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Compare · AMAT vs RMBS

AMAT vs RMBS

Side-by-side comparison of Applied Materials Inc. (AMAT) and Rambus Inc. (RMBS): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both AMAT and RMBS operate in Semiconductors (Technology), so they compete in similar markets.
  • AMAT is the larger of the two at $390.76B, about 23.8x RMBS ($16.44B).
  • Over the past year, AMAT is up 190.0% and RMBS is up 157.5% - AMAT leads by 32.5 points.
  • AMAT has been more active in the news (10 items in the past 4 weeks vs 8 for RMBS).
  • AMAT has more recent analyst coverage (25 ratings vs 16 for RMBS).
PerformanceAMAT+189.96%RMBS+157.46%
2025-06-09+0.00%2026-06-08
MetricAMATRMBS
Company
Applied Materials Inc.
Rambus Inc.
Price
$492.12+8.62%
$152.03+4.68%
Market cap
$390.76B
$16.44B
1M return
+19.88%
+19.88%
1Y return
+189.96%
+157.46%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
1997
News (4w)
10
8
Recent ratings
25
16
AMAT

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.

RMBS

Rambus Inc.

Rambus Inc. provides semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company offers DDR memory interface chips to module manufacturers and OEMs; physical interface and companion digital controller IPs for SoC designers; and portfolio of patents that covers memory architecture, high-speed serial links, and security products. It also provides technology licenses to support the implementation and adoption of technology in their products or services; and a range of services, which include know-how and technology transfer, product design and development, system integration, and other services. The company markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

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