Applied Materials vs Lam Research
Applied Materials is larger by market cap ($417.3B vs $389.7B). Applied Materials reports higher tracked revenue ($28.4B vs $23.2B). Applied Materials's primary segment is Deposition; Lam Research's is Etch.
Shared segment: Equipment (Front End).
Side-by-side
| Applied Materials | Lam Research | |
|---|---|---|
| Market cap | $417.3B | $389.7B |
| Revenue | $28.4B (FY2025) | $23.2B (FY2026) |
| Primary segment | Deposition | Etch |
| Market position | leader | leader |
| Country | United States | United States |
| Tracked suppliers | 13 | 12 |
| Tracked customers | 10 | 9 |
| Chokepoint / criticality | 83/100 | 83/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Applied Materials and Lam Research compare
- Size: Applied Materials is the larger company by market cap.
- Revenue: Applied Materials reports higher tracked revenue.
- Supply-chain criticality: Applied Materials has the higher chokepoint score (83/100 vs 83/100).
- Footprint: Applied Materials (United States) vs Lam Research (United States).
Company hubs
Applied Materials · Lam Research · Equipment (Front End) segment