SIC 3674 - Semiconductors & Related Devices
Companies
- AAOI - APPLIED OPTOELECTRONICS, INC.
- ADI - ANALOG DEVICES INC
- AIP - Arteris, Inc.
- ALAB - Astera Labs, Inc.
- ALGM - ALLEGRO MICROSYSTEMS, INC.
- ALMU - Aeluma, Inc.
- AMAT - APPLIED MATERIALS INC /DE
- AMBA - AMBARELLA INC
- AMBQ - Ambiq Micro, Inc.
- AMD - ADVANCED MICRO DEVICES INC
- AMKR - AMKOR TECHNOLOGY, INC.
- AOSL - ALPHA & OMEGA SEMICONDUCTOR Ltd
- ARRY - Array Technologies, Inc.
- ATOM - Atomera Inc
- AVGO - Broadcom Inc.
- BZAI - Blaize Holdings, Inc.
- CRDO - Credo Technology Group Holding Ltd
- CRUS - CIRRUS LOGIC, INC.
- DIOD - DIODES INC /DEL/
- ENPH - Enphase Energy, Inc.
- FORM - FORMFACTOR INC
- FSLR - FIRST SOLAR, INC.
- ICHR - ICHOR HOLDINGS, LTD.
- INDI - indie Semiconductor, Inc.
- INTC - INTEL CORP
- IPGP - IPG PHOTONICS CORP
- KLIC - KULICKE & SOFFA INDUSTRIES INC
- KOPN - KOPIN CORP
- LASR - NLIGHT, INC.
- LSCC - LATTICE SEMICONDUCTOR CORP
- MCHP - MICROCHIP TECHNOLOGY INC
- MPWR - MONOLITHIC POWER SYSTEMS INC
- MRVL - Marvell Technology, Inc.
- MTSI - MACOM Technology Solutions Holdings, Inc.
- MU - MICRON TECHNOLOGY INC
- MXL - MAXLINEAR, INC
- NVDA - NVIDIA CORP
- NVEC - NVE CORP /NEW/
- NVTS - Navitas Semiconductor Corp
- NXPI - NXP Semiconductors N.V.
- NXT - Nextpower Inc.
- ON - ON SEMICONDUCTOR CORP
- OSIS - OSI SYSTEMS INC
- PENG - Penguin Solutions, Inc.
- PLAB - PHOTRONICS INC
- POWI - POWER INTEGRATIONS INC
- Q - Qnity Electronics, Inc.
- QRVO - Qorvo, Inc.
- RMBS - RAMBUS INC
- SEDG - SOLAREDGE TECHNOLOGIES, INC.
- SHLS - Shoals Technologies Group, Inc.
- SITM - SITIME Corp
- SKYT - SkyWater Technology, Inc
- SLAB - SILICON LABORATORIES INC.
- SMTC - SEMTECH CORP
- SWKS - SKYWORKS SOLUTIONS, INC.
- SYNA - SYNAPTICS Inc
- TE - T1 Energy Inc.
- TXN - TEXAS INSTRUMENTS INC
- UCTT - Ultra Clean Holdings, Inc.
- VIAV - VIAVI SOLUTIONS INC.
Related Macro Threads
- Inflation (CPI / PCE / PPI) - 10 indicators, 3 mapped SIC sectors
- US labor market - 12 indicators, 3 mapped SIC sectors
- Growth & output - 13 indicators, 4 mapped SIC sectors
- Money & trade - 2 indicators, 4 mapped SIC sectors
- Government finances - 6 indicators, 3 mapped SIC sectors
- Sector employment - 5 indicators, 5 mapped SIC sectors
- Industrial orders & inventories - 3 indicators, 3 mapped SIC sectors
- Trade & external - 4 indicators, 4 mapped SIC sectors
Macro Context
- INDPRO - Industrial Production: Total Index
- TCU - Capacity Utilization: Total Index
- PPIACO - Producer Price Index by Commodity: All Commodities
- GDPC1 - Real Gross Domestic Product
- DGS10 - Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity
- FEDFUNDS - Federal Funds Effective Rate
- CES0500000003 - Average Hourly Earnings of All Employees, Total Private
- PAYEMS - All Employees, Total Nonfarm
Sector financials
Peer figures are build-time aggregates of the SEC companyfacts financials already shown on member company pages. As of latest member filing date: 2026-06-15.
