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Industry · 27 scored · 59 listed

Semiconductors Stocks in the US

The 27 Semiconductors companies we score in the US are NVIDIA Corporation ($4.8T, the largest), Broadcom Inc., Micron Technology, Inc. and 24 more. 7 of the 27 companies we score beat S&P 500 on share price over recent months (1 has no relative-strength reading yet). Prices are as of 4 Nov 2026.

Semiconductors: NVIDIA Corporation owns the largest revenue base; Credo Technology Group Holding Ltd has the fastest current growth.

27Companies scored on this page, of 59 listed
$9.8TCombined market value all of them together
22/23Revenue growing revenue over the last 12 months up on a year earlier
7/27Beating S&P 500 share price doing better than the index (relative strength) (1 has no reading yet)
7 of 27 beat the S&P 500 on share price over recent months

The main question: the biggest companies are not always the ones changing the most.

Start with size. Then the direction of earnings. Then the quality of the business. A share price that leads means more once those three agree.

Which are the biggest Semiconductors stocks in the US?

The largest Semiconductors stocks in the US by market value are NVIDIA Corporation ($4.8T), Broadcom Inc. ($1.6T) and Micron Technology, Inc. ($899.8B), at prices of 4 Nov 2026.

The other 17 Semiconductors companies are in the full list below.

Share price | market value | P/E, biggest first. Prices and market values as of 4 Nov 2026; ratios as in the score list below.

Which are the Semiconductors stocks, ranked?

Ranked by the 4-Factor Sector Score (growth & earnings 35, capital efficiency 25, valuation 20, relative strength 20). Prices as of 4 Nov 2026.

  1. 1Texas Instruments IncorporatedTXN · $284.9B79.2of 100favourable · strongest on ROCE and relative strength versus sector
  2. 2Micron Technology, Inc.MU · $899.8B76.0of 100favourable · strongest on ROCE and ROCE improvement
  3. 3Analog Devices, Inc.ADI · $197.0B73.1of 100favourable · strongest on relative strength versus sector and profit growth
  4. 4NVIDIA CorporationNVDA · $4.8T66.9of 100favourable · strongest on ROCE and PEG
  5. 5Advanced Micro Devices, Inc.AMD · $798.0B66.1of 100favourable · strongest on relative strength versus sector and profit growth
  6. 6NXP Semiconductors N.V.NXPI · $66.9B65.4of 100favourable · strongest on PEG and 13-week relative-strength change
  7. 7Broadcom Inc.AVGO · $1.6T62.5of 100mixed, leaning good · strongest on ROCE and ROCE improvement
  8. 8Monolithic Power Systems, Inc.MPWR · $61.6B55.1of 100mixed, leaning good · strongest on ROCE and ROCE improvement
  9. 9Qorvo, Inc.QRVO · $10.1B54.4of 100provisional · strongest on profit growth and margin improvement
  10. 10Astera Labs, Inc.ALAB · $39.1B52.1of 100mixed, leaning good · strongest on ROCE improvement and profit growth

Which Semiconductors companies are listed in the US?

The largest 15 of 27 listed US Semiconductors companies are named here; all 27 are ranked in the scorecard. Every figure is equal-weighted across those companies and carries its own as-of date. One large company cannot set the reading.

  1. NVIDIA Corporation$4.8T
  2. Broadcom Inc.$1.6T
  3. Micron Technology, Inc.$899.8B
  4. Advanced Micro Devices, Inc.$798.0B
  5. Intel Corporation$309.8B
  6. Texas Instruments Incorporated$284.9B
  7. Arm Holdings plc$205.2B
  8. Analog Devices, Inc.$197.0B
  9. QUALCOMM Incorporated$185.5B
  10. Marvell Technology, Inc.$140.2B
  11. NXP Semiconductors N.V.$66.9B
  12. Monolithic Power Systems, Inc.$61.6B
  13. STMicroelectronics N.V.$41.0B
  14. Microchip Technology Incorporated$40.9B
  15. Astera Labs, Inc.$39.1B

The remaining 12 Semiconductors companies are named and ranked in the scorecard.

How many Semiconductors companies are listed in the US?

59 Semiconductors companies in the Semiconductors industry group (every listed company) have a page on Sector Alpha, by market value as of 4 November 2026, and all 59 are listed below, largest first. The largest is NVIDIA Corporation ($4.84 trillion) and the smallest with a market value is GCT Semiconductor Holding, Inc.

Every Semiconductors company with a page, largest first
CompanyMarket value
1. NVIDIA Corporation NVDA$4.84 trillion
2. Taiwan Semiconductor Manufacturing Company Limited TSM$1.74 trillion
3. Broadcom Inc. AVGO$1.55 trillion
4. Micron Technology, Inc. MU$899.8 billion
5. Advanced Micro Devices, Inc. AMD$798 billion
6. Intel Corporation INTC$309.8 billion
7. Texas Instruments Incorporated TXN$284.9 billion
8. Arm Holdings plc ARM$205.2 billion
9. Analog Devices, Inc. ADI$197 billion
10. QUALCOMM Incorporated QCOM$185.5 billion
11. Marvell Technology, Inc. MRVL$140.2 billion
12. ASE Technology Holding Co., Ltd. ASX$83.8 billion
13. NXP Semiconductors N.V. NXPI$66.9 billion
14. Monolithic Power Systems, Inc. MPWR$61.6 billion
15. STMicroelectronics N.V. STM$41 billion
16. Microchip Technology Incorporated MCHP$40.9 billion
17. United Microelectronics Corporation UMC$39.4 billion
18. Astera Labs, Inc. ALAB$39.1 billion
19. ON Semiconductor Corporation ON$27.7 billion
20. Credo Technology Group Holding Ltd CRDO$25.6 billion
21. GLOBALFOUNDRIES Inc. GFS$22.1 billion
22. MACOM Technology Solutions Holdings, Inc. MTSI$17.8 billion
23. Tower Semiconductor Ltd. TSEM$16.9 billion
24. Lattice Semiconductor Corporation LSCC$15.3 billion
25. Skyworks Solutions, Inc. SWKS$12.5 billion
26. SiTime Corporation SITM$12.1 billion
27. Semtech Corporation SMTC$10.4 billion
28. Qorvo, Inc. QRVO$10.1 billion
29. Rambus Inc. RMBS$8.9 billion
30. Silicon Laboratories Inc. SLAB$7.4 billion
31. Silicon Motion Technology Corporation SIMO$6.2 billion
32. Allegro MicroSystems, Inc. ALGM$5.8 billion
33. Cirrus Logic, Inc. CRUS$5.8 billion
34. Impinj, Inc. PI$5.6 billion
35. MaxLinear, Inc. MXL$5.2 billion
36. Synaptics Incorporated SYNA$4.6 billion
37. Vishay Intertechnology, Inc. VSH$4 billion
38. Diodes Incorporated DIOD$3.7 billion
39. Power Integrations, Inc. POWI$2.6 billion
40. Navitas Semiconductor Corporation NVTS$2.5 billion
41. nLIGHT, Inc. LASR$1.9 billion
42. Himax Technologies, Inc. HIMX$1.8 billion
43. ChipMOS TECHNOLOGIES INC. IMOS$1.8 billion
44. SkyWater Technology, Inc. SKYT$1.6 billion
45. Wolfspeed, Inc. WOLF$1.2 billion
46. Ambiq Micro, Inc. AMBQ$1 billion
47. Arteris, Inc. AIP$890 million
48. POET Technologies Inc. POET$844 million
49. CEVA, Inc. CEVA$789 million
50. Alpha and Omega Semiconductor Limited AOSL$641 million
51. NVE Corporation NVEC$382 million
52. indie Semiconductor, Inc. INDI$369 million
53. SEALSQ Corp LAES$330 million
54. Everspin Technologies, Inc. MRAM$318 million
55. Valens Semiconductor Ltd. VLN$161 million
56. QuickLogic Corporation QUIK$151 million
57. GSI Technology, Inc. GSIT$140 million
58. Aeluma, Inc. ALMU$140 million
59. GCT Semiconductor Holding, Inc. GCTS$94 million

Download all 59 Semiconductors companies (CSV)

How has Semiconductors moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the last two years (104 weeks) this industry is 89% ahead of S&P 500. Earnings across its companies grew 26% on average over the last four reported quarters.

Fading · −3 in 4w

Price and the fundamentals both up. 6 of 54 companies ahead of S&P 500 by 5% or more over three months. 2 are 20% or more behind over a year while earnings grew 20% or more.

Not ahead of S&P 500 on the three-month view this week; 13 of the 54 companies in the industry index above their 200-day average (23 fewer than four weeks earlier); 6 of those 54 ahead of S&P 500 by 5% or more over three months (3 fewer than four weeks earlier); earnings rising at 41 of the 53 that report earnings.

Participation is shrinking, 9 → 6 of 54 over four weeks, after being ahead of S&P 500. Price-only fade, 41 of 53 members have higher trailing twelve-month earnings than a year ago, so the fade is in the price, not in the earnings.

