Applied Materials vs Broadcom
Side-by-side comparison of AI visibility scores, market position, and capabilities
Santa Clara semiconductor equipment (NASDAQ: AMAT) ~$27.2B FY2024 revenue; world's largest semiconductor equipment company, HBM advanced packaging for AI GPUs, 50,000+ tools worldwide competing with ASML and Lam Research.
About
Applied Materials, Inc. is a Santa Clara, California-based semiconductor and display equipment company — publicly traded on NASDAQ (NASDAQ: AMAT) as an S&P 500 Information Technology component — providing manufacturing equipment, services, and software used to fabricate virtually every chip and advanced display in the world through approximately 35,000 employees serving foundries, integrated device manufacturers, and memory makers in 24 countries. Applied Materials is the world's largest semiconductor equipment company by revenue, supplying deposition (CVD, PVD, ALD), etch, ion implant, chemical mechanical planarization (CMP), metrology and inspection, and advanced packaging equipment to leading chipmakers including TSMC, Samsung, Intel, SK Hynix, and Micron. In fiscal year 2024 (ending October 2024), Applied Materials reported revenue of approximately $27.2 billion, with strong demand driven by leading-edge foundry investments at TSMC and Samsung for AI accelerator chips and advanced memory for HBM (high-bandwidth memory) stacks used in NVIDIA and AMD AI GPUs. The company's Semiconductor Systems segment commands the largest market share of any equipment category, while the Applied Global Services (AGS) segment generates recurring spare parts and service revenue from the installed base of 50,000+ tools operating worldwide. CEO Gary Dickerson has led Applied Materials' strategy of expanding beyond commodity deposition and etch into advanced packaging, gate-all-around transistor manufacturing, and materials engineering — where Applied's breadth of materials deposition capabilities creates competitive differentiation.
Palo Alto semiconductor + infrastructure software (NASDAQ: AVGO) at $51.6B FY2024 revenue; AI revenue $12.2B (+220%) from custom XPUs and networking with VMware $69B 2023 acquisition competing with NVIDIA for AI data center infrastructure.
About
Broadcom Inc. is a Palo Alto, California-headquartered global semiconductor and infrastructure software company — publicly traded on NASDAQ (NASDAQ: AVGO) at approximately $800 billion market capitalization — reporting $51.6 billion in fiscal year 2024 revenue (ended October 2024, 44% year-over-year growth) with AI-related revenue reaching $12.2 billion (220% growth) from custom AI accelerators (XPUs) and networking chips for hyperscale cloud providers. Following the $69 billion VMware acquisition completed in November 2023 (the largest enterprise technology acquisition ever), Broadcom's revenue is now 58% semiconductor and 42% infrastructure software (VMware by Broadcom, CA Technologies products, and Symantec enterprise security). Under CEO Hock Tan's acquisition-driven strategy since 2006, Broadcom has transformed from a moderate-sized fabless semiconductor company into a diversified technology powerhouse with 37,000+ employees. Roots trace to HP Associates (1961), then Agilent Technologies, then Avago Technologies, which acquired Broadcom Corporation in 2016.
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