AMAT vs LRCX
Applied Materials and Lam Research compared on price, size, range and sentiment. Both are equipment & eda names.
Prices as of 2026-08-06 13:23 UTC. Updates live in your browser.
Applied Materials (AMAT)
The broadest supplier of chipmaking equipment, with tools spanning deposition, etch and inspection across both logic and memory production.
- Memory capex recovery
- China revenue exposure and export rules
- Leading-edge logic tool intensity
Lam Research (LRCX)
Specialises in etch and deposition, with unusually high exposure to memory manufacturing and the vertical stacking that HBM requires.
- HBM and NAND capacity additions
- China export licensing
- Installed base service revenue
How to read this comparison
Neither column is a verdict. Market cap tells you size, not value. The sentiment score describes how a stock is currently behaving relative to its own history and its peer group — a high score often reflects a large recent move rather than an opportunity. Because these two compete in the same segment, relative strength is the more informative line: it strips out the move the whole group made.
Common questions
Is AMAT or LRCX the bigger company?
Applied Materials is larger, at $424.2B against $384.4B. Market caps update through the session.
What is the difference between AMAT and LRCX?
Both sit in equipment & eda. Applied Materials: The broadest supplier of chipmaking equipment, with tools spanning deposition, etch and inspection across both logic and memory production. Lam Research: Specialises in etch and deposition, with unusually high exposure to memory manufacturing and the vertical stacking that HBM requires.
Which has stronger sentiment, AMAT or LRCX?
AMAT currently scores higher, 76 against 64. The score combines momentum, five-day trend, position in the 52-week range, participation, strength versus the group and coverage intensity. It describes behaviour, not value.