Applied Materials vs Lam Research
Applied Materials's primary segment is Deposition; Lam Research's is Etch. Lam Research is larger by market cap ($434.9B vs $428.6B). Applied Materials reports higher tracked revenue ($28.4B vs $23.2B).
Shared segment: Equipment (Front End).
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Side-by-side
| Applied Materials | Lam Research | |
|---|---|---|
| Market cap | $428.6B | $434.9B |
| 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 2026-10-04. 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: Lam Research is the larger company by market cap.
- Revenue: Applied Materials reports higher tracked revenue.
- Supply-chain criticality: Both companies have the same chokepoint score (83/100).
- Footprint: Applied Materials (United States) vs Lam Research (United States).
Company hubs
Applied Materials · Lam Research · Equipment (Front End) segment
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Cite as: wafergraph, “Applied Materials vs Lam Research”, https://wafergraph.com/compare/applied_materials-vs-lam_research (data as of 2026-10-04).
Frequently asked questions3
- Is Applied Materials bigger than Lam Research?
- Lam Research is larger by market cap ($434.9B vs $428.6B).
- What's the difference between Applied Materials and Lam Research?
- Applied Materials is a leader in Deposition based in United States; Lam Research is a leader in Etch based in United States. Both operate in the Equipment (Front End) segment.
- Who are Applied Materials's and Lam Research's suppliers?
- wafergraph tracks 13 suppliers for Applied Materials and 12 for Lam Research — Applied Materials's include Ferrotec, MKS Instruments, Advanced Energy; Lam Research's include Ferrotec, MKS Instruments, Advanced Energy.