Semiconductors & Electronics
Chip design, manufacturing equipment, components, and electronics. This page compares reported financial scale with the customer needs and operating signals that shape sector performance.
- Companies
- 9
- Average revenue
- $33.7B
- Average margin
- 21.9%
- Average growth
- 16.2%
What this industry is really competing to solve
Demand emerges when customers need more computing, connectivity, sensing, or power efficiency within tight technical constraints. The deeper motives are performance, reliability, control, and fear of product failure or supply disruption. This is why the competitive set extends beyond companies with the same industry code.
Customers can also choose rival architectures, internal design, older nodes, second sourcing, postponing upgrades, and redesigning the system. Industry growth becomes durable only when companies make the desired progress easier than those alternatives.
How demand becomes profit and cash
The common mechanism is converting design wins, installed base, process leadership, and capacity into revenue across technology cycles. Across the industry, the decisive investment question is whether R&D and capacity spending match durable demand rather than a temporary shortage cycle.
Average operating profit is $7.7B, but the spread between leaders and laggards matters more than the average alone. Compare scale, margin, growth, and the leading indicators together.
Semiconductors & Electronics companies
| Company | Revenue | Operating profit | Margin | Growth |
|---|---|---|---|---|
| Broadcom AVGO | $63.9B | $25.5B | 39.9% | +23.9% |
| Intel INTC | $52.9B | -$2.2B | -4.2% | -0.5% |
| Qualcomm QCOM | $44.3B | $12.4B | 27.9% | +13.7% |
| Micron Technology MU | $37.4B | $9.8B | 26.1% | +48.9% |
| AMD AMD | $34.6B | $3.7B | 10.7% | +34.3% |
| Applied Materials AMAT | $28.4B | $8.3B | 29.2% | +4.4% |
| Lam Research LRCX | $18.4B | $5.9B | 32.0% | +23.7% |
| Texas Instruments TXN | $17.7B | $6B | 34.1% | +13.0% |
| ON Semiconductor ON | $6B | $84M | 1.4% | -15.3% |