1Y

Semiconductors against S&P 500

Both lines start at 200 in the first week shown

  • Semiconductors 323
  • S&P 500 228
Semiconductors against S&P 500
Week endingSemiconductorsS&P 500
14 Nov 2025200200
21 Nov 2025190196
28 Nov 2025208203
5 Dec 2025226204
12 Dec 2025218203
19 Dec 2025217203
26 Dec 2025218205
2 Jan 2026224203
9 Jan 2026236207
16 Jan 2026247206
23 Jan 2026246205
30 Jan 2026240206
6 Feb 2026247206
13 Feb 2026251203
20 Feb 2026249205
27 Feb 2026249204
6 Mar 2026229200
13 Mar 2026234197
20 Mar 2026231193
27 Mar 2026230189
3 Apr 2026243195
10 Apr 2026268202
17 Apr 2026302211
24 Apr 2026350213
1 May 2026365215
8 May 2026406220
15 May 2026421220
22 May 2026458222
29 May 2026469225
5 Jun 2026441220
12 Jun 2026468221
19 Jun 2026493222
26 Jun 2026445217
3 Jul 2026427222
10 Jul 2026435225
17 Jul 2026388221
24 Jul 2026381220
31 Jul 2026369222
7 Aug 2026409230
14 Aug 2026413231
21 Aug 2026376228
28 Aug 2026364229
4 Sep 2026372229
11 Sep 2026384227
18 Sep 2026385227
25 Sep 2026411230
2 Oct 2026430229
9 Oct 2026401232
16 Oct 2026347227
23 Oct 2026336226
30 Oct 2026335225
6 Nov 2026323228

3Y

Semiconductors against S&P 500

Both lines start at 200 in the first week shown, every 2nd week shown

  • Semiconductors 537
  • S&P 500 340
Semiconductors against S&P 500
Week endingSemiconductorsS&P 500
17 Nov 2023200200
24 Nov 2023202202
8 Dec 2023208204
22 Dec 2023227210
5 Jan 2024213208
19 Jan 2024228214
2 Feb 2024222219
16 Feb 2024235222
1 Mar 2024246228
15 Mar 2024234226
29 Mar 2024243232
12 Apr 2024234227
26 Apr 2024236226
10 May 2024241231
24 May 2024252235
7 Jun 2024249237
21 Jun 2024255242
5 Jul 2024261246
19 Jul 2024255244
2 Aug 2024218236
16 Aug 2024233246
30 Aug 2024243250
13 Sep 2024229249
27 Sep 2024241254
11 Oct 2024243257
25 Oct 2024241257
8 Nov 2024247265
22 Nov 2024239264
6 Dec 2024254270
20 Dec 2024257262
3 Jan 2025272263
17 Jan 2025275265
31 Jan 2025261267
14 Feb 2025259271
28 Feb 2025241264
14 Mar 2025234250
28 Mar 2025216247
11 Apr 2025190237
25 Apr 2025209244
9 May 2025226250
23 May 2025247257
6 Jun 2025265266
20 Jun 2025277264
4 Jul 2025296277
18 Jul 2025300278
1 Aug 2025283276
15 Aug 2025298285
29 Aug 2025304286
12 Sep 2025313292
26 Sep 2025330294
10 Oct 2025335290
24 Oct 2025371300
7 Nov 2025346298
21 Nov 2025316292
5 Dec 2025375304
19 Dec 2025360302
2 Jan 2026372303
16 Jan 2026410307
30 Jan 2026398307
13 Feb 2026417302
27 Feb 2026414304
13 Mar 2026389294
27 Mar 2026382281
10 Apr 2026445301
24 Apr 2026581317
8 May 2026675327
22 May 2026761331
5 Jun 2026732327
19 Jun 2026820331
3 Jul 2026709330
17 Jul 2026644330
31 Jul 2026614331
14 Aug 2026685344
28 Aug 2026605341
11 Sep 2026638339
25 Sep 2026683342
9 Oct 2026666345
23 Oct 2026559337
6 Nov 2026537340

5Y

Semiconductors against S&P 500

Both lines start at 200 in the first week shown, every 4th week shown

  • Semiconductors 426
  • S&P 500 327
Semiconductors against S&P 500
Week endingSemiconductorsS&P 500
19 Nov 2021200200
10 Dec 2021203201
7 Jan 2022193199
4 Feb 2022173191
4 Mar 2022168184
1 Apr 2022174193
29 Apr 2022151176
27 May 2022160177
24 Jun 2022142166
22 Jul 2022147169
19 Aug 2022155180
16 Sep 2022135164
14 Oct 2022118153
11 Nov 2022148170
9 Dec 2022146168
6 Jan 2023142166
3 Feb 2023170176
3 Mar 2023167172
31 Mar 2023171175
28 Apr 2023149177
26 May 2023174179
23 Jun 2023176185
21 Jul 2023183193
18 Aug 2023164186
15 Sep 2023160189
13 Oct 2023152184
10 Nov 2023150188
8 Dec 2023165196
5 Jan 2024169200
2 Feb 2024176211
1 Mar 2024195219
29 Mar 2024193223
26 Apr 2024187217
24 May 2024200226
21 Jun 2024203232
19 Jul 2024202234
16 Aug 2024185236
13 Sep 2024182240
11 Oct 2024193247
8 Nov 2024196255
6 Dec 2024201259
3 Jan 2025216252
31 Jan 2025207257
28 Feb 2025191253
28 Mar 2025171237
25 Apr 2025166235
23 May 2025196247
20 Jun 2025219253
18 Jul 2025238268
15 Aug 2025236274
12 Sep 2025249280
10 Oct 2025265279
7 Nov 2025275286
5 Dec 2025297292
2 Jan 2026295291
30 Jan 2026316295
27 Feb 2026329293
27 Mar 2026303270
24 Apr 2026460305
22 May 2026604318
19 Jun 2026650319
17 Jul 2026511317
14 Aug 2026544331
11 Sep 2026506326
9 Oct 2026528332
6 Nov 2026426327

Earnings, each company rebased to 100, the sector takes the median

Latest quarter July to September 2026: 58.6, from 14 companies

Earnings, each company rebased to 100, the sector takes the median
QuarterMedian earnings index
Jan 2022100.0 (22 companies)
Apr 2022100.0 (36 companies)
Jul 2022108.7 (36 companies)
Oct 2022106.3 (41 companies)
Jan 202388.6 (28 companies)
Apr 202380.0 (36 companies)
Jul 202357.1 (42 companies)
Oct 202363.9 (36 companies)
Jan 202464.0 (37 companies)
Apr 202448.8 (35 companies)
Jul 202441.6 (34 companies)
Oct 202439.6 (33 companies)
Jan 202540.8 (33 companies)
Apr 202529.3 (34 companies)
Jul 202525.0 (33 companies)
Oct 202531.1 (34 companies)
Jan 202635.6 (32 companies)
Apr 202632.2 (33 companies)
Jul 202658.6 (14 companies)

Both lines start at 200 in the same week, so the gap between them tells the story: the industry line is an equal-weighted index of its 54 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member set to 100 at the start and the industry taking the middle value, so a price line pulling away from flat bars means the market is paying more for the same earnings. A bar turns grey when that figure is lower than the quarter before. The rules are fixed and the same everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover or tap any point to read both values and the gap.

Is Semiconductors outperforming S&P 500?

Semiconductors has done better than the S&P 500 by 40.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 14.2%. Advanced Micro Devices, Inc. is the strongest against the sector itself at +28.4%.

−14.2%Sector vs S&P 500 · 13 weeks
+40.7%Sector vs S&P 500 · 52 weeks
7 of 27Stocks leading S&P 500
7 of 27Stocks leading the sector

What is the bottom line on Semiconductors?

Semiconductors has done better than the S&P 500 by 40.7% over 52 weeks, but is 14.2% behind over the last 13 weeks. 7 of 27 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months) (1 has no relative-strength reading yet), and 7 of the 26 with a long enough price history are ahead of the industry itself.

How does each Semiconductors stock score?

A score that ranks each company against the others in its industry. The four parts shown always add up to the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or old evidence affects only its own part, never as a hidden adjustment.

Growth & earnings · 35% Capital efficiency · 25% Valuation · 20% Relative strength · 20%

Texas Instruments Incorporated has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 85.3% evidence confidence.

QUALCOMM Incorporated scores well on valuation against its peers or its own history, but its earnings have not yet improved enough to back that up.

