Compare · AMAT vs AMBA
AMAT vs AMBA
Side-by-side comparison of Applied Materials Inc. (AMAT) and Ambarella Inc. (AMBA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and AMBA operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $341.25B, about 122.0x AMBA ($2.80B).
- Over the past year, AMAT is up 81.9% and AMBA is down 25.2% - AMAT leads by 107.0 points.
- AMAT has been more active in the news (10 items in the past 4 weeks vs 2 for AMBA).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- Ambarella Inc.
- Price
- $410.73-4.50%
- $61.68-2.73%
- Market cap
- $341.25B
- $2.80B
- 1M return
- -1.92%
- -7.84%
- 1Y return
- +81.86%
- -25.18%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 2012
- News (4w)
- 10
- 2
- 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.
Ambarella Inc.
Ambarella, Inc. develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions enable the creation of video content for wearable cameras; automotive cameras; drones; virtual reality cameras; and internet protocol security cameras for professional use, and home security and monitoring, as well as robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
Latest AMAT
- Applied Materials Set to Outperform as AI Drives Sustained Demand for Wafer Fab Equipment
- Applied Materials Unveils $5 Billion EPIC Center in Silicon Valley to Accelerate Semiconductor Innovation for the AI Era
- Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center
- Applied Materials and Intel Collaborate to Accelerate Chipmaking Innovations for AI-Driven Computing
- SEC Form 4 filed by Applied Materials Inc.
- SEC Form 4 filed by Applied Materials Inc.
- Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling
- Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology
- Wafer Inspection Equipment Market Growth — Why AI Chip Production Is Driving Demand
- Applied Materials to Host Investor Breakfast Presentation During SEMICON West
Latest AMBA
- Director Paisley Christopher B sold $17,690 worth of Ordinary Shares (250 units at $70.76) as part of a pre-agreed trading plan, decreasing direct ownership by 0.57% to 43,930 units (SEC Form 4)
- SEC Form 144 filed by Ambarella Inc.
- CEO Wang Feng-Ming sold $394,555 worth of Ordinary Shares (6,086 units at $64.83), decreasing direct ownership by 0.79% to 767,759 units (SEC Form 4) to cover withholding tax
- Chief Operations Officer Lee Chan W sold $187,553 worth of Ordinary Shares (2,893 units at $64.83), decreasing direct ownership by 2% to 154,443 units (SEC Form 4) (withholding tax)
- Senior VP, Systems & GM Ju Chi-Hong sold $130,243 worth of Ordinary Shares (2,009 units at $64.83), decreasing direct ownership by 1% to 154,153 units (SEC Form 4) (withholding tax)
- CFO Young John Alexander sold $202,659 worth of Ordinary Shares (3,126 units at $64.83), decreasing direct ownership by 3% to 109,702 units (SEC Form 4) to cover taxes
- Ambarella and Ultralytics Collaborate to Bring Ultralytics YOLO Models to CVflow-Powered Edge Devices
- Ambarella Expands its Developer Zone with Remote Access to Live Silicon and Agentic AI Development on Google Cloud Platform
- Ambarella and ZEDEDA Partner to Bring Cloud-Orchestrated AI to Billions of Devices at the Physical Edge
- Ambarella Launches X7, Its First Standalone AI Accelerator, to Add Physical AI to Any Host Processor