Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Chart 13 · Industry comparison

Arm spent the largest share of revenue on R&D: 56.4% in FY2026

Latest fiscal year of each company

R&D expense, % of revenue, latest fiscal yearArm: 56.4% · FY2026 (Calculated)Arm56.4%FY2026Synopsys: 35.1% · FY2025 (Calculated)Synopsys35.1%FY2025Intel: 26.1% · FY2025 (Calculated)Intel26.1%FY2025Qualcomm: 23.7% · FY2026 (Calculated)Qualcomm23.7%FY2026AMD: 23.4% · FY2025 (Calculated)AMD23.4%FY2025NXP: 19.2% · FY2025 (Calculated)NXP19.2%FY2025Broadcom: 17.2% · FY2025 (Calculated)Broadcom17.2%FY2025ASML: 14.4% · FY2025 (Calculated)ASML14.4%FY2025Applied Materials: 12.6% · FY2025 (Calculated)Applied Materials12.6%FY2025Texas Instruments: 11.8% · FY2025 (Calculated)Texas Instruments11.8%FY2025Tokyo Electron: 11.4% · FY2026 (Calculated)Tokyo Electron11.4%FY2026Samsung: 11.3% · FY2025 (Calculated)Samsung11.3%FY2025KLA: 11.3% · FY2026 (Calculated)KLA11.3%FY2026Lam Research: 10.2% · FY2026 (Calculated)Lam Research10.2%FY2026NVIDIA: 8.6% · FY2026 (Calculated)NVIDIA8.6%FY2026GlobalFoundries: 7.6% · FY2025 (Calculated)GlobalFoundries7.6%FY2025SK hynix: 6.7% · FY2025 (Calculated)SK hynix6.7%FY2025TSMC: 6.5% · FY2025 (Calculated)TSMC6.5%FY2025Micron: 4.2% · FY2026 (Calculated)Micron4.2%FY2026Source: company filings (10-K, 20-F, annual reports) · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/data/charts/rd-intensity
  • Calculated R&D intensity = research and development expense ÷ revenue, same fiscal year and currency.
View sources (21)

Arm spent 56.4% of revenue on R&D in FY2026; the median of the 19 companies was 11.8%.

The lowest ratio was Micron at 4.2%.

Companies define R&D slightly differently (for example capitalised development costs under IFRS), so small gaps are not meaningful.

Not shown: Cadence (R&D expense not stored).

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