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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 $359.67B, about 13.6x MTSI ($26.35B).
  • Over the past year, AMAT is up 187.8% and MTSI is up 185.2% - AMAT leads by 2.6 points.
  • MTSI has been more active in the news (14 items in the past 4 weeks vs 10 for AMAT).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+187.80%MTSI+185.22%
2025-06-09+0.00%2026-06-08
MetricAMATMTSI
Company
Applied Materials Inc.
MACOM Technology Solutions Holdings Inc.
Price
$487.14+7.52%
$359.98+4.31%
Market cap
$359.67B
$26.35B
1M return
+18.99%
+4.45%
1Y return
+187.80%
+185.22%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
2012
News (4w)
10
14
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.

MTSI

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.

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