Applied Materials ranks 11 on the AI Infra 100 with a score of 98; ASM International ranks 41 with 91. Applied Materials is ahead on progress, firepower and leverage. Level on deployment, production, commercials, technology and positioning. Applied Materials is based in Santa Clara, United States, ASM International in Almere, Netherlands. Applied Materials is named in 57 signals and ASM International in 6.
Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips.
Darker bar: ahead of the other company on that measure.
The largest semiconductor equipment maker by revenue and the process leader in deposition, etch and materials engineering for gate-all-around logic, HBM and advanced packaging; supplies every leading fab.
57 signals name Applied Materials.
19 facts on file.
ASM International supplies wafer-processing equipment, mainly atomic layer deposition (ALD) and epitaxy systems, for advanced logic and memory manufacturing.
Darker bar: ahead of the other company on that measure.
ASM International is a publicly listed Dutch semiconductor-equipment company focused on atomic-layer deposition, epitaxy and related wafer-processing systems, with its strongest position in leading-edge logic/foundry and advanced DRAM/HBM production. Entity-scoped equipment revenue reached €3.17 billion in 2025, Q2 2026 revenue reached a record €1.003 billion, and ASM opened a US$100 million Hwaseong, South Korea innovation and manufacturing center in December 2025. Its distinguishing strength is expanding ALD and Epi content at 2nm and 1.4nm nodes, while open questions include customer concentration, China export-control exposure and the pace at which HBM and advanced-logic wins convert into sustained volume.
6 signals name ASM International.
14 facts on file.
Applied Materials ranks 11 on the AI Infra 100 with a score of 98; ASM International ranks 41 with 91. Applied Materials is ahead on progress, firepower and leverage. Level on deployment, production, commercials, technology and positioning. Applied Materials is based in Santa Clara, United States, ASM International in Almere, Netherlands. Applied Materials is named in 57 signals and ASM International in 6.
Applied Materials ranks 11 on the AI Infra 100 with a score of 98; ASM International ranks 41 with 91. Applied Materials is ahead on progress, firepower and leverage. Level on deployment, production, commercials, technology and positioning. Applied Materials is based in Santa Clara, United States, ASM International in Almere, Netherlands. Applied Materials is named in 57 signals and ASM International in 6. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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