Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Semiconductors Stocks

Semiconductors: NVIDIA Corporation owns the largest revenue base; Astera Labs, Inc. has the fastest current growth.

01 · the industry itself · before any single company

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 most recent two of them this industry is 163% ahead of S&P 500. Earnings across its companies fell 9% on average over the last four reported quarters.

FADING · −31 in 4w✓Price up, without the fundamentals confirming13 of 57 companies ahead of S&P 500 by 5% or more over three months

RS — · 48/57 >200d (−4) · 13/57 lead (−31) · EPS 38/57↑

20050020262025202420232022 639348 TRAILING 12-MONTH EPS · 100 AT THE START0100120Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 22 reportingJun 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 35 reportingSep 2022 · trailing 12-month earnings per share at 114, against 100 at the start · no comparable year yet · 38 reportingDec 2022 · trailing 12-month earnings per share at 120, against 100 at the start · down 59.7% on a year ago · 42 reportingMar 2023 · trailing 12-month earnings per share at 103, against 100 at the start · up 2.4% on a year ago · 29 reportingJun 2023 · trailing 12-month earnings per share at 95, against 100 at the start · down 9.0% on a year ago · 35 reportingSep 2023 · trailing 12-month earnings per share at 75, against 100 at the start · down 18.4% on a year ago · 43 reportingDec 2023 · trailing 12-month earnings per share at 71, against 100 at the start · down 32.0% on a year ago · 37 reportingMar 2024 · trailing 12-month earnings per share at 69, against 100 at the start · down 23.8% on a year ago · 36 reportingJun 2024 · trailing 12-month earnings per share at 61, against 100 at the start · down 26.9% on a year ago · 36 reportingSep 2024 · trailing 12-month earnings per share at 46, against 100 at the start · down 27.7% on a year ago · 36 reportingDec 2024 · trailing 12-month earnings per share at 42, against 100 at the start · down 30.5% on a year ago · 35 reportingMar 2025 · trailing 12-month earnings per share at 46, against 100 at the start · down 35.3% on a year ago · 35 reportingJun 2025 · trailing 12-month earnings per share at 30, against 100 at the start · down 22.7% on a year ago · 36 reportingSep 2025 · trailing 12-month earnings per share at 25, against 100 at the start · down 17.8% on a year ago · 35 reportingDec 2025 · trailing 12-month earnings per share at 31, against 100 at the start · down 8.6% on a year ago · 36 reportingMar 2026 · trailing 12-month earnings per share at 53, against 100 at the start · up 13.8% on a year ago · 34 reportingNot reported yet — earnings trail price by a quarter or two53 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20050020262025202420232022 639348 TRAILING 12-MONTH EPS · 100 AT THE START0100120Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 22 reportingJun 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 35 reportingSep 2022 · trailing 12-month earnings per share at 114, against 100 at the start · no comparable year yet · 38 reportingDec 2022 · trailing 12-month earnings per share at 120, against 100 at the start · down 59.7% on a year ago · 42 reportingMar 2023 · trailing 12-month earnings per share at 103, against 100 at the start · up 2.4% on a year ago · 29 reportingJun 2023 · trailing 12-month earnings per share at 95, against 100 at the start · down 9.0% on a year ago · 35 reportingSep 2023 · trailing 12-month earnings per share at 75, against 100 at the start · down 18.4% on a year ago · 43 reportingDec 2023 · trailing 12-month earnings per share at 71, against 100 at the start · down 32.0% on a year ago · 37 reportingMar 2024 · trailing 12-month earnings per share at 69, against 100 at the start · down 23.8% on a year ago · 36 reportingJun 2024 · trailing 12-month earnings per share at 61, against 100 at the start · down 26.9% on a year ago · 36 reportingSep 2024 · trailing 12-month earnings per share at 46, against 100 at the start · down 27.7% on a year ago · 36 reportingDec 2024 · trailing 12-month earnings per share at 42, against 100 at the start · down 30.5% on a year ago · 35 reportingMar 2025 · trailing 12-month earnings per share at 46, against 100 at the start · down 35.3% on a year ago · 35 reportingJun 2025 · trailing 12-month earnings per share at 30, against 100 at the start · down 22.7% on a year ago · 36 reportingSep 2025 · trailing 12-month earnings per share at 25, against 100 at the start · down 17.8% on a year ago · 35 reportingDec 2025 · trailing 12-month earnings per share at 31, against 100 at the start · down 8.6% on a year ago · 36 reportingMar 2026 · trailing 12-month earnings per share at 53, against 100 at the start · up 13.8% on a year ago · 34 reportingNot reported yet — earnings trail price by a quarter or two53No earnings on file this far back — the price series reaches further than the filings do
Semiconductors, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 57 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically 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 any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Semiconductors outperforming S&P 500?

Semiconductors has outperformed S&P 500 by 90.2% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 2.8%. 20 of 27 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Micron Technology, Inc. is the strongest against the sector itself at +49.3%.

-2.8%Sector vs S&P 500 · 13 weeks
+90.2%Sector vs S&P 500 · 52 weeks
20/27Stocks leading S&P 500
9/27Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Semiconductors has outperformed S&P 500 by 90.2% over 52 weeks and 2.8% over 13 weeks. 20 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 9 of 27 beat the sector itself. NVIDIA Corporation leads with revenue of $253,491 million, based on 14 of 27 comparable companies through Jun 2026.

