Stock Comparison
Applied Materials, Inc. vs Lam Research Corporation
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted across the company's segments.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisLam Research Corporation
LRCX · The Nasdaq Stock Market (Nasdaq Global Select Market)
Weighted across the company's segments.
Full stock profile
Dive deeper into Lam Research Corporation's moat claims, evidence, and risks.
View LRCX analysisComparison highlights
- Moat score gap: Lam Research Corporation leads (83 / 100 vs 81 / 100 for Applied Materials, Inc.).
- Segment focus: Applied Materials, Inc. has 3 segments (75.5% in Semiconductor Systems); Lam Research Corporation has 2 segments (64.1% in Systems).
- Moat breadth: Applied Materials, Inc. has 4 moat types across 2 domains; Lam Research Corporation has 3 across 2.
Primary market context
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
75.5%
Lam Research Corporation
Systems
Wafer fabrication equipment (etch, deposition, clean and related wafer processing tools)
Global
Semiconductor manufacturers (memory, foundry, logic/IDM)
Equipment OEM
64.1%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Lam Research Corporation strengths
No unique moat types yet.
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Other
Competitive
Lam Research Corporation segments
Full profile >Systems
Oligopoly
Customer Support Business Group (CSBG)
Quasi-Monopoly
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