Applied Materials vs Lasertec: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

Applied Materials ranks 11 on the AI Infra 100 with a score of 98; Lasertec ranks 27 with 94. Applied Materials is ahead on production and progress. Level on deployment, commercials, technology, positioning, firepower and leverage. Applied Materials is based in Santa Clara, United States, Lasertec in Yokohama, Japan. Applied Materials is named in 57 signals and Lasertec in 5.

Applied Materials →

Santa Clara, California, United States · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · appliedmaterials.com

Applied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips.

AI Infra 100 · rank 11 · score 98

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress10
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

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.

Latest signals

  • AI infrastructure stocks rallied after Anthropic’s SEC filing.Caixin
  • Applied Materials unveiled its EPIC Center as a $5 billion investment.EE Times
  • Applied Materials will invest $5 billion in India over the next decade.Nikkei xTech

57 signals name Applied Materials.

Facts, with sources

  • >500mwww.datacenterdynamics.com — 2026-09-18
  • Record Q3 FY2026 revenue of $9.115 billionSemiconductor Engineering
  • FQ3 2026 record revenue of $9.12 billionApplied Materials 8-K, 10-Q

19 facts on file.

Lasertec →

Yokohama, Kanagawa, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lasertec.co.jp

Lasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment.

AI Infra 100 · rank 27 · score 94

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The sole supplier of EUV mask blank and pattern inspection systems (ACTIS, ABICS) and EUV pellicle inspection; every EUV mask passes its tools, which pairs it with ASML as the second one-of-one in lithography.

Latest signals

  • Lasertec reported weaker semiconductor sales while FY2027 order expectations strengthened.TradingView
  • Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView
  • Lasertec Corporation provided consolidated earnings guidance for fiscal year 2027.www.marketscreener.com

5 signals name Lasertec.

Facts, with sources

  • >500mLasertec consolidated results
  • JPY 230500000000Lasertec consolidated results
  • Lasertec raised its FY6/2026 order outlook to JPY 200-240bn from JPY 170-220bn; nine-month sales were JPY 169.5bn and operating profit JPY 78.1bn.s.kabutan.jp

7 facts on file.

More comparisons

Questions this page answers

Applied Materials or Lasertec: which is ahead in ai core?

Applied Materials ranks 11 on the AI Infra 100 with a score of 98; Lasertec ranks 27 with 94. Applied Materials is ahead on production and progress. Level on deployment, commercials, technology, positioning, firepower and leverage. Applied Materials is based in Santa Clara, United States, Lasertec in Yokohama, Japan. Applied Materials is named in 57 signals and Lasertec in 5.

How do Applied Materials and Lasertec compare?

Applied Materials ranks 11 on the AI Infra 100 with a score of 98; Lasertec ranks 27 with 94. Applied Materials is ahead on production and progress. Level on deployment, commercials, technology, positioning, firepower and leverage. Applied Materials is based in Santa Clara, United States, Lasertec in Yokohama, Japan. Applied Materials is named in 57 signals and Lasertec in 5. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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