Owner Scorecard


The groupings / Information Technology / Semiconductors

A grouping · a comparative table

Semiconductors

93 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.

As a group: median revenue $986M; median gross margin 43.4%; median r&d / revenue 18.7%; median capex / revenue 5.4%; median inventory days 111; median owner earnings $83M; median return on invested capital 7.1%. Medians of this table’s own columns, over the members each applies to · data as of August 17, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record latest fiscal year latest fiscal year inventory ÷ daily cost of revenue · latest FY op. cash − maintenance capex · latest FY, USD after tax · median over the record
NVDA NVIDIA Corp. Semiconductors $215.9B62.2%8.6%2.8%125$99.9B46.1%
TSM Taiwan Semiconductor Manufacturing Company Limited Semiconductors $91.0B51.1%33.0%83$36.9B37.1%
AVGO Broadcom Inc. Semiconductors $63.9B59.0%17.2%1.0%40$26.9B12.8%
INTC Intel Corporation Semiconductors $52.9B55.7%26.1%27.7%123($4.9B)10.9%
MU Micron Technology Inc. Semiconductors $37.4B38.7%10.2%42.4%136$9.2B14.6%
AMD Advanced Micro Devices Semiconductors $34.6B44.7%23.4%2.8%165$7.2B6.1%
AMAT Applied Materials Inc. Semiconductors $28.4B45.8%12.6%8.0%148$7.5B36.1%
ASX ASE Technology Holding Co. Ltd. Semiconductors $20.3B17.1%25.5%45$2.4B9.9%
TXN Texas Instruments Incorporated Semiconductors $17.7B63.9%11.8%25.7%231$5.2B34.9%
NXPI NXP Semiconductors N.V. Semiconductors $12.3B54.7%19.2%3.2%169$2.4B16.7%
STM STMicroelectronics N.V. Semiconductors $11.8B39.3%8.8%147$1.1B16.0%
ADI Analog Devices Inc. Semiconductors $11.0B63.4%16.0%4.8%142$4.4B7.8%
JKS JinkoSolar Holding Company Limited Semiconductors $9.7B16.3%4.9%272524($312M)8.0%
6723 Renesas Electronics Semiconductors $8.3B51.3% · 4y8.7%6.7%$2.3B9.0%
MRVL Marvell Technology Inc. Semiconductors $8.2B50.1%25.3%4.3%126$1.4B-2.3%
UMC United Microelectronics Corporation Semiconductors $7.3B22.0%38.1%83$1.5B4.3%
GFS GlobalFoundries Inc. Semiconductors $6.8B24.5%10.6%113$1.0B3.1%
AMKR Amkor Technology Semiconductors $6.7B17.1%2.5%13.5%28$454M10.1%
ON ON Semiconductor Corporation Semiconductors $6.0B37.4%9.7%5.7%181$1.4B14.4%
CSIQ Canadian Solar Inc. Common Shares (ON) Semiconductors $5.6B17.8%20.0%91($808M)7.1%
FSLR First Solar Semiconductors $5.2B23.5%4.5%16.7%87$1.5B4.8%
ARM Arm Holdings plc Semiconductors $5.2B96.0%11.4%$1.8B14.9%
Q Qnity Electronics Inc. Semiconductors $4.8B46.0%7.4%6.0%94$988M6.6%
MCHP Microchip Technology Incorporated Semiconductors $4.7B61.1%23.0%1.9%190$871M6.7%
SWKS Skyworks Solutions Inc. Semiconductors $4.1B47.5%19.2%4.8%115$1.1B22.7%
QRVO Qorvo Inc. Semiconductors $3.7B40.1%19.7%3.5%102$680M2.9%
NXT Nextpower Inc. Semiconductors $3.6B26.0%3.4%1.4%40$532M59.0%
6963 Rohm Semiconductors $3.0B27.4% · 4y9.7%23.1%41$204M5.5%
MPWR Monolithic Power Systems Inc. Semiconductors $2.8B55.2%13.7%6.2%165$786M23.0%
3436 SUMCO Semiconductors $2.6B20.4% · 4y2.7%27.1%27($69M)8.5%
UCTT Ultra Clean Holdings Semiconductors $2.1B17.6%1.6%2.4%82$15M11.0%
CRUS Cirrus Logic Semiconductors $2.0B51.4%21.7%0.7%93$637M20.7%
MBLY Mobileye Global Inc. Semiconductors $1.9B47.5%60.8%4.2%121$523M-0.7%
OSIS OSI Systems Inc. Common Stock (DE) Semiconductors $1.7B35.2%4.3%1.4%132$74M11.5%
TSEM Tower Semiconductor Ltd. Semiconductors $1.6B23.2%28.4%78$92M12.6%
VIAV Viavi Solutions Inc. Semiconductors $1.5B57.7%17.3%2.0%88$83M5.1%
DIOD Diodes Semiconductors $1.5B35.5%10.9%5.3%169$137M11.2%
ENPH Enphase Energy Semiconductors $1.5B41.0%12.8%2.8%134$96M16.0%
PENG Penguin Solutions Inc. Semiconductors $1.4B22.6%5.8%0.7%96$100M7.1%
CRDO Credo Technology Group Holding Ltd Semiconductors $1.3B63.3%20.9%4.3%215$430M-6.2%
ARRY Array Technologies Inc. Semiconductors $1.3B23.2%0.8%1.7%56$80M-1.9%
6526 Socionext Semiconductors $1.3B49.9% · 2y29.1%7.4%($45M)26.0%
