ASML vs Applied Materials
ASML's primary segment is Lithography; Applied Materials's is Deposition. ASML is larger by market cap ($717.2B vs $428.6B). ASML reports higher tracked revenue ($35.3B vs $28.4B).
Shared segment: Equipment (Front End).
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Side-by-side
| ASML | Applied Materials | |
|---|---|---|
| Market cap | $717.2B | $428.6B |
| Revenue | $35.3B (FY2025) | $28.4B (FY2025) |
| Primary segment | Lithography | Deposition |
| Market position | monopoly | leader |
| Country | Netherlands | United States |
| Tracked suppliers | 10 | 13 |
| Tracked customers | 11 | 10 |
| Chokepoint / criticality | 100/100 | 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 ASML and Applied Materials compare
- Size: ASML is the larger company by market cap.
- Revenue: ASML reports higher tracked revenue.
- Supply-chain criticality: ASML has the higher chokepoint score (100/100 vs 83/100).
- Footprint: ASML (Netherlands) vs Applied Materials (United States).
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Cite as: wafergraph, “ASML vs Applied Materials”, https://wafergraph.com/compare/asml-vs-applied_materials (data as of 2026-10-04).
Frequently asked questions3
- Is ASML bigger than Applied Materials?
- ASML is larger by market cap ($717.2B vs $428.6B).
- What's the difference between ASML and Applied Materials?
- ASML is a monopoly in Lithography based in Netherlands; Applied Materials is a leader in Deposition based in United States. Both operate in the Equipment (Front End) segment.
- Who are ASML's and Applied Materials's suppliers?
- wafergraph tracks 10 suppliers for ASML and 13 for Applied Materials — ASML's include Ferrotec, Carl Zeiss SMT, TRUMPF; Applied Materials's include Ferrotec, MKS Instruments, Advanced Energy.