AMAT compared with AMD: revenue, margins and what each company keeps, and the suppliers and customers both name

AMATApplied Materials Inc

Mkt capRevenueRevenue

AMDAdvanced Micro Devices Inc

Mkt capRevenueRevenue

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AMATApplied Materials Inc

AMDAdvanced Micro Devices Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only AMAT 4

NPOEnprosupplier

UCTTUltra Cleansupplier

ICHRIchorsupplier

BHEBenchmark Electronicssupplier

Shared 0

No shared counterparties.

Only AMD 18

FTNTFortinetcustomer

HPQHPcustomer

RMBSRambussupplier

SANMSanminasupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

14 more · AMD chain ›

AMATApplied Materials Inc

326.82▼−11.53%

Mkt cap$303.1BRevenue$9.1BQ3 FY26Revenue$28.4BFY25

AMDAdvanced Micro Devices Inc

413.70▼−15.36%

Regular sessionNov 5 '26

Mkt cap$801.6BRevenue$13.4BQ3 FY26Revenue$34.6BFY25

Compare

Regular sessionNov 5 '26

AMATApplied Materials Inc

AMDAdvanced Micro Devices Inc

326.82▼−11.53%

Price

413.70▼−15.36%

$303.1B

Mkt cap

$801.6B

Q3 FY26$9.1B

Revenue

$13.4BQ3 FY26

FY25$28.4B

Revenue

$34.6BFY25

AMAT326.82▼−11.53%vsAMD413.70▼−15.36%Regular sessionNov 5 '26