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Applied Materials vs Taiwan Semiconductor Manufacturing: revenue, profit, margins and growth compared
Applied Materials brought in $28.4B of revenue in fiscal 2025, Taiwan Semiconductor Manufacturing $88.3B in fiscal 2024. Revenue changed by +4.4% at Applied Materials and +25.0% at Taiwan Semiconductor Manufacturing on the year before, so Taiwan Semiconductor Manufacturing grew faster. Applied Materials kept 24.7% of its revenue as net profit, Taiwan Semiconductor Manufacturing 40.0%. Free cash flow was $5.7B at Applied Materials and $26.5B at Taiwan Semiconductor Manufacturing.
Side by side, latest fiscal year
| AMAT | TSM | |
|---|---|---|
| Fiscal year ended | FY2025 (October 26, 2025) | FY2024 (December 31, 2024) |
| Revenue | $28.4B | $88.3B |
| Revenue growth | +4.4% | +25.0% |
| Net income | $7B | $35.3B |
| Net margin | 24.7% | 40.0% |
| Free cash flow | $5.7B | $26.5B |
| Free cash flow margin | 20.1% | 30.1% |
| Earnings per share (diluted) | $8.66 | $1.36 |
| Cash | $7.2B | $64.9B |
| Debt | $6.5B | n/a |
| Price to earnings | 56.0 | n/a |
| Market value | $385.1B | $2.34T |
| Dividend yield | 0.37% | n/a |
| Rank by revenue in sector | #26 of 530 · Technology | #8 of 530 · Technology |
Over the years
Questions about Applied Materials and Taiwan Semiconductor Manufacturing
Which is bigger by revenue, Applied Materials or Taiwan Semiconductor Manufacturing?
Taiwan Semiconductor Manufacturing is bigger by revenue: $88.3B in fiscal 2024, against $28.4B for Applied Materials in fiscal 2025.
Which keeps more of its revenue as profit, Applied Materials or Taiwan Semiconductor Manufacturing?
Applied Materials had a net margin of 24.7% in fiscal 2025; Taiwan Semiconductor Manufacturing had 40.0% in fiscal 2024.
Which grew revenue faster, Applied Materials or Taiwan Semiconductor Manufacturing?
In their latest fiscal years revenue changed by +4.4% at Applied Materials and +25.0% at Taiwan Semiconductor Manufacturing.
Where do these numbers come from?
From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.