

Assistant inside Splunk Cloud Platform that turns plain-English questions into SPL, the query language Splunk searches machine data with, and explains existing searches back to an analyst.

No counterpart

Applied Materials sells these in a stack layer with no product recorded for Splunk 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.

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

Developer tool

Splunk AI ToolkitDeveloper tool

Platform for building, deploying and running agentic AI systems on Splunk data.