Applied Materials, Inc. (AMAT) vs Oracle Corporation (ORCL)

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.

Oracle Corporation delivers enterprise applications and infrastructure solutions through flexible IT deployment models, including on-premises, cloud, and hybrid environments. Founded in 1977, Oracle introduced the first commercial SQL-based relational database management system, widely used by many of the world’s largest enterprises for high-volume online transaction processing. In addition to its database products, Oracle offers enterprise resource planning platforms and cloud infrastructure that are becoming increasingly important for large language model training and inference.