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Compare · AMAT vs TSM

AMAT vs TSM

Side-by-side comparison of Applied Materials Inc. (AMAT) and Taiwan Semiconductor Manufacturing Company Ltd. (TSM): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both AMAT and TSM operate in Semiconductors (Technology), so they compete in similar markets.
  • TSM is the larger of the two at $2.26T, about 6.2x AMAT ($363.77B).
  • Over the past year, AMAT is up 191.3% and TSM is up 123.8% - AMAT leads by 67.5 points.
  • TSM has been more active in the news (43 items in the past 4 weeks vs 15 for AMAT).
  • AMAT has more recent analyst coverage (25 ratings vs 22 for TSM).
PerformanceAMAT+191.28%TSM+123.77%
2025-06-02+0.00%2026-06-01
MetricAMATTSM
Company
Applied Materials Inc.
Taiwan Semiconductor Manufacturing Company Ltd.
Price
$457.50+1.61%
$436.51+4.28%
Market cap
$363.77B
$2.26T
1M return
+16.04%
+10.08%
1Y return
+191.28%
+123.77%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NYSE
IPO
1972
1997
News (4w)
15
43
Recent ratings
25
22
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.

TSM

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Company Limited manufactures and sells integrated circuits and semiconductors. It also offers customer service, account management, and engineering services. The company serves customers in computer, communications, consumer, and industrial and standard segments in North America, Europe, Japan, China, and South Korea. Taiwan Semiconductor Manufacturing Company Limited was founded in 1987 and is headquartered in HsinChu, Taiwan.

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