Compare · AMAT vs MTSI
AMAT vs MTSI
Side-by-side comparison of Applied Materials Inc. (AMAT) and MACOM Technology Solutions Holdings Inc. (MTSI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and MTSI operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $341.25B, about 16.5x MTSI ($20.73B).
- Over the past year, AMAT is up 81.9% and MTSI is up 91.6% - MTSI leads by 9.7 points.
- AMAT has been more active in the news (10 items in the past 4 weeks vs 2 for MTSI).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- MACOM Technology Solutions Holdings Inc.
- Price
- $410.73-4.50%
- $262.08-3.40%
- Market cap
- $341.25B
- $20.73B
- 1M return
- -1.92%
- -0.43%
- 1Y return
- +81.86%
- +91.56%
- 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.
MACOM Technology Solutions Holdings Inc.
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; data centres; and industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
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 MTSI
- SEC Form 4 filed by MACOM Technology Solutions Holdings Inc.
- MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week
- MACOM Tech upgraded by BMO Capital Markets with a new price target
- MACOM Introduces 3.2T Chipset Solution for High Speed Optical Connectivity
- MACOM Demonstrates Technologies Enabling the Future of High Speed Connectivity at ECOC 2026
- Senior VP and COO Dennehy Robert sold $69,350 worth of shares (252 units at $275.20) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 12,758 units (SEC Form 4)
- BMO Capital Markets initiated coverage on MACOM Tech with a new price target
- Senior VP and CFO Kober John sold $2,409,423 worth of shares (7,389 units at $326.08) as part of a pre-agreed trading plan, decreasing direct ownership by 18% to 33,583 units (SEC Form 4)
- The Benchmark Company resumed coverage on MACOM Tech with a new price target
- Amendment: SEC Form SCHEDULE 13G/A filed by MACOM Technology Solutions Holdings Inc.