Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Chart 25 · This quarter's big themes

Micron grew fastest in Q3 2026: revenue +379% from a year earlier; 14 of 15 companies grew

Q4 2025 – Q3 2026

Revenue growth vs the same quarter a year earlier, % (calendar quarters, reporting currency)Q4 ’25Q1 ’26Q2 ’26Q3 ’26MicronMicron Q1 FY2026: revenue +56.7% vs Q1 FY2025 (Calculated)+56.7%Micron Q2 FY2026: revenue +196% vs Q2 FY2025 (Calculated)+196%Micron Q3 FY2026: revenue +346% vs Q3 FY2025 (Calculated)+346%Micron Q4 FY2026: revenue +379% vs Q4 FY2025 (Calculated)+379%SK hynixSK hynix Q4 FY2025: revenue +66.1% vs Q4 FY2024 (Calculated)+66.1%SK hynix Q1 FY2026: revenue +198% vs Q1 FY2025 (Calculated)+198%SK hynix Q2 FY2026: revenue +257% vs Q2 FY2025 (Calculated)+257%SK hynix Q3 FY2026: revenue +328% vs Q3 FY2025 (Calculated)+328%SamsungSamsung Q4 FY2025: revenue +23.8% vs Q4 FY2024 (Calculated)+23.8%Samsung Q1 FY2026: revenue +69.2% vs Q1 FY2025 (Calculated)+69.2%Samsung Q2 FY2026: revenue +130% vs Q2 FY2025 (Calculated)+130%Samsung Q3 FY2026: revenue +127% vs Q3 FY2025 (Calculated)+127%NVIDIANVIDIA Q4 FY2026: revenue +73.2% vs Q4 FY2025 (Calculated)+73.2%NVIDIA Q1 FY2027: revenue +85.2% vs Q1 FY2026 (Calculated)+85.2%NVIDIA Q2 FY2027: revenue +106% vs Q2 FY2026 (Calculated)+106%—BroadcomBroadcom Q1 FY2026: revenue +29.5% vs Q1 FY2025 (Calculated)+29.5%Broadcom Q2 FY2026: revenue +47.9% vs Q2 FY2025 (Calculated)+47.9%Broadcom Q3 FY2026: revenue +85.5% vs Q3 FY2025 (Calculated)+85.5%—ASMLASML Q4 FY2025: revenue +4.9% vs Q4 FY2024 (Calculated)+4.9%ASML Q1 FY2026: revenue +13.2% vs Q1 FY2025 (Calculated)+13.2%ASML Q2 FY2026: revenue +21.3% vs Q2 FY2025 (Calculated)+21.3%ASML Q3 FY2026: revenue +55.2% vs Q3 FY2025 (Calculated)+55.2%Lam ResearchLam Research Q2 FY2026: revenue +22.1% vs Q2 FY2025 (Calculated)+22.1%Lam Research Q3 FY2026: revenue +23.8% vs Q3 FY2025 (Calculated)+23.8%Lam Research Q4 FY2026: revenue +30.0% vs Q4 FY2025 (Calculated)+30.0%Lam Research Q1 FY2027 / September 2026 quarter: revenue +54.4% vs Q1 FY2026 (Calculated)+54.4%TSMCTSMC Q4 FY2025: revenue +20.5% vs Q4 FY2024 (Calculated)+20.5%TSMC Q1 FY2026: revenue +35.1% vs Q1 FY2025 (Calculated)+35.1%TSMC Q2 FY2026: revenue +36.0% vs Q2 FY2025 (Calculated)+36.0%TSMC Q3 FY2026: revenue +50.9% vs Q3 FY2025 (Calculated)+50.9%Tokyo ElectronTokyo Electron Q3 FY2026: revenue −15.7% vs Q3 FY2025 (Calculated)−15.7%Tokyo Electron Q4 FY2026: revenue +8.6% vs Q4 FY2025 (Calculated)+8.6%Tokyo Electron Q1 FY2027: revenue +33.3% vs Q1 FY2026 (Calculated)+33.3%Tokyo Electron Q2 FY2027: revenue +48.4% vs Q2 FY2026 (Calculated)+48.4%AMDAMD Q4 FY2025: revenue +34.1% vs Q4 FY2024 (Calculated)+34.1%AMD Q1 FY2026: revenue +37.8% vs Q1 FY2025 (Calculated)+37.8%AMD Q2 FY2026: revenue +50.1% vs Q2 FY2025 (Calculated)+50.1%AMD Q3 FY2026: revenue +44.7% vs Q3 FY2025 (Calculated)+44.7%SynopsysSynopsys Q1 FY2026: revenue +65.5% vs Q1 FY2025 (Calculated)+65.5%Synopsys Q2 FY2026: revenue +41.9% vs Q2 FY2025 (Calculated)+41.9%Synopsys Q3 FY2026: revenue +42.4% vs