| Companies With Data | Companies With Revenue | Aggregate Revenue | Median Revenue | Median Net Margin | Median Operating Margin | Median Revenue Growth | Median Diluted EPS |
|---|---|---|---|---|---|---|---|
| 61 | 61 | 555,029,333,949 | 1,049,975,000 | 4.88% | 3.67% | 13.05% | 0.28 |
Charts
Member companies by reported revenue
Net margin distribution
Peer Table
| Company | Latest Revenue | Revenue FY | Net Margin | Operating Margin | Revenue Growth | Diluted EPS |
|---|---|---|---|---|---|---|
| NVDA - NVIDIA CORP | 215,938,000,000 | 2026 | 55.60% | 60.38% | 65.47% | 4.90 |
| AVGO - Broadcom Inc. | 63,887,000,000 | 2025 | 36.20% | 39.89% | 23.87% | 4.77 |
| INTC - INTEL CORP | 52,853,000,000 | 2025 | -0.51% | -4.19% | -0.47% | -0.06 |
| MU - MICRON TECHNOLOGY INC | 37,378,000,000 | 2025 | 22.84% | 26.14% | 48.85% | 7.59 |
| AMD - ADVANCED MICRO DEVICES INC | 34,639,000,000 | 2025 | 12.51% | 10.66% | 34.34% | 2.65 |
| AMAT - APPLIED MATERIALS INC /DE | 28,368,000,000 | 2025 | 24.67% | 29.22% | 4.39% | 8.66 |
| TXN - TEXAS INSTRUMENTS INC | 17,682,000,000 | 2025 | 28.28% | 34.06% | 13.05% | 5.45 |
| NXPI - NXP Semiconductors N.V. | 12,269,000,000 | 2025 | 16.47% | 24.83% | -2.74% | 7.95 |
| ADI - ANALOG DEVICES INC | 11,019,707,000 | 2025 | 20.58% | 26.61% | 16.89% | 4.56 |
| MRVL - Marvell Technology, Inc. | 8,194,600,000 | 2026 | 32.58% | 16.14% | 42.09% | 3.07 |
| AMKR - AMKOR TECHNOLOGY, INC. | 6,707,981,000 | 2025 | 5.57% | 6.97% | 6.18% | 1.50 |
| ON - ON SEMICONDUCTOR CORP | 5,995,400,000 | 2025 | 2.02% | 1.40% | -15.35% | 0.29 |
| FSLR - FIRST SOLAR, INC. | 5,219,376,000 | 2025 | 29.28% | 30.59% | 24.09% | 14.21 |
| Q - Qnity Electronics, Inc. | 4,754,000,000 | 2025 | 15.33% | 9.67% | 3.30 | |
| MCHP - MICROCHIP TECHNOLOGY INC | 4,713,100,000 | 2026 | 4.88% | 10.40% | 7.08% | 0.22 |
| SWKS - SKYWORKS SOLUTIONS, INC. | 4,086,900,000 | 2025 | 11.67% | 12.23% | -2.18% | 3.08 |
| QRVO - Qorvo, Inc. | 3,678,517,000 | 2026 | 9.22% | 11.18% | -1.09% | 3.62 |
| NXT - Nextpower Inc. | 3,559,390,000 | 2026 | 16.46% | 19.59% | 20.28% | 3.84 |
| MPWR - MONOLITHIC POWER SYSTEMS INC | 2,790,459,000 | 2025 | 22.27% | 26.11% | 26.43% | 12.86 |
| UCTT - Ultra Clean Holdings, Inc. | 2,054,000,000 | 2025 | -8.82% | -5.23% | -2.08% | -4.00 |
| CRUS - CIRRUS LOGIC, INC. | 1,997,379,000 | 2026 | 20.75% | 23.05% | 5.34% | 7.85 |
| OSIS - OSI SYSTEMS INC | 1,713,166,000 | 2025 | 8.73% | 12.70% | 11.33% | 8.71 |
| DIOD - DIODES INC /DEL/ | 1,482,073,000 | 2025 | 4.46% | 2.39% | 13.04% | 1.43 |
| ENPH - Enphase Energy, Inc. | 1,472,985,000 | 2025 | 11.69% | 10.69% | 10.72% | 1.29 |
| PENG - Penguin Solutions, Inc. | 1,368,794,000 | 2025 | 1.85% | 4.25% | 16.91% | 0.28 |
| CRDO - Credo Technology Group Holding Ltd | 1,335,116,000 | 2026 | 35.37% | 33.33% | 205.68% | 2.51 |
| ARRY - Array Technologies, Inc. | 1,284,141,000 | 2025 | -4.07% | -2.26% | 40.22% | -0.73 |
| SEDG - SOLAREDGE TECHNOLOGIES, INC. | 1,184,444,000 | 2025 | -34.23% | -25.47% | 31.39% | -6.88 |
