Owner Scorecard


← The groupings

A grouping · a comparative table

Semiconductors

91 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 $1.0B; median gross margin 41.9%; median operating margin 7.4%; median owner earnings $87M; median return on invested capital 6.7%; 55 of 89 hold net cash. Medians of this table’s own columns, over the members each applies to · data as of July 9, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record median over the record op. cash − maintenance capex · latest FY, USD after tax · median over the record debt − cash & ST investments · latest FY, USD
NVDA NVIDIA Corp. Semiconductors $215.9B62.0%32.5%$99.9B36.1%+$36.8B cash
TSM Taiwan Semiconductor Manufacturing Company Limited Semiconductors $89.8B50.6%39.9%$36.4B37.1%+$63.4B cash
AVGO Broadcom Inc. Semiconductors $63.9B56.6%24.6%$26.9B12.8%$50.9B
INTC Intel Corporation Semiconductors $52.9B55.4%22.1%($4.9B)9.7%$32.3B
MU Micron Technology Inc. Semiconductors $37.4B37.6%22.7%$9.2B14.6%$4.6B
AMD Advanced Micro Devices Semiconductors $34.6B44.5%7.0%$7.2B6.1%+$7.3B cash
AMAT Applied Materials Inc. Semiconductors $28.4B45.0%26.9%$7.5B35.6%+$2.1B cash
ASX ASE Technology Holding Co. Ltd. Semiconductors $20.0B16.5%7.4%$2.3B9.4%$4.3B
TXN Texas Instruments Incorporated Semiconductors $17.7B63.7%40.7%$5.2B28.9%$9.2B
NXPI NXP Semiconductors N.V. Semiconductors $12.3B54.7%24.8%$2.4B16.7%$9.0B
STM STMicroelectronics N.V. Semiconductors $11.8B39.2%12.6%$1.1B16.0%+$771M cash
ADI Analog Devices Inc. Semiconductors $11.0B62.7%26.7%$4.4B7.0%$4.5B
JKS JinkoSolar Holding Company Limited Semiconductors $9.7B16.3%2.7%($310M)6.5%+$3.2B cash
MRVL Marvell Technology Inc. Semiconductors $8.2B50.1%-8.7%$1.5B-2.3%$1.9B
6723 Renesas Electronics Semiconductors $8.1B46.9%11.7%$2.2B9.0%
UMC United Microelectronics Corporation Semiconductors $7.2B21.9%7.5%$1.5B4.3%+$3.1B cash
GFS GlobalFoundries Inc. Semiconductors $6.8B24.5%-0.9%$1.0B-0.7%+$797M cash
AMKR Amkor Technology Semiconductors $6.7B16.5%7.2%$454M9.5%+$535M cash
ON ON Semiconductor Corporation Semiconductors $6.0B36.7%12.3%$1.4B14.3%$798M
CSIQ Canadian Solar Inc. Common Shares (ON) Semiconductors $5.6B17.2%4.8%($808M)7.1%+$813M cash
FSLR First Solar Semiconductors $5.2B22.0%6.0%$1.5B2.7%+$3.0B cash
ARM Arm Holdings plc Semiconductors $4.9B96.0%20.7%$1.3B14.9%+$3.6B cash
Q Qnity Electronics Inc. Semiconductors $4.8B46.0%20.1%$988M6.6%$3.2B
MCHP Microchip Technology Incorporated Semiconductors $4.7B60.8%13.4%$871M4.7%$5.3B
MCHPP Microchip Technology Incorporated Semiconductors $4.7B60.8%13.4%$871M4.7%$5.3B
SWKS Skyworks Solutions Inc. Semiconductors $4.1B47.5%27.8%$1.1B22.7%+$378M cash
QRVO Qorvo Inc. Semiconductors $3.7B39.5%5.1%$680M2.9%$330M
NXT Nextpower Inc. Semiconductors $3.6B19.4%13.3%$532M59.0%+$1.1B cash
6963 Rohm Semiconductors $3.0B23.9%9.3%$200M5.2%+$270M cash
MPWR Monolithic Power Systems Inc. Semiconductors $2.8B55.2%19.5%$786M22.1%+$1.0B cash
3436 SUMCO Semiconductors $2.5B18.3%15.4%($68M)8.2%$1.7B
UCTT Ultra Clean Holdings Semiconductors $2.1B17.0%4.3%$15M7.3%$170M
CRUS Cirrus Logic Semiconductors $2.0B51.2%17.3%$637M19.7%+$906M cash
OSIS OSI Systems Inc. Common Stock (DE) Semiconductors $1.7B34.5%9.1%$74M11.4%$365M
TSEM Tower Semiconductor Ltd. Semiconductors $1.6B23.2%12.4%$92M9.6%+$977M cash
DIOD Diodes Semiconductors $1.5B35.1%10.9%$137M10.7%+$350M cash
ENPH Enphase Energy Semiconductors $1.5B40.1%10.7%$96M16.0%+$308M cash
PENG Penguin Solutions Inc. Semiconductors $1.4B22.5%3.7%$100M6.3%$8M
CRDO Credo Technology Group Holding Ltd Semiconductors $1.3B61.9%-11.5%$430M-6.2%+$1.4B cash
ARRY Array Technologies Inc. Semiconductors $1.3B23.2%-2.3%$80M-1.9%$425M
6526 Socionext Semiconductors $1.2B11.3%($44M)26.0%+$305M cash
SEDG SolarEdge Technologies Inc. Semiconductors $1.2B31.0%9.8%$81M13.4%$128M