  1. 1Texas Instruments IncorporatedTXN · turning · favourable · 85% evidence79.2out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 25.4/35 · Revenue 20.3% · PAT 41% · OPM change 10.8 pp · 95% evidenceCapital efficiency 20.6/25 · ROCE 25.2% · OPM 47.5% · 76% evidenceValuation 14.1/20 · P/E 36.2× · PEG 0.89 · 65% evidenceRelative strength 19.1/20 · RS sector 19.5% · RS bench 20.1% · 1Y 94.2% · 100% evidence · 2 of 12 weeks aheadExact sum: 25.4 + 20.6 + 14.1 + 19.1 = 79.2 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  2. 2Micron Technology, Inc.MU · quiet · favourable · 75% evidence76.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 30.9/35 · Revenue 100% · PAT 100% · OPM change 48.4 pp · 95% evidenceCapital efficiency 19.4/25 · ROCE 59% · OPM 80.7% · 76% evidenceValuation 11.4/20 · P/E 12.7× · PEG — · 15% evidenceRelative strength 14.3/20 · RS sector 21.8% · RS bench 15.6% · 1Y 234.3% · 100% evidence · 4 of 12 weeks aheadExact sum: 30.9 + 19.4 + 11.4 + 14.3 = 76 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  3. 3Analog Devices, Inc.ADI · turning · favourable · 85% evidence73.1out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 28.6/35 · Revenue 33.6% · PAT 100% · OPM change 10.9 pp · 95% evidenceCapital efficiency 14.7/25 · ROCE 11.6% · OPM 39.5% · 76% evidenceValuation 11.9/20 · P/E 43.3× · PEG 1.33 · 65% evidenceRelative strength 17.9/20 · RS sector 6.4% · RS bench 8.3% · 1Y 77.9% · 100% evidence · 3 of 12 weeks aheadExact sum: 28.6 + 14.7 + 11.9 + 17.9 = 73.1 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  4. 4NVIDIA CorporationNVDA · quiet · favourable · 85% evidence66.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.6/35 · Revenue 83.4% · PAT 100% · OPM change 5.4 pp · 95% evidenceCapital efficiency 21.6/25 · ROCE 71.3% · OPM 66.2% · 76% evidenceValuation 15.1/20 · P/E 26× · PEG 0.77 · 65% evidenceRelative strength 9.6/20 · RS sector −8.8% · RS bench −5.7% · 1Y 6.4% · 100% evidence · 4 of 12 weeks aheadExact sum: 20.6 + 21.6 + 15.1 + 9.6 = 66.9 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  5. 5Advanced Micro Devices, Inc.AMD · fading · favourable · 71% evidence66.1out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 27.2/35 · Revenue 39.5% · PAT 100% · OPM change 19 pp · 83% evidenceCapital efficiency 11.1/25 · ROCE 9% · OPM 17.3% · 76% evidenceValuation 9.2/20 · P/E 132.2× · PEG — · 15% evidenceRelative strength 18.6/20 · RS sector 28.4% · RS bench 24% · 1Y 109.3% · 100% evidence · 3 of 12 weeks aheadExact sum: 27.2 + 11.1 + 9.2 + 18.6 = 66.1 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  6. 6NXP Semiconductors N.V.NXPI · turning · favourable · 81% evidence65.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 16.6/35 · Revenue 8.8% · PAT 38.5% · OPM change 4.6 pp · 83% evidenceCapital efficiency 17.1/25 · ROCE 16.2% · OPM 30.4% · 76% evidenceValuation 15.7/20 · P/E 23.5× · PEG 0.59 · 65% evidenceRelative strength 16.0/20 · RS sector 0.7% · RS bench 3.4% · 1Y 29.8% · 100% evidence · 2 of 12 weeks aheadExact sum: 16.6 + 17.1 + 15.7 + 16 = 65.4 · What this means: Relative strength against the index is 3.4%, and revenue and profit growth are weak.
  7. 7Broadcom Inc.AVGO · quiet · mixed, leaning good · 85% evidence62.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 30.2/35 · Revenue 48.7% · PAT 100% · OPM change 16.1 pp · 95% evidenceCapital efficiency 20.4/25 · ROCE 26% · OPM 54.3% · 76% evidenceValuation 5.8/20 · P/E 48.4× · PEG 5.06 · 65% evidenceRelative strength 6.1/20 · RS sector −19% · RS bench −15.9% · 1Y −6.8% · 100% evidence · 0 of 12 weeks aheadExact sum: 30.2 + 20.4 + 5.8 + 6.1 = 62.5 · What this means: Earnings are strong; relative strength in its sector is −19% and the one-year return is −6.8%.
  8. 8Monolithic Power Systems, Inc.MPWR · quiet · mixed, leaning good · 81% evidence55.1out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 19.2/35 · Revenue 28.6% · PAT −51.8% · OPM change 6.2 pp · 83% evidenceCapital efficiency 19.7/25 · ROCE 22.4% · OPM 31% · 76% evidenceValuation 5.6/20 · P/E 84.4× · PEG 3.48 · 65% evidenceRelative strength 10.6/20 · RS sector −5.9% · RS bench −4.5% · 1Y 31.7% · 100% evidence · 1 of 12 weeks aheadExact sum: 19.2 + 19.7 + 5.6 + 10.6 = 55.1 · What this means: A strong business with a high valuation: it would need rising earnings, or a lower multiple, to score better on value.
  9. 9Qorvo, Inc.QRVO · provisional · 51% evidence54.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.0/43.75 · Revenue −0.2% · PAT 100% · OPM change 11.6 pp · 83% evidenceCapital efficiency 14.3/31.25 · ROCE 12.1% · OPM 15.8% · 76% evidenceValuation 14.1/25 · P/E 20.7× · PEG — · 15% evidenceRelative strength: no reading this week · its 20 points are shared across the other threeExact sum: 26 + 14.3 + 14.1 = 54.4 (no relative-strength reading this week; its 20 points are shared across the other three) · What this means: Some evidence is missing, so the score is pulled toward the middle on purpose.
  10. 10Astera Labs, Inc.ALAB · quiet · mixed, leaning good · 71% evidence52.1out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 25.0/35 · Revenue 98.7% · PAT 100% · OPM change 2 pp · 83% evidenceCapital efficiency 13.1/25 · ROCE 15.5% · OPM 22.7% · 76% evidenceValuation 8.8/20 · P/E 224.1× · PEG — · 15% evidenceRelative strength 5.2/20 · RS sector −7.2% · RS bench −9.9% · 1Y 35.2% · 100% evidence · 0 of 12 weeks aheadExact sum: 25 + 13.1 + 8.8 + 5.2 = 52.1 · What this means: Earnings are strong; relative strength in its sector is −7.2% and the one-year return is 35.2%.
  11. 11Microchip Technology IncorporatedMCHP · quiet · mixed, leaning good · 74% evidence52.0out of 100GrowthCapitalValuationRelative
  12. 12QUALCOMM IncorporatedQCOM · turning · mixed, leaning good · 81% evidence51.5out of 100GrowthCapitalValuationRelative
  13. 13Silicon Laboratories Inc.SLAB · turning · provisional · 58% evidence50.6out of 100GrowthCapitalValuationRelative
  14. 14Skyworks Solutions, Inc.SWKS · breaking out · mixed, leaning weak · 64% evidence48.7out of 100GrowthCapitalValuationRelative
  15. 15Lattice Semiconductor CorporationLSCC · quiet · provisional · 58% evidence47.5out of 100GrowthCapitalValuationRelative
  16. 16Credo Technology Group Holding LtdCRDO · quiet · mixed, leaning weak · 75% evidence47.1out of 100GrowthCapitalValuationRelative
  17. 17ON Semiconductor CorporationON · quiet · provisional · 56% evidence46.3out of 100GrowthCapitalValuationRelative
  18. 18MACOM Technology Solutions Holdings, Inc.MTSI · quiet · mixed, leaning weak · 68% evidence45.9out of 100GrowthCapitalValuationRelative
  19. 19Semtech CorporationSMTC · fading · mixed, leaning weak · 67% evidence44.2out of 100GrowthCapitalValuationRelative
  20. 20Rambus Inc.RMBS · quiet · mixed, leaning weak · 81% evidence42.3out of 100GrowthCapitalValuationRelative
  21. 21Tower Semiconductor Ltd.TSEM · quiet · mixed, leaning weak · 81% evidence42.2out of 100GrowthCapitalValuationRelative
  22. 22Marvell Technology, Inc.MRVL · fading · mixed, leaning weak · 67% evidence41.8out of 100GrowthCapitalValuationRelative
  23. 23STMicroelectronics N.V.STM · quiet · mixed, leaning weak · 64% evidence39.9out of 100GrowthCapitalValuationRelative
  24. 24SiTime CorporationSITM · quiet · mixed, leaning weak · 64% evidence39.5out of 100GrowthCapitalValuationRelative
  25. 25Arm Holdings plcARM · quiet · weak · 81% evidence31.8out of 100GrowthCapitalValuationRelative
  26. 26GLOBALFOUNDRIES Inc.GFS · quiet · weak · 64% evidence31.7out of 100GrowthCapitalValuationRelative
  27. 27Intel CorporationINTC · quiet · weak · 75% evidence31.2out of 100GrowthCapitalValuationRelative
How this score is built, and what the marks mean

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

How have Semiconductors share prices moved?

Micron Technology, Inc. has the strongest one-year price move in Semiconductors at +234.3%. Advanced Micro Devices, Inc. leads on relative strength against the S&P 500, at +24.0%. 7 of 27 companies we track are ahead of the index on that measure (1 has no relative-strength reading yet). Every line covers 314 weekly closes through 4 November 2026.

Price and relative strength

Price · same starting point: Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts: the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

RS vs S&P 500: How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.

RS vs sector: The same measure taken against Semiconductors itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.

