Applied Materials (AMAT)

Applied Materials is a key cog in the AI data center ecosystem, and its shares can surge impressively as the semiconductor equipment market grows.

Taiwan Semiconductor Manufacturing's latest quarter hit $46.7 billion, while Applied Materials' revenue gap continues to narrow with accelerating growth.

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One designs the chips, the other builds the machines, but their financial health and risk profiles tell very different stories.

Intel's foundry turnaround has resulted in heavy losses and negative free cash flow, while Qualcomm generates robust cash with half the valuation multiple.

Semiconductor manufacturers are expanding production capacity as fast as they can, and both stocks stand to benefit.

There's still a lot of upside left in this semiconductor giant.

Applied Materials earned a 24.7% net margin and generated nearly $5.7 billion in free cash flow in fiscal 2025, and Intel recorded a small net loss and negative free cash flow in 2025 as it works on a manufacturing turnaround.

Intel swung to near breakeven while Marvell posted a 32.6% net margin, but valuation tells a different story about which has more room to run.

Intel's revenue jumped 18% in its latest quarter while Marvell posted eight straight quarters of growth — but the gap between them tells a different story.