VIAV Viavi Solutions Inc. Semiconductors $1.1B57.8%5.3%$62M4.9%+$29M cash
SYNA Synaptics Semiconductors $1.1B40.7%3.8%$116M7.0%$388M
SMTC Semtech Corporation Semiconductors $1.0B59.8%11.3%$171M6.9%$296M
IPGP IPG Photonics Corporation Semiconductors $1.0B44.9%17.8%($3M)9.6%+$816M cash
MTSI MACOM Technology Solutions Holdings Inc. Semiconductors $967M51.0%10.1%$193M4.3%+$285M cash
ICHR Ichor Holdings Semiconductors $948M13.9%4.5%($6M)10.3%$25M
ALGM Allegro MicroSystems Semiconductors $890M55.0%8.1%$125M13.1%$119M
SIMO Silicon Motion Technology Corporation Semiconductors $886M48.3%14.9%$31M34.7%+$203M cash
ALAB Astera Labs Inc. Semiconductors $853M73.5%-29.3%$312M+$168M cash
PLAB Photronics Semiconductors $849M24.6%12.3%$171M11.5%+$394M cash
HIMX Himax Technologies Inc. Semiconductors $832M27.9%5.3%$120M6.5%+$74M cash
FORM FormFactor Semiconductors $785M39.6%8.4%$78M6.9%+$140M cash
SLAB Silicon Laboratories Semiconductors $785M59.1%-3.1%$66M-1.9%$86M
WOLF Wolfspeed Inc. Common Stock New Semiconductors $758M32.0%-41.1%($2.0B)-5.9%$12.1B
TE T1 Energy Inc. Semiconductors $755M$17M-13.6%$208M
RMBS Rambus Semiconductors $708M79.6%10.0%$348M3.1%+$443M cash
IMOS ChipMOS TECHNOLOGIES INC. Semiconductors $704M19.3%12.1%$27M9.7%+$138M cash
AOSL Alpha and Omega Semiconductor Limited Semiconductors $696M25.6%2.0%($8M)2.1%+$80M cash
DQ DAQO New Energy Corp. Semiconductors $665M34.6%27.8%($123M)12.6%+$856M cash
KLIC Kulicke and Soffa Industries Inc. Semiconductors $654M47.1%9.4%$96M8.4%+$412M cash
LSCC Lattice Semiconductor Semiconductors $523M59.0%6.8%$155M6.0%+$117M cash
SHLS Shoals Technologies Group Inc. Semiconductors $475M35.6%17.0%$3M8.6%$134M
MXL MaxLinear Inc. Semiconductors $468M54.2%-5.5%$7M-3.3%$51M
AAOI Applied Optoelectronics Inc. Semiconductors $456M24.8%-20.8%($354M)-13.2%+$76M cash
POWI Power Integrations Semiconductors $444M51.3%13.3%$87M10.8%+$250M cash
SKYT SkyWater Technology Inc. Semiconductors $442M16.2%-6.2%($53M)-18.3%$70M
TOYO TOYO Co. Ltd Semiconductors $427M22.5%13.8%$110M18.7%$13M
AMBA Ambarella Semiconductors $391M60.7%-21.7%$58M-16.1%+$191M cash
SITM SiTime Semiconductors $327M51.6%-9.1%$47M-10.8%$24M
LASR nLIGHT Inc. Semiconductors $261M26.6%-10.2%$12M-16.4%+$99M cash
INDI indie Semiconductor Inc. Semiconductors $217M40.7%-85.1%($71M)-25.6%$208M
MX Magnachip Semiconductor Corporation Semiconductors $179M22.7%0.4%($54M)4.6%$100M
AXTI AXT Inc Semiconductors $88M31.7%4.1%($19M)2.0%+$117M cash
AMBQ Ambiq Micro Inc. Semiconductors $73M+$140M cash
AIP Arteris Inc. Semiconductors $71M90.2%-57.3%$5M+$64M cash
MRAM Everspin Technologies Inc. Semiconductors $55M51.8%-14.1%$7M-29.5%+$43M cash
NVTS Navitas Semiconductor Corporation Semiconductors $46M31.5%-234.7%($44M)-41.2%+$237M cash
KOPN Kopin Corporation Semiconductors $39M34.9%-85.6%($16M)-83.6%+$58M cash
LPTH LightPath Technologies Inc. Semiconductors $37M35.0%-4.8%($10M)-4.7%+$72K cash
ICG Intchains Group Limited Semiconductors $33M53.7%1.0%($14M)0.4%+$72M cash
SPCB SuperCom Ltd. Ordinary Shares (Israel) Semiconductors $28M38.5%-34.0%($6M)-17.0%$7M
NVEC NVE Corporation Semiconductors $26M78.9%61.1%$14M18.6%+$20M cash
LAES SEALSQ Corp Semiconductors $18M43.1%-60.0%($32M)+$426M cash
QUIK QuickLogic Corporation Semiconductors $14M50.2%-107.7%($6M)-170.1%+$3M cash
ALMU Aeluma Inc. Semiconductors $5M43.4%-496.5%($1M)-88.2%+$528K cash
POET POET Technologies Inc. Semiconductors $1M51.9%-736.7%($33M)-60.6%+$310M cash
LWLG Lightwave Logic Inc. Semiconductors $237K93.8%-24150.6%($15M)-316.9%+$69M cash
ATOM Atomera Incorporated Semiconductors $65K52.5%-5338.6%($15M)+$4M cash
NA Nano Labs Ltd Semiconductors as filed: CN¥27M23.4%-332.9%as filed: (CN¥108M)-24.1%as filed: CN¥143M

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 2026-07-17) 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.