Companies
27
complete canonical membership
Combined market value
$11.1T
NVIDIA Corporation
Revenue growing
13/13
positive TTM year-on-year growth
Beating S&P 500
20/27
positive Mansfield relative strength
Comparing 5 of 27
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Micron Technology, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 71.1% evidence confidence.
Marvell Technology, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. 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 curve the sector itself 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 widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Micron Technology, Inc.MU 74.0/100Favorable setup71% evidence LEADER 28.4/35 Revenue 100% · PAT 100% · OPM change 57.1 pp 83% evidence 19.5/25 ROCE 36.4% · OPM 80.4% 76% evidence 11.5/20 P/E 20.9× · PEG — 15% evidence 14.6/20 RS sector 49.3% · RS bench 78.5% · 1Y 650.8%12 of 12 weeks ahead 100% evidence
Exact sum: 28.4 + 19.5 + 11.5 + 14.6 = 74 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
2NVIDIA CorporationNVDA 72.3/100Favorable setup81% evidence ASLEEP 28.0/35 Revenue 70.7% · PAT 100% · OPM change 16.5 pp 83% evidence 21.3/25 ROCE 34.1% · OPM 65.6% 76% evidence 15.1/20 P/E 31.9× · PEG 0.79 65% evidence 7.9/20 RS sector -27.2% · RS bench 0.2% · 1Y 16%4 of 12 weeks ahead 100% evidence
Exact sum: 28 + 21.3 + 15.1 + 7.9 = 72.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Credo Technology Group Holding LtdCRDO 64.9/100Mixed-positive evidence71% evidence LEADER 26.2/35 Revenue 100% · PAT 100% · OPM change 15.8 pp 83% evidence 14.1/25 ROCE 11.1% · OPM 35.7% 76% evidence 9.8/20 P/E 73.5× · PEG — 15% evidence 14.8/20 RS sector -0.5% · RS bench 32.5% · 1Y 97.6%12 of 12 weeks ahead 100% evidence
Exact sum: 26.2 + 14.1 + 9.8 + 14.8 = 64.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Silicon Motion Technology CorporationSIMO 63.5/100Thin evidence · provisional56% evidence FADING 22.5/35 Revenue — · PAT — · OPM change 9.4 pp 39% evidence 15.6/25 ROCE 10.3% · OPM 15.3% 76% evidence 10.7/20 P/E 39.1× · PEG — 15% evidence 14.7/20 RS sector 29.7% · RS bench 60.2% · 1Y 251.5%10 of 12 weeks ahead 100% evidence
Exact sum: 22.5 + 15.6 + 10.7 + 14.7 = 63.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Astera Labs, Inc.ALAB 62.2/100Thin evidence · provisional56% evidence LEADER 22.8/35 Revenue 100% · PAT 100% · OPM change 13 pp 53% evidence 11.3/25 ROCE 4.8% · OPM 20.1% 57% evidence 9.7/20 P/E 74.1× · PEG — 15% evidence 18.4/20 RS sector 19.9% · RS bench 56.4% · 1Y 101.7%12 of 12 weeks ahead 100% evidence
Exact sum: 22.8 + 11.3 + 9.7 + 18.4 = 62.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Advanced Micro Devices, Inc.AMD 58.4/100Thin evidence · provisional56% evidence LEADER 20.0/35 Revenue 35% · PAT 100% · OPM change 3.6 pp 53% evidence 10.9/25 ROCE 2.2% · OPM 14.4% 57% evidence 10.0/20 P/E 66× · PEG — 15% evidence 17.5/20 RS sector 28.7% · RS bench 62.4% · 1Y 200.2%12 of 12 weeks ahead 100% evidence
Exact sum: 20 + 10.9 + 10 + 17.5 = 58.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Texas Instruments IncorporatedTXN 57.4/100Thin evidence · provisional56% evidence FADING 19.9/35 Revenue — · PAT — · OPM change 5 pp 39% evidence 15.6/25 ROCE 7.1% · OPM 37.5% 76% evidence 10.5/20 P/E 45.4× · PEG — 15% evidence 11.4/20 RS sector -12.4% · RS bench 16.3% · 1Y 51.5%9 of 12 weeks ahead 100% evidence
Exact sum: 19.9 + 15.6 + 10.5 + 11.4 = 57.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Lattice Semiconductor CorporationLSCC 55.2/100Thin evidence · provisional56% evidence FADING 20.7/35 Revenue — · PAT — · OPM change 11.5 pp 39% evidence 11.6/25 ROCE 3.4% · OPM 15.3% 76% evidence 8.6/20 P/E 678.7× · PEG — 15% evidence 14.3/20 RS sector 0.2% · RS bench 30.6% · 1Y 124.4%8 of 12 weeks ahead 100% evidence
Exact sum: 20.7 + 11.6 + 8.6 + 14.3 = 55.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Broadcom Inc.AVGO 54.9/100Mixed-positive evidence81% evidence ASLEEP 24.6/35 Revenue 32.3% · PAT 100% · OPM change 9.8 pp 83% evidence 15.3/25 ROCE 7.1% · OPM 48.6% 76% evidence 5.7/20 P/E 70.2× · PEG 5.05 65% evidence 9.3/20 RS sector -23.6% · RS bench 4.9% · 1Y 37.1%6 of 12 weeks ahead 100% evidence
Exact sum: 24.6 + 15.3 + 5.7 + 9.3 = 54.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10Analog Devices, Inc.ADI 54.9/100Mixed-positive evidence81% evidence ASLEEP 20.6/35 Revenue 29.8% · PAT 81% · OPM change 12.4 pp 83% evidence 13.9/25 ROCE 3.1% · OPM 38.1% 76% evidence 11.8/20 P/E 58.5× · PEG 1.32 65% evidence 8.6/20 RS sector -18.5% · RS bench 8.7% · 1Y 69.8%5 of 12 weeks ahead 100% evidence
Exact sum: 20.6 + 13.9 + 11.8 + 8.6 = 54.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Monolithic Power Systems, Inc.MPWR 51.4/100Thin evidence · provisional56% evidence ASLEEP 20.1/35 Revenue — · PAT — · OPM change 3.5 pp 39% evidence 15.8/25 ROCE 7.8% · OPM 30% 76% evidence 9.4/20 P/E 84.6× · PEG — 15% evidence 6.1/20 RS sector -21.1% · RS bench 4.9% · 1Y 66%6 of 12 weeks ahead 100% evidence
Exact sum: 20.1 + 15.8 + 9.4 + 6.1 = 51.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Marvell Technology, Inc.MRVL 50.7/100Mixed-positive evidence64% evidence LEADER 14.5/35 Revenue 34.1% · PAT — · OPM change -0.3 pp 62% evidence 7.2/25 ROCE 1.6% · OPM 14% 76% evidence 10.3/20 P/E 56.5× · PEG — 15% evidence 18.7/20 RS sector 27.7% · RS bench 58.7% · 1Y 182.6%12 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 7.2 + 10.3 + 18.7 = 50.7 · Decision use: Price leads the evidence: RS versus the benchmark is 58.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
13NXP Semiconductors N.V.NXPI 49.6/100Thin evidence · provisional56% evidence ASLEEP 20.5/35 Revenue — · PAT — · OPM change 21.8 pp 39% evidence 15.1/25 ROCE 4.9% · OPM 47.3% 76% evidence 11.2/20 P/E 23.6× · PEG — 15% evidence 2.8/20 RS sector -33.7% · RS bench -9.9% · 1Y 14.6%10 of 12 weeks ahead 100% evidence
Exact sum: 20.5 + 15.1 + 11.2 + 2.8 = 49.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14Arm Holdings plcARM 48.9/100Thin evidence · provisional56% evidence LEADER 13.7/35 Revenue — · PAT — · OPM change -3.6 pp 39% evidence 9.1/25 ROCE 1% · OPM 29.4% 76% evidence 8.7/20 P/E 365.5× · PEG — 15% evidence 17.4/20 RS sector 8.7% · RS bench 38.8% · 1Y 102.6%12 of 12 weeks ahead 100% evidence
Exact sum: 13.7 + 9.1 + 8.7 + 17.4 = 48.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Tower Semiconductor Ltd.TSEM 47.8/100Mixed-negative evidence66% evidence TURNING 16.4/35 Revenue 10.6% · PAT 20.5% · OPM change 6.4 pp 53% evidence 11.7/25 ROCE 2.1% · OPM 15.6% 57% evidence 6.1/20 P/E 81.6× · PEG 4.35 65% evidence 13.6/20 RS sector 16.1% · RS bench 45.1% · 1Y 397%8 of 12 weeks ahead 100% evidence
Exact sum: 16.4 + 11.7 + 6.1 + 13.6 = 47.8 · Decision use: Price leads the evidence: RS versus the benchmark is 45.1%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
16Microchip Technology IncorporatedMCHP 47.2/100Mixed-negative evidence61% evidence FADING 18.6/35 Revenue 7.1% · PAT — · OPM change 26.9 pp 40% evidence 9.9/25 ROCE 1.6% · OPM 16.6% 57% evidence 13.7/20 P/E 293.7× · PEG 0.78 65% evidence 5.0/20 RS sector -26.4% · RS bench -0.8% · 1Y 30.4%8 of 12 weeks ahead 100% evidence
Exact sum: 18.6 + 9.9 + 13.7 + 5 = 47.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
17ON Semiconductor CorporationON 43.3/100Thin evidence · provisional53% evidence FADING 21.6/35 Revenue — · PAT — · OPM change 36.2 pp 32% evidence 5.4/25 ROCE -0.5% · OPM -3.5% 76% evidence 10.6/20 P/E 44.1× · PEG — 15% evidence 5.7/20 RS sector -19.4% · RS bench 4.5% · 1Y 69.5%8 of 12 weeks ahead 100% evidence
Exact sum: 21.6 + 5.4 + 10.6 + 5.7 = 43.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18STMicroelectronics N.V.STM 42.7/100Thin evidence · provisional56% evidence FADING 17.6/35 Revenue — · PAT — · OPM change 2.2 pp 39% evidence 6.0/25 ROCE 0.8% · OPM 2.3% 76% evidence 9.1/20 P/E 139× · PEG — 15% evidence 10.0/20 RS sector -0.8% · RS bench 25.3% · 1Y 115.4%9 of 12 weeks ahead 100% evidence
Exact sum: 17.6 + 6 + 9.1 + 10 = 42.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19SiTime CorporationSITM 42.5/100Thin evidence · provisional51% evidence FADING 20.2/35 Revenue 65.2% · PAT — · OPM change 35.7 pp 40% evidence 5.5/25 ROCE -1.2% · OPM -10.9% 57% evidence 9.3/20 P/E 98.7× · PEG — 15% evidence 7.5/20 RS sector -2.7% · RS bench 24.4% · 1Y 192.3%9 of 12 weeks ahead 100% evidence
Exact sum: 20.2 + 5.5 + 9.3 + 7.5 = 42.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20Qorvo, Inc.QRVO 41.9/100Thin evidence · provisional56% evidence TURNING 16.2/35 Revenue — · PAT — · OPM change 0.7 pp 39% evidence 7.1/25 ROCE 1.9% · OPM 3.9% 76% evidence 11.4/20 P/E 21.8× · PEG — 15% evidence 7.2/20 RS sector -29.9% · RS bench -2.8% · 1Y 7.9%6 of 12 weeks ahead 100% evidence
Exact sum: 16.2 + 7.1 + 11.4 + 7.2 = 41.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21Intel CorporationINTC 41.6/100Thin evidence · provisional56% evidence FADING 15.9/35 Revenue — · PAT — · OPM change -20.7 pp 39% evidence 4.7/25 ROCE 1.1% · OPM -23.1% 76% evidence 8.5/20 P/E 3550× · PEG — 15% evidence 12.5/20 RS sector 23.8% · RS bench 51.4% · 1Y 406%10 of 12 weeks ahead 100% evidence
Exact sum: 15.9 + 4.7 + 8.5 + 12.5 = 41.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22Rambus Inc.RMBS 40.0/100Thin evidence · provisional56% evidence ASLEEP 14.5/35 Revenue — · PAT — · OPM change -3.6 pp 39% evidence 14.3/25 ROCE 5% · OPM 34.3% 76% evidence 10.1/20 P/E 60.9× · PEG — 15% evidence 1.1/20 RS sector -36.1% · RS bench -13.7% · 1Y 38%7 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 14.3 + 10.1 + 1.1 = 40 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23MACOM Technology Solutions Holdings, Inc.MTSI 39.4/100Mixed-negative evidence66% evidence FADING 17.3/35 Revenue — · PAT — · OPM change 2.8 pp 39% evidence 11.6/25 ROCE 2.9% · OPM 17.6% 76% evidence 4.2/20 P/E 103.2× · PEG 5.61 65% evidence 6.3/20 RS sector -14.7% · RS bench 9.6% · 1Y 126%8 of 12 weeks ahead 100% evidence
Exact sum: 17.3 + 11.6 + 4.2 + 6.3 = 39.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
24QUALCOMM IncorporatedQCOM 38.5/100Thin evidence · provisional56% evidence ASLEEP 12.6/35 Revenue — · PAT — · OPM change -6.6 pp 39% evidence 13.1/25 ROCE 3.5% · OPM 21.8% 76% evidence 11.3/20 P/E 21.9× · PEG — 15% evidence 1.5/20 RS sector -36.4% · RS bench -12.8% · 1Y 10.2%10 of 12 weeks ahead 100% evidence
Exact sum: 12.6 + 13.1 + 11.3 + 1.5 = 38.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25GLOBALFOUNDRIES Inc.GFS 38.5/100Thin evidence · provisional51% evidence FADING 14.9/35 Revenue 0.8% · PAT — · OPM change 1.5 pp 40% evidence 9.6/25 ROCE 1.3% · OPM 11% 57% evidence 10.9/20 P/E 32× · PEG — 15% evidence 3.1/20 RS sector -24.6% · RS bench -2.3% · 1Y 61.1%8 of 12 weeks ahead 100% evidence
Exact sum: 14.9 + 9.6 + 10.9 + 3.1 = 38.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26Semtech CorporationSMTC 38.3/100Mixed-negative evidence64% evidence FADING 10.7/35 Revenue 14.3% · PAT — · OPM change -5.4 pp 62% evidence 7.3/25 ROCE 2.2% · OPM 8.9% 76% evidence 9.0/20 P/E 218.7× · PEG — 15% evidence 11.3/20 RS sector -1.7% · RS bench 26.7% · 1Y 154%11 of 12 weeks ahead 100% evidence
Exact sum: 10.7 + 7.3 + 9 + 11.3 = 38.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
27Skyworks Solutions, Inc.SWKS 38.0/100Thin evidence · provisional56% evidence ASLEEP 13.6/35 Revenue — · PAT — · OPM change -7 pp 39% evidence 7.5/25 ROCE 0.7% · OPM 4.5% 76% evidence 10.8/20 P/E 32.4× · PEG — 15% evidence 6.1/20 RS sector -35.7% · RS bench -9.9% · 1Y -6%6 of 12 weeks ahead 100% evidence
Exact sum: 13.6 + 7.5 + 10.8 + 6.1 = 38 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 27 companies
04 · what price has already done