1Y

Price of the 5 strongest one-year movers, each started at 100

52 weekly closes

  • Micron Technology, Inc. 322
  • Advanced Micro 198
  • Texas Instruments 196
  • STMicroelectronics N.V. 195
  • Analog Devices, Inc. 173
  • S&P 500 114
Price of the 5 strongest one-year movers, each started at 100
Week endingMicron Technology, Inc.Advanced MicroTexas InstrumentsSTMicroelectronics N.V.Analog Devices, Inc.S&P 500
14 Nov 2025100100100100100100
21 Nov 20258483100949998
28 Nov 2025968810699113102
5 Dec 20259688115111120102
12 Dec 20259885113111119102
19 Dec 202510887111111117101
26 Dec 202511587111112118103
2 Jan 202612891111117117102
9 Jan 202614082119124128103
16 Jan 202614794120120128103
23 Jan 2026162105121125130103
30 Jan 202616896135120132103
6 Feb 202616085139128136103
13 Feb 202616784142144144102
20 Feb 202617481138144151103
27 Feb 202616781133144152102
6 Mar 202615078121134135100
13 Mar 20261737812014113099
20 Mar 20261718211813213297
27 Mar 20261458212013913194
3 Apr 20261488812214713698
10 Apr 202617099135169149101
17 Apr 2026184113144190158106
24 Apr 2026201141174216170106
1 May 2026220146176239169107
8 May 2026303184181254177110
15 May 2026294172190263178110
22 May 2026304189194287169111
29 May 2026393209192297176113
5 Jun 2026350189179303171110
12 Jun 2026398207189331178110
19 Jun 2026459218203336185111
26 Jun 2026459211179306165109
3 Jul 2026395210184293161111
10 Jul 2026397226196306168112
17 Jul 2026344201178266160111
24 Jul 2026373212176221158110
31 Jul 2026333193173225156111
7 Aug 2026356196180240166115
14 Aug 2026394208176233166116
21 Aug 2026392192166217159114
28 Aug 2026378189162212154115
4 Sep 2026412194162224154115
11 Sep 2026395209169221161114
18 Sep 2026412227167215160113
25 Sep 2026439256175223168115
2 Oct 2026436257184245178115
9 Oct 2026417246178223173116
16 Oct 2026356214174195168114
23 Oct 2026356209179189167113
30 Oct 2026358205189200178113
6 Nov 2026322198196195173114

3Y

Price of the 5 strongest one-year movers, each started at 100

156 weekly closes, every 2nd shown

  • Advanced Micro 405
  • Texas Instruments 202
  • STMicroelectronics N.V. 100
  • Analog Devices, Inc. 222
  • S&P 500 170
Price of the 5 strongest one-year movers, each started at 100
Week endingAdvanced MicroTexas InstrumentsSTMicroelectronics N.V.Analog Devices, Inc.S&P 500
17 Nov 2023100100100100100
24 Nov 202310199100100101
8 Dec 2023107102105101102
22 Dec 2023116109110108105
5 Jan 202411510798102104
19 Jan 202414411298106107
2 Feb 202414710395105110
16 Feb 202414410499103111
1 Mar 2024168111103107114
15 Mar 202415811298107113
29 Mar 202415011395108116
12 Apr 202413510890105113
26 Apr 202413111590110113
10 May 202412612189113116
24 May 202413812992127117
7 Jun 202413912797128119
21 Jun 202413412789126121
5 Jul 202414312993126123
19 Jul 202412612987126122
2 Aug 202411012166114118
16 Aug 202412313067122123
30 Aug 202412313970128125
13 Sep 202412612963123125
27 Sep 202413613566127127
11 Oct 202413913361127129
25 Oct 202413013462126129
8 Nov 202412314358123133
22 Nov 202411512854117132
6 Dec 202411512558119135
20 Dec 20249912154116131
3 Jan 202510412353118131
17 Jan 202510112456120133
31 Jan 20259611949116134
14 Feb 20259411854117135
28 Feb 20258312754126132
14 Mar 20258411454114125
28 Mar 20258611448110123
11 Apr 202577964598118
25 Apr 20258010551106122
9 May 20258511152113125
23 May 20259211453115129
6 Jun 20259612462121133
20 Jun 202510612863125132
4 Jul 202511414071134139
18 Jul 202513014071132139
1 Aug 202514211755121138
15 Aug 202514712656127143
29 Aug 202513513159137143
12 Sep 202513211857134146
26 Sep 202513211961135147
10 Oct 202517811159123145
24 Oct 202521010954130150
7 Nov 202519410451125149
21 Nov 202516910348127146
5 Dec 202518111857154152
19 Dec 202517711456150151
2 Jan 202618511560150152
16 Jan 202619212461164153
30 Jan 202619613961170154
13 Feb 202617214674184151
27 Feb 202616613774194152
13 Mar 202616012372167147
27 Mar 202616812371168141
10 Apr 202620313986191151
24 Apr 2026288179110218158
8 May 2026377186129228164
22 May 2026388200146217165
5 Jun 2026387184155219164
19 Jun 2026446209171237166
3 Jul 2026429190149206165
17 Jul 2026411184136205165
31 Jul 2026395178115201166
14 Aug 2026427181119213172
28 Aug 2026386167108198171
11 Sep 2026428174113207170
25 Sep 2026523180114215171
9 Oct 2026504184114222173
23 Oct 202642818496214169
6 Nov 2026405202100222170
Left off this window so the other lines stay readable: Micron Technology, Inc. (it reached 1,462).

5Y

Price of the 5 strongest one-year movers, each started at 100

260 weekly closes, every 4th shown

  • Advanced Micro 315
  • Texas Instruments 160
  • STMicroelectronics N.V. 88
  • Analog Devices, Inc. 215
  • S&P 500 164
Price of the 5 strongest one-year movers, each started at 100
Week endingAdvanced MicroTexas InstrumentsSTMicroelectronics N.V.Analog Devices, Inc.S&P 500
19 Nov 2021100100100100100
10 Dec 2021891009497100
7 Jan 20228592978999
4 Feb 20228088868596
4 Mar 20227087738392
1 Apr 20227093838897
29 Apr 20225587718288
27 May 20226691788989
24 Jun 20225680667983
22 Jul 20225784678784
19 Aug 20226290718990
16 Sep 20224985697982
14 Oct 20223676597276
11 Nov 20224792738785
9 Dec 20224489748984
6 Jan 20234190748883
3 Feb 20235593969588
3 Mar 20235390949986
31 Mar 2023639510410587
28 Apr 20235886839589
26 May 20238290859490
23 Jun 20237186909992
21 Jul 202371949810296
18 Aug 20236885899393
15 Sep 20236583859495
13 Oct 20236878839192
10 Nov 20237675819194
8 Dec 20238381939898
5 Jan 202489858699100
2 Feb 20241148285102105
1 Mar 20241308891104109
29 Mar 20241168984105112
26 Apr 20241019180107108
24 May 202410710281123113
21 Jun 202410410079122116
19 Jul 20249810277123117
16 Aug 20249610359118118
13 Sep 20249810255119120
11 Oct 202410810554123124
8 Nov 20249511351120128
6 Dec 2024899951116130
3 Jan 2025819847114126
31 Jan 2025759543112128
28 Feb 20256410048122127
28 Mar 2025669043107119
25 Apr 2025628345103117
23 May 2025719047112124
20 Jun 20258310256121127
18 Jul 202510111163128134
15 Aug 202511410050123137
12 Sep 20251029450130140
10 Oct 20251388853119139
7 Nov 20251508246121143
5 Dec 20251409450149146
2 Jan 20261449153145146
30 Jan 202615211054165148
27 Feb 202612910965188146
27 Mar 20261309863163135
24 Apr 202622414298212152
22 May 2026301158129210159
19 Jun 2026346165152230159
17 Jul 2026319146120199159
14 Aug 2026331143105206166
11 Sep 2026332138100201163
9 Oct 2026391145101215166
6 Nov 202631516088215164
Left off this window so the other lines stay readable: Micron Technology, Inc. (it reached 1,366).

The companies with the strongest one-year price moves are drawn. The S&P 500 line is dashed.

Biggest one-year moves

  1. 1Micron Technology, Inc.MU · $899.8B+234.3%1 year
  2. 2Advanced Micro Devices, Inc.AMD · $798.0B+109.3%1 year
  3. 3Texas Instruments IncorporatedTXN · $284.9B+94.2%1 year
  4. 4STMicroelectronics N.V.STM · $41.0B+93.8%1 year
  5. 5Analog Devices, Inc.ADI · $197.0B+77.9%1 year

Strongest against S&P 500

  1. 1Advanced Micro Devices, Inc.AMD · $798.0B+24.0%vs S&P 500
  2. 2Texas Instruments IncorporatedTXN · $284.9B+20.1%vs S&P 500
  3. 3Micron Technology, Inc.MU · $899.8B+15.6%vs S&P 500
  4. 4Skyworks Solutions, Inc.SWKS · $12.5B+15.4%vs S&P 500
  5. 5Analog Devices, Inc.ADI · $197.0B+8.3%vs S&P 500

Strongest against the sector itself

  1. 1Advanced Micro Devices, Inc.AMD · $798.0B+28.4%vs sector
  2. 2Micron Technology, Inc.MU · $899.8B+21.8%vs sector
  3. 3Texas Instruments IncorporatedTXN · $284.9B+19.5%vs sector
  4. 4Skyworks Solutions, Inc.SWKS · $12.5B+11.8%vs sector
  5. 5Analog Devices, Inc.ADI · $197.0B+6.4%vs sector

Which Semiconductors companies have the most revenue, and which grow fastest?

NVIDIA Corporation has the highest Revenue among the 27 Semiconductors companies compared here, at $302,969 million. Micron Technology, Inc. is next at $133,188 million. Credo Technology Group Holding Ltd has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: NVIDIA Corporation is the largest at $302,969 million, 127.5% ahead of Micron Technology, Inc. Credo Technology Group Holding Ltd's growth is capped at 100% on the scoring scale; the full change over the last 12 months is 165.2% from a $1,591 million base, with 20 reported quarters out of the last 20. Fast growth from a smaller base is not yet the same as proven size.

NVIDIA Corporation · $302,969 millionLeader
127.5% versus #2 · Micron Technology, Inc.Gap
8/8 recent comparable periodsPersistence
25/27 companies · 505 observationsCoverage

What this means: NVIDIA Corporation is the size to compare against; Credo Technology Group Holding Ltd is the one growing fastest. The faster grower has to keep that growth and turn it into margin and returns before it counts as more than a fast start.

