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

Cost of Revenue Trends: Applied Materials, Inc. vs. Micron Technology, Inc.

In the ever-evolving semiconductor industry, understanding cost dynamics is crucial. From 2014 to 2024, Applied Materials, Inc. and Micron Technology, Inc. have shown significant shifts in their cost of revenue. Applied Materials saw a steady increase, with costs rising approximately 173% over the decade, peaking at $14.3 billion in 2024. Meanwhile, Micron Technology's costs surged by about 78%, reaching nearly $19.5 billion in the same year.

Key Insights

• 2014-2018: Both companies experienced moderate growth, with Micron consistently outpacing Applied Materials by around 50%.
• 2019-2023: A notable spike occurred, with Micron's costs increasing by 33% and Applied Materials by 72%.
• 2024 Outlook: Micron's cost of revenue is projected to be 36% higher than Applied Materials, highlighting its aggressive expansion strategy.

These trends underscore the competitive landscape and strategic investments shaping the semiconductor sector.