Market action

Micron Technology, Inc. has the strongest one-year price move in Semiconductors at +650.8%. It also leads on Mansfield relative strength against the S&P 500 at +78.5%. 20 of 27 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

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.

05 · compare level, then change

Revenue Scale & Growth Durability

NVIDIA Corporation has the highest Revenue among the 27 Semiconductors companies compared here, at $253,491 million. Micron Technology, Inc. is next at $90,274 million. Astera Labs, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.

What the numbers say: NVIDIA Corporation is the scale leader at $253,491 million, 180.8% ahead of Micron Technology, Inc.. Astera Labs, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 104.5% from a $1,002 million base, with 17 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderNVIDIA Corporation · $253,491 million
Gap180.8% versus #2 · Micron Technology, Inc.
Persistence8/8 recent comparable periods
Coverage14/27 companies · 476 observations

Investor read: NVIDIA Corporation is the scale benchmark; Astera Labs, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: NVIDIA Corporation's growth falls below Astera Labs, Inc.'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.
Revenuelargest
1NVIDIA Corporation NVDA$253.5B
2Micron Technology, Inc. MU$90.3B
3Broadcom Inc. AVGO$75.5B
4Advanced Micro Devices, Inc. AMD · older report$37.5B
5Analog Devices, Inc. ADI$12.7B
Revenue growthfastest growers
1Astera Labs, Inc. ALAB · older report100%
2Credo Technology Group Holding Ltd CRDO100%
3Micron Technology, Inc. MU100%
4NVIDIA Corporation NVDA71%
5SiTime Corporation SITM · older report65%
Revenue · company comparison
14/27 level · 13/27 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

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.

CompanyRevenueRevenue growthReported
NVIDIA Corporation NVDA$81.6B85%Jun 2026
Micron Technology, Inc. MU$41.5B346%Jun 2026
Broadcom Inc. AVGO$22.2B48%Jun 2026
Intel Corporation INTC$13.6B7.2%Jun 2026
QUALCOMM Incorporated QCOM$10.6B-3.5%Jun 2026
Advanced Micro Devices, Inc. AMD$10.3B38%Mar 2026
Texas Instruments Incorporated TXN$4.8B19%Jun 2026
Analog Devices, Inc. ADI$3.6B37%Jun 2026
NXP Semiconductors N.V. NXPI$3.2B12%Jun 2026
STMicroelectronics N.V. STM$3.1B23%Jun 2026
Marvell Technology, Inc. MRVL$2.4B28%Jun 2026
GLOBALFOUNDRIES Inc. GFS$1.6B3.1%Mar 2026
ON Semiconductor Corporation ON$1.5B4.6%Jun 2026
Arm Holdings plc ARM$1.5B20%Jun 2026
Microchip Technology Incorporated MCHP$1.3B35%Mar 2026
Skyworks Solutions, Inc. SWKS$944M-2.2%Sep 2026
Qorvo, Inc. QRVO$808M-7.0%Jun 2026
Monolithic Power Systems, Inc. MPWR$804M26%Jun 2026
Credo Technology Group Holding Ltd CRDO$437M157%Jun 2026
Tower Semiconductor Ltd. TSEM$414M16%Mar 2026
Silicon Motion Technology Corporation SIMO$342M106%Jun 2026
Astera Labs, Inc. ALAB$308M94%Mar 2026
Semtech Corporation SMTC$291M16%Jun 2026
MACOM Technology Solutions Holdings, Inc. MTSI$289M22%Jun 2026
Rambus Inc. RMBS$180M7.8%Jun 2026
Lattice Semiconductor Corporation LSCC$171M38%Jun 2026
SiTime Corporation SITM$114M90%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

$4.8B
$5.9B
$6.6B
$5.6B
$5.6B
—
$5.4B
$5.4B
$6.2B
$5.5B
$5.8B
$6.8B
$7.7B
$7.4B
$7.7B
$9.2B
$10.3B
$10.3B
—
—

Analog Devices, Inc. · ADI

$2.3B
$2.7B
$3.0B
$3.1B
$3.2B
$3.3B
$3.3B
$3.1B
$2.7B
$2.5B
$2.2B
$2.3B
$2.4B
$2.4B
$2.6B
$2.9B
$3.1B
$3.2B
$3.6B
—

Arm Holdings plc · ARM

—
$657M
$692M
$630M
$724M
$633M
$675M
$806M
$824M
$928M
$939M
$844M
$983M
$1.2B
$1.1B
$1.1B
$1.2B
$1.5B
—
—

Astera Labs, Inc. · ALAB

—
$15M
$21M
$23M
$20M
$18M
$11M
$37M
$51M
$65M
$77M
$113M
$141M
$159M
$192M
$231M
$271M
$308M
—
—

Broadcom Inc. · AVGO

$7.4B
$7.7B
$8.1B
$8.5B
$8.9B
$8.9B
$8.7B
$8.9B
$9.3B
$12.0B
$12.5B
$13.1B
$14.1B
$14.9B
$15.0B
$16.0B
$18.0B
$19.3B
$22.2B
—