This conclusion weakens if: NVIDIA Corporation's growth falls below Credo Technology Group Holding Ltd's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenue · company comparison

Revenue, by reported quarter

  • NVIDIA Corporation $96.2B
  • Micron Technology, Inc. $54.2B
  • Broadcom Inc. $29.6B
  • Intel Corporation $16.5B
  • QUALCOMM Incorporated $9.9B
Revenue, by reported quarter
QuarterNVIDIA CorporationMicron Technology, Inc.Broadcom Inc.Intel CorporationQUALCOMM Incorporated
Dec 2021$7.1B$7.7B$7.4B$20.5B$10.7B
Mar 2022$7.6B$7.8B$7.7B—$11.2B
Jun 2022$8.3B$8.6B$8.1B$18.4B$10.9B
Sep 2022$6.7B$6.6B$8.5B$15.3B—
Dec 2022$5.9B$4.1B$8.9B$15.3B$9.5B
Mar 2023$6.1B$3.7B$8.9B—$9.3B
Jun 2023$7.2B$3.8B$8.7B$11.7B$8.5B
Sep 2023$13.5B$4.0B$8.9B$12.9B$8.6B
Dec 2023$18.1B$4.7B$9.3B$15.4B$9.9B
Mar 2024$22.1B$5.8B$12.0B$12.7B$9.4B
Jun 2024$26.0B$6.8B$12.5B$12.8B$9.4B
Sep 2024$30.0B$7.8B$13.1B$13.3B$10.2B
Dec 2024$35.1B$8.7B$14.1B$14.3B$11.7B
Mar 2025$39.3B$8.1B$14.9B$12.7B$11.0B
Jun 2025$44.1B$9.3B$15.0B$12.9B$10.4B
Sep 2025$46.7B$11.3B$16.0B$13.7B$11.3B
Dec 2025$57.0B$13.6B$18.0B$13.7B$12.3B
Mar 2026$68.1B$23.9B$19.3B$13.6B$10.6B
Jun 2026$81.6B$41.5B$22.2B$16.1B$9.9B
Sep 2026$96.2B$54.2B$29.6B$16.5B—

Revenue growth, by reported quarter

  • NVIDIA Corporation 106%
  • Micron Technology, Inc. 379%
  • Broadcom Inc. 86%
  • Intel Corporation 21%
  • QUALCOMM Incorporated −4.0%
Revenue growth, by reported quarter
QuarterNVIDIA CorporationMicron Technology, Inc.Broadcom Inc.Intel CorporationQUALCOMM Incorporated
Dec 2021—————
Mar 2022—————
Jun 2022———−6.5%36%
Sep 20223.0%−20%25%−20%—
Dec 2022−17%−47%21%−25%−12%
Mar 2023−21%−53%16%—−17%
Jun 2023−13%−57%7.8%−36%−23%
Sep 2023101%−40%4.9%−15%—
Dec 2023206%16%4.1%0.4%5.0%
Mar 2024265%58%34%—1.2%
Jun 2024262%82%43%9.5%11%
Sep 2024122%93%47%2.6%19%
Dec 202494%84%51%−7.4%17%
Mar 202578%38%25%−0.5%17%
Jun 202569%37%20%0.2%10%
Sep 202556%46%22%2.8%10%
Dec 202562%57%28%−4.1%5.0%
Mar 202673%196%29%7.2%−3.5%
Jun 202685%346%48%25%−4.0%
Sep 2026106%379%86%21%—

25 of 27 companies report revenue, 23 of 27 revenue growth. On every company-comparison chart on this page the five leaders are drawn, level and change on separate charts, and a missing report breaks the line rather than being invented. The revenue growth chart is drawn inside its usual range; a quarter far outside it (often a first quarter after listing or a near-zero base) is marked with an arrow at the edge, with its exact value in the hover card and the table.

Revenue · largest

Revenue growth · fastest growers

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Revenue, every company
CompanyRevenueRevenue growthReported
NVIDIA Corporation NVDA$96.2B106%Sep 2026
Micron Technology, Inc. MU$54.2B379%Sep 2026
Broadcom Inc. AVGO$29.6B86%Sep 2026
Intel Corporation INTC$16.5B21%Sep 2026
Advanced Micro Devices, Inc. AMD$11.5B50%Jun 2026
QUALCOMM Incorporated QCOM$9.9B−4.0%Jun 2026
Texas Instruments Incorporated TXN$6.1B28%Sep 2026
Analog Devices, Inc. ADI$4.0B40%Sep 2026
NXP Semiconductors N.V. NXPI$3.5B19%Jun 2026
STMicroelectronics N.V. STM$3.5B26%Jun 2026
Marvell Technology, Inc. MRVL$2.7B37%Sep 2026
GLOBALFOUNDRIES Inc. GFS$1.8B5.8%Jun 2026
ON Semiconductor Corporation ON$1.6B9.2%Sep 2026
Microchip Technology Incorporated MCHP$1.5B38%Jun 2026
Arm Holdings plc ARM$1.3B22%Jun 2026
Monolithic Power Systems, Inc. MPWR$981M48%Jun 2026
Skyworks Solutions, Inc. SWKS$935M−2.2%Sep 2026
Qorvo, Inc. QRVO$785M−4.2%Jun 2026
Credo Technology Group Holding Ltd CRDO$479M115%Sep 2026
Tower Semiconductor Ltd. TSEM$460M24%Jun 2026
Astera Labs, Inc. ALAB$392M104%Jun 2026
MACOM Technology Solutions Holdings, Inc. MTSI$342M36%Sep 2026
Semtech Corporation SMTC$342M33%Sep 2026
Silicon Laboratories Inc. SLAB$228M18%Sep 2026
Rambus Inc. RMBS$207M20%Jun 2026
Lattice Semiconductor Corporation LSCC$201M51%Sep 2026
SiTime Corporation SITM$157M128%Jun 2026

Revenue shows both size and speed. A large company can absorb shocks and pay for wide distribution; faster growth can mean market-share gains, new capacity or stronger demand. The best sign is usually growth that lasts without hurting margins and returns.

What to watch

Watch the next two reported quarters for growth persistence, margin conversion and whether the leader is gaining share without stretching working capital.

Which Semiconductors companies keep the most from each $100 of sales?

Micron Technology, Inc. has the highest OPM among the 27 Semiconductors companies compared here, at 80.7%. NVIDIA Corporation is next at 66.2%. The same company also has the highest Margin change, at +48.4 percentage points. 27 of 27 companies report a comparable reading, the latest through Sep 2026. Its OPM series carries 20 reported observations across the 20-quarter window.

What the numbers say: Micron Technology, Inc. leads both opm at 80.7% and margin change at +48.4 percentage points.

Micron Technology, Inc. · 80.7%Leader
21.9% versus #2 · NVIDIA CorporationGap
8/8 recent comparable periodsPersistence
27/27 companies · 505 observationsCoverage

What this means: Micron Technology, Inc. sets the level to compare against; the company improving fastest needs another report to confirm the change.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

Operating margin · company comparison

OPM, by reported quarter

  • Micron Technology, Inc. 81%
  • NVIDIA Corporation 66%
  • Broadcom Inc. 54%
  • Texas Instruments Incorporated 48%
  • Analog Devices, Inc. 40%
OPM, by reported quarter
QuarterMicron Technology, Inc.NVIDIA CorporationBroadcom Inc.Texas Instruments IncorporatedAnalog Devices, Inc.
Dec 202135%38%35%52%22%
Mar 202233%39%41%54%26%
Jun 202235%39%42%53%33%
Sep 202223%7.4%44%52%33%
Dec 2022−4.8%10%45%48%35%
Mar 2023−60%21%46%44%35%
Jun 2023−44%30%46%43%35%
Sep 202311%50%46%42%31%
Dec 2023−24%58%46%40%27%
Mar 20243.3%62%23%32%24%
Jun 202411%65%27%33%18%
Sep 202420%62%32%37%22%
Dec 202425%62%39%35%23%
Mar 202522%61%43%33%23%
Jun 202523%49%40%35%26%
Sep 202532%61%38%37%29%
Dec 202545%63%44%34%31%
Mar 202668%65%45%38%33%
Jun 202680%66%49%43%38%
Sep 202681%66%54%48%40%

Margin change, by reported quarter

  • Micron Technology, Inc. +48.4 pp
  • NVIDIA Corporation +5.4 pp
  • Broadcom Inc. +16.1 pp
  • Texas Instruments Incorporated +10.8 pp
  • Analog Devices, Inc. +10.9 pp
Margin change, by reported quarter
QuarterMicron Technology, Inc.NVIDIA CorporationBroadcom Inc.Texas Instruments IncorporatedAnalog Devices, Inc.
Dec 2021—————
Mar 2022—————
Jun 2022———+4.8 pp—
Sep 2022−13.1 pp−30.2 pp+12.4 pp+2.7 pp−1.5 pp
Dec 2022−39.6 pp−27.5 pp+9.6 pp−4.1 pp+12.5 pp
Mar 2023−92.8 pp−18.1 pp+5.6 pp−9.4 pp+8.9 pp
Jun 2023−78.7 pp−9.1 pp+3.9 pp−9.7 pp+2.8 pp
Sep 2023−11.2 pp+42.9 pp+1.6 pp−10.6 pp−2.2 pp
Dec 2023−19.1 pp+47.4 pp+1.0 pp−7.6 pp−7.3 pp
Mar 2024+63.3 pp+40.8 pp−22.8 pp−12.4 pp−10.8 pp
Jun 2024+54.6 pp+35.1 pp−19.5 pp−10.9 pp−17.1 pp
Sep 2024+8.3 pp+11.8 pp−14.1 pp−4.3 pp−9.2 pp
Dec 2024+48.9 pp+4.8 pp−6.4 pp−5.0 pp−4.3 pp
Mar 2025+18.7 pp−0.5 pp+19.8 pp+0.8 pp−1.1 pp
Jun 2025+12.7 pp−15.8 pp+13.7 pp+2.5 pp+7.5 pp
Sep 2025+12.6 pp−1.3 pp+6.5 pp−0.6 pp+6.8 pp
Dec 2025+20.0 pp+0.9 pp+4.3 pp−0.9 pp+7.4 pp
Mar 2026+45.6 pp+3.9 pp+1.7 pp+5.3 pp+10.2 pp
Jun 2026+57.1 pp+16.5 pp+8.8 pp+7.6 pp+12.4 pp
Sep 2026+48.4 pp+5.4 pp+16.1 pp+10.8 pp+10.9 pp

27 of 27 companies report OPM, 27 of 27 margin change.

