Chart 23 · This quarter's big themes
NVIDIA earned 37% of the combined net income of 20 chip companies in fiscal 2025, up from 3% in 2022
Fiscal 2022–2025
- Calculated share = NVIDIA net income ÷ sum of the net income of every covered company with a stored figure for that fiscal year (losses reduce the total).
- Calculated ≈US$: non-USD net income at one approximate monthly rate per currency (Federal Reserve G.5, Oct 2026), so changes reflect results, not exchange-rate moves.
- Calculated Fiscal years are grouped by the calendar year in which most of their months fall (NVIDIA’s fiscal 2026, ending January 2026, counts as 2025).
View sources (42)
- Micron Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2024, FY2025 · published 9 Oct 2026
- Lam Research Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2024, FY2025, FY2026 · published 7 Aug 2026
- KLA Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2024, FY2025, FY2026 · published 6 Aug 2026
- Arm Holdings Form 20-F · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2024, FY2025, FY2026 · published 26 May 2026
- TSMC Form 20-F · XBRL ifrs-full:ProfitLossAttributableToOwnersOfParent; consolidated statements · FY2023, FY2024, FY2025 · published 16 Apr 2026
- GlobalFoundries Form 20-F for FY2025, · XBRL ifrs-full:ProfitLossAttributableToOwnersOfParent; consolidated financial statements · FY2025 · published 27 Feb 2026
- ASML Form 20-F · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 25 Feb 2026
- NVIDIA Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2024, FY2025, FY2026 · published 25 Feb 2026
- Cadence Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 19 Feb 2026
- NXP Semiconductors Form 10-K for FY2025, · XBRL us-gaap:NetIncomeLoss; consolidated statements of operations / cash flows (FY2024 comparative column) (+1 more) · FY2024, FY2025 · published 19 Feb 2026
- Texas Instruments Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 6 Feb 2026
- AMD Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 4 Feb 2026
- Intel Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 23 Jan 2026
- Synopsys Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 22 Dec 2025
- Broadcom Form 10-K · XBRL us-gaap:ProfitLoss (net income); consolidated statements of operations, fiscal year ended 2 Nov 2025 · FY2025 · published 18 Dec 2025
- Applied Materials Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 12 Dec 2025
- Qualcomm Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023, FY2024, FY2025 · published 5 Nov 2025
- Micron Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023 · published 3 Oct 2025
- Lam Research Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023 · published 11 Aug 2025
- KLA Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023 · published 8 Aug 2025
- Arm Holdings Form 20-F · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023 · published 28 May 2025
- TSMC Form 20-F · XBRL ifrs-full:ProfitLossAttributableToOwnersOfParent; consolidated statements · FY2022 · published 17 Apr 2025
- GlobalFoundries Form 20-F for FY2024, · XBRL ifrs-full:ProfitLossAttributableToOwnersOfParent; consolidated financial statements · FY2024 · published 20 Mar 2025
- ASML Form 20-F · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 5 Mar 2025
- NVIDIA Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2023 · published 26 Feb 2025
- Cadence Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 21 Feb 2025
- Texas Instruments Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 14 Feb 2025
- AMD Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 5 Feb 2025
- Intel Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 31 Jan 2025
- Broadcom Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022, FY2023, FY2024 · published 20 Dec 2024
- Synopsys Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 19 Dec 2024
- Applied Materials Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 13 Dec 2024
- Qualcomm Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 6 Nov 2024
- Micron Form 10-K · XBRL us-gaap:NetIncomeLoss; consolidated statements · FY2022 · published 4 Oct 2024
- Company earnings press release (K-IFRS consolidated, preliminary, unaudited), distributed via PR Newswire/PRNasia · Table: Consolidated income statement summary (KRW billion) · FY2022
- Company earnings press release (K-IFRS consolidated, preliminary, unaudited), distributed via PR Newswire/PRNasia · Table: Consolidated income statement summary (KRW billion) · FY2023, FY2024
- Company earnings press release (K-IFRS consolidated, preliminary, unaudited), distributed via PR Newswire/PRNasia · Table: Consolidated income statement summary (KRW billion) · FY2025
- Consolidated financial statements (audited) · Consolidated statements of profit or loss (current-year column) · FY2022
- Consolidated financial statements (audited) · Consolidated statements of profit or loss, p · FY2023
- Consolidated financial statements (audited) · Consolidated statements of profit or loss, p · FY2024, FY2025
- Consolidated Financial Statements (audited), Japanese GAAP · Consolidated statements of income / cash flows / notes · FY2023, FY2024
- Consolidated Financial Statements (audited), Japanese GAAP · Consolidated statements of income / cash flows / notes · FY2025, FY2026
In fiscal 2025, NVIDIA's net income of $120.1B was 37.0% of the $324.6B earned by the 20 companies with stored results.
In 2022 the share was 2.8% ($4.4B of $155.8B).
2022: NXP and GlobalFoundries not included (no stored net income for that fiscal year).
2023: NXP and GlobalFoundries not included (no stored net income for that fiscal year).
Related
More this quarter's big themes charts
- AI is the business: data center share of revenue
- Margin race: gross margin by quarter
- Growth heatmap: revenue growth by company and quarter
- China exposure of chip-equipment makers over time
- Capex race: TSMC, Samsung, Intel, Micron, SK hynix
- R&D spending: the top 10
- Hyperscaler capex intensity: capex as % of revenue
- Arm's royalty vs licence revenue
- Where chip sales are growing: growth by region
- Taiwan chip pulse: monthly revenue of TSMC, UMC, VIS, MediaTek and ASE
- All charts
Silicon Analytica