Semiconductor stocks: 15 companies analyzed
The 15 semiconductors companies Fintols covers, such as AMD, Broadcom and Intel: P/E, growth, margin and dividend with dated figures.
Semiconductors are the chips inside nearly everything: phones, cars, data centers, appliances and factory equipment. The industry has several layers. Fabless companies design chips and outsource production, foundries manufacture them for others in extremely expensive plants, integrated players do both, and equipment and software vendors sell the tools needed to make them. Some earn money on every chip shipped; others on machines, design licenses or contract manufacturing. Demand comes from many end markets, from smartphones and PCs to cars, factories and the servers behind artificial intelligence.
This is a famously cyclical business. When supply runs short, prices jump, and once new capacity comes online there is often a glut. Gross margin is a good gauge of pricing power and technological leadership, and research and development spending shows whether a company can keep up. Inventory levels, both its own and its customers’, often signal a turn in the cycle. Manufacturers spend heavily on new fabs, so compare free cash flow with net income before getting excited about earnings.
Key risks include a sharp drop in orders after a boom, dependence on a handful of large customers, export controls and the fact that only a few plants can make the most advanced chips. If you’re new, remember that record profits often show up right at the top of the cycle. A low P/E at that moment can be a trap, while a high one in the middle of a downturn isn’t automatically expensive. Looking at several years together helps you see the full cycle.
With data as of November 4, 2026, of the 15 semiconductors companies Fintols covers, the largest by market value is Nvidia ($4.83 trillion) among those quoted in dollars and ASML (€515.5 billion) among those quoted in euros, the fastest-growing in its latest quarter is Micron (+379.3% in sales) and the highest dividend yield belongs to Qualcomm (2.24%). The typical company in the group trades on a P/E of 37.9x and keeps a net margin of 32.3% (medians). Figures come from Yahoo Finance, the same source the Fintols analysis uses; N/A means the figure is not available.
Semiconductor companies on Fintols
| Company | Market cap | P/E | Revenue growth | Net margin | Dividend yield |
|---|---|---|---|---|---|
| Nvidia (NVDA) | $4.83 trillion | 25.3x | +105.9% | 63.7% | 0.48% |
| TSMC (TSM) | $2.05 trillion | 25.6x | +50.9% | 51.1% | 0.93% |
| Broadcom (AVGO) | $1.55 trillion | 41.6x | +85.5% | 42.9% | 0.78% |
| Micron (MU) | $899.7 billion | 10.7x | +379.3% | 63.8% | 0.07% |
| AMD (AMD) | $797.9 billion | 124.7x | +50.1% | 15.6% | 0.00% |
| ASML (ASML.AS) | €515.5 billion | 38.2x | +55.2% | 34.1% | 0.54% |
| Intel (INTC) | $309.7 billion | N/A | +20.9% | -20.1% | 0.00% |
| Applied Materials (AMAT) | $293.2 billion | 31.9x | +24.8% | 30.1% | 0.56% |
| Texas Instruments (TXN) | $284.8 billion | 40.4x | +27.7% | 34.3% | 1.95% |
| Lam Research (LRCX) | $277.1 billion | 33.0x | +54.4% | 32.3% | 0.57% |
| Arm Holdings (ARM) | $204.8 billion | 197.7x | +22.4% | 20.2% | 0.00% |
| Analog Devices (ADI) | $196.8 billion | 48.2x | +39.6% | 29.8% | 1.05% |
| KLA (KLAC) | $195.2 billion | 37.5x | +28.9% | 36.3% | 0.59% |
| Qualcomm (QCOM) | $184.9 billion | 20.0x | -4.0% | 21.0% | 2.24% |
| Infineon (IFX.DE) | €65.3 billion | 54.6x | +12.6% | 7.8% | 0.67% |
Semiconductor comparisons
- AMD vs Nvidia
- Intel vs Nvidia
- Broadcom vs Nvidia
- Arm Holdings vs Nvidia
- AMD vs Intel
- Arm Holdings vs Qualcomm
- Broadcom vs Qualcomm
- Intel vs Qualcomm
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