OPM · highest

Margin change · fastest expanders

All-company data · latest reported quarter

Operating margin, every company
CompanyOPMMargin changeReported
Micron Technology, Inc. MU81%+48.4 ppSep 2026
NVIDIA Corporation NVDA66%+5.4 ppSep 2026
Broadcom Inc. AVGO54%+16.1 ppSep 2026
Texas Instruments Incorporated TXN48%+10.8 ppSep 2026
Analog Devices, Inc. ADI40%+10.9 ppSep 2026
Rambus Inc. RMBS37%+0.1 ppJun 2026
Monolithic Power Systems, Inc. MPWR31%+6.2 ppJun 2026
NXP Semiconductors N.V. NXPI30%+4.6 ppJun 2026
Credo Technology Group Holding Ltd CRDO25%−2.0 ppSep 2026
Microchip Technology Incorporated MCHP24%+19.0 ppJun 2026
MACOM Technology Solutions Holdings, Inc. MTSI23%+7.8 ppSep 2026
Astera Labs, Inc. ALAB23%+2.0 ppJun 2026
Tower Semiconductor Ltd. TSEM20%+8.9 ppJun 2026
ON Semiconductor Corporation ON20%+3.0 ppSep 2026
QUALCOMM Incorporated QCOM19%−9.0 ppJun 2026
Advanced Micro Devices, Inc. AMD17%+19.0 ppJun 2026
Marvell Technology, Inc. MRVL17%+1.8 ppSep 2026
Semtech Corporation SMTC16%+5.6 ppSep 2026
Qorvo, Inc. QRVO16%+11.6 ppJun 2026
Intel Corporation INTC16%+9.3 ppSep 2026
Lattice Semiconductor Corporation LSCC13%+13.8 ppSep 2026
SiTime Corporation SITM11%+43.3 ppJun 2026
GLOBALFOUNDRIES Inc. GFS9.7%−1.9 ppJun 2026
Skyworks Solutions, Inc. SWKS8.8%−3.9 ppSep 2026
Arm Holdings plc ARM7.6%−3.2 ppJun 2026
STMicroelectronics N.V. STM6.9%+5.5 ppJun 2026
Silicon Laboratories Inc. SLAB−4.7%+7.2 ppSep 2026

What to watch

Watch whether the next two comparable periods confirm the current margin change rather than reversing it.

Which Semiconductors companies earn the most profit?

NVIDIA Corporation has the highest Net profit among the 27 Semiconductors companies compared here, at $192,879 million. Micron Technology, Inc. is next at $84,969 million. Analog Devices, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: NVIDIA Corporation earns the most, $192,879 million of profit over the last 12 months, 127% above Micron Technology, Inc. Analog Devices, Inc. shows at least 100% on the scoring scale (111.2% in full) growth from a profit base of $4,135 million. A fast rate from a small base matters less than a large profit that keeps coming.

NVIDIA Corporation · $192,879 millionLeader
127% versus #2 · Micron Technology, Inc.Gap
8/8 recent comparable periodsPersistence
25/27 companies · 505 observationsCoverage

What this means: NVIDIA Corporation sets the level to compare against; the company improving fastest needs another report to confirm the change.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profit · company comparison

Net profit, by reported quarter

  • NVIDIA Corporation $59.7B
  • Micron Technology, Inc. $37.7B
  • Broadcom Inc. $13.1B
  • QUALCOMM Incorporated $2.0B
  • Texas Instruments Incorporated $2.4B
Net profit, by reported quarter
QuarterNVIDIA CorporationMicron Technology, Inc.Broadcom Inc.QUALCOMM IncorporatedTexas Instruments Incorporated
Dec 2021$2.5B$2.3B$2.0B$3.4B$2.1B
Mar 2022$3.0B$2.3B$2.5B$2.9B$2.2B
Jun 2022$1.6B$2.6B$2.6B$3.7B$2.3B
Sep 2022$656M$1.5B$3.1B—$2.3B
Dec 2022$680M−$195M$3.4B$2.2B$2.0B
Mar 2023$1.4B−$2.3B$3.8B$1.7B$1.7B
Jun 2023$2.0B−$1.9B$3.5B$1.8B$1.7B
Sep 2023$6.2B−$1.4B$3.3B$1.5B$1.7B
Dec 2023$9.2B−$1.2B$3.5B$2.8B$1.4B
Mar 2024$12.3B$793M$1.3B$2.3B$1.1B
Jun 2024$14.9B$332M$2.1B$2.1B$1.1B
Sep 2024$16.6B$887M−$1.9B$2.9B$1.4B
Dec 2024$19.3B$1.9B$4.3B$3.2B$1.2B
Mar 2025$22.1B$1.6B$5.5B$2.8B$1.2B
Jun 2025$18.8B$1.9B$5.0B$2.7B$1.3B
Sep 2025$26.4B$3.2B$4.1B−$3.1B$1.4B
Dec 2025$31.9B$5.2B$8.5B$3.0B$1.2B
Mar 2026$43.0B$13.8B$7.3B$7.4B$1.5B
Jun 2026$58.3B$28.2B$9.3B$2.0B$2.0B
Sep 2026$59.7B$37.7B$13.1B—$2.4B

Profit growth, by reported quarter

  • NVIDIA Corporation 126%
  • Micron Technology, Inc. 1,078%
  • Broadcom Inc. 216%
  • QUALCOMM Incorporated −25%
  • Texas Instruments Incorporated 78%
Profit growth, by reported quarter
QuarterNVIDIA CorporationMicron Technology, Inc.Broadcom Inc.QUALCOMM IncorporatedTexas Instruments Incorporated
Dec 2021—————
Mar 2022—————
Jun 2022———84%18%
Sep 2022−72%−45%64%—18%
Dec 2022−72%−108%69%−34%−8.3%
Mar 2023−53%−202%53%−42%−22%
Jun 202326%−172%34%−52%−25%
Sep 2023843%−196%7.5%—−26%
Dec 20231,259%—4.9%24%−30%
Mar 2024769%—−65%37%−35%
Jun 2024628%—−39%18%−35%
Sep 2024168%—−157%96%−20%
Dec 2024109%—23%15%−12%
Mar 202580%100%315%21%6.6%
Jun 202526%468%134%25%15%
Sep 202559%261%—−207%0.1%
Dec 202565%180%97%−5.5%−3.6%
Mar 202694%771%34%162%31%
Jun 2026211%1,398%88%−25%53%
Sep 2026126%1,078%216%—78%

25 of 27 companies report net profit, 16 of 27 profit growth. The profit growth chart is drawn inside its usual range; a quarter far outside it (often a first quarter after listing or a near-zero base) is marked with an arrow at the edge, with its exact value in the hover card and the table.

Net profit · largest

Profit growth · fastest growers

All-company data · latest reported quarter

Net profit, every company
CompanyNet profitProfit growthReported
NVIDIA Corporation NVDA$59.7B126%Sep 2026
Micron Technology, Inc. MU$37.7B1,078%Sep 2026
Broadcom Inc. AVGO$13.1B216%Sep 2026
Intel Corporation INTC$3.3B−18%Sep 2026
Texas Instruments Incorporated TXN$2.4B78%Sep 2026
Advanced Micro Devices, Inc. AMD$2.3B163%Jun 2026
QUALCOMM Incorporated QCOM$2.0B−25%Jun 2026
Analog Devices, Inc. ADI$1.3B158%Sep 2026
NXP Semiconductors N.V. NXPI$767M72%Jun 2026
Marvell Technology, Inc. MRVL$308M58%Sep 2026
Arm Holdings plc ARM$270M108%Jun 2026
Monolithic Power Systems, Inc. MPWR$257M90%Jun 2026
Microchip Technology Incorporated MCHP$230M−46%Jun 2026
ON Semiconductor Corporation ON$227M34%Sep 2026
STMicroelectronics N.V. STM$222M−34%Jun 2026
GLOBALFOUNDRIES Inc. GFS$166M−27%Jun 2026
Semtech Corporation SMTC$160M42%Sep 2026
Astera Labs, Inc. ALAB$153M200%Jun 2026
Credo Technology Group Holding Ltd CRDO$129M105%Sep 2026
MACOM Technology Solutions Holdings, Inc. MTSI$101M173%Sep 2026
Tower Semiconductor Ltd. TSEM$91M94%Jun 2026
Qorvo, Inc. QRVO$86M231%Jun 2026
Rambus Inc. RMBS$68M17%Jun 2026
Skyworks Solutions, Inc. SWKS$34M−66%Sep 2026
Lattice Semiconductor Corporation LSCC$19M533%Sep 2026
SiTime Corporation SITM$18M−400%Jun 2026
Silicon Laboratories Inc. SLAB−$11M−364%Sep 2026

What to watch

Watch whether the next two comparable periods confirm the current profit growth rather than reversing it.

