Silicon Analytica
Charts
31 charts on the chip industry, built only from official sources: company filings and UN Comtrade, SIA/WSTS and SEMI statistics. Each chart names its sources, labels calculated values and updates as new figures arrive.
This quarter's big themes
AI revenue, margins, growth, capex, R&D and China exposure: the stories behind this quarter’s results.
AI is the business: data center share of revenue
Data Center was 92.5% of NVIDIA's revenue in Q2 FY2027; AMD 48.0% and Intel 32.0% in their latest fiscal years
Source: NVIDIA, AMD and Intel 10-K/10-Q filings and results releases (segment revenue)Chart 23NVIDIA's share of the industry's net income
NVIDIA earned 37% of the combined net income of 20 chip companies in fiscal 2025, up from 3% in 2022
Source: annual reports and 10-K/20-F filings of the 20 companiesChart 24Margin race: gross margin by quarter
NVIDIA leads the margin race at 75.0% gross margin in Q2 FY2027; Intel trails at 43.0%
Source: NVIDIA, TSMC, AMD, Intel and Broadcom quarterly filings and results releasesChart 25Growth heatmap: revenue growth by company and quarter
Micron grew fastest in Q3 2026: revenue +379% from a year earlier; 14 of 15 companies grew
Source: company quarterly filings and results releasesChart 26China exposure of chip-equipment makers over time
China was 34.1% of Tokyo Electron's revenue in FY2026, down from 41.7% in FY2025
Source: annual reports and 10-K/20-F filings (geographic revenue)Chart 27Capex race: TSMC, Samsung, Intel, Micron, SK hynix
TSMC led the capex race in 2025 with ≈$39.4B; the 5 chipmakers spent ≈$126.0B
Source: annual reports, 10-K and 20-F filings (cash-flow statements)Chart 28R&D spending: the top 10
Samsung spent the most on R&D: ≈$28.2B in FY2025
Source: annual reports, 10-K and 20-F filingsChart 29Hyperscaler capex intensity: capex as % of revenue
The big four hyperscalers spent 42% of their revenue on capex in Q3 2026, up from 24% a year earlier
Source: Microsoft, Alphabet, Amazon and Meta 10-Q/10-K filings (SEC XBRL)Chart 30Arm's royalty vs licence revenue
Royalties were 53.1% of Arm's revenue in FY2026: $2.6B, against $2.3B from licences
Source: Arm Holdings 20-F and 6-K filings (revenue by type)Chart 31Where chip sales are growing: growth by region
Chip sales grew fastest in the Americas: up 192% in Sep 2026 from a year earlier
Source: SIA/WSTS, Sep 2026 and Sep 2025 (released 3 Nov 2026)Chart 32Taiwan chip pulse: monthly revenue of TSMC, UMC, VIS, MediaTek and ASE
TSMC's September revenue rose 54.6% from a year earlier, to NT$511.9B
Source: Market Observation Post System (MOPS), Taiwan Stock Exchange: monthly revenue as filed by each company, NT$World & market
Official trade and industry statistics: what the chip market is worth and who buys and builds.
