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

AMDAdvanced Micro Devices Inc

Mkt capRevenueRevenue

AMATApplied Materials Inc

Mkt capRevenueRevenue

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AMDAdvanced Micro Devices Inc

AMATApplied Materials 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 AMD 18

FTNTFortinetcustomer

HPQHPcustomer

RMBSRambussupplier

SANMSanminasupplier

14 more · AMD chain ›

Shared 0

No shared counterparties.

Only AMAT 4

NPOEnprosupplier

UCTTUltra Cleansupplier

ICHRIchorsupplier

BHEBenchmark Electronicssupplier

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

AMDAdvanced Micro Devices Inc

497.45▼−12.18%· post 508.50

Mkt cap$824.1BRevenue$11.5BQ2 FY26Revenue$34.6BFY25

AMATApplied Materials Inc

388.06▼−7.97%· post 391.71

ClosedOct 30 '26

Mkt cap$309.6BRevenue$9.1BQ3 FY26Revenue$28.4BFY25

Compare

ClosedOct 30 '26

AMDAdvanced Micro Devices Inc

AMATApplied Materials Inc

497.45▼−12.18%post 508.50

Price

388.06▼−7.97%post 391.71

$824.1B

Mkt cap

$309.6B

Q2 FY26$11.5B

Revenue

$9.1BQ3 FY26

FY25$34.6B

Revenue

$28.4BFY25

AMD497.45▼−12.18%vsAMAT388.06▼−7.97%ClosedOct 30 '26