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Compare · AMAT vs NVDA

AMAT vs NVDA

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

Summary

  • Both AMAT and NVDA operate in Semiconductors (Technology), so they compete in similar markets.
  • NVDA is the larger of the two at $4.82T, about 15.6x AMAT ($308.78B).
  • Over the past year, AMAT is up 150.9% and NVDA is up 73.4% - AMAT leads by 77.5 points.
  • NVDA has been more active in the news (8 items in the past 4 weeks vs 7 for AMAT).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+150.87%NVDA+73.36%
2025-05-02+0.00%2026-05-01
MetricAMATNVDA
Company
Applied Materials Inc.
NVIDIA Corporation
Price
$388.88-1.51%
$198.23-0.66%
Market cap
$308.78B
$4.82T
1M return
+9.96%
+12.84%
1Y return
+150.87%
+73.36%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
1999
News (4w)
7
8
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.

NVDA

NVIDIA Corporation

NVIDIA Corporation operates as a visual computing company worldwide. It operates in two segments, Graphics and Compute & Networking. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise design; GRID software for cloud-based visual and virtual computing; and automotive platforms for infotainment systems. The Compute & Networking segment offers Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; and Jetson for robotics and other embedded platforms. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. NVIDIA has partnership with Google Cloud to create AI-on-5G Lab. NVIDIA Corporation was founded in 1993 and is headquartered in Santa Clara, California.

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