| VIAV - VIAVI SOLUTIONS INC. | 1,084,300,000 | 2025 | 3.21% | 5.30% | 8.39% | 0.15 |
| SYNA - SYNAPTICS Inc | 1,074,300,000 | 2025 | -4.45% | -8.76% | 11.98% | -1.22 |
| SMTC - SEMTECH CORP | 1,049,975,000 | 2026 | -3.85% | 3.10% | 15.47% | -0.46 |
| IPGP - IPG PHOTONICS CORP | 1,003,777,000 | 2025 | 3.10% | 1.31% | 2.73% | 0.73 |
| MTSI - MACOM Technology Solutions Holdings, Inc. | 967,258,000 | 2025 | -5.60% | 13.40% | 32.58% | -0.73 |
| ICHR - ICHOR HOLDINGS, LTD. | 947,652,000 | 2025 | -5.57% | -4.14% | 11.61% | -1.54 |
| ALGM - ALLEGRO MICROSYSTEMS, INC. | 890,096,000 | 2026 | -1.67% | 2.08% | 22.77% | -0.08 |
| ALAB - Astera Labs, Inc. | 852,525,000 | 2025 | 25.70% | 20.34% | 115.13% | 1.22 |
| PLAB - PHOTRONICS INC | 849,294,000 | 2025 | 16.06% | 24.51% | -2.04% | 2.28 |
| FORM - FORMFACTOR INC | 784,993,000 | 2025 | 6.93% | 7.27% | 2.80% | 0.69 |
| SLAB - SILICON LABORATORIES INC. | 784,764,000 | 2026 | -8.27% | -8.99% | -1.98 | |
| TE - T1 Energy Inc. | 755,295,000 | 2025 | -48.70% | -31.06% | 25572.84% | -2.19 |
| RMBS - RAMBUS INC | 707,630,000 | 2025 | 32.57% | 36.77% | 27.13% | 2.11 |
| AOSL - ALPHA & OMEGA SEMICONDUCTOR Ltd | 696,162,000 | 2025 | -13.93% | -4.08% | 5.92% | -3.30 |
| KLIC - KULICKE & SOFFA INDUSTRIES INC | 654,081,000 | 2025 | 0.03% | -0.49% | -7.38% | 0.00 |
| LSCC - LATTICE SEMICONDUCTOR CORP | 523,262,000 | 2026 | 0.59% | 2.15% | 0.02 | |
| SHLS - Shoals Technologies Group, Inc. | 475,331,000 | 2025 | 7.06% | 11.86% | 19.07% | 0.20 |
| MXL - MAXLINEAR, INC | 467,641,000 | 2025 | -29.23% | -27.13% | 29.71% | -1.58 |
| AAOI - APPLIED OPTOELECTRONICS, INC. | 455,715,000 | 2025 | -8.39% | -11.98% | 82.75% | -0.64 |
| POWI - POWER INTEGRATIONS INC | 443,504,000 | 2025 | 4.98% | 2.30% | 5.86% | 0.39 |
| SKYT - SkyWater Technology, Inc | 442,139,000 | 2025 | 26.89% | -0.58% | 29.18% | 2.44 |
| AMBA - AMBARELLA INC | 390,702,000 | 2026 | -19.42% | -21.12% | 37.15% | -1.78 |
| SITM - SITIME Corp | 326,660,000 | 2025 | -13.13% | -20.50% | 61.16% | -1.72 |
| LASR - NLIGHT, INC. | 261,330,000 | 2025 | -8.98% | -10.16% | 31.62% | -0.47 |
| INDI - indie Semiconductor, Inc. | 217,394,000 | 2025 | -65.81% | -70.94% | 0.33% | -0.73 |
| AMBQ - Ambiq Micro, Inc. | 72,514,000 | 2025 | -50.28% | -54.53% | -4.67% | -4.57 |
| AIP - Arteris, Inc. | 70,579,000 | 2025 | -49.23% | -46.95% | 22.27% | -0.82 |
| NVTS - Navitas Semiconductor Corp | 45,916,000 | 2025 | -101.56% | -148.68% | -44.88% | -0.57 |
| KOPN - KOPIN CORP | 39,323,731 | 2025 | 6.63% | -25.06% | -21.88% | 0.01 |
| BZAI - Blaize Holdings, Inc. | 38,632,000 | 2025 | 2385.97% | -1.98 | ||
| NVEC - NVE CORP /NEW/ | 26,331,218 | 2026 | 57.72% | 60.46% | 1.76% | 3.14 |
| ALMU - Aeluma, Inc. | 4,665,000 | 2025 | -64.78% | -45.92% | 407.62% | -0.23 |
| ATOM - Atomera Inc | 65,000 | 2025 | -51.85% | -0.65 |
Sources
Macro Data
- INDPRO - FRED series INDPRO, source: Board of Governors of the Federal Reserve System
- TCU - FRED series TCU, source: Board of Governors of the Federal Reserve System
