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Compare · AAOI vs AMAT

AAOI vs AMAT

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

Summary

  • Both AAOI and AMAT operate in Semiconductors (Technology), so they compete in similar markets.
  • AMAT is the larger of the two at $359.67B, about 25.3x AAOI ($14.20B).
  • Over the past year, AAOI is up 950.5% and AMAT is up 167.0% - AAOI leads by 783.6 points.
  • Both names hit the wire about 10 times in the past 4 weeks.
  • AMAT has more recent analyst coverage (25 ratings vs 15 for AAOI).
PerformanceAAOI+950.50%AMAT+166.95%
2025-06-09+0.00%2026-06-05
MetricAAOIAMAT
Company
Applied Optoelectronics Inc.
Applied Materials Inc.
Price
$171.00-15.68%
$453.07-9.70%
Market cap
$14.20B
$359.67B
1M return
-0.80%
+5.73%
1Y return
+950.50%
+166.95%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
2013
1972
News (4w)
10
10
Recent ratings
15
25
AAOI

Applied Optoelectronics Inc.

Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

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.

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