Applied Materials vs SMIC
Applied Materials is larger by market cap ($417.3B vs $73.5B). Applied Materials reports higher tracked revenue ($28.4B vs $9.3B). Applied Materials's primary segment is Deposition; SMIC's is Pure-Play Foundry.
Side-by-side
| Applied Materials | SMIC | |
|---|---|---|
| Market cap | $417.3B | $73.5B |
| Revenue | $28.4B (FY2025) | $9.3B (FY2025) |
| Primary segment | Deposition | Pure-Play Foundry |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 13 | 168 |
| Tracked customers | 10 | 37 |
| Chokepoint / criticality | 83/100 | 68/100 |
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 SMIC 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 68/100).
- Footprint: Applied Materials (United States) vs SMIC (China).