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Compare · AMAT vs SMTC

AMAT vs SMTC

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

Summary

  • Both AMAT and SMTC operate in Semiconductors (Technology), so they compete in similar markets.
  • AMAT is the larger of the two at $359.67B, about 25.6x SMTC ($14.07B).
  • Over the past year, AMAT is up 190.5% and SMTC is up 280.7% - SMTC leads by 90.3 points.
  • SMTC has been more active in the news (18 items in the past 4 weeks vs 10 for AMAT).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+190.45%SMTC+280.71%
2025-06-09+0.00%2026-06-08
MetricAMATSMTC
Company
Applied Materials Inc.
Semtech Corporation
Price
$492.96+8.80%
$157.58+4.50%
Market cap
$359.67B
$14.07B
1M return
+20.09%
+29.40%
1Y return
+190.45%
+280.71%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
News (4w)
10
18
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.

SMTC

Semtech Corporation

Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. The company provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. It also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, the company provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. It serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. The company sells its products directly, as well as through independent sales representative firms and independent distributors in the United States, Europe, and Asia. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.

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