Cost of Revenue: Key Insights for Applied Materials, Inc. and Marvell Technology, Inc.

A Decade of Cost Dynamics: Applied Materials vs. Marvell Technology

In the ever-evolving semiconductor industry, understanding cost structures is crucial. Over the past decade, Applied Materials, Inc. and Marvell Technology, Inc. have showcased distinct cost of revenue trends. From 2014 to 2024, Applied Materials saw a robust 173% increase in its cost of revenue, peaking at approximately $14.3 billion in 2024. This reflects its aggressive expansion and scaling strategies. In contrast, Marvell Technology's cost of revenue grew by 94%, reaching around $3.2 billion in 2024, indicating a more measured growth approach.

The data reveals that while both companies have increased their spending, Applied Materials' cost growth outpaces Marvell's, highlighting its larger operational scale. This divergence in cost trends underscores the different strategic paths these tech giants have taken in the competitive semiconductor landscape. As the industry continues to innovate, monitoring these financial metrics will be key to understanding future market dynamics.