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Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies

Published September 19, 2026 · Category: Finance

Overview

Applied Materials (NASDAQ:AMAT) primarily develops specialized manufacturing equipment, engineering solutions, and factory automation software that it sells directly to global manufacturing clients who produce integrated circuits for consumer electronics and artificial intelligence systems.

While expanding its research ecosystem to eleven active industry engagements and announcing a joint development agreement to create optical lenses for smart glasses, it reported an operating margin of 34% for the quarter ended July 26, 2026.

Details

Broadcom (NASDAQ:AVGO) designs, develops, and supplies a highly diverse portfolio of advanced semiconductor networking components and critical infrastructure software programs to large-scale global technology enterprises and telecommunications providers around the world.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.