Applied Materials vs Tokyo Electron: 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; Tokyo Electron ranks 70 with 87. Applied Materials is ahead on progress, technology, positioning and leverage. Level on deployment, production, commercials and firepower. Applied Materials is based in Santa Clara, United States, Tokyo Electron in Tokyo, Japan. Applied Materials is named in 57 signals and Tokyo Electron in 9.

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.

Tokyo Electron →

Tokyo, Tokyo, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · tel.com

Tokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory.

AI Infra 100 · rank 70 · score 87

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning8
Firepower10
Leverage8

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

Positioning

Japan's largest equipment maker and one of the four global leaders in deposition, etch, coater/developer and cleaning; a supplier to every leading fab and a partner of Nvidia on AI-driven fab automation.

Latest signals

  • SK hynix held its first Japan Partners Day to strengthen semiconductor technology and supply-chain cooperation.ZDNet Korea
  • Advantest and Tokyo Electron dragged Japan’s Nikkei down 0.8% for a third consecutive session.International Business Times Australia
  • Nikkei 225 fell to 62,907.84 as SoftBank, Tokyo Electron, and Advantest declined.BBN Times

9 signals name Tokyo Electron.

Facts, with sources

  • >500mTokyo Electron IR
  • Expanded Nvidia collaboration for agentic AI and roboticsTokyo Electron IR
  • Integrated test cell solution with Teradyne to enable production-scale known good device testing for advanced AI and data center device packagingTeradyne

5 facts on file.

More comparisons

Questions this page answers

Applied Materials or Tokyo Electron: which is ahead in ai core?

Applied Materials ranks 11 on the AI Infra 100 with a score of 98; Tokyo Electron ranks 70 with 87. Applied Materials is ahead on progress, technology, positioning and leverage. Level on deployment, production, commercials and firepower. Applied Materials is based in Santa Clara, United States, Tokyo Electron in Tokyo, Japan. Applied Materials is named in 57 signals and Tokyo Electron in 9.

How do Applied Materials and Tokyo Electron compare?

Applied Materials ranks 11 on the AI Infra 100 with a score of 98; Tokyo Electron ranks 70 with 87. Applied Materials is ahead on progress, technology, positioning and leverage. Level on deployment, production, commercials and firepower. Applied Materials is based in Santa Clara, United States, Tokyo Electron in Tokyo, Japan. Applied Materials is named in 57 signals and Tokyo Electron in 9. 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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