Cost of Revenue Trends: Applied Materials, Inc. vs Intel Corporation

Cost of Revenue: A Tale of Two Giants

In the ever-evolving semiconductor industry, Applied Materials, Inc. and Intel Corporation have been pivotal players. From 2014 to 2023, these companies have shown distinct trends in their cost of revenue, reflecting their strategic priorities and market dynamics. Applied Materials, Inc. has seen a steady increase, with costs rising by approximately 172% over the decade, peaking at $14.3 billion in 2023. This growth underscores their expanding operations and investment in cutting-edge technology.

Conversely, Intel Corporation's cost of revenue has fluctuated, reaching a high of $36.2 billion in 2022 before dropping to $32.5 billion in 2023. This decline may indicate strategic shifts or efficiency improvements. Notably, data for 2024 is missing for Intel, suggesting potential changes on the horizon. As these giants navigate the future, their cost management strategies will be crucial in maintaining competitive advantage.