Which Semiconductors companies earn the best return on capital?

NVIDIA Corporation has the highest ROCE among the 27 Semiconductors companies compared here, at 71.3%. Micron Technology, Inc. is next at 59%. Micron Technology, Inc. has the highest ROCE change at +45.3 percentage points, so level and change sit with different companies. 27 of 27 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: NVIDIA Corporation leads ROCE at 71.3%, 12.3 percentage points above Micron Technology, Inc. A high return reported once may be one good year; a high return reported year after year shows a lasting business.

NVIDIA Corporation · 71.3%Leader
20.8% versus #2 · Micron Technology, Inc.Gap
3/8 recent comparable periodsPersistence
27/27 companies · 497 observationsCoverage

What this means: NVIDIA Corporation sets the level to compare against; the company improving fastest needs another report to confirm the change.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

Return on capital · company comparison

ROCE, by reported quarter

  • NVIDIA Corporation 71%
  • Micron Technology, Inc. 59%
  • Broadcom Inc. 26%
  • Texas Instruments Incorporated 25%
  • QUALCOMM Incorporated 23%
ROCE, by reported quarter
QuarterNVIDIA CorporationMicron Technology, Inc.Broadcom Inc.Texas Instruments IncorporatedQUALCOMM Incorporated
Dec 202123%16%13%40%36%
Mar 202225%18%15%42%42%
Jun 202229%19%17%46%40%
Sep 202226%17%20%46%—
Dec 202222%11%22%43%25%
Mar 202316%3.4%23%37%20%
Jun 202312%−4.2%25%31%16%
Sep 202328%−6.1%25%28%22%
Dec 202346%−7.8%25%26%22%
Mar 202460%−3.6%9.6%21%21%
Jun 202477%0.4%9.3%19%23%
Sep 202484%2.2%9.8%18%23%
Dec 202489%7.4%11%17%24%
Mar 202587%9.5%14%18%25%
Jun 202587%11%15%18%26%
Sep 202582%14%16%19%30%
Dec 202582%19%17%20%28%
Mar 202675%32%19%21%24%
Jun 202675%52%21%23%23%
Sep 202671%59%26%25%—

ROCE change, by reported quarter

  • NVIDIA Corporation −11.1 pp
  • Micron Technology, Inc. +45.3 pp
  • Broadcom Inc. +9.8 pp
  • Texas Instruments Incorporated +6.3 pp
  • QUALCOMM Incorporated −3.1 pp
ROCE change, by reported quarter
QuarterNVIDIA CorporationMicron Technology, Inc.Broadcom Inc.Texas Instruments IncorporatedQUALCOMM Incorporated
Dec 2021—————
Mar 2022—————
Jun 2022—————
Sep 2022—————
Dec 2022−1.5 pp−4.4 pp+9.1 pp+2.4 pp−11.8 pp
Mar 2023−9.1 pp−15.0 pp+8.5 pp−5.6 pp−21.1 pp
Jun 2023−16.4 pp−23.4 pp+7.3 pp−14.5 pp−23.5 pp
Sep 2023+1.4 pp−22.7 pp+5.3 pp−18.1 pp—
Dec 2023+24.1 pp−19.0 pp+3.5 pp−17.2 pp−2.9 pp
Mar 2024+43.7 pp−7.0 pp−13.7 pp−15.5 pp+0.9 pp
Jun 2024+65.1 pp+4.6 pp−15.4 pp−12.6 pp+6.4 pp
Sep 2024+56.1 pp+8.3 pp−15.4 pp−10.0 pp+1.1 pp
Dec 2024+43.5 pp+15.2 pp−14.5 pp−8.7 pp+1.9 pp
Mar 2025+27.3 pp+13.1 pp+3.9 pp−3.6 pp+3.8 pp
Jun 2025+10.1 pp+10.8 pp+6.1 pp−0.8 pp+2.9 pp
Sep 2025−1.2 pp+11.5 pp+6.4 pp+1.3 pp+7.5 pp
Dec 2025−7.8 pp+11.2 pp+6.7 pp+2.7 pp+4.6 pp
Mar 2026−12.4 pp+22.7 pp+5.2 pp+3.6 pp−1.1 pp
Jun 2026−12.0 pp+40.5 pp+5.5 pp+4.7 pp−3.1 pp
Sep 2026−11.1 pp+45.3 pp+9.8 pp+6.3 pp—

27 of 27 companies report ROCE, 27 of 27 ROCE change.

ROCE · highest

ROCE change · fastest improvers

All-company data · latest reported quarter

Return on capital, every company
CompanyROCEROCE changeReported
NVIDIA Corporation NVDA71%−11.1 ppSep 2026
Micron Technology, Inc. MU59%+45.3 ppSep 2026
Broadcom Inc. AVGO26%+9.8 ppSep 2026
Texas Instruments Incorporated TXN25%+6.3 ppSep 2026
QUALCOMM Incorporated QCOM23%−3.1 ppJun 2026
Monolithic Power Systems, Inc. MPWR22%+4.0 ppJun 2026
Rambus Inc. RMBS18%+1.3 ppJun 2026
Credo Technology Group Holding Ltd CRDO18%+3.8 ppSep 2026
NXP Semiconductors N.V. NXPI16%+0.6 ppJun 2026
Astera Labs, Inc. ALAB16%+11.9 ppJun 2026
MACOM Technology Solutions Holdings, Inc. MTSI13%+6.0 ppSep 2026
Qorvo, Inc. QRVO12%+4.8 ppJun 2026
Semtech Corporation SMTC12%+2.1 ppSep 2026
Analog Devices, Inc. ADI12%+5.8 ppSep 2026
ON Semiconductor Corporation ON10%+0.8 ppSep 2026
Advanced Micro Devices, Inc. AMD9.0%+5.2 ppJun 2026
Arm Holdings plc ARM8.9%−0.2 ppJun 2026
Tower Semiconductor Ltd. TSEM8.2%+2.2 ppJun 2026
Lattice Semiconductor Corporation LSCC6.7%+3.6 ppSep 2026
Skyworks Solutions, Inc. SWKS6.4%−2.3 ppSep 2026
Marvell Technology, Inc. MRVL6.3%+1.9 ppSep 2026
Microchip Technology Incorporated MCHP6.3%+4.8 ppJun 2026
GLOBALFOUNDRIES Inc. GFS5.5%+0.2 ppJun 2026
STMicroelectronics N.V. STM3.7%+0.1 ppJun 2026
Intel Corporation INTC3.2%+2.6 ppSep 2026
SiTime Corporation SITM0.0%+8.1 ppJun 2026
Silicon Laboratories Inc. SLAB−3.8%+6.5 ppSep 2026

What to watch

Watch whether the next two comparable periods confirm the current roce change rather than reversing it.

How are Semiconductors stocks valued against growth and quality?

QUALCOMM Incorporated has the lowest PEG among the 27 Semiconductors companies compared here, at 0.44×. NXP Semiconductors N.V. is next at 0.59×. Intel Corporation has the lowest P/E at −53.7×, so level and change sit with different companies. 12 of 27 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: QUALCOMM Incorporated has the lowest comparable PEG at 0.44×, 25.4% below NXP Semiconductors N.V. That would need today's multiple, the company's own history and steady growth to agree.

QUALCOMM Incorporated · 0.44×Leader
25.4% versus #2 · NXP Semiconductors N.V.Gap
0/8 recent comparable periodsPersistence
12/27 companies · 35 observationsCoverage

What this means: A low valuation is a reason to look closer at the business, not a conclusion on its own.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is worked out the same way every time, as the P/E on the last 12 months of reported earnings divided by that growth rate, never on expected earnings. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

Valuation · company comparison

PEG, by reported quarter

  • QUALCOMM Incorporated 0.4
  • NXP Semiconductors N.V. 0.6
  • NVIDIA Corporation 0.8
  • Texas Instruments Incorporated 0.9
  • Microchip Technology Incorporated 1.3
PEG, by reported quarter
QuarterQUALCOMM IncorporatedNXP Semiconductors N.V.NVIDIA CorporationTexas Instruments IncorporatedMicrochip Technology Incorporated
Dec 2021—————
Mar 2022—————
Jun 2022—————
Sep 2022—————
Dec 2022—————
Mar 2023—————
Jun 2023————0.4
Sep 2023——3.1—0.4
Dec 2023————1.3
Mar 2024—————
Jun 2024—————
Sep 20240.5————
Dec 20240.5————
Mar 20250.5————
Jun 20250.4————
Sep 2025—————
Dec 2025——0.8——
Mar 2026—1.3—3.1—
Jun 2026—0.6—2.2—
Sep 2026———0.9—

P/E, by reported quarter

  • QUALCOMM Incorporated 21.6×
  • NXP Semiconductors N.V. 23.5×
  • NVIDIA Corporation 26.0×
  • Texas Instruments Incorporated 36.2×
  • Microchip Technology Incorporated 134.6×
P/E, by reported quarter
QuarterQUALCOMM IncorporatedNXP Semiconductors N.V.NVIDIA CorporationTexas Instruments IncorporatedMicrochip Technology Incorporated
Dec 202120.5×32.4×77.8×22.5×50.1×
Mar 202216.0×—58.6×20.7×32.5×
Jun 202211.0×22.0×49.1×16.6×20.9×
Sep 2022—15.7×58.8×15.9×18.3×
Dec 202214.0×14.5×57.8×17.2×18.7×
Mar 202318.1×—114.7×20.5×20.5×
Jun 202322.0×17.6×142.8×21.4×20.4×
Sep 202316.6×19.2×112.0×20.4×16.9×
Dec 202320.6×18.3×53.0×23.9×20.7×
Mar 202422.7×22.5×50.7×27.0×25.4×
Jun 202427.2×24.7×50.7×33.5×35.9×
Sep 202418.7×23.0×52.4×38.2×55.1×
Dec 202416.6×21.1×55.1×35.8×—
Mar 202515.3×20.4×47.9×33.7×—
Jun 202514.9×25.5×35.3×37.6×—
Sep 2025—27.7×48.9×33.3×−142.7×
Dec 202534.6×27.0×45.6×31.7×−223.0×
Mar 202613.7×18.3×38.0×33.1×294.3×
Jun 202621.6×23.5×31.7×45.1×134.6×
Sep 2026——26.0×36.2×—

12 of 27 companies report PEG, 27 of 27 P/E.

