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Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies

Published September 19, 2026 · Category: Finance

Overview

Applied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally.

While launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.

Details

Intel (NASDAQ:INTC) primarily generates its revenue by designing, developing, and manufacturing commercial central processing units, discrete graphics processors, and edge computing components, alongside operating its independent wafer fabrication and advanced packaging services.

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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.