Q3 FY2025 (Calculated)+42.4%—KLAKLA Q2 FY2026: revenue +7.2% vs Q2 FY2025 (Calculated)+7.2%KLA Q3 FY2026: revenue +11.5% vs Q3 FY2025 (Calculated)+11.5%KLA Q4 FY2026: revenue +15.2% vs Q4 FY2025 (Calculated)+15.2%KLA Q1 FY2027: revenue +28.9% vs Q1 FY2026 (Calculated)+28.9%Texas InstrumentsTexas Instruments Q4 FY2025: revenue +10.4% vs Q4 FY2024 (Calculated)+10.4%Texas Instruments Q1 FY2026: revenue +18.6% vs Q1 FY2025 (Calculated)+18.6%Texas Instruments Q2 FY2026: revenue +22.8% vs Q2 FY2025 (Calculated)+22.8%Texas Instruments Q3 2026: revenue +27.7% vs Q3 FY2025 (Calculated)+27.7%ArmArm Q3 FY2026: revenue +26.3% vs Q3 FY2025 (Calculated)+26.3%Arm Q4 FY2026: revenue +20.1% vs Q4 FY2025 (Calculated)+20.1%Arm Q1 FY2027: revenue +22.4% vs Q1 FY2026 (Calculated)+22.4%Arm Q2 FY2027: revenue +27.1% vs Q2 FY2026 (Calculated)+27.1%Applied MaterialsApplied Materials Q1 FY2026: revenue −2.1% vs Q1 FY2025 (Calculated)−2.1%Applied Materials Q2 FY2026: revenue +11.4% vs Q2 FY2025 (Calculated)+11.4%Applied Materials Q3 FY2026: revenue +24.8% vs Q3 FY2025 (Calculated)+24.8%—CadenceCadence Q4 FY2025: revenue +6.2% vs Q4 FY2024 (Calculated)+6.2%Cadence Q1 FY2026: revenue +18.7% vs Q1 FY2025 (Calculated)+18.7%—Cadence Q3 2026: revenue +22.0% vs Q3 FY2025 (Calculated)+22.0%IntelIntel Q4 FY2025: revenue −4.1% vs Q4 FY2024 (Calculated)−4.1%Intel Q1 FY2026: revenue +7.2% vs Q1 FY2025 (Calculated)+7.2%Intel Q2 FY2026: revenue +25.4% vs Q2 FY2025 (Calculated)+25.4%Intel Q3 FY2026: revenue +20.9% vs Q3 FY2025 (Calculated)+20.9%NXPNXP Q4 2025: revenue +7.2% vs Q4 2024 (Calculated)+7.2%NXP Q1 2026: revenue +12.2% vs Q1 2025 (Calculated)+12.2%NXP Q2 2026: revenue +19.5% vs Q2 2025 (Calculated)+19.5%NXP Q3 2026: revenue +19.3% vs Q3 2025 (Calculated)+19.3%QualcommQualcomm Q1 FY2026: revenue +5.0% vs Q1 FY2025 (Calculated)+5.0%Qualcomm Q2 FY2026: revenue −3.5% vs Q2 FY2025 (Calculated)−3.5%Qualcomm Q3 FY2026: revenue −4.0% vs Q3 FY2025 (Calculated)−4.0%Qualcomm Q4 FY2026: revenue −8.4% vs Q4 FY2025 (Calculated)−8.4%GrowthDecline— no stored dataSource: company quarterly filings and results releases · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/data/charts/revenue-growth-heatmap
  • Calculated growth = quarterly revenue ÷ revenue for the quarter ending about a year earlier − 1, in the company’s reporting currency (no exchange-rate effect).
  • Calculated Fiscal quarters are placed in the calendar quarter in which most of their days fall.
View sources (94)

In Q3 2026, Micron reported the fastest growth (+379%); 14 of the 15 companies with results for that quarter grew revenue from a year earlier.

Companies are sorted by their latest growth rate. Empty cells mean no stored revenue for that quarter or the quarter a year earlier.

Not shown: GlobalFoundries (fewer than two years of stored quarterly revenue).

Related

Companies:MicronSK hynixSamsung Electronics
Earnings:Micron Q4 FY2026 earningsSK hynix Q3 2026 earningsSamsung Q3 2026 earnings
Compare:Micron vs SK hynixSamsung vs TSMC

More this quarter's big themes charts