Applied Materials, Inc. (AMAT) vs KIOXIA HLDGS CORP (KXIAY)

Applied Materials Inc. is the world’s largest manufacturer of semiconductor wafer fabrication equipment, with a broad portfolio covering nearly every segment of the WFE ecosystem. The company holds a leading market share in deposition technologies, which involve adding new material layers to semiconductor wafers. Applied Materials has greater exposure to general-purpose logic chips produced by integrated device manufacturers and foundries. Its customer base includes some of the world’s largest chipmakers, such as TSMC, Intel, and Samsung.

KIOXIA HLDGS CORP is a publicly traded company active in software, internet platforms, semiconductors, electronics, digital payments, communications technology, or consumer technology. Its shares give investors exposure to those activities. The company's performance is influenced by revenue growth, margins, competitive position, capital allocation, regulation, currency movements where relevant, and broader economic and market conditions.