The new oil: chips vs oil, cars and aircraft in world trade
Chips overtook crude oil in world trade in 2025 (preliminary): $1,202.5B against $1,153.6B
Source: UN Comtrade, world imports as reported by importing countries (HS 8542, 2709, 8703, 8802), current US$, 2015–2025 (2024 and 2025 preliminary)Chart 2Global semiconductor sales, monthly
Global chip sales reached $172.6B a month in Sep 2026, up 146.8% from a year earlier
Source: WSTS Historical Billings Report (Aug 2026 edition); SIA/WSTS release, 3 Nov 2026Chart 3Semiconductor sales by region
The Americas bought $65.6B of chips a month in Sep 2026, the largest regional market
Source: SIA/WSTS, Sep 2026 (released 3 Nov 2026)Chart 4Semiconductor market by product category
Memory is forecast to overtake logic as the largest chip category in 2026, at $803.9B
Source: WSTS Spring 2026 Semiconductor Market Forecast (Jun 2026)Chart 5Semiconductor equipment spending by year
Chip-equipment spending hit a record $135.1B in 2025, up 15.4% from 2024
Source: SEMI Worldwide Semiconductor Equipment Market Statistics (releases 2023, 2024, 2026)Chart 6Hyperscaler capex per quarter
Microsoft, Alphabet, Amazon and Meta Platforms spent $201.9B on property and equipment in Q3 2026, up 108% from a year earlier
Source: company filings (10-Q, 10-K cash-flow statements, SEC XBRL)Chart 7Hyperscaler capex vs NVIDIA Data Center revenue
NVIDIA's Data Center revenue was $89.0B in Q2 2026, equal to 54% of the big four hyperscalers' $165.1B capex (NVIDIA's Q3 2026 not yet reported)
Source: company filings (10-Q, 10-K; NVIDIA 8-K CFO commentary)Chart 8Foundry capacity utilization: UMC and SMIC
SMIC's fabs ran at 93.7% utilization in Q2 2026; UMC's fabs ran at 92% utilization in Q3 2026
Source: UMC quarterly results releases; SMIC results announcements (HKEX filings, smics.com)Industry comparison
The covered companies side by side, from their own filings.
Revenue league table, latest fiscal year
Samsung led the 20 companies with $249.5B of revenue in FY2025
Source: company filings (10-K, 20-F, annual reports)Chart 10Fastest growing: revenue y/y, latest quarter
Micron grew fastest: revenue up 379% from a year earlier in its latest quarter
Source: company filings (10-Q, 6-K, earnings releases)Chart 11Gross margin by business model
IP & EDA companies had the highest median gross margin, 86.4%, in their latest fiscal year; Foundry the lowest at 42.4%
Source: company filings (10-K, 20-F, annual reports)Chart 12Where the profits go: share of combined net income
NVIDIA earned 29% of the 20 companies' combined net income in their latest fiscal years
Source: company filings (10-K, 20-F, annual reports)Chart 13R&D intensity, latest fiscal year
Arm spent the largest share of revenue on R&D: 56.4% in FY2026
Source: company filings (10-K, 20-F, annual reports)Chart 14Capex intensity of chipmakers
TSMC spent 33.4% of revenue on capex in FY2025, the highest of 7 chipmakers
Source: company filings (10-K, 20-F, annual reports)Chart 16China exposure: share of revenue from China
Tokyo Electron reported the highest China share of revenue: 34.1% in FY2026
Source: company filings (10-K, 20-F, annual reports: revenue by geography)AI trends
Where AI demand shows up in reported results.
NVIDIA Data Center revenue by quarter
NVIDIA's Data Center revenue reached $89.0B in Q2 FY2027, up 117% from a year earlier
Source: NVIDIA CFO commentary (Form 8-K Ex. 99.2), revenue by market platformChart 18TSMC advanced nodes (7 nm and below) share
Advanced nodes (7 nm and below) made up 79% of TSMC's wafer revenue in Q3 2026, up from 65% in Q1 2024
Source: TSMC quarterly Management Reports (wafer revenue by technology)Chart 19TSMC platform mix: HPC vs smartphone
High-performance computing was 68% of TSMC's revenue in Q3 2026, against 21% for smartphones
Source: TSMC quarterly Management Reports (net revenue by platform)Chart 20ASML system sales: EUV vs DUV
EUV was 47% of ASML's net system sales in 2025 (€11.6B), up from 31% in 2019
Source: ASML annual reports (US GAAP) and Form 20-F, net system sales per technologyChart 21The memory cycle: SK hynix, Micron, Samsung
The memory upswing: SK hynix 80%, Micron 81%, Samsung DS 72% operating margin in the latest quarter
Source: company filings and results releases (SK hynix, Micron 10-Q/10-K, Samsung earnings presentations)Not charted
Market cap ranking. Market capitalisation depends on share prices; the stored values come from third-party quote pages, not an official source, and price data stays switched off until a licensed source exists.