Intel Corporation · INTC

$20.5B
—
$18.4B
$15.3B
$15.3B
—
$11.7B
$12.9B
$15.4B
$12.7B
$12.8B
$13.3B
$14.3B
$12.7B
$12.9B
$13.7B
$13.7B
$13.6B
—
—

Marvell Technology, Inc. · MRVL

$1.2B
$1.3B
$1.4B
$1.5B
$1.5B
$1.4B
$1.3B
$1.3B
$1.4B
$1.4B
$1.2B
$1.3B
$1.5B
$1.8B
$1.9B
$2.0B
$2.1B
$2.2B
$2.4B
—

Micron Technology, Inc. · MU

$7.7B
$7.8B
$8.6B
$6.6B
$4.1B
$3.7B
$3.8B
$4.0B
$4.7B
$5.8B
$6.8B
$7.8B
$8.7B
$8.1B
$9.3B
$11.3B
$13.6B
$23.9B
$41.5B
—

Monolithic Power Systems, Inc. · MPWR

$337M
$378M
$461M
$495M
$460M
$451M
$441M
$475M
$454M
$458M
$507M
$620M
$622M
$638M
$665M
$737M
$751M
$804M
—
—

NVIDIA Corporation · NVDA

$7.1B
$7.6B
$8.3B
$6.7B
$5.9B
$6.1B
$7.2B
$13.5B
$18.1B
$22.1B
$26.0B
$30.0B
$35.1B
$39.3B
$44.1B
$46.7B
$57.0B
$68.1B
$81.6B
—

QUALCOMM Incorporated · QCOM

$10.7B
$11.2B
$10.9B
$11.4B
$9.5B
$9.3B
$8.5B
$8.6B
$9.9B
$9.4B
$9.4B
$10.2B
$11.7B
$11.0B
$10.4B
$11.3B
$12.3B
$10.6B
—
—

Texas Instruments Incorporated · TXN

$4.8B
$4.9B
$5.2B
$5.2B
$4.7B
$4.4B
$4.5B
$4.5B
$4.1B
$3.7B
$3.8B
$4.2B
$4.0B
$4.1B
$4.4B
$4.7B
$4.4B
$4.8B
—
—

Revenue growth · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

—
—
70%
29%
16%
—
-18%
-3.7%
10%
—
9.0%
27%
24%
36%
32%
36%
34%
38%
—
—

Analog Devices, Inc. · ADI

—
—
—
77%
39%
21%
9.8%
-1.1%
-16%
-23%
-34%
-25%
-10%
-3.6%
22%
25%
26%
30%
37%
—

Arm Holdings plc · ARM

—
—
—
—
—
-3.7%
-2.5%
28%
14%
47%
39%
4.7%
19%
34%
12%
34%
26%
20%
—
—

Astera Labs, Inc. · ALAB

—
—
—
—
—
20%
-48%
61%
155%
261%
600%
205%
176%
145%
149%
104%
92%
94%
—
—

Broadcom Inc. · AVGO

—
—
—
25%
21%
16%
7.8%
4.9%
4.1%
34%
43%
47%
51%
25%
20%
22%
28%
29%
48%
—

Intel Corporation · INTC

—
—
-6.5%
-20%
-25%
—
-36%
-15%
0.4%
—
9.5%
2.6%
-7.4%
-0.5%
0.2%
2.8%
-4.1%
7.2%
—
—

Marvell Technology, Inc. · MRVL

—
—
—
41%
27%
5.7%
-8.6%
-12%
-7.7%
0.6%
-12%
-5.1%
6.8%
27%
63%
58%
37%
22%
28%
—

Micron Technology, Inc. · MU

—
—
—
-20%
-47%
-53%
-57%
-40%
16%
58%
82%
93%
84%
38%
37%
46%
57%
196%
346%
—

Monolithic Power Systems, Inc. · MPWR

—
—
57%
53%
37%
19%
-4.3%
-4.0%
-1.3%
1.6%
15%
31%
37%
39%
31%
19%
21%
26%
—
—

NVIDIA Corporation · NVDA

—
—
—
3.0%
-17%
-21%
-13%
101%
206%
265%
262%
122%
94%
78%
69%
56%
62%
73%
85%
—

QUALCOMM Incorporated · QCOM

—
—
36%
22%
-12%
-17%
-23%
-24%
5.0%
1.2%
11%
19%
17%
17%
10%
10%
5.0%
-3.5%
—
—

Texas Instruments Incorporated · TXN

—
—
14%
13%
-3.4%
-11%
-13%
-14%
-13%
-16%
-16%
-8.4%
-1.7%
11%
16%
14%
10%
19%
—
—
06 · compare level, then change

Operating Economics & Margin Trend

Micron Technology, Inc. has the highest OPM among the 27 Semiconductors companies compared here, at 80.4%. NVIDIA Corporation is next at 65.6%. The same company also holds the highest Margin change, at +57.1 percentage points. 27 of 27 companies report a comparable reading, the latest through Jun 2026. Its OPM series carries 19 reported observations across the 20-quarter window.

What the numbers say: Micron Technology, Inc. leads both opm at 80.4% and margin change at +57.1 percentage points.

LeaderMicron Technology, Inc. · 80.4%
Gap22.6% versus #2 · NVIDIA Corporation
Persistence8/8 recent comparable periods
Coverage27/27 companies · 476 observations

Investor read: Micron Technology, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

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.
OPMhighest
1Micron Technology, Inc. MU80%
2NVIDIA Corporation NVDA66%
3Broadcom Inc. AVGO49%
4NXP Semiconductors N.V. NXPI47%
5Analog Devices, Inc. ADI38%
Margin changefastest expanders
1Micron Technology, Inc. MU+57.1 pp
2ON Semiconductor Corporation ON+36.2 pp
3SiTime Corporation SITM · older report+35.7 pp
4Microchip Technology Incorporated MCHP · older report+26.9 pp
5NXP Semiconductors N.V. NXPI+21.8 pp
Operating margin · company comparison
27/27 level · 27/27 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Micron Technology, Inc. MU80%+57.1 ppJun 2026
NVIDIA Corporation NVDA66%+16.5 ppJun 2026
Broadcom Inc. AVGO49%+9.8 ppJun 2026
NXP Semiconductors N.V. NXPI47%+21.8 ppJun 2026
Analog Devices, Inc. ADI38%+12.4 ppJun 2026
Texas Instruments Incorporated TXN38%+5.0 ppJun 2026
Credo Technology Group Holding Ltd CRDO36%+15.8 ppJun 2026
Rambus Inc. RMBS34%−3.6 ppJun 2026
Monolithic Power Systems, Inc. MPWR30%+3.5 ppJun 2026
Arm Holdings plc ARM29%−3.6 ppJun 2026
QUALCOMM Incorporated QCOM22%−6.6 ppJun 2026
Astera Labs, Inc. ALAB20%+13.0 ppMar 2026
MACOM Technology Solutions Holdings, Inc. MTSI18%+2.8 ppJun 2026
Microchip Technology Incorporated MCHP17%+26.9 ppMar 2026
Tower Semiconductor Ltd. TSEM16%+6.4 ppMar 2026
Lattice Semiconductor Corporation LSCC15%+11.5 ppJun 2026
Silicon Motion Technology Corporation SIMO15%+9.4 ppJun 2026
Advanced Micro Devices, Inc. AMD14%+3.6 ppMar 2026
Marvell Technology, Inc. MRVL14%−0.3 ppJun 2026
GLOBALFOUNDRIES Inc. GFS11%+1.5 ppMar 2026
Semtech Corporation SMTC8.9%−5.4 ppJun 2026
Skyworks Solutions, Inc. SWKS4.5%−7.0 ppSep 2026
Qorvo, Inc. QRVO3.9%+0.7 ppJun 2026
STMicroelectronics N.V. STM2.3%+2.2 ppJun 2026
ON Semiconductor Corporation ON-3.5%+36.2 ppJun 2026
SiTime Corporation SITM-11%+35.7 ppMar 2026
Intel Corporation INTC-23%−20.7 ppJun 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

25%
16%
8.0%
-1.2%
-2.7%
—
-2.7%
-0.4%
5.5%
0.7%
4.6%
11%
11%
11%
-1.7%
14%
17%
14%
—
—

Analog Devices, Inc. · ADI

4.2%
14%
31%
29%
34%
35%
35%
30%
23%
23%
18%
21%
23%
20%
26%
28%
31%
32%
38%
—

Arm Holdings plc · ARM

—
-13%
43%
29%
34%
-7.9%
16%
-19%
16%
2.4%
19%
7.6%
18%
33%
11%
14%
15%
29%
—
—

Astera Labs, Inc. · ALAB

—
-28%
-131%
-26%
-107%
-107%
-165%
-5.4%
18%
-127%
-32%
-7.9%
0.1%
7.1%
21%
24%
25%
20%
—
—

Broadcom Inc. · AVGO

35%
40%
42%
44%
45%
46%
46%
43%
46%
17%
24%
29%
33%
42%
39%
37%
42%
44%
49%
—

Intel Corporation · INTC

24%
—
24%
-4.6%
-1.1%
—
-13%
-7.8%
17%
-8.4%
-15%
-68%
2.9%
-2.4%
-25%
5.0%
4.2%
-23%
—
—

Marvell Technology, Inc. · MRVL

-2.8%
2.6%
4.8%
2.6%
6.9%
1.6%
-14%
-15%
-10%
-2.3%
-13%
-7.9%
-46%
13%
14%
15%
17%
18%
14%
—