PEG · lowest PEG

P/E · lowest P/E

All-company data · latest reported quarter

Valuation, every company
CompanyPEGP/EReported
Arm Holdings plc ARM7.7362.8×Jun 2026
Broadcom Inc. AVGO5.148.4×Sep 2026
Rambus Inc. RMBS4.159.9×Jun 2026
Monolithic Power Systems, Inc. MPWR3.584.4×Jun 2026
Tower Semiconductor Ltd. TSEM2.2101.5×Jun 2026
ON Semiconductor Corporation ON2.156.3×Sep 2026
Analog Devices, Inc. ADI1.343.3×Sep 2026
Microchip Technology Incorporated MCHP1.3134.6×Jun 2026
Texas Instruments Incorporated TXN0.936.2×Sep 2026
NVIDIA Corporation NVDA0.826.0×Sep 2026
NXP Semiconductors N.V. NXPI0.623.5×Jun 2026
QUALCOMM Incorporated QCOM0.421.6×Jun 2026
Micron Technology, Inc. MU—12.7×Sep 2026
Advanced Micro Devices, Inc. AMD—132.2×Jun 2026
Intel Corporation INTC—−53.7×Sep 2026
Marvell Technology, Inc. MRVL—62.2×Sep 2026
STMicroelectronics N.V. STM—136.1×Jun 2026
Astera Labs, Inc. ALAB—224.1×Jun 2026
Credo Technology Group Holding Ltd CRDO—71.7×Sep 2026
GLOBALFOUNDRIES Inc. GFS—63.2×Jun 2026
MACOM Technology Solutions Holdings, Inc. MTSI—102.1×Sep 2026
Lattice Semiconductor Corporation LSCC—515.0×Sep 2026
Skyworks Solutions, Inc. SWKS—32.4×Sep 2026
SiTime Corporation SITM—1,396.6×Jun 2026
Semtech Corporation SMTC—76.2×Sep 2026
Qorvo, Inc. QRVO—20.8×Jun 2026
Silicon Laboratories Inc. SLAB—72.8×Sep 2026

What to watch

Watch whether the next two comparable periods confirm the current p/e rather than reversing it.

What can make this comparison misleading?

This Semiconductors comparison names 4 specific ways its own evidence can mislead, all listed below. All 27 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still come from a very small starting figure.

Keep these limits visible

  • A high growth rate can come from a very small starting figure. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary, or look high because the capital base is small. It is best read beside margin, cash flow and how much is spent back on the business.
  • The 4-Factor Sector Score ranks published data only. Management quality, upcoming events and risks are not part of it.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

How was this comparison built?

This comparison is built from the reported filings of 27 Semiconductors companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Sep 2026 and market data through 4 November 2026.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 4 November 2026 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and old evidence lowers confidence and pulls the 0 to 100 score toward the middle.

What else do people ask about Semiconductors stocks?

These 22 answers restate the Semiconductors comparison above in question form. Every one is computed from the same 27 companies and the same reported filings as the rankings and charts, current through Sep 2026. Price and relative-strength answers run through 4 November 2026. Nothing here is estimated, and none of it is a recommendation.

Is the Semiconductors sector outperforming S&P 500?

Semiconductors has done better than the S&P 500 by 40.7% over 52 weeks, but is 14.2% behind over the last 13 weeks.

7 of 27 companies we track are beating the S&P 500 on relative strength (how a share price has done against the index over recent months) (1 has no relative-strength reading yet), and 7 of the 26 with a long enough price history are ahead of the industry itself.

Which Semiconductors company is largest by revenue?

NVIDIA Corporation leads with revenue of $302,969 million, based on 25 of 27 comparable companies through Sep 2026.

Which Semiconductors company is growing fastest?

Credo Technology Group Holding Ltd has the fastest current revenue growth at 100%, across 23 of 27 comparable companies.

Which Semiconductors company has the strongest 4-Factor Sector Score?

Texas Instruments Incorporated ranks first at 79.2 out of 100, with 85.3% of the evidence available. The score ranks published data; it is not a recommendation.

Which Semiconductors company has the lowest comparable PEG?

QUALCOMM Incorporated has the lowest comparable PEG at 0.44, among 12 of 27 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Semiconductors comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four parts add up directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or old evidence moves only that part toward the middle.

Which Semiconductors company is the biggest?

NVIDIA Corporation is the largest, with revenue of $302,969 million over the last 12 months, ahead of Micron Technology, Inc. at $133,188 million. That covers 25 of 27 companies with comparable reporting through Sep 2026.

Which Semiconductors company has the best profit margins?

Micron Technology, Inc. has the highest operating margin at 80.7%, from 27 of 27 comparable companies. Micron Technology, Inc. shows the biggest improvement (+48.4 percentage points; the chart above shows the starting level).

A high margin matters most when it is steady or rising, not when it is at a peak.

Which Semiconductors company makes the most profit?

NVIDIA Corporation earns the most, at $192,879 million of net profit over the last 12 months, from 25 of 27 comparable companies.

Analog Devices, Inc. has the fastest profit growth at the 100% cap of the scoring scale, though growth off a small or recovering profit base overstates how much has actually changed.

Which Semiconductors company earns the highest return on capital?

NVIDIA Corporation leads on return on capital employed at 71.3%, across 27 of 27 companies. A high return that repeats for years shows a lasting business, while a single high reading can come from a small capital base or one good year.

Which Semiconductors stock has the lowest PEG ratio?

On PEG (where a lower number means a lower price for what the company earns), QUALCOMM Incorporated has the lowest at 0.44×. Only 12 of 27 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a ranking of the whole industry.

A low multiple is a reason to look closer at the business, not a conclusion on its own.

Is the Semiconductors sector beating the market?

Semiconductors has done better than the S&P 500 by 40.7% over the last 52 weeks, but is 14.2% behind over the last 13 weeks, measured on an equal-weight index of its current members.

Inside the sector, 7 of the 27 companies we track are beating the market on their own (1 has no relative-strength reading yet). Sector strength does not transfer evenly to every stock in it.

Which Semiconductors stock has the strongest price momentum?

Advanced Micro Devices, Inc. has the strongest relative strength against the S&P 500, meaning its share price has done best against the index. A price can move well before the business results back it up, and sometimes without them.

Which Semiconductors company has the highest 4-Factor score?

Texas Instruments Incorporated scores 79.2 out of 100, with 85.3% of the evidence available, from 25.4 points on growth and earnings, 20.6 on capital efficiency, 14.1 on valuation and 19.1 on relative strength. It ranks published data only; management quality, upcoming events and risks are not part of the score.

How many Semiconductors companies does this comparison cover, and over what period?

This comparison covers 27 listed companies over up to 20 reported quarters of fundamentals, ending Sep 2026, plus weekly price and relative-strength history. Membership is the full sector list, nothing is dropped for having thin data.

What is the total market cap of the Semiconductors sector?

The 27 Semiconductors companies on this page carry $9,846,354 million of combined market value. NVIDIA Corporation is the largest at $4,835,195 million, about 49% of the sector's total on its own. Market value moves with price, so this reading is dated 4 November 2026.

What is the Semiconductors sector's P/E ratio?

The median price-to-earnings ratio across the 27 Semiconductors companies on this page is 71.7×, measured on the 26 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past.

Figures are as of 4 November 2026.

How is the Semiconductors sector performing?

7 of the 27 Semiconductors companies we track are doing better than the S&P 500 on relative strength (how a share price has done against the index over recent months) (1 has no relative-strength reading yet).

The sector itself is 40.7% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members.

How many Semiconductors stocks are listed in the US?

This comparison covers 27 listed Semiconductors companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Sep 2026. Membership is the full industry list, nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing figures are never estimated, copied forward or swapped for a similar-looking line, and a company with missing evidence has its score pulled toward the middle rather than scored as bad.

Is this advice?

No, every figure here is worked out by code from company filings and market data, for research. It does not account for your situation and is not a substitute for advice from a registered adviser.

More lists

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Every US industry against its index · What changed this week · Plain-text data
Sector Alpha, written by code from the published numbers · Fundamentals through Sep 2026 · Prices through 4 November 2026. Every ranking is worked out by code from reported figures. Missing values stay missing.

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