- PPIACO - FRED series PPIACO, source: U.S. Bureau of Labor Statistics
- GDPC1 - FRED series GDPC1, source: U.S. Bureau of Economic Analysis
- DGS10 - FRED series DGS10, source: Board of Governors / U.S. Treasury market data
- FEDFUNDS - FRED series FEDFUNDS, source: Board of Governors of the Federal Reserve System
- CES0500000003 - FRED series CES0500000003, source: U.S. Bureau of Labor Statistics
- PAYEMS - FRED series PAYEMS, source: U.S. Bureau of Labor Statistics
SEC Data
- AAOI SEC company page; latest 10-K 0001437749-26-005875; latest 10-Q 0001437749-26-015620
- ADI SEC company page; latest 10-K 0000006281-25-000153; latest 10-Q 0000006281-26-000052
- AIP SEC company page; latest 10-K 0001628280-26-007726; latest 10-Q 0001628280-26-034186
- ALAB SEC company page; latest 10-K 0001736297-26-000010; latest 10-Q 0001736297-26-000020
- ALGM SEC company page; latest 10-K 0001193125-26-233537; latest 10-Q 0001193125-26-030636
- ALMU SEC company page; latest 10-K 0001213900-25-086227; latest 10-Q 0001213900-26-055956
- AMAT SEC company page; latest 10-K 0001628280-25-056742; latest 10-Q 0001628280-26-037227
- AMBA SEC company page; latest 10-K 0001193125-26-119321; latest 10-Q 0001193125-26-253198
- AMBQ SEC company page; latest 10-K 0001193125-26-094004; latest 10-Q 0001193125-26-219341
- AMD SEC company page; latest 10-K 0000002488-26-000018; latest 10-Q 0000002488-26-000076
- AMKR SEC company page; latest 10-K 0001047127-26-000014; latest 10-Q 0001047127-26-000020
- AOSL SEC company page; latest 10-K 0001628280-25-041297; latest 10-Q 0001628280-26-031360
- ARRY SEC company page; latest 10-K 0001820721-26-000008; latest 10-Q 0001628280-26-031453
- ATOM SEC company page; latest 10-K 0001683168-26-001291; latest 10-Q 0001683168-26-003501
- AVGO SEC company page; latest 10-K 0001730168-25-000121; latest 10-Q 0001730168-26-000054
- BZAI SEC company page; latest 10-K 0001871638-26-000011; latest 10-Q 0001871638-26-000031
- CRDO SEC company page; latest 10-K 0001628280-26-043303; latest 10-Q 0001628280-26-014017
- CRUS SEC company page; latest 10-K 0000772406-26-000018; latest 10-Q 0000772406-26-000006
- DIOD SEC company page; latest 10-K 0001193125-26-044918; latest 10-Q 0001193125-26-212380
- ENPH SEC company page; latest 10-K 0001463101-26-000013; latest 10-Q 0001463101-26-000047
- FORM SEC company page; latest 10-K 0001039399-26-000009; latest 10-Q 0001039399-26-000023
- FSLR SEC company page; latest 10-K 0001274494-26-000021; latest 10-Q 0001274494-26-000109
- ICHR SEC company page; latest 10-K 0001652535-26-000012; latest 10-Q 0001652535-26-000031
- INDI SEC company page; latest 10-K 0001193125-26-082535; latest 10-Q 0001193125-26-215104
- INTC SEC company page; latest 10-K 0000050863-26-000011; latest 10-Q 0000050863-26-000079
- IPGP SEC company page; latest 10-K 0001111928-26-000040; latest 10-Q 0001111928-26-000098
- KLIC SEC company page; latest 10-K 0000056978-25-000081; latest 10-Q 0000056978-26-000020
- KOPN SEC company page; latest 10-K 0001493152-26-016338; latest 10-Q 0001493152-26-022534