Micron Technology, Inc. · MU

34%
33%
35%
23%
-5.1%
-62%
-47%
-37%
-24%
3.3%
11%
20%
25%
22%
23%
32%
45%
68%
80%
—

Monolithic Power Systems, Inc. · MPWR

23%
26%
31%
31%
30%
28%
26%
29%
24%
21%
23%
27%
26%
27%
25%
27%
27%
30%
—
—

NVIDIA Corporation · NVDA

38%
39%
23%
7.4%
10%
21%
30%
50%
58%
62%
65%
62%
62%
61%
49%
61%
63%
65%
66%
—

QUALCOMM Incorporated · QCOM

36%
35%
41%
32%
26%
23%
22%
16%
30%
25%
24%
25%
31%
28%
27%
26%
28%
22%
—
—

Texas Instruments Incorporated · TXN

52%
52%
52%
51%
47%
44%
44%
42%
38%
35%
33%
37%
34%
33%
35%
35%
33%
38%
—
—

Margin change · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

—
—
−13.6 pp
−23.2 pp
−27.7 pp
—
−10.7 pp
+0.8 pp
+8.2 pp
—
+7.3 pp
+11.0 pp
+5.9 pp
+10.1 pp
−6.3 pp
+3.1 pp
+5.7 pp
+3.6 pp
—
—

Analog Devices, Inc. · ADI

—
—
—
−6.0 pp
+29.7 pp
+21.2 pp
+3.7 pp
+1.5 pp
−10.5 pp
−11.5 pp
−16.7 pp
−9.0 pp
−0.1 pp
−3.0 pp
+7.8 pp
+7.2 pp
+7.4 pp
+11.2 pp
+12.4 pp
—

Arm Holdings plc · ARM

—
—
—
—
—
+4.9 pp
−26.1 pp
−48.4 pp
−17.4 pp
+10.3 pp
+3.0 pp
+27.0 pp
+1.5 pp
+30.6 pp
−8.6 pp
+6.8 pp
−2.9 pp
−3.6 pp
—
—

Astera Labs, Inc. · ALAB

—
—
—
—
—
−79.2 pp
−33.6 pp
+21.0 pp
+125.2 pp
−20.0 pp
+133.1 pp
−2.5 pp
−17.8 pp
+134.2 pp
+52.4 pp
+31.9 pp
+24.6 pp
+13.0 pp
—
—

Broadcom Inc. · AVGO

—
—
—
+12.8 pp
+9.8 pp
+5.7 pp
+4.0 pp
−0.8 pp
+1.0 pp
−28.6 pp
−22.2 pp
−14.4 pp
−12.7 pp
+24.6 pp
+15.1 pp
+7.9 pp
+8.8 pp
+2.3 pp
+9.8 pp
—

Intel Corporation · INTC

—
—
−4.6 pp
−31.8 pp
−25.4 pp
—
−36.2 pp
−3.2 pp
+17.9 pp
—
−2.8 pp
−60.4 pp
−13.9 pp
+6.0 pp
−9.4 pp
+73.2 pp
+1.3 pp
−20.7 pp
—
—

Marvell Technology, Inc. · MRVL

—
—
—
+27.4 pp
+9.7 pp
−1.0 pp
−18.6 pp
−17.9 pp
−17.2 pp
−3.9 pp
+0.7 pp
+7.4 pp
−36.1 pp
+15.2 pp
+27.4 pp
+22.4 pp
+63.6 pp
+5.3 pp
−0.3 pp
—

Micron Technology, Inc. · MU

—
—
—
−12.8 pp
−39.3 pp
−95.1 pp
−81.7 pp
−59.6 pp
−18.8 pp
+65.7 pp
+57.5 pp
+56.3 pp
+48.9 pp
+18.7 pp
+12.7 pp
+12.7 pp
+20.0 pp
+45.6 pp
+57.1 pp
—

Monolithic Power Systems, Inc. · MPWR

—
—
+10.1 pp
+6.9 pp
+6.5 pp
+2.1 pp
−5.3 pp
−2.2 pp
−5.7 pp
−6.7 pp
−2.5 pp
−2.0 pp
+2.2 pp
+5.6 pp
+1.8 pp
0.0 pp
+0.3 pp
+3.5 pp
—
—

NVIDIA Corporation · NVDA

—
—
—
−30.2 pp
−27.5 pp
−18.1 pp
+7.3 pp
+42.9 pp
+47.4 pp
+40.8 pp
+35.1 pp
+11.8 pp
+4.8 pp
−0.5 pp
−15.8 pp
−1.3 pp
+0.9 pp
+3.9 pp
+16.5 pp
—

QUALCOMM Incorporated · QCOM

—
—
+13.7 pp
+1.1 pp
−10.1 pp
−12.1 pp
−19.3 pp
−15.9 pp
+3.5 pp
+2.4 pp
+2.0 pp
+8.9 pp
+1.0 pp
+3.5 pp
+3.0 pp
+0.7 pp
−3.0 pp
−6.6 pp
—
—

Texas Instruments Incorporated · TXN

—
—
+3.9 pp
+1.5 pp
−5.2 pp
−8.1 pp
−8.7 pp
−9.4 pp
−9.0 pp
−9.1 pp
−10.8 pp
−4.3 pp
−3.2 pp
−2.6 pp
+2.4 pp
−2.3 pp
−1.1 pp
+5.0 pp
—
—
07 · compare level, then change

Profit Scale & Acceleration

NVIDIA Corporation has the highest Net profit among the 27 Semiconductors companies compared here, at $159,613 million. Micron Technology, Inc. is next at $50,457 million. Astera Labs, 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 leads with $159,613 million of TTM profit, 216.3% above Micron Technology, Inc.. Astera Labs, Inc. shows ≥100% on the scoring scale (551.2% uncapped) growth from a $267 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderNVIDIA Corporation · $159,613 million
Gap216.3% versus #2 · Micron Technology, Inc.
Persistence8/8 recent comparable periods
Coverage14/27 companies · 477 observations

Investor read: NVIDIA Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

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 profitlargest
1NVIDIA Corporation NVDA$159.6B
2Micron Technology, Inc. MU$50.5B
3Broadcom Inc. AVGO$29.3B
4Advanced Micro Devices, Inc. AMD · older report$4.9B
5Analog Devices, Inc. ADI$3.3B
Profit growthfastest growers
1Astera Labs, Inc. ALAB · older report100%
2Advanced Micro Devices, Inc. AMD · older report100%
3Broadcom Inc. AVGO100%
4Credo Technology Group Holding Ltd CRDO100%
5Micron Technology, Inc. MU100%
Net profit · company comparison
14/27 level · 8/27 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
NVIDIA Corporation NVDA$58.3B211%Jun 2026
Micron Technology, Inc. MU$28.2B1,403%Jun 2026
Broadcom Inc. AVGO$9.3B88%Jun 2026
QUALCOMM Incorporated QCOM$7.4B162%Jun 2026
Texas Instruments Incorporated TXN$1.5B31%Jun 2026
Advanced Micro Devices, Inc. AMD$1.4B95%Mar 2026
Analog Devices, Inc. ADI$1.2B106%Jun 2026
NXP Semiconductors N.V. NXPI$1.1B127%Jun 2026
Arm Holdings plc ARM$313M49%Jun 2026
Monolithic Power Systems, Inc. MPWR$193M43%Jun 2026
Credo Technology Group Holding Ltd CRDO$169M357%Jun 2026
Microchip Technology Incorporated MCHP$144M-46%Mar 2026
GLOBALFOUNDRIES Inc. GFS$104M-51%Mar 2026
Astera Labs, Inc. ALAB$80M150%Mar 2026
Tower Semiconductor Ltd. TSEM$68M70%Mar 2026
Silicon Motion Technology Corporation SIMO$67M253%Jun 2026
Rambus Inc. RMBS$60M0.0%Jun 2026
MACOM Technology Solutions Holdings, Inc. MTSI$46M44%Jun 2026
STMicroelectronics N.V. STM$43M-27%Jun 2026
Skyworks Solutions, Inc. SWKS$36M-66%Sep 2026
Marvell Technology, Inc. MRVL$35M-80%Jun 2026
Qorvo, Inc. QRVO$30M-3.2%Jun 2026
Semtech Corporation SMTC$27M42%Jun 2026
Lattice Semiconductor Corporation LSCC$22M633%Jun 2026
SiTime Corporation SITM$-5M-400%Mar 2026
ON Semiconductor Corporation ON$-33M-33%Jun 2026
Intel Corporation INTC$-4.3B-106%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

