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Compare · AMAT vs ARM

AMAT vs ARM

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

Summary

  • Both AMAT and ARM operate in Semiconductors (Technology), so they compete in similar markets.
  • ARM is the larger of the two at $364.90B, about the same size as AMAT ($359.67B).
  • Over the past year, AMAT is up 167.0% and ARM is up 147.5% - AMAT leads by 19.5 points.
  • ARM has been more active in the news (28 items in the past 4 weeks vs 10 for AMAT).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+166.95%ARM+147.47%
2025-06-09+0.00%2026-06-05
MetricAMATARM
Company
Applied Materials Inc.
Arm Holdings plc
Price
$453.07-9.70%
$343.04-12.79%
Market cap
$359.67B
$364.90B
1M return
+5.73%
+44.54%
1Y return
+166.95%
+147.47%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
2023
News (4w)
10
28
Recent ratings
25
25
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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