SYNA Synaptics Semiconductors $1.2B44.7%31.9%4.0%86$101M3.2%
SEDG SolarEdge Technologies Inc. Semiconductors $1.2B31.3%18.7%2.0%204$81M14.0%
SMTC Semtech Corporation Semiconductors $1.0B59.8%18.7%0.9%141$171M9.2%
IPGP IPG Photonics Corporation Semiconductors $1.0B45.5%11.7%7.9%184($3M)9.7%
MTSI MACOM Technology Solutions Holdings Inc. Semiconductors $967M52.5%25.3%4.4%198$193M4.3%
ICHR Ichor Holdings Semiconductors $948M14.6%2.4%3.8%98($6M)10.6%
ALGM Allegro MicroSystems Semiconductors $890M45.3%23.1%4.3%139$125M13.1%
SIMO Silicon Motion Technology Corporation Semiconductors $886M48.4%6.2%27$31M34.8%
ALAB Astera Labs Inc. Semiconductors $853M74.6%35.7%4.4%104$312M2.1% · 2y
PLAB Photronics Semiconductors $849M24.9%1.9%22.2%41$171M11.5%
HIMX Himax Technologies Inc. Semiconductors $832M27.9%2.4%96$120M8.3%
FORM FormFactor Semiconductors $785M39.6%14.7%13.2%85$75M7.1%
SLAB Silicon Laboratories Semiconductors $785M59.0%45.0%3.8%106$66M5.1%
WOLF Wolfspeed Inc. Common Stock New Semiconductors $758M32.3%23.1%167.8%97($964M)-5.6%
TE T1 Energy Inc. Semiconductors $755M24.5% · 2y10.4%61$17M-13.6%
IMOS ChipMOS TECHNOLOGIES INC. Semiconductors $714M19.6%22.4%50$27M9.7%
RMBS Rambus Semiconductors $708M79.1%26.5%3.8%111$348M3.1%
AOSL Alpha and Omega Semiconductor Limited Semiconductors $696M25.9%13.5%5.3%129($8M)3.0%
DQ DAQO New Energy Corp. Semiconductors $665M37.1%26.0%77($123M)15.2%
KLIC Kulicke and Soffa Industries Inc. Semiconductors $654M47.1%22.9%2.6%155$96M8.4%
LSCC Lattice Semiconductor Semiconductors $523M61.3%35.9%8.1%196$155M6.0%
SHLS Shoals Technologies Group Inc. Semiconductors $475M35.6%7.0%106$3M10.2%
MXL MaxLinear Inc. Semiconductors $468M54.9%44.6%2.7%141$7M-2.9%
AAOI Applied Optoelectronics Inc. Semiconductors $456M25.9%18.8%39.3%210($354M)-12.8%
POWI Power Integrations Semiconductors $444M51.4%22.8%5.5%302$87M11.5%
SKYT SkyWater Technology Inc. Semiconductors $442M17.9%3.3%5.5%25($53M)-8.4% · 2y
TOYO TOYO Co. Ltd Semiconductors $427M22.5%21.5%88$110M18.7%
AMBA Ambarella Semiconductors $391M60.7%61.0%4.0%120$58M-15.2%
SITM SiTime Semiconductors $327M52.6%36.4%15.9%196$47M-7.7%
LASR nLIGHT Inc. Semiconductors $261M27.6%18.4%3.5%90$12M-15.9%
INDI indie Semiconductor Inc. Semiconductors $217M41.2%70.9%6.6%136($71M)-25.6%
MX Magnachip Semiconductor Corporation Semiconductors $179M23.8%15.3%16.8%85($54M)7.9%
CEVA Ceva, Inc. Semiconductors $110M88.8%68.3%2.7%($6M)-0.2%
AXTI AXT Inc Semiconductors $88M32.1%10.2%6.8%387($19M)3.9%
AMBQ Ambiq Micro Inc. Semiconductors $73M38.1% · 2y53.1%153-140.8% · 1y
AIP Arteris Inc. Semiconductors $71M90.4%70.7%2.0%$5M-11163.5% · 2y
MRAM Everspin Technologies Inc. Semiconductors $55M51.8%25.5%12.4%145$7M-29.5%
NVTS Navitas Semiconductor Corporation Semiconductors $46M32.8%108.5%3.2%153($44M)-41.0%
KOPN Kopin Corporation Semiconductors $39M34.9%17.0%3.7%($16M)-70.3%
LPTH LightPath Technologies Inc. Semiconductors $37M35.0%8.2%3.4%173($10M)-4.7%
ICG Intchains Group Limited Semiconductors $33M55.5%2.1%93($14M)8.3%
SPCB SuperCom Ltd. Ordinary Shares (Israel) Semiconductors $28M38.7%3.2%64($6M)-16.6%
NVEC NVE Corporation Semiconductors $26M79.0%12.0%8.3%462$14M21.3%
LAES SEALSQ Corp Semiconductors $18M43.5%4.1%76($32M)-69.1% · 1y
QUIK QuickLogic Corporation Semiconductors $14M52.3%38.4%23.0%32($6M)-156.3% · 4y
ALMU Aeluma Inc. Semiconductors $5M43.4%27.8%3.5%($1M)-326.1%
POET POET Technologies Inc. Semiconductors $1M51.9% · 3y209.8%108($33M)-52.1%
ARBE Arbe Robotics Ltd. Semiconductors $1M-2.6% · 3y29.5%($38M)-274.2% · 3y
LWLG Lightwave Logic Inc. Semiconductors $237K93.8%4850.9%562.3%($15M)-316.9%
ATOM Atomera Incorporated Semiconductors $65K58.5%18927.7%75.4%($15M)-292.8% · 1y
NA Nano Labs Ltd Semiconductors as filed: CN¥27M26.0%0.2%75as filed: (CN¥108M)-9.0%

Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-08-20) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.