$974M
$783M
$443M
$62M
$18M
—
$-140M
$21M
$661M
$116M
$258M
$764M
$470M
$702M
$760M
$1.2B
$1.6B
$1.4B
—
—

Analog Devices, Inc. · ADI

$76M
$280M
$783M
$749M
$936M
$961M
$978M
$877M
$498M
$463M
$302M
$392M
$478M
$391M
$570M
$519M
$788M
$831M
$1.2B
—

Arm Holdings plc · ARM

—
$-84M
$225M
$114M
$182M
$3M
$105M
$-110M
$87M
$224M
$223M
$107M
$252M
$210M
$130M
$238M
$223M
$313M
—
—

Astera Labs, Inc. · ALAB

—
$-6M
$-27M
$-5M
$-20M
$-17M
$-20M
$-3M
$14M
$-93M
$-8M
$-8M
$25M
$32M
$51M
$91M
$45M
$80M
—
—

Broadcom Inc. · AVGO

$2.0B
$2.5B
$2.6B
$3.1B
$3.4B
$3.8B
$3.5B
$3.3B
$3.5B
$1.3B
$2.1B
$-1.4B
$4.2B
$5.5B
$5.0B
$4.1B
$8.5B
$7.3B
$9.3B
—

Intel Corporation · INTC

$4.6B
—
$8.1B
$-454M
$1.0B
—
$-2.8B
$1.5B
$2.7B
$-437M
$-1.7B
$-17.0B
$-153M
$-887M
$-3.0B
$4.3B
$-333M
$-4.3B
—
—

Marvell Technology, Inc. · MRVL

$-63M
$6M
$-166M
$4M
$13M
$-15M
$-169M
$-208M
$-164M
$-393M
$-216M
$-193M
$-676M
$200M
$178M
$195M
$1.9B
$396M
$35M
—

Micron Technology, Inc. · MU

$2.3B
$2.3B
$2.6B
$1.5B
$-184M
$-2.3B
$-1.9B
$-1.4B
$-1.2B
$792M
$338M
$887M
$1.9B
$1.6B
$1.9B
$3.2B
$5.2B
$13.8B
$28.2B
—

Monolithic Power Systems, Inc. · MPWR

$73M
$80M
$115M
$124M
$119M
$110M
$100M
$121M
$97M
$93M
$100M
$144M
$1.4B
$135M
$134M
$178M
$176M
$193M
—
—

NVIDIA Corporation · NVDA

$2.5B
$3.0B
$1.6B
$656M
$680M
$1.4B
$2.0B
$6.2B
$9.2B
$12.3B
$14.9B
$16.6B
$19.3B
$22.1B
$18.8B
$26.4B
$31.9B
$43.0B
$58.3B
—

QUALCOMM Incorporated · QCOM

$3.4B
$2.9B
$3.7B
$2.9B
$2.3B
$1.7B
$1.7B
$1.6B
$2.8B
$2.3B
$2.1B
$2.9B
$3.2B
$2.8B
$2.7B
$-3.1B
$3.0B
$7.4B
—
—

Texas Instruments Incorporated · TXN

$2.1B
$2.2B
$2.3B
$2.3B
$2.0B
$1.7B
$1.7B
$1.7B
$1.4B
$1.1B
$1.1B
$1.4B
$1.2B
$1.2B
$1.3B
$1.4B
$1.2B
$1.5B
—
—

Profit growth · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

—
—
-37%
-93%
-98%
—
-132%
-66%
3,572%
—
—
3,538%
-29%
505%
195%
52%
244%
95%
—
—

Analog Devices, Inc. · ADI

—
—
—
49%
1,132%
243%
25%
17%
-47%
-52%
-69%
-55%
-4.0%
-16%
89%
32%
65%
113%
106%
—

Arm Holdings plc · ARM

—
—
—
—
—
—
-53%
-196%
-52%
7,367%
112%
—
190%
-6.3%
-42%
122%
-12%
49%
—
—

Astera Labs, Inc. · ALAB

—
—
—
—
—
—
—
—
—
—
—
—
79%
—
—
—
80%
150%
—
—

Broadcom Inc. · AVGO

—
—
—
64%
69%
53%
34%
7.5%
4.9%
-66%
-39%
-143%
19%
332%
134%
—
103%
34%
88%
—

Intel Corporation · INTC

—
—
60%
-107%
-78%
—
-134%
—
161%
—
—
-1,253%
-106%
—
—
—
—
—
—
—

Marvell Technology, Inc. · MRVL

—
—
—
—
—
-350%
—
-5,300%
-1,362%
—
—
—
—
—
—
—
—
98%
-80%
—

Micron Technology, Inc. · MU

—
—
—
-45%
-108%
-203%
-172%
-196%
—
—
—
—
—
100%
456%
261%
180%
772%
1,403%
—

Monolithic Power Systems, Inc. · MPWR

—
—
109%
80%
63%
38%
-13%
-2.4%
-18%
-15%
0.0%
19%
1,394%
45%
34%
24%
-88%
43%
—
—

NVIDIA Corporation · NVDA

—
—
—
-72%
-72%
-53%
26%
843%
1,259%
769%
628%
168%
109%
80%
26%
59%
65%
94%
211%
—

QUALCOMM Incorporated · QCOM

—
—
84%
4.5%
-33%
-42%
-53%
-44%
24%
34%
22%
79%
13%
24%
26%
-207%
-5.5%
162%
—
—

Texas Instruments Incorporated · TXN

—
—
19%
18%
-8.2%
-22%
-25%
-26%
-30%
-35%
-35%
-20%
-12%
6.7%
15%
0.2%
-3.5%
31%
—
—
08 · compare level, then change

Return On Capital Employed

Micron Technology, Inc. has the highest ROCE among the 27 Semiconductors companies compared here, at 36.4%. NVIDIA Corporation is next at 34.1%. The same company also holds the highest ROCE change, at +33 percentage points. 27 of 27 companies report a comparable reading, the latest through Jun 2026. Its ROCE series carries 19 reported observations across the 20-quarter window.

What the numbers say: Micron Technology, Inc. leads ROCE at 36.4%, 2.3 percentage points above NVIDIA Corporation. Micron Technology, Inc. has the strongest latest improvement at +33 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderMicron Technology, Inc. · 36.4%
Gap6.7% versus #2 · NVIDIA Corporation
Persistence8/8 recent comparable periods
Coverage27/27 companies · 485 observations

Investor read: Micron Technology, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

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.
ROCEhighest
1Micron Technology, Inc. MU36%
2NVIDIA Corporation NVDA34%
3Credo Technology Group Holding Ltd CRDO11%
4Silicon Motion Technology Corporation SIMO10%
5Monolithic Power Systems, Inc. MPWR7.8%
ROCE changefastest improvers
1Micron Technology, Inc. MU+33.0 pp
2Silicon Motion Technology Corporation SIMO+7.7 pp
3NVIDIA Corporation NVDA+7.1 pp
4Credo Technology Group Holding Ltd CRDO+5.7 pp
5ON Semiconductor Corporation ON+4.4 pp
Return on capital · company comparison
27/27 level · 27/27 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Micron Technology, Inc. MU36%+33.0 ppJun 2026
NVIDIA Corporation NVDA34%+7.1 ppJun 2026
Credo Technology Group Holding Ltd CRDO11%+5.7 ppJun 2026
Silicon Motion Technology Corporation SIMO10%+7.7 ppJun 2026
Monolithic Power Systems, Inc. MPWR7.8%+2.3 ppJun 2026
Broadcom Inc. AVGO7.1%+3.2 ppJun 2026
Texas Instruments Incorporated TXN7.1%+2.2 ppJun 2026
Rambus Inc. RMBS5.0%+0.1 ppJun 2026
NXP Semiconductors N.V. NXPI4.9%+1.5 ppJun 2026
Astera Labs, Inc. ALAB4.8%+3.6 ppMar 2026
QUALCOMM Incorporated QCOM3.5%−2.6 ppJun 2026
Lattice Semiconductor Corporation LSCC3.4%+2.8 ppJun 2026
Analog Devices, Inc. ADI3.1%+1.6 ppJun 2026
MACOM Technology Solutions Holdings, Inc. MTSI2.9%+0.7 ppJun 2026
Advanced Micro Devices, Inc. AMD2.2%+0.9 ppMar 2026
Semtech Corporation SMTC2.2%−0.9 ppJun 2026
Tower Semiconductor Ltd. TSEM2.1%+0.9 ppMar 2026
Qorvo, Inc. QRVO1.9%+1.3 ppJun 2026
Marvell Technology, Inc. MRVL1.6%+0.1 ppJun 2026
Microchip Technology Incorporated MCHP1.6%+2.3 ppMar 2026
GLOBALFOUNDRIES Inc. GFS1.3%+0.3 ppMar 2026
Intel Corporation INTC1.1%+3.0 ppJun 2026
Arm Holdings plc ARM1.0%−0.5 ppJun 2026
STMicroelectronics N.V. STM0.8%+1.4 ppJun 2026
Skyworks Solutions, Inc. SWKS0.7%−1.0 ppSep 2026
ON Semiconductor Corporation ON-0.5%+4.4 ppJun 2026
SiTime Corporation SITM-1.2%+2.3 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