- LASR SEC company page; latest 10-K 0001124796-26-000012; latest 10-Q 0001124796-26-000028
- LSCC SEC company page; latest 10-K 0001437749-26-004100; latest 10-Q 0001437749-26-014686
- MCHP SEC company page; latest 10-K 0000827054-26-000016; latest 10-Q 0000827054-26-000009
- MPWR SEC company page; latest 10-K 0001437749-26-006113; latest 10-Q 0001437749-26-014647
- MRVL SEC company page; latest 10-K 0001835632-26-000011; latest 10-Q 0001835632-26-000019
- MTSI SEC company page; latest 10-K 0001493594-25-000054; latest 10-Q 0001493594-26-000028
- MU SEC company page; latest 10-K 0000723125-25-000028; latest 10-Q 0000723125-26-000006
- MXL SEC company page; latest 10-K 0001288469-26-000011; latest 10-Q 0001288469-26-000029
- NVDA SEC company page; latest 10-K 0001045810-26-000021; latest 10-Q 0001045810-26-000052
- NVEC SEC company page; latest 10-K 0001376474-26-000348; latest 10-Q 0001376474-26-000059
- NVTS SEC company page; latest 10-K 0001821769-26-000007; latest 10-Q 0001628280-26-030524
- NXPI SEC company page; latest 10-K 0001413447-26-000008; latest 10-Q 0001413447-26-000034
- NXT SEC company page; latest 10-K 0001852131-26-000017; latest 10-Q 0001852131-26-000006
- ON SEC company page; latest 10-K 0001097864-26-000006; latest 10-Q 0001097864-26-000014
- OSIS SEC company page; latest 10-K 0001410578-25-001887; latest 10-Q 0001104659-26-055014
- PENG SEC company page; latest 10-K 0001616533-25-000061; latest 10-Q 0001616533-26-000030
- PLAB SEC company page; latest 10-K 0001140361-25-045801; latest 10-Q 0001140361-26-024915
- POWI SEC company page; latest 10-K 0000833640-26-000037; latest 10-Q 0000833640-26-000078
- Q SEC company page; latest 10-K 0002058873-26-000010; latest 10-Q 0002058873-26-000015
- QRVO SEC company page; latest 10-K 0001628280-26-032873; latest 10-Q 0001628280-26-003838
- RMBS SEC company page; latest 10-K 0001193125-26-057101; latest 10-Q 0001193125-26-186931
- SEDG SEC company page; latest 10-K 0001178913-26-000632; latest 10-Q 0001178913-26-002432
- SHLS SEC company page; latest 10-K 0001831651-26-000021; latest 10-Q 0001831651-26-000083
- SITM SEC company page; latest 10-K 0001451809-26-000012; latest 10-Q 0001451809-26-000041
- SKYT SEC company page; latest 10-K 0001819974-26-000009; latest 10-Q 0001819974-26-000014
- SLAB SEC company page; latest 10-K 0001038074-26-000005; latest 10-Q 0001038074-26-000020
- SMTC SEC company page; latest 10-K 0000088941-26-000005; latest 10-Q 0000088941-26-000013
- SWKS SEC company page; latest 10-K 0000004127-25-000085; latest 10-Q 0000004127-26-000015
- SYNA SEC company page; latest 10-K 0000817720-25-000073; latest 10-Q 0000817720-26-000036
- TE SEC company page; latest 10-K 0001992243-26-000007; latest 10-Q 0001992243-26-000014
- TXN SEC company page; latest 10-K 0000097476-26-000059; latest 10-Q 0000097476-26-000101
- UCTT SEC company page; latest 10-K 0001628280-26-010744; latest 10-Q 0001628280-26-028365
- VIAV SEC company page; latest 10-K 0000912093-25-000096; latest 10-Q 0001628280-26-028926