16%
2.8%
1.5%
-0.2%
-0.4%
—
-0.2%
0.0%
0.6%
0.1%
0.4%
1.2%
1.4%
1.3%
-0.2%
2.0%
2.7%
2.2%
—
—

Analog Devices, Inc. · ADI

0.3%
1.1%
2.7%
2.7%
2.3%
2.3%
2.4%
2.0%
1.4%
1.3%
0.8%
1.1%
1.3%
1.1%
1.5%
1.8%
2.1%
2.2%
3.1%
—

Arm Holdings plc · ARM

0.0%
-3.3%
4.7%
2.9%
4.2%
-0.9%
1.9%
-2.5%
2.1%
0.4%
2.9%
1.0%
2.5%
5.7%
1.5%
2.0%
2.2%
5.0%
1.0%
—

Astera Labs, Inc. · ALAB

—
—
—
-3.8%
-14%
—
—
-1.2%
5.6%
-20%
-5.7%
-1.7%
0.0%
1.2%
3.9%
5.0%
5.7%
4.8%
—
—

Broadcom Inc. · AVGO

3.7%
4.5%
5.1%
5.6%
5.9%
6.2%
6.2%
6.0%
6.4%
1.9%
2.7%
3.6%
4.3%
4.1%
3.9%
4.0%
5.0%
5.8%
7.1%
—

Intel Corporation · INTC

3.7%
—
3.2%
-0.5%
-0.1%
—
-1.0%
-0.7%
1.6%
-0.7%
-1.2%
-5.7%
0.3%
-0.2%
-1.9%
0.4%
0.3%
-1.9%
1.1%
—

Marvell Technology, Inc. · MRVL

-0.2%
0.2%
0.3%
0.2%
0.5%
0.1%
-0.9%
-1.1%
-0.7%
-0.2%
-0.8%
-0.5%
-3.7%
1.3%
1.5%
1.6%
1.9%
2.2%
1.6%
—

Micron Technology, Inc. · MU

5.1%
4.8%
5.5%
2.7%
-0.4%
-3.9%
-3.0%
-2.5%
-1.9%
0.3%
1.2%
2.5%
3.6%
2.8%
3.4%
5.6%
9.0%
21%
36%
—

Monolithic Power Systems, Inc. · MPWR

6.5%
7.5%
10%
10%
8.7%
7.4%
6.4%
7.3%
5.5%
4.6%
5.4%
7.1%
6.0%
5.9%
5.5%
6.2%
5.7%
6.5%
7.8%
—

NVIDIA Corporation · NVDA

8.9%
9.2%
5.6%
1.4%
1.7%
3.4%
5.6%
18%
27%
30%
34%
34%
35%
32%
27%
30%
34%
33%
34%
—

QUALCOMM Incorporated · QCOM

13%
13%
14%
11%
7.0%
5.9%
4.8%
3.6%
7.1%
5.5%
5.3%
6.0%
8.0%
6.9%
6.1%
6.8%
7.6%
5.0%
3.5%
—

Texas Instruments Incorporated · TXN

13%
13%
13%
12%
9.4%
7.9%
7.8%
7.2%
5.8%
4.5%
4.2%
5.1%
4.5%
4.2%
4.9%
5.2%
4.7%
5.8%
7.1%
—

ROCE change · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

—
—
—
—
−16.8 pp
—
−1.7 pp
+0.2 pp
+1.0 pp
—
+0.6 pp
+1.2 pp
+0.8 pp
+1.2 pp
−0.6 pp
+0.8 pp
+1.3 pp
+0.9 pp
—
—

Analog Devices, Inc. · ADI

—
—
—
—
+2.0 pp
+1.2 pp
−0.3 pp
−0.7 pp
−0.9 pp
−1.0 pp
−1.6 pp
−0.9 pp
−0.1 pp
−0.2 pp
+0.7 pp
+0.7 pp
+0.8 pp
+1.1 pp
+1.6 pp
—

Arm Holdings plc · ARM

—
—
—
—
+4.2 pp
+2.4 pp
−2.8 pp
−5.4 pp
−2.1 pp
+1.3 pp
+1.0 pp
+3.5 pp
+0.4 pp
+5.3 pp
−1.4 pp
+1.0 pp
−0.3 pp
−0.7 pp
−0.5 pp
—

Astera Labs, Inc. · ALAB

—
—
—
—
—
—
—
+2.6 pp
+19.1 pp
—
—
−0.5 pp
−5.6 pp
+21.5 pp
+9.6 pp
+6.7 pp
+5.7 pp
+3.6 pp
—
—

Broadcom Inc. · AVGO

—
—
—
—
+2.2 pp
+1.7 pp
+1.1 pp
+0.4 pp
+0.5 pp
−4.3 pp
−3.5 pp
−2.4 pp
−2.1 pp
+2.2 pp
+1.2 pp
+0.4 pp
+0.7 pp
+1.7 pp
+3.2 pp
—

Intel Corporation · INTC

—
—
—
—
−3.8 pp
—
−4.2 pp
−0.2 pp
+1.7 pp
—
−0.2 pp
−5.0 pp
−1.3 pp
+0.5 pp
−0.7 pp
+6.1 pp
0.0 pp
−1.7 pp
+3.0 pp
—

Marvell Technology, Inc. · MRVL

—
—
—
—
+0.7 pp
−0.1 pp
−1.2 pp
−1.3 pp
−1.2 pp
−0.3 pp
+0.1 pp
+0.6 pp
−3.0 pp
+1.5 pp
+2.3 pp
+2.1 pp
+5.6 pp
+0.9 pp
+0.1 pp
—

Micron Technology, Inc. · MU

—
—
—
—
−5.5 pp
−8.7 pp
−8.5 pp
−5.2 pp
−1.5 pp
+4.2 pp
+4.2 pp
+5.0 pp
+5.5 pp
+2.5 pp
+2.2 pp
+3.1 pp
+5.4 pp
+18.4 pp
+33.0 pp
—

Monolithic Power Systems, Inc. · MPWR

—
—
—
—
+2.2 pp
−0.1 pp
−4.0 pp
−3.1 pp
−3.2 pp
−2.8 pp
−1.0 pp
−0.2 pp
+0.5 pp
+1.3 pp
+0.1 pp
−0.9 pp
−0.3 pp
+0.6 pp
+2.3 pp
—

NVIDIA Corporation · NVDA

—
—
—
—
−7.2 pp
−5.8 pp
0.0 pp
+16.7 pp
+24.8 pp
+26.9 pp
+28.5 pp
+15.6 pp
+8.6 pp
+2.0 pp
−7.1 pp
−3.4 pp
−1.5 pp
+0.7 pp
+7.1 pp
—

QUALCOMM Incorporated · QCOM

—
—
—
—
−6.1 pp
−7.2 pp
−9.5 pp
−7.4 pp
+0.1 pp
−0.4 pp
+0.5 pp
+2.4 pp
+0.9 pp
+1.4 pp
+0.8 pp
+0.8 pp
−0.4 pp
−1.9 pp
−2.6 pp
—

Texas Instruments Incorporated · TXN

—
—
—
—
−3.4 pp
−4.7 pp
−5.6 pp
−4.9 pp
−3.6 pp
−3.4 pp
−3.6 pp
−2.1 pp
−1.3 pp
−0.3 pp
+0.7 pp
+0.1 pp
+0.2 pp
+1.6 pp
+2.2 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Microchip Technology Incorporated has the lowest PEG among the 27 Semiconductors companies compared here, at 0.78×. NVIDIA Corporation is next at 0.79×. Micron Technology, Inc. has the lowest P/E at 20.9×, so level and change sit with different companies. 6 of 27 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Microchip Technology Incorporated has the lowest comparable PEG at 0.78×, 1.3% below NVIDIA Corporation. Only 6 of 27 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderMicrochip Technology Incorporated · 0.78×
Gap1.3% versus #2 · NVIDIA Corporation
Persistence0/8 recent comparable periods
Coverage6/27 companies · 33 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

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 recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. 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.
PEGlowest PEG
1Microchip Technology Incorporated MCHP · older report0.8
2NVIDIA Corporation NVDA0.8
3Analog Devices, Inc. ADI1.3
4Tower Semiconductor Ltd. TSEM · older report4.4
5Broadcom Inc. AVGO5.1
P/Elowest P/E
1Micron Technology, Inc. MU20.9
2Qorvo, Inc. QRVO21.8
3QUALCOMM Incorporated QCOM21.9
4NXP Semiconductors N.V. NXPI23.6
5NVIDIA Corporation NVDA31.9
Valuation · company comparison
6/27 level · 27/27 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Arm Holdings plc ARM14.8365.5Jun 2026
Broadcom Inc. AVGO5.170.2Jun 2026
Rambus Inc. RMBS4.460.9Jun 2026
Tower Semiconductor Ltd. TSEM4.481.6Mar 2026
Monolithic Power Systems, Inc. MPWR3.684.6Jun 2026
Texas Instruments Incorporated TXN3.145.4Jun 2026
ON Semiconductor Corporation ON2.244.1Jun 2026
NXP Semiconductors N.V. NXPI1.323.6Jun 2026
Analog Devices, Inc. ADI1.358.5Jun 2026
NVIDIA Corporation NVDA0.831.9Jun 2026
Microchip Technology Incorporated MCHP0.8293.7Mar 2026
Silicon Motion Technology Corporation SIMO0.739.1Jun 2026
QUALCOMM Incorporated QCOM0.521.9Jun 2026
Micron Technology, Inc. MU—20.9Jun 2026
Advanced Micro Devices, Inc. AMD—66.0Mar 2026
Intel Corporation INTC—3,550.0Jun 2026
Marvell Technology, Inc. MRVL—56.5Jun 2026
Astera Labs, Inc. ALAB—74.1Mar 2026
STMicroelectronics N.V. STM—139.0Jun 2026
Credo Technology Group Holding Ltd CRDO—73.5Jun 2026
GLOBALFOUNDRIES Inc. GFS—32.0Mar 2026
MACOM Technology Solutions Holdings, Inc. MTSI—103.2Jun 2026
Lattice Semiconductor Corporation LSCC—678.7Jun 2026
SiTime Corporation SITM—98.7Mar 2026
Semtech Corporation SMTC—218.7Jun 2026
Skyworks Solutions, Inc. SWKS—32.4Sep 2026
Qorvo, Inc. QRVO—21.8Jun 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Analog Devices, Inc. · ADI

—
—
—
—
—
—
—
—
1.0
—
—
—
—
—
—
3.2
1.3
—
—
—

Arm Holdings plc · ARM

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
6.1
—
14.8
—
—

Broadcom Inc. · AVGO

—
—
—
—
—
—
0.3
0.7
1.1
—
—
—
—
—
5.1
—
—
—
—
—

Microchip Technology Incorporated · MCHP

—
—
—
—
—
—
—
0.3
0.8
—
—
—
—
—
—
—
—
—
—
—

Monolithic Power Systems, Inc. · MPWR

—
—
—
—
—
—
1.7
3.6
—
—
—
—
—
—
—
—
—
—
—
—

NVIDIA Corporation · NVDA

—
—
—
—
—
—
—
3.2
—
—
—
—
—
—
—
—
0.8
—
—
—

NXP Semiconductors N.V. · NXPI

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
1.3
—
—

ON Semiconductor Corporation · ON

—
—
—
—
—
—
—
—
—
2.2
—
—
—
—
—
—
—
—
—
—

QUALCOMM Incorporated · QCOM

—
—
—
—
—
—
—
—
—
—
—
0.5
0.5
0.5
0.5
—
—
—
—
—

Rambus Inc. · RMBS

—
—
—
—
—
—
—
—
—
—
1.2
—
—
—
—
1.6
1.6
4.4
—
—

Texas Instruments Incorporated · TXN

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
3.1
—
—

Tower Semiconductor Ltd. · TSEM

—
—
—
—
—
0.3
0.5
—
—
—
—
—
—
—
—
—
—
4.4
—
—

P/E · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Micro Devices, Inc. · AMD

56.9
44.5
36.6
40.7
77.1
—
426.1
856.8
278.1
265.4
197.8
148.1
119.2
74.7
82.2
79.4
80.2
66.0
—
—

Analog Devices, Inc. · ADI

50.1
49.9
43.7
47.5
27.6
25.8
25.5
27.0
24.5
34.4
46.6
62.5
68.7
67.5
54.1
56.6
51.0
56.1
58.5
—

Arm Holdings plc · ARM

—
—
—
—
—
—
—
314.8
1,073.6
431.0
419.5
238.4
162.3
142.4
245.1
181.4
145.8
178.0
365.5
—

Astera Labs, Inc. · ALAB

—
—
—
—
—
—
—
—
—
—
—
—
—
271.2
161.5
176.4
136.4
74.1
—
—

Broadcom Inc. · AVGO

35.5
31.9
27.5
23.2
17.9
19.9
19.6
27.7
25.4
45.4
55.1
125.1
137.3
106.4
76.3
73.6
77.5
64.7
70.2
—

Intel Corporation · INTC

10.6
—
8.0
7.8
7.9
—
—
—
125.6
46.0
134.7
—
—
—
—
3,550.0
—
—
—
—

Marvell Technology, Inc. · MRVL

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
32.9
25.7
56.5
—

Micron Technology, Inc. · MU

12.8
11.2
8.6
7.4
10.1
40.6
—
—
—
—
—
136.5
28.3
22.0
17.4
16.1
21.9
19.6
20.9
—

Monolithic Power Systems, Inc. · MPWR

97.7
84.3
55.1
44.9
39.1
51.9
58.0
50.1
72.0
80.7
97.8
104.2
18.2
17.2
21.2
26.1
70.5
78.5
84.6
—

NVIDIA Corporation · NVDA

78.7
59.3
49.7
59.5
58.9
119.8
144.5
112.4
53.4
51.3
51.3
53.1
55.7
48.5
35.8
49.4
46.2
38.3
31.9
—

QUALCOMM Incorporated · QCOM

20.9
16.2
11.1
10.7
10.7
13.3
14.8
16.8
20.7
22.7
27.4
19.0
16.8
15.6
15.3
33.8
36.1
13.8
21.9
—

Texas Instruments Incorporated · TXN

22.8
21.0
16.8
16.2
17.6
20.9
21.6
20.7
24.1
27.2
33.8
38.4
36.1
34.1
38.0
33.6
31.8
33.2
45.4
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Semiconductors comparison names 5 specific ways its own evidence can mislead, all listed below. 6 of the 27 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 6 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · evidence and freshness

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 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Semiconductors company comparison FAQs

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 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Semiconductors sector outperforming S&P 500?

Semiconductors has outperformed S&P 500 by 90.2% over 52 weeks and 2.8% over 13 weeks. 20 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 9 of 27 beat the sector itself.

Which Semiconductors company is largest by revenue?

NVIDIA Corporation leads with revenue of $253,491 million, based on 14 of 27 comparable companies through Jun 2026.

Which Semiconductors company is growing fastest?

Astera Labs, Inc. has the fastest current revenue growth at 100%, across 13 of 27 comparable companies.

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

Micron Technology, Inc. ranks first at 74/100 with 71.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Semiconductors company has the lowest comparable PEG?

Microchip Technology Incorporated has the lowest comparable PEG at 0.78, among 6 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 visible contributions add 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 stale evidence moves only the affected contribution toward neutral.

Which Semiconductors company is the biggest?

NVIDIA Corporation is the largest, with trailing-twelve-month revenue of $253,491 million, ahead of Micron Technology, Inc. at $90,274 million. That covers 14 of 27 companies with comparable reporting through Jun 2026.

Which Semiconductors company has the best profit margins?

Micron Technology, Inc. has the highest operating margin at 80.4%, from 27 of 27 comparable companies. Micron Technology, Inc. shows the biggest recent improvement, at +57.1 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Semiconductors company makes the most profit?

NVIDIA Corporation earns the most, at $159,613 million of trailing-twelve-month net profit, from 14 of 27 comparable companies. Astera Labs, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Semiconductors company earns the highest return on capital?

Micron Technology, Inc. leads on return on capital employed at 36.4%, across 27 of 27 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Semiconductors stock is the cheapest?

On PEG — where a LOWER number is cheaper — Microchip Technology Incorporated screens cheapest at 0.78×. Only 6 of 27 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Semiconductors sector beating the market?

Semiconductors has outperformed S&P 500 by 90.2% over the last 52 weeks and 2.8% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 20 of 27 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Semiconductors stock has the strongest price momentum?

Micron Technology, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Semiconductors company scores highest for research priority?

Micron Technology, Inc. scores 74 out of 100 with 71.1% evidence confidence, from 28.4 points on growth and earnings, 19.5 on capital efficiency, 11.5 on valuation and 14.6 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

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

It compares 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 $11,111,455 million of combined market value. NVIDIA Corporation is the largest at $5,133,298 million, about 46% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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

The median price-to-earnings ratio across the 27 Semiconductors companies on this page is 66×, measured on the 27 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 2026-08-04.

How is the Semiconductors sector performing?

20 of the 27 covered Semiconductors companies are beating S&P 500 on Mansfield relative strength. The sector